{"id":21453,"date":"2026-07-21T11:05:17","date_gmt":"2026-07-21T11:05:17","guid":{"rendered":"https:\/\/tenthplanet.in\/idempiere\/?p=21453"},"modified":"2026-08-20T07:26:32","modified_gmt":"2026-08-20T07:26:32","slug":"how-to-use-send-mail-text-in-idempiere","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-to-use-send-mail-text-in-idempiere\/","title":{"rendered":"How to Use Send Mail Text in iDempiere"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Send Mail Text is the iDempiere process that sends personalized emails to multiple recipients using a selected Mail Template.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Businesses use it to reach Interest Area subscribers or Business Partner Group contacts with product updates, promotions, and notifications in a single run.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Each recipient receives an individually generated email through the Tenant\u2019s configured SMTP server, with the results logged for review.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Process Flow<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"296\" src=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/TenthPlanet-iDempiere-PartnerRelation-SendMailText-ProcessFlow.png\" alt=\"TenthPlanet-iDempiere-PartnerRelation-SendMailText--ProcessFlow\" class=\"wp-image-27793\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/TenthPlanet-iDempiere-PartnerRelation-SendMailText-ProcessFlow.png 1024w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/TenthPlanet-iDempiere-PartnerRelation-SendMailText-ProcessFlow-300x87.png 300w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/TenthPlanet-iDempiere-PartnerRelation-SendMailText-ProcessFlow-768x222.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Business Rules<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A Mail Template is mandatory; it supplies the email subject and body.<\/li>\n\n\n\n<li>Recipients come from either an Interest Area or a Business Partner Group.<\/li>\n\n\n\n<li>Interest Area recipients must have an active subscription with no Opt-Out Date.<\/li>\n\n\n\n<li>Business Partner Group recipients must belong to an active Business Partner.<\/li>\n\n\n\n<li>Recipients must have a valid email address to receive the message.<\/li>\n\n\n\n<li>Self-Service Interest Areas automatically append unsubscribe information.<\/li>\n\n\n\n<li>If From User is blank, the Tenant Request Mail User sends the emails.<\/li>\n\n\n\n<li>Each recipient is emailed only once per run, even if matched more than once.<\/li>\n\n\n\n<li>Every email sent is recorded in the Mail Template\u2019s User Mail history.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Prerequisites<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Mail Template created with Subject and Mail Text.<\/li>\n\n\n\n<li>Interest Area configured with active subscribers, or Business Partner Group configured with contacts.<\/li>\n\n\n\n<li>Tenant SMTP configuration completed and tested.<\/li>\n\n\n\n<li>Recipients have valid, active email addresses.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Configuration Steps<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 1: Select the Mail Template<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The Mail Template supplies the subject and body content used for every email generated in this run.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Navigate to Send Mail Text and select the Mail Template to use, for example Product Updates.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><td><strong>Field<\/strong><\/td><td><strong>Sample Value<\/strong><\/td><td><strong>Purpose<\/strong><\/td><\/tr><\/thead><tbody><tr><td>Mail Template<\/td><td>Product Updates<\/td><td>Supplies the email subject and body for all recipients<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"910\" height=\"432\" src=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/TenthPlanet-iDempiere-PartnerRelations-SendMailText.png\" alt=\"TenthPlanet-iDempiere-PartnerRelations-SendMailText\" class=\"wp-image-21455\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/TenthPlanet-iDempiere-PartnerRelations-SendMailText.png 910w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/TenthPlanet-iDempiere-PartnerRelations-SendMailText-300x142.png 300w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/TenthPlanet-iDempiere-PartnerRelations-SendMailText-768x365.png 768w\" sizes=\"auto, (max-width: 910px) 100vw, 910px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 2: Choose the Recipient Source<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The recipient source determines who receives the email: Interest Area subscribers or Business Partner Group contacts.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Select either Interest Area or Business Partner Group, not both, to define the recipient list for this run.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><td><strong>Field<\/strong><\/td><td><strong>Sample Value<\/strong><\/td><td><strong>Purpose<\/strong><\/td><\/tr><\/thead><tbody><tr><td>Interest Area<\/td><td>Product Updates<\/td><td>Sends the email to active, opted-in subscribers of this Interest Area<\/td><\/tr><tr><td>Business Partner Group<\/td><td>Blank<\/td><td>Alternative recipient source; not used in this run<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 3: Optionally Select the From User<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">From User determines which mailbox sends the emails; leaving it blank uses the Tenant Request Mail User instead.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Select a From User if a specific sender mailbox is required, or leave it blank to send from the Tenant\u2019s default mail user.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><td><strong>Field<\/strong><\/td><td><strong>Sample Value<\/strong><\/td><td><strong>Purpose<\/strong><\/td><\/tr><\/thead><tbody><tr><td>From User<\/td><td>Blank<\/td><td>Uses the Tenant Request Mail User as the sender<\/td><\/tr><tr><td>Run as Job<\/td><td>Unchecked<\/td><td>Runs the process immediately instead of in the background<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 4: Execute the Process<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Running the process generates and submits a personalized email for every eligible recipient.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click Start to run the process immediately using the selected Mail Template and recipient source.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 5: Review the Process Result<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The result summary confirms how many emails were created and flags errors for follow-up.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Review the summary line, for example Created=3, Errors=0, and the per-recipient OK or ERROR list showing each email address.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><td><strong>Field<\/strong><\/td><td><strong>Sample Value<\/strong><\/td><td><strong>Purpose<\/strong><\/td><\/tr><\/thead><tbody><tr><td>Result Summary<\/td><td>Created=3, Errors=0<\/td><td>Total emails generated successfully and errors encountered<\/td><\/tr><tr><td>Recipient Log<\/td><td>OK &#8211; pr98@gmail.com<\/td><td>Confirms successful delivery submission for each recipient<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"910\" height=\"353\" src=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/TenthPlanet-iDempiere-PartnerRelations-SendMailText2.png\" alt=\"TenthPlanet-iDempiere-PartnerRelations-SendMailText-2.png\" class=\"wp-image-21458\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/TenthPlanet-iDempiere-PartnerRelations-SendMailText2.png 910w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/TenthPlanet-iDempiere-PartnerRelations-SendMailText2-300x116.png 300w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/TenthPlanet-iDempiere-PartnerRelations-SendMailText2-768x298.png 768w\" sizes=\"auto, (max-width: 910px) 100vw, 910px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Common Issues and Resolutions<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><td><strong>Issue<\/strong><\/td><td><strong>Cause<\/strong><\/td><td><strong>Resolution<\/strong><\/td><\/tr><\/thead><tbody><tr><td>SMTP Authentication Failed<\/td><td>Incorrect SMTP credentials<\/td><td>Verify Tenant or User SMTP configuration<\/td><\/tr><tr><td>Created=0, Errors&gt;0<\/td><td>Invalid sender configuration<\/td><td>Verify From User or Tenant Request Mail User configuration<\/td><\/tr><tr><td>Email not received<\/td><td>Recipient email missing or invalid<\/td><td>Verify the recipient\u2019s email address<\/td><\/tr><tr><td>Variables are not replaced<\/td><td>Incorrect Mail Template variable used<\/td><td>Use supported variables such as @Name@<\/td><\/tr><tr><td>Unsubscribe information missing<\/td><td>Interest Area is not marked as Self-Service<\/td><td>Enable Self-Service on the Interest Area if unsubscribe information is required<\/td><\/tr><tr><td>Recipient skipped silently<\/td><td>Same user matched more than once in the recipient list<\/td><td>Expected behavior; the process sends only once per recipient<\/td><\/tr><tr><td>Recipient marked inactive after run<\/td><td>Email address failed validation<\/td><td>Correct the recipient\u2019s email address and reactivate the User<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Next Steps<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Review the process summary for Created and Errors counts.<\/li>\n\n\n\n<li>Verify recipient delivery and check the Mail Template User Mail tab.<\/li>\n\n\n\n<li>Update or reuse the Mail Template for future communications.<\/li>\n\n\n\n<li>Address any invalid email addresses flagged during the run.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Send Mail Text is the iDempiere process that sends personalized emails to multiple recipients using a selected Mail Template. Businesses [&hellip;]<\/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-21453","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\/21453","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=21453"}],"version-history":[{"count":3,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21453\/revisions"}],"predecessor-version":[{"id":27796,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21453\/revisions\/27796"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=21453"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=21453"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=21453"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}