Bookshelf v7.5: Configuring Recipient Groups for Requests and Advanced Templates

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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 would like 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. Recipient groups of this type do not need to be configured.

For more information about recipient groups for simple templates, see Configuring Communications Templates and Configuring Recipients for Send Commands.

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

Outbound communication requests use advanced templates in sending email, fax, or wireless 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 example, Siebel Marketing uses this business service to support its offers feature.

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 and Siebel Marketing, refer to Siebel Business Process Designer Administration Guide and Siebel Marketing Guide.

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