![\"TenthPlanet-iDempiere-PartnerRelation-Mail-Template-ProcessFlow\"](\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/TenthPlanet-iDempiere-PartnerRelation-Mail-Template-ProcessFlow.png\" "\\"\\"")
<\/figure>\n\n\n\nBusiness Rules<\/strong><\/h2>\n\n\n\n\n- A Mail Template stores the email Subject and Mail Text.<\/li>\n\n\n\n
- The HTML checkbox determines whether Mail Text is rendered as HTML or plain text.<\/li>\n\n\n\n
- One Mail Template can be reused to generate emails for multiple recipients.<\/li>\n\n\n\n
- Variables such as @Name@ are replaced with recipient-specific values during sending.<\/li>\n\n\n\n
- The Mail Template does not select recipients, connect to SMTP, or deliver emails.<\/li>\n\n\n\n
- Email delivery depends on the Tenant\u2019s configured SMTP settings.<\/li>\n\n\n\n
- Every email generated from a template is logged in the User Mail tab.<\/li>\n<\/ul>\n\n\n\n
Prerequisites<\/strong><\/h2>\n\n\n\n\n- Tenant SMTP configuration completed (Mail Host, Port, Authentication, SSL\/TLS).<\/li>\n\n\n\n
- Recipient list available, such as Business Partner Contacts or Interest Area subscribers.<\/li>\n\n\n\n
- HTML content prepared in advance if the template will use HTML formatting.<\/li>\n<\/ul>\n\n\n\n
Configuration Steps<\/strong><\/h2>\n\n\n\nStep 1: Create the Mail Template Record<\/strong><\/h3>\n\n\n\nThis establishes a reusable email content record that can be selected by sending processes.<\/p>\n\n\n\n
Navigate to Partner Relations \u2192 Marketing \u2192 Mail Template, click New, and enter a Name for the template.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Name<\/td> Product Updates<\/td> Identifies the Mail Template for selection<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 2: Enter Subject and Set the HTML Option<\/strong><\/h3>\n\n\n\nThe Subject defines the email header text, and the HTML checkbox controls whether Mail Text is interpreted as HTML.<\/p>\n\n\n\n
Enter the Subject line, then check HTML if the Mail Text will contain HTML-formatted content such as tables and styled text.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Subject<\/td> New Product Features Available<\/td> Text shown as the email subject line<\/td><\/tr> HTML<\/td> Checked<\/td> Renders Mail Text as formatted HTML instead of plain text<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 3: Enter Mail Text with Personalization Variables<\/strong><\/h3>\n\n\n\nMail Text holds the actual email body and supports variables such as @Name@ for per-recipient personalization.<\/p>\n\n\n\n
Enter or paste the HTML or plain text content into Mail Text, placing @Name@ wherever the recipient\u2019s name should appear.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Mail Text<\/td> Dear @Name@, We are pleased to share the latest product updates for POTS Retail ERP…<\/td> Email body content with a personalization variable<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n![\"TenthPlanet-iDempiere-PartnerRelations-MailTemplate\"](\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/TenthPlanet-iDempiere-PartnerRelations-MailTemplate.png\" "\\"\\"")
<\/figure>\n\n\n\nStep 4: Save the Template<\/strong><\/h3>\n\n\n\nSaving makes the template available for use in email-sending processes.<\/p>\n\n\n\n
Click Save. The template becomes selectable in Send Mail Text and other standard processes that support Mail Templates.<\/p>\n\n\n\n
Step 5: Review the User Mail Tab After Sending<\/strong><\/h3>\n\n\n\nEvery email generated from the template through a sending process, such as Send Mail Text, is logged here for tracking.<\/p>\n\n\n\n
Open the User Mail tab under Mail Template to review each recipient\u2019s Message ID, Delivery Confirmation, and Delivered status.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>User\/Contact<\/td> Praveen<\/td> Recipient the email was generated for<\/td><\/tr> Message ID<\/td> <246306575.27.1784625452446@smtp.gmail.com><\/td> Unique identifier assigned by the SMTP server<\/td><\/tr> Delivered<\/td> No \/ blank<\/td> Indicates whether delivery was confirmed by the mail server<\/td><\/tr> Delivery Confirmation<\/td> Blank until confirmed<\/td> Records delivery confirmation details when available<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n![\"TenthPlanet-iDempiere-PartnerRelations-MailTemplate-1\"](\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/TenthPlanet-iDempiere-PartnerRelations-MailTemplate1.png\" "\\"\\"")
<\/figure>\n\n\n\nCommon Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>Email not delivered<\/td> SMTP configuration is incorrect<\/td> Verify Mail Host, Port, Authentication, and credentials<\/td><\/tr> Variables are not replaced<\/td> Unsupported or incorrect variable name used<\/td> Use supported Mail Template variables such as @Name@<\/td><\/tr> HTML formatting is not applied<\/td> HTML option is disabled<\/td> Enable the HTML checkbox on the template<\/td><\/tr> SMTP authentication error<\/td> Invalid SMTP username or password<\/td> Verify the configured SMTP credentials<\/td><\/tr> Email sent without personalization<\/td> Recipient context was not set by the calling process<\/td> Use a standard process such as Send Mail Text, which personalizes each email<\/td><\/tr> Delivered column shows No<\/td> Invalid recipient address or username at send time<\/td> Correct the recipient\u2019s email address and resend<\/td><\/tr> User Mail record missing for a recipient<\/td> Recipient was not included in the Send Mail Text run<\/td> Re-run Send Mail Text with the correct recipient list<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Configure Tenant SMTP settings if not already done.<\/li>\n\n\n\n
- Create recipient subscriptions or Business Partner contacts for the audience.<\/li>\n\n\n\n
- Run the Send Mail Text process using this template.<\/li>\n\n\n\n
- Review the User Mail tab to confirm delivery for each recipient.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
Mail Template is the iDempiere window that stores reusable email Subject and Mail Text content, in plain text or HTML, […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,87],"tags":[],"class_list":["post-21420","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-partner-relations"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21420","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=21420"}],"version-history":[{"count":1,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21420\/revisions"}],"predecessor-version":[{"id":27791,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21420\/revisions\/27791"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=21420"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=21420"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=21420"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Prerequisites<\/strong><\/h2>\n\n\n\n\n- Tenant SMTP configuration completed (Mail Host, Port, Authentication, SSL\/TLS).<\/li>\n\n\n\n
- Recipient list available, such as Business Partner Contacts or Interest Area subscribers.<\/li>\n\n\n\n
- HTML content prepared in advance if the template will use HTML formatting.<\/li>\n<\/ul>\n\n\n\n
Configuration Steps<\/strong><\/h2>\n\n\n\nStep 1: Create the Mail Template Record<\/strong><\/h3>\n\n\n\nThis establishes a reusable email content record that can be selected by sending processes.<\/p>\n\n\n\n
Navigate to Partner Relations \u2192 Marketing \u2192 Mail Template, click New, and enter a Name for the template.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Name<\/td> Product Updates<\/td> Identifies the Mail Template for selection<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 2: Enter Subject and Set the HTML Option<\/strong><\/h3>\n\n\n\nThe Subject defines the email header text, and the HTML checkbox controls whether Mail Text is interpreted as HTML.<\/p>\n\n\n\n
Enter the Subject line, then check HTML if the Mail Text will contain HTML-formatted content such as tables and styled text.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Subject<\/td> New Product Features Available<\/td> Text shown as the email subject line<\/td><\/tr> HTML<\/td> Checked<\/td> Renders Mail Text as formatted HTML instead of plain text<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 3: Enter Mail Text with Personalization Variables<\/strong><\/h3>\n\n\n\nMail Text holds the actual email body and supports variables such as @Name@ for per-recipient personalization.<\/p>\n\n\n\n
Enter or paste the HTML or plain text content into Mail Text, placing @Name@ wherever the recipient\u2019s name should appear.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Mail Text<\/td> Dear @Name@, We are pleased to share the latest product updates for POTS Retail ERP…<\/td> Email body content with a personalization variable<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<\/figure>\n\n\n\nStep 4: Save the Template<\/strong><\/h3>\n\n\n\nSaving makes the template available for use in email-sending processes.<\/p>\n\n\n\n
Click Save. The template becomes selectable in Send Mail Text and other standard processes that support Mail Templates.<\/p>\n\n\n\n
Step 5: Review the User Mail Tab After Sending<\/strong><\/h3>\n\n\n\nEvery email generated from the template through a sending process, such as Send Mail Text, is logged here for tracking.<\/p>\n\n\n\n
Open the User Mail tab under Mail Template to review each recipient\u2019s Message ID, Delivery Confirmation, and Delivered status.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>User\/Contact<\/td> Praveen<\/td> Recipient the email was generated for<\/td><\/tr> Message ID<\/td> <246306575.27.1784625452446@smtp.gmail.com><\/td> Unique identifier assigned by the SMTP server<\/td><\/tr> Delivered<\/td> No \/ blank<\/td> Indicates whether delivery was confirmed by the mail server<\/td><\/tr> Delivery Confirmation<\/td> Blank until confirmed<\/td> Records delivery confirmation details when available<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<\/figure>\n\n\n\nCommon Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>Email not delivered<\/td> SMTP configuration is incorrect<\/td> Verify Mail Host, Port, Authentication, and credentials<\/td><\/tr> Variables are not replaced<\/td> Unsupported or incorrect variable name used<\/td> Use supported Mail Template variables such as @Name@<\/td><\/tr> HTML formatting is not applied<\/td> HTML option is disabled<\/td> Enable the HTML checkbox on the template<\/td><\/tr> SMTP authentication error<\/td> Invalid SMTP username or password<\/td> Verify the configured SMTP credentials<\/td><\/tr> Email sent without personalization<\/td> Recipient context was not set by the calling process<\/td> Use a standard process such as Send Mail Text, which personalizes each email<\/td><\/tr> Delivered column shows No<\/td> Invalid recipient address or username at send time<\/td> Correct the recipient\u2019s email address and resend<\/td><\/tr> User Mail record missing for a recipient<\/td> Recipient was not included in the Send Mail Text run<\/td> Re-run Send Mail Text with the correct recipient list<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Configure Tenant SMTP settings if not already done.<\/li>\n\n\n\n
- Create recipient subscriptions or Business Partner contacts for the audience.<\/li>\n\n\n\n
- Run the Send Mail Text process using this template.<\/li>\n\n\n\n
- Review the User Mail tab to confirm delivery for each recipient.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
Mail Template is the iDempiere window that stores reusable email Subject and Mail Text content, in plain text or HTML, […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,87],"tags":[],"class_list":["post-21420","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-partner-relations"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21420","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=21420"}],"version-history":[{"count":1,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21420\/revisions"}],"predecessor-version":[{"id":27791,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21420\/revisions\/27791"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=21420"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=21420"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=21420"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Configuration Steps<\/strong><\/h2>\n\n\n\nStep 1: Create the Mail Template Record<\/strong><\/h3>\n\n\n\nThis establishes a reusable email content record that can be selected by sending processes.<\/p>\n\n\n\n
Navigate to Partner Relations \u2192 Marketing \u2192 Mail Template, click New, and enter a Name for the template.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Name<\/td> Product Updates<\/td> Identifies the Mail Template for selection<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 2: Enter Subject and Set the HTML Option<\/strong><\/h3>\n\n\n\nThe Subject defines the email header text, and the HTML checkbox controls whether Mail Text is interpreted as HTML.<\/p>\n\n\n\n
Enter the Subject line, then check HTML if the Mail Text will contain HTML-formatted content such as tables and styled text.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Subject<\/td> New Product Features Available<\/td> Text shown as the email subject line<\/td><\/tr> HTML<\/td> Checked<\/td> Renders Mail Text as formatted HTML instead of plain text<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 3: Enter Mail Text with Personalization Variables<\/strong><\/h3>\n\n\n\nMail Text holds the actual email body and supports variables such as @Name@ for per-recipient personalization.<\/p>\n\n\n\n
Enter or paste the HTML or plain text content into Mail Text, placing @Name@ wherever the recipient\u2019s name should appear.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Mail Text<\/td> Dear @Name@, We are pleased to share the latest product updates for POTS Retail ERP…<\/td> Email body content with a personalization variable<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<\/figure>\n\n\n\nStep 4: Save the Template<\/strong><\/h3>\n\n\n\nSaving makes the template available for use in email-sending processes.<\/p>\n\n\n\n
Click Save. The template becomes selectable in Send Mail Text and other standard processes that support Mail Templates.<\/p>\n\n\n\n
Step 5: Review the User Mail Tab After Sending<\/strong><\/h3>\n\n\n\nEvery email generated from the template through a sending process, such as Send Mail Text, is logged here for tracking.<\/p>\n\n\n\n
Open the User Mail tab under Mail Template to review each recipient\u2019s Message ID, Delivery Confirmation, and Delivered status.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>User\/Contact<\/td> Praveen<\/td> Recipient the email was generated for<\/td><\/tr> Message ID<\/td> <246306575.27.1784625452446@smtp.gmail.com><\/td> Unique identifier assigned by the SMTP server<\/td><\/tr> Delivered<\/td> No \/ blank<\/td> Indicates whether delivery was confirmed by the mail server<\/td><\/tr> Delivery Confirmation<\/td> Blank until confirmed<\/td> Records delivery confirmation details when available<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<\/figure>\n\n\n\nCommon Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>Email not delivered<\/td> SMTP configuration is incorrect<\/td> Verify Mail Host, Port, Authentication, and credentials<\/td><\/tr> Variables are not replaced<\/td> Unsupported or incorrect variable name used<\/td> Use supported Mail Template variables such as @Name@<\/td><\/tr> HTML formatting is not applied<\/td> HTML option is disabled<\/td> Enable the HTML checkbox on the template<\/td><\/tr> SMTP authentication error<\/td> Invalid SMTP username or password<\/td> Verify the configured SMTP credentials<\/td><\/tr> Email sent without personalization<\/td> Recipient context was not set by the calling process<\/td> Use a standard process such as Send Mail Text, which personalizes each email<\/td><\/tr> Delivered column shows No<\/td> Invalid recipient address or username at send time<\/td> Correct the recipient\u2019s email address and resend<\/td><\/tr> User Mail record missing for a recipient<\/td> Recipient was not included in the Send Mail Text run<\/td> Re-run Send Mail Text with the correct recipient list<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Configure Tenant SMTP settings if not already done.<\/li>\n\n\n\n
- Create recipient subscriptions or Business Partner contacts for the audience.<\/li>\n\n\n\n
- Run the Send Mail Text process using this template.<\/li>\n\n\n\n
- Review the User Mail tab to confirm delivery for each recipient.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
Mail Template is the iDempiere window that stores reusable email Subject and Mail Text content, in plain text or HTML, […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,87],"tags":[],"class_list":["post-21420","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-partner-relations"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21420","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=21420"}],"version-history":[{"count":1,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21420\/revisions"}],"predecessor-version":[{"id":27791,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21420\/revisions\/27791"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=21420"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=21420"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=21420"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
This establishes a reusable email content record that can be selected by sending processes.<\/p>\n\n\n\n
Navigate to Partner Relations \u2192 Marketing \u2192 Mail Template, click New, and enter a Name for the template.<\/p>\n\n\n\n The Subject defines the email header text, and the HTML checkbox controls whether Mail Text is interpreted as HTML.<\/p>\n\n\n\n Enter the Subject line, then check HTML if the Mail Text will contain HTML-formatted content such as tables and styled text.<\/p>\n\n\n\n Mail Text holds the actual email body and supports variables such as @Name@ for per-recipient personalization.<\/p>\n\n\n\n Enter or paste the HTML or plain text content into Mail Text, placing @Name@ wherever the recipient\u2019s name should appear.<\/p>\n\n\n\n Saving makes the template available for use in email-sending processes.<\/p>\n\n\n\n Click Save. The template becomes selectable in Send Mail Text and other standard processes that support Mail Templates.<\/p>\n\n\n\n Every email generated from the template through a sending process, such as Send Mail Text, is logged here for tracking.<\/p>\n\n\n\n Open the User Mail tab under Mail Template to review each recipient\u2019s Message ID, Delivery Confirmation, and Delivered status.<\/p>\n\n\n\n Mail Template is the iDempiere window that stores reusable email Subject and Mail Text content, in plain text or HTML, […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,87],"tags":[],"class_list":["post-21420","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-partner-relations"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21420","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=21420"}],"version-history":[{"count":1,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21420\/revisions"}],"predecessor-version":[{"id":27791,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21420\/revisions\/27791"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=21420"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=21420"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=21420"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Field<\/strong><\/td> Sample Value<\/strong><\/td> Purpose<\/strong><\/td><\/tr><\/thead> Name<\/td> Product Updates<\/td> Identifies the Mail Template for selection<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n Step 2: Enter Subject and Set the HTML Option<\/strong><\/h3>\n\n\n\n
Field<\/strong><\/td> Sample Value<\/strong><\/td> Purpose<\/strong><\/td><\/tr><\/thead> Subject<\/td> New Product Features Available<\/td> Text shown as the email subject line<\/td><\/tr> HTML<\/td> Checked<\/td> Renders Mail Text as formatted HTML instead of plain text<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n Step 3: Enter Mail Text with Personalization Variables<\/strong><\/h3>\n\n\n\n
Field<\/strong><\/td> Sample Value<\/strong><\/td> Purpose<\/strong><\/td><\/tr><\/thead> Mail Text<\/td> Dear @Name@, We are pleased to share the latest product updates for POTS Retail ERP…<\/td> Email body content with a personalization variable<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n <\/figure>\n\n\n\nStep 4: Save the Template<\/strong><\/h3>\n\n\n\n
Step 5: Review the User Mail Tab After Sending<\/strong><\/h3>\n\n\n\n
Field<\/strong><\/td> Sample Value<\/strong><\/td> Purpose<\/strong><\/td><\/tr><\/thead> User\/Contact<\/td> Praveen<\/td> Recipient the email was generated for<\/td><\/tr> Message ID<\/td> <246306575.27.1784625452446@smtp.gmail.com><\/td> Unique identifier assigned by the SMTP server<\/td><\/tr> Delivered<\/td> No \/ blank<\/td> Indicates whether delivery was confirmed by the mail server<\/td><\/tr> Delivery Confirmation<\/td> Blank until confirmed<\/td> Records delivery confirmation details when available<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n <\/figure>\n\n\n\nCommon Issues and Resolutions<\/strong><\/h2>\n\n\n\n
Issue<\/strong><\/td> Cause<\/strong><\/td> Resolution<\/strong><\/td><\/tr><\/thead> Email not delivered<\/td> SMTP configuration is incorrect<\/td> Verify Mail Host, Port, Authentication, and credentials<\/td><\/tr> Variables are not replaced<\/td> Unsupported or incorrect variable name used<\/td> Use supported Mail Template variables such as @Name@<\/td><\/tr> HTML formatting is not applied<\/td> HTML option is disabled<\/td> Enable the HTML checkbox on the template<\/td><\/tr> SMTP authentication error<\/td> Invalid SMTP username or password<\/td> Verify the configured SMTP credentials<\/td><\/tr> Email sent without personalization<\/td> Recipient context was not set by the calling process<\/td> Use a standard process such as Send Mail Text, which personalizes each email<\/td><\/tr> Delivered column shows No<\/td> Invalid recipient address or username at send time<\/td> Correct the recipient\u2019s email address and resend<\/td><\/tr> User Mail record missing for a recipient<\/td> Recipient was not included in the Send Mail Text run<\/td> Re-run Send Mail Text with the correct recipient list<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n Next Steps<\/strong><\/h2>\n\n\n\n
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