Siebel Email Response Administration Guide > Completing Basic Setup Tasks > Creating Templates, Catalogs, and Categories >

Creating an HTML Wrapper Template


You can create a special template containing HTML features that serves as a wrapper around outbound email messages, even when HTML is not directly supported by Siebel communications features. A wrapper template can contain links to your Web site, marketing messages, and so on. Agents do not have to change the way in which they reply to incoming messages through Siebel Email Response. However, when an agent clicks Send, the email is embedded in your wrapper template and sent to the message recipient.

To create a wrapper template for use with Siebel Email Response replies, perform the following tasks in the order in which they are presented:

Using an HTML Editor to Create a Wrapper Template

The first task you must perform is to use any HTML editor to create a wrapper template.

To create an HTML wrapper template

  • Using any HTML editor, create an HTML template.
  • Make sure that the template contains the substitution value [Email Body] where you want your email body to appear.

Creating a Communications Template

The next task to perform is creating a communications template.

NOTE:  For additional information on creating your communications template, see Creating Templates, Catalogs, and Categories and Siebel Communications Server Administration Guide.

To create a communications template

  1. Navigate to the Administration - Communication screen > All Templates list view.
  2. In the Templates list, select a template.
  3. Click the Advanced view tab.
  4. In the Templates form, click New and complete the following fields.
    Template Type
    Recipient Group

    Body

    Email Activity Receiver

  5. Click the Template Items view tab.
  6. In the Template Item form, check Substitute Values and Message Body.
  7. Add the wrapper template and associated graphics files to template items in Administration - Communications > All Template > Template items. For information about adding template items, see Siebel Communications Server Administration Guide.

Modifying the eMail Response - Client Send Email Workflow in the Business Process Designer

After creating the HTML wrapper template and your communications template, you must modify the Email Response - Client Send Email workflow.

To modify the Client Send Email workflow

  1. In the Siebel Tools Object Explorer, select the Workflow Processes object.
  2. In the Workflow Processes list, perform a query for eMail Response - Client Send Email.
  3. In the Workflow Processes list, select eMail Response - Client Send Email and click Revise.
  4. In the Workflow Processes list, right-click eMail Response - Client Send Email, and choose Edit Workflow Process.

    The Business Process Designer appears.

  5. Right-click the Send Response business service and choose Show Input Arguments.
  6. In the Input Arguments list, add the input arguments that appear in Table 8.
    Table 8.  Client Send Email Workflow Input Arguments
    Input Argument
    Type
    Other Columns

    Comm Template Name List

    Literal

    Value: [Siebel template name that contains your HTML template (without the HTML file extension)]

    Recipient Business Component

    Literal

    Value: Comm Outbound Email

    Source Business Object

    Literal

    Value: Comm Outbound Email

    Comm Profile Override

    Business Component

    Business Component Name: Comm Outbound Email

    Business Component Field: Email Sender Name

    Source Id List

    Process Property

    Property Name: Object Id

    Property Data Type: String

  7. In the History Toolbar, click Back to return to Siebel Tools.
  8. In the Workflow Processes list, select eMail Response - Client Send Email and choose Validate.
  9. In the Workflow Processes list, select eMail Response - Client Send Email and click Deploy.
Siebel Email Response Administration Guide