Siebel Order Management Guide Addendum for Communications > Creating Communications Promotion Groups > Process of Setting Up Promotion Groups (Administrators) >

Setting Up Notifications to Promotion Group Members


As part of a promotion group life cycle, your company might want to notify some of its members when a membership in the promotion group is added, disconnected, or modified.

NOTE:  By default, your Siebel application supports the functionality for notifying promotion group members only as a design-time feature. For notifications to be delivered to subscribers, run-time functionality must be implemented according to the business model, security requirements, and email applications of your company.

This task is a step in Process of Setting Up Promotion Groups (Administrators).

To set up notifications to promotion group members

  1. Navigate to the Administration - Product screen, then the Promotion Groups view.
  2. In the Promotion Group Definitions list, select the promotion group definition for which you are specifying notifications.
  3. Click the Notification view tab.

    The Notification Account field in the promotion group definition header indicates which account of the member will receive the notification. The available values are Billing Account and Service Account.

  4. In the Notification list, add a new record, and complete the fields.

    Some fields are described in the following table.

    Field
    Comments

    Action Code

    Use this field to select the action that starts the notification.

    Notification Type

    This field defines the set of members who receive the notification. The options are as follows:

    • All Members. This option notifies all members of the promotion group that are associated with the specified Notification Account.
    • Selected Members. This option notifies all members of the promotion group that are associated with the selection in the Membership field.
    • Impacted Member. This option notifies only the member who is the object of the action.

    Membership

    Use this field to specify the membership definition when Selected Members is selected in the Notification Type field.

    Template

    This field specifies the communications template used by the notification. For more information, see the topic about configuring communications templates in Siebel CTI Administration Guide.

    Method

    Read only. Displays the communication method by which the notification will be sent. The value is populated from the communications template selected in the Template field. The possible values are: E-mail, Phone, Fax, and SMS.

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