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Configuring Recipient Groups for Requests and Advanced Templates

This topic describes configuring recipient groups for outbound communication requests and advanced templates. It contains the following information:

• About Recipient Groups
• Predefined Recipient Groups
• Configuring Substitution Fields for Recipient Groups
• Configuring Additional Recipient Groups and Recipient Sources Applets

A recipient group is a group of people that you want to send communications to. Generally, you do not need to configure new recipient groups unless existing recipient groups do not meet your needs. Note the following information about recipient groups:

• For outbound communication requests, recipient groups determine the actual recipients of communications. For example, for the Opportunity Contacts recipient group, recipients include the contacts associated with one or more opportunities.
• For communications templates, which requests and other communications features use, recipient groups determine the Siebel objects that the template is associated with as follows:
  • For advanced templates used for outbound communication requests, substitution fields for templates come from Siebel objects. For example, for the Opportunity Contacts recipient group, substitution fields come from the Opportunity and Contact business components.
  • For simple templates used for email replies in Siebel Email Response and for the Send commands in the File menu, substitution fields come from a specified business object. No configuration is necessary other than for the template itself. For more information, see Configuring Recipients for Send Commands.

Outbound communication requests use advanced templates to send email, fax, or wireless messages in an automated fashion. Communication requests can support high-volume processing and output. For more information about working with recipient groups when creating advanced templates and requests, see Configuring Communications Templates and Defining Outbound Communication Requests.

A user can create and submit outbound communication requests, and Siebel Workflow or other modules can automatically create and submit outbound communications requests by invoking the methods of the Outbound Communications Manager business service. For more information about Siebel Workflow, see Siebel Business Process Framework: Workflow Guide. For more information about using business services with Siebel Communications Server, see Business Service Methods for Siebel Email Response.