Developing and Deploying Siebel Business Applications > Assigning Objects and Automating Business Processes > Process of Automating a Business Process >
Creating an Email Template
This task is a step in Process of Automating a Business Process. To send an email message from a Siebel application, Siebel CRM uses the following types of email templates:
- Simple. Performs simple commands and sends replies in a Siebel eMail Response. Examples of simple commands include Send Email, Send Fax, Send Wireless Message, Send Page, and so forth.
- Advanced. Performs an outbound communication request, such as the request that a workflow process starts.
To create an email template
- Log in to the Siebel client as an administrator, navigate to the Administration - Communications screen, and then the All Templates view.
For more information, see Logging In as the Siebel Administrator.
- In the Templates list, enter a new record using values from the following table.
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Name |
NREC Email template |
Channel Type |
Email |
- Click the Advanced tab.
- In the Advanced form, click New, and then enter a new record using values from the following table.
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Delivery Profile |
Default SMTP Profile |
Created for the communication drivers for the SMTP/POP3 servers for an email template. The profile must exist before you create the template. To define the communications sender, use the From Address override parameter in this profile. |
Recipient Group |
Opportunity Sales Team Members |
The recipient group you specify here only determines which substitution fields are available for the template text. Siebel CRM determines the actual recipients in the context in which it uses the template. |
Subject |
New Opportunity in Queue |
Default subject line for the email. The subject line can also include substitution fields. |
Public |
Contains a check mark |
Determines if the template is available to all users. |
Template Text |
Dear [Full Name], A new opportunity is assigned to you. Thank you, NREC |
Text that Siebel CRM displays in the body of the template. The term in brackets is a substitution. |
For more information, see Siebel Communications Server Administration Guide.
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