Pick Available Substitutions

The following fields are grouped under Pick Available Substitutions:

• Recipient Group. Select the type of recipient group for the template. The recipients might be, for example, all contacts associated with an opportunity. This particular group is identified as Opportunity Contacts.

  The recipient group for the template is optional and is used to obtain values for the Available Fields list.

  The recipient group you specify determines only the field substitutions that are available for the template text. The actual recipient group, and actual recipients, are determined when using the template for a communication request.

  The Recipient Group drop-down list displays recipient groups for many major business objects and business components. For predefined values, see Predefined Recipient Groups.

  You can customize the list of values for the Recipient Group drop-down list to add or remove recipient groups. For more information, see Configuring Recipient Groups for Requests and Advanced Templates.

  In any greeting or closing templates that are set up as defaults in the Outbound Communications view of the User Preferences screen, only field substitutions from the Action recipient group appear correctly for the recipient group. For more information about setting user preferences, see Siebel Applications Administration Guide.

• Available Fields. Displays the business component fields that are valid for substitution. You can copy and paste such fields into the Text field for the template.

  The fields available for substitution are from the recipient business component that the Recipient Group (such as Contact, for Account Contacts) specifies, or from the primary business component in the recipient source business object (such as Account, for Account Contacts). The business component name, followed by a period, prefaces the fields for the primary business component.

  All substitution fields must be enclosed in brackets ([ ]) in the template text.

  For example, available substitution fields for Account Contacts include [Last Name], from the Contact business component, and [Account.Name], from the Account business component.

  Note: For an HTML template (with HTML text in the Text field) or an HTML template item, make sure that the enclosing brackets and text of any substitution field text do not include any tagging changes. For example, do not change from bold to regular text in the enclosing brackets of a substitution field. Doing so might prevent proper data substitution.

  If your template must contain a literal bracket character ([ or ]), then insert a backslash character (\) before the bracket to escape the bracket character so that the character is correctly interpreted.

  Note: If a substitution field is not enclosed in brackets, or you enclose the substitution field in some other notation, such as percentage characters (%), then Communications Outbound Manager cannot perform substitution for the field.