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

1. 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.

2. In the Templates list, enter a new record using values from the following table.

   Field	Value
   Name	NREC Email template
   Channel Type	Email

3. Click the Advanced tab.
4. In the Advanced form, click New, and then enter a new record using values from the following table.

   Field	Value	Description
   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.