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Creating an Email Template

Before you can set up a workflow process to send an email message, you must first configure an email template. An email message sent from the Siebel application uses an email template, similar to how a form letter uses a template. Some template elements are replaced in the final message text. For example, Siebel field names are substituted with field values from database records. Email templates are created using the Communications Administration screen.

There are two kinds of email templates: simple and advanced. Simple templates are used for commands such as Send Email, Send Fax, Send Wireless Message, and Send Page, and for replies in Siebel eMail Response. Advanced templates are used for outbound communication requests, such as the request triggered by a workflow process. The template discussed in this section is an advanced template.

To create an email template

  1. From the application-level menu, choose View > Site Map > Communications Administration > All Templates.

    2. The All Templates view appears.

  2. In the Templates list, enter a new record using the following values:

    3. Field
    Value
    Name
    NREC Email template
    Channel Type
    Email

  3. Click the Advanced view tab.
  4. In the Advanced form, enter a new record using the following values:

    5. Field
    Value
    Comments
    Delivery Profile
    Default SMTP Profile
    Created for the Internet SMTP/POP3 Servers communications driver, for an email template. The profile must exist before you create the template. In this profile, the communications sender should be defined using the From Address parameter override.
    Recipient Group
    Opportunity Sales Team
    The recipient group you specify here only determines which substitution fields are available for the template text. The actual recipients are determined in the context in which the template is used.
    Subject
    New Opportunity in Queue
    Default subject line for the email. The subject line can also include substitution fields.
    Public
    TRUE
    Determines whether the template will be available to all users.
    Available Substitutions
    N/A
    Fields available for substitution. You can copy and paste these fields into the body of the template, or in the subject line. Note that fields must be enclosed with brackets ([ ]) in the template text.
    Template Text
    Dear [Full Name],
    A new opportunity has been assigned to you.
    Thank you,
    NREC
    Text to appear in the body of the template. The items in brackets are are substitutions.

    For detailed information about email templates and fields, and about communications drivers and profiles, see Siebel Communications Server Administration Guide.

    The email template is now available to use in the workflow process.


 Developing and Deploying Siebel eBusiness Applications 
 Published: 18 April 2003