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Configuring Recipient Groups for Requests and Advanced Templates

This section describes configuring recipient groups for outbound communication requests and advanced communications templates. A recipient group is a way to specify a group of people you want to send communications to. Generally, you do not need to configure recipient groups unless existing recipient groups do not meet your needs:

  • For outbound communication requests, recipient groups determine the actual recipients for communications. For example, for the Opportunity Contacts recipient group, recipients come from the contacts associated with one or more opportunities.
  • For communications templates, which are used by requests and by other communications features, recipient groups determine which Siebel objects the template is associated with:
    • For advanced templates used for outbound communication requests, substitution fields for templates come from these objects. For example, for the Opportunity Contacts recipient group mentioned above, substitution fields come from the Opportunity and Contact business components.
    • (For simple templates used for the Send commands in the File menu and for email replies in Siebel Email Response, substitution fields come from a specified business object and no configuration is necessary other than for the template itself. See also Configuring Recipients for Send Commands.)

For a detailed description of recipient groups for communication requests and advanced templates, see About Recipient Groups.

Outbound communication requests use advanced templates in sending email or fax messages in an automated fashion. Communication requests can support high-volume processing and output.

Outbound communication requests can be created and submitted directly by a user, or can be created and submitted automatically by Siebel Workflow or other modules, by invoking methods of the Outbound Communications Manager business service.

For more information about working with recipient groups when creating advanced templates and requests, see Configuring Communications Templates and Defining Outbound Communication Requests.

For more information about Communications Server business services, see Using Business Services with Communications Server and Communications Server Business Services.

For more information about Siebel Workflow, see Siebel Business Process Designer Administration Guide.

Siebel Communications Server Administration Guide