Siebel Email Administration Guide > Configuring Communications Templates > About Communications Templates >

Content and Formatting for Templates

Templates can include any of the following content:

• A single block of template text in the Text field.
• One or more template items providing component parts for the template. A template item can be based on a Siebel literature item or a text file.
• A combination of template text and template items.

NOTE:  Template users can work with literature items or files only if the Siebel File System is properly configured.

For email or fax messages, you can specify that the content of a template item appears in the body of a message or as an attachment. Both plain-text and HTML content are supported for email or fax templates, but fax templates have some limitations. Standard HTML tagging options can support text formatting, images, hyperlinks, tables, and so on.

HTML Formatting

For email or fax templates, you can define HTML in the template text or, for advanced templates, in template items. (Only advanced templates support template items. Advanced templates are sent using outbound communication requests.)

You can format template text as HTML by using the controls in the Text field. When you save the template, formatting of text in this field is preserved only if you select the HTML Template check box for the template.

For advanced templates, select the HTML Template check box to specify that HTML text from template items for the message body is sent as HTML. If the HTML Template check box is not selected, then the text is converted to plain text before the message is sent.

If the default message format (in the Send Email group in the Outbound Communications view of the User Preferences screen) is set to HTML, then HTML formatting is enabled for the Send Email and Send Fax windows. Only HTML templates appear in the Body drop-down list.

Similarly, if the default message format setting for Siebel Email Response is set to HTML (also in the Outbound Communications view of the User Preferences screen), then HTML formatting is enabled for email replies in the Outbound Messages form of the Communications screen. Only HTML templates appear in the Body drop-down list.

Related Topics

Preference Settings for Outbound Communications

Editing and Formatting Controls for Text in Templates

Editing and Formatting Controls for Send Email and Send Fax Commands

Defining Outbound Communication Requests

Using HTML Email