1. Events Management Guide
  2. Configuring Automatic Email Notification

Configuring Automatic Email Notification

Siebel Events Management is designed to send the following kinds of email messages:

  • Invitations to events

  • Confirmation messages when registrations for events are completed successfully

  • Notification messages that events have no remaining seats open, but that the email recipients have been placed on waiting lists for any cancellations

  • Notification of cancellations

For these messages to be sent automatically, Siebel Events Management must be configured to work with Siebel Workflow Designer and Siebel Communications Server. The general process for setting up automatic email notification for Events Management is described in this section. For more detailed information about creating communications profiles, restarting servers, and working with workflow policies and processes, see Siebel CTI Administration Guide and Siebel Business Process Framework: Workflow Guide.

This process depends upon a correct email address being included in the Contact information for each person registered.

Note: The following procedure assumes that you have already activated the Siebel eSales workflow processes needed for proper operation of the Shopping Cart.

To set up automatic email notification

  1. Navigate to the Site Map > Administration - Business Process > Policies view and set an Activation Date and Expiration Date for each of the following policies:

    • eEvents Event Confirmation Email

    • eEvents Event Invitation Email

    • eEvents Event Waitlisted Email

    Note: For each Activation Date value, use a date that is earlier than the current date. Use an Expiration Date that is later than the current date.

  2. Make sure the following Workflow Processes are active. For more information on how to activate these Workflow Processes, see Siebel Business Process Framework: Workflow Guide.

    • Event Confirmation Email (eEvents)

    • Event Waitlisted Email (eEvents)

    • Event Invitation Email (eEvents)

    • Event Cancellation Email (eEvents)

    • Send Order Accepted Email (eSales)

  3. Restart your Siebel Server and Siebel Gateway.

  4. Navigate to the Site Map > Administration - Communications > Communications Drivers and Profiles view, and then set up a profile for a supported email server, including appropriate specifications for Profile Parameter Overrides.