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Customizing Email Notifications for Siebel eSales

Siebel eSales sends an email notification to a user when the status of that user's order is changed to Confirmed or Shipped. Notifications of other events are also sent—for example, when the orders of business-to-business customers are approved or rejected.

The tasks involved in customizing notifications for Siebel eSales are the following:

• Setting up communications driver profiles. See Setting Up Communications Driver Profiles.
• Modifying email workflows. See Modifying Email Workflows.
• Modifying email templates. See Modifying Email Templates.

For information on creating notifications, see Siebel Communications Server Administration Guide and Siebel Applications Administration Guide.

Setting Up Communications Driver Profiles

Communications drivers send messages. They are accessed using communications driver profiles, which set parameters that can override those of the driver.

Communications drivers are part of the Siebel eSales application. Profiles are created in the Communications Drivers and Profiles view under the Communications Administration screen.

For information about setting up communications driver profiles, see Siebel Communications Server Administration Guide.

Modifying Email Workflows

Workflows control notifications in Siebel eSales. You can modify existing workflows and create new ones.

For more information about Siebel eSales workflows for email notifications, see Siebel eSales Notification Workflows. For more information about defining rules to enable automatic email notification, see Siebel Business Process Designer Administration Guide.

Modifying Email Templates

Templates provide the content for automated messages, such as confirmations of orders being placed and shipped.

To modify an email template

1. In your Siebel employee application, navigate to Administration - Communications > All Templates.

   The Templates view appears.

2. Select a template—for example, Order Confirmation.
3. Make modifications to the template record's Text field.

   You can also copy and paste available substitutions, such as [Street Address].

4. Click the Template Items tab to attach preformatted files with template content, such as a standard header or footer.