Siebel Email Administration Guide > Defining Outbound Communication Requests > Creating and Submitting Outbound Communication Requests >

Creating Outbound Communication Requests

This topic describes how to create an outbound communication request.

To create an outbound communication request

1. Navigate to the Communications screen, then the My Outbound Request Overview view.
2. Add a new record in the Communication Request form.
3. Provide information for the new communication request by completing the following steps.
   1. Specify a type of recipient group, such as Opportunity Contacts.
   2. Specify at least one instance of the recipient source (such as an opportunity) to determine the actual recipient group for the request.

      For more information, see Fields for Outbound Communication Requests.

4. Add templates for the request by completing the following steps:
   1. Click the Request Templates view tab.
   2. In the Request Templates list, add a new record.
   3. Choose one or more existing templates from the dialog box that appears.

      In the dialog box, a user can see the templates for which the primary business component of the associated recipient group matches the business component of the recipient group for the request. That user created the listed templates, or the listed templates are publicly accessible. In the dialog box, an administrator can see all templates.

      In the requests views, records for templates are read-only. You can modify the template in the end-user or administrator views for templates. For more information, see Configuring Communications Templates.

5. Optionally, specify the number of subrequests for the request by completing the following steps:
   1. Click Subrequests on the Communication Request form or the Communication Requests list.
   2. In the dialog box that appears, specify a number between 2 and 26 to indicate the number of subrequests that must process the parent request.

      For more information, see Configuring Subrequests:

6. Submit the request.

   For more information, see Submitting Outbound Communication Requests.