Bookshelf Home | Contents | Index | Search | PDF |
Siebel eMail Response Administration Guide > Completing Typical Setup Tasks > Creating Templates, Catalogs, and Categories >
HTML Wrapper Templates
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 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 to use with eMail Response replies, perform the following tasks:
- Create a wrapper template, by using any HTML editor.
- Create a communications template.
- Modify the eMail Response - Client Send Email workflow in the Business Process Designer.
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.To create a communications template
- Follow the instructions in Creating Templates, Catalogs, and Categories and Siebel Communications Server Administration Guide to create your communications template.
- On the Simple tab, use the values shown for the following fields:
- On the Template Items tab, check Substitute Values and Message Body.
- Add the wrapper template and associated graphics files to template items in Communications Administration > All Template > Template items. For information about adding template items, see Siebel Communications Server Administration Guide.
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
- From the application-level menu, choose View > Site Map > Business Process Administration > Workflow Processes.
- From the Queries drop-down list, select the appropriate eMail Response query.
NOTE: For example, if you want to change your active Client Send Email workflow, select eMail Response - Active.
- In the Workflow Processes list, select the eMail Response - Client Send Email record and click Revise.
- Click the Process Designer view tab and double-click the Send Response business service.
- In the Business Service form, in the Method field, click the select button.
- In the Business Service Method dialog box, select Create and Submit Request and click OK.
- In the Input Arguments list, add the input arguments that appear in the table at the end of this procedure.
- In the Business Service form, click Return to Designer and click the All Processes view tab.
- In the Workflow Processes list, click Activate.
Bookshelf Home | Contents | Index | Search | PDF |
Siebel eMail Response Administration Guide Published: 21 April 2003 |