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Siebel Partner Relationship Management Administration Guide > Managing Your Partners > About Communicating with Your Partners >

Using Partner Alerts

Partner alerts are text messages that you send to your partners or to selected groups of recipients that are displayed on the partners' home pages.

You can create a new message in the Alert Administration screen. You can enter the message in plain text or in HTML format. You can use an HTML authoring tool to create the message and then paste the HTML code into the new message.

Partner alerts support basic HTML tags. When a user is creating the body of a message in the Alert Administration screen, More Info form, the user can move the cursor to the icon that looks like the letter "i" to display a list of the tags that are supported:

  • <b>...</b> bold
  • <i>...</i> italic
  • <u>...</u> underline
  • <h4>...</h4> heading size
  • <a href="url">...</a> link to url

Do not use HTML tags other than these. Do not use tags that define the HTML document, such as <HTML>, </HTML>, <body>,</body>, or <header>, </header>.

The partner employees to whom you have sent this message see the abstract in the Partner Alerts list of their Siebel PRM Portal home page between the activation date and the expiration date that you specified. This list lists abstracts of their partner alerts in an order that depends on the priority you gave each alert. The abstract is a link, which partners click to see the entire message.

You can also add literature or products as attachments, if desired. The recipients can view them through tabs that appear after they click on a linked abstract on the home page.

There are three types of messages currently defined:

  • Partner alerts. These messages are visible to partners only. You determine whether to send them to all partners or selected recipients.
  • Program information. These messages appear on the registered user home page only.
  • Public information. These messages appear on the unregistered user home page only.

Creating Partner Alert Keywords

Optionally, you can use Siebel Personalization to assign one or more keywords to each message to specify which partners see messages with specific keywords.

You can reuse keywords across multiple messages. Keywords are entered separately for each message. Because they are free-form, you must be very disciplined when you enter them if you plan to use them for personalization across messages. Personalization compares the keyword to attributes of the person logging into the Siebel PRM Portal and displays only those messages with a keyword corresponding to the profile. For more information about personalization, see Siebel Personalization Administration Guide.

Creating Partner Alerts

Use the following procedure to create a partner alert.

To create a partner alert

  1. Navigate to the Administration - Alert screen.
  2. In the Alerts list, add a new record.
  3. Enter information from the following table in the fields of the new record and the More Info form.
    Field
    Description

    Priority

    Choose the priority of the message. This determines where the message appears in the list of partner alerts on your partners' Siebel PRM Portal home pages. Messages with the highest priority are at the top of the list.

    Type

    Choose the type of the message. This determines the type of partner for which the message is displayed. Select Partner Alert to display the message for employees of registered partner companies, Program Information to display the message for self-registered individual partners, or Public Information to display the message for unregistered anonymous users.

    Partner

    You must select the Partner check box for the alert to be displayed to partners.

    Message Body

    Type in the text of the message, including HTML formatting code if desired.

    Abstract

    Enter a brief abstract that summarizes the message. This appears as a link on your partners' Siebel PRM Portal home pages.

    Keywords

    Enter keywords that the user can search on to find this message. You can also use keywords for personalization.

    All Users

    Select this check box if you want the message to appear to all partner users. Do not select this check box if you want to direct the message to specific partner companies or specific positions.

    Activation

    Enter the date when the message first appears to your partners.

    Expiration

    Enter the date when the message no longer appears to your partners.

    Created

    Automatically filled in with the date and time the message was created.

    Created By

    Automatically filled in with your login name.
  4. If you want to add literature as an attachment to the message, do the following:
    1. Drill down on the abstract of the alert.
    2. Click the Literature view tab.
    3. In the Literature list, add a new record.

      The Add Literature dialog box appears.

    4. In the dialog box, select the Literature records you want to add.
    5. In the dialog box, click OK.
  5. If you want to add a product as an attachment to the message, do the following:
    1. Drill down on the abstract of the alert.
    2. Click the Product view tab.
    3. In the Products list, add a new record.

      The Add Internal Products dialog box appears.

    4. In the dialog box, select the products you want to add.
    5. In the dialog box, click OK.
  6. If you want to specify partner organizations to which you send the message, do the following:
    1. Drill down on the abstract of the alert.
    2. Click the Recipients view tab.
    3. If it is not already selected, select Recipient Partners in the Link bar.
    4. In the Recipients list, add a new record.

      The Add Recipients by Partner dialog box appears.

    5. In the dialog box, select the partner organizations that receive the alerts.
    6. In the dialog box, click OK.
  7. If you want to specify positions to whom you send the message, do the following:
    1. Drill down on the abstract of the alert.
    2. Click the Recipients view tab.
    3. Select Recipient People in the Link bar.
    4. In the Recipients list, add a new record.

      The Add Positions dialog box appears.

    5. In the dialog box, select the people who receive the alerts and click OK.
    
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