Siebel Email Administration Guide > Configuring User Interface Elements > Configuring Recipient Groups for Requests and Advanced Templates >

About Recipient Groups

This topic describes concepts to help you to use or configure recipient groups used with advanced templates and outbound communication requests. For more information about working with business objects, business components, links, and other elements mentioned in this topic, see Configuring Siebel Business Applications and Siebel Developer's Reference.

Each recipient group specifies a source business object, called the recipient source, such as Opportunity, Account, Action, Internal Division, and so on. The recipient group also specifies a recipient group business component, which must be a direct child of the primary business component for the recipient source business object.

The actual recipients for a communication request come from the recipient group business component, such as Contact, Employee, and so on. The link between the primary and child business components defines these recipients. Note the following examples:

• A recipient group might be based on a recipient source that specifies one or more accounts and the contacts of these accounts (Account Contacts).
• A recipient group might be based on a recipient source that specifies one or more opportunities and the sales-team members of these opportunities (Opportunity Sales Team Members).
• A recipient group might be based on a recipient source that directly specifies one or more employees (Employees).

NOTE:  Make sure that you select Link Specification for the Primary Contact ID field in the parent business component.

Recipient groups directly determine actual recipients only for outbound communication requests. For advanced communications templates, they determine the fields that are available for substitution data from the Siebel application when the template is sent to each specific recipient for the request.

NOTE:  If you create a new recipient group using a custom business component, and select the Create Activity check box for an advanced template that uses the recipient group, then you must create a System Activity object on the custom business component to specify the fields to log with activity logging. For more information about the description of the Create Activity check box, see Fields for Templates.