Configuring a Workflow Policy Action That Sends an Email with a Repeating Message

The example in this topic uses a Workflow Policy action to send an email that includes a repeating message. Siebel CRM must notify the vice president of sales only after a specific number of deals fail to close. It uses this action with a Workflow Policy that uses the Batch feature. You enter relevant information in the Repeating Message field of the Send Message Arguments form. This configuration makes sure that the recipient receives one email that includes a consolidated list of information about each deal. If you do not configure a Repeating Message, then the email might not contain meaningful information.

To configure a Workflow Policy action that sends an email with a repeating message

1. In the Siebel client, navigate to the Administration - Business Process screen, then the Actions view.

2. In the Actions list, create a new record with the values shown in the following table.

   Field	Value
   Name	Excellent Quality Opportunity
   Program	Send Opportunity Email
   Workflow Object	Opportunity
   Comment	Send an email to the VP of Sales when deals are not closing.

3. In the Send Message Arguments form, define the argument with the values shown in the following table.

   Field	Value
   Subject	Opportunities not Closing
   Message Template	Meet with [Last User First Name] [Last User Last Name] about [Opportunity] for [Account]
   Repeating Message	Meet with [Last User First Name] [Last User Last Name] about [Opportunity] for [Account]

4. In the Recipients list, create a new record with the values shown in the following table.

   Field	Value
   Type	Send to Position
   Name	VP Sales

   You can now use this action in a Workflow Policy.

5. Navigate to the Administration - Business Process screen, then the Policies view.

6. Query the Workflow Object field for Opportunity.

   This query returns a list of policies that you can use with the action that you defined in step 4.

7. In the Name column, choose a Workflow Policy such as New Opportunity.

8. In the Actions list, create a new record and then locate the Excellent Quality Opportunity action, which is the action you defined in step 2.

9. Examine the Send Page Arguments form.

   Siebel CRM uses the information you define in this topic to update information in the Send Page Arguments form.

10. In the list for the Policies List, make sure the Batch Mode field contains a check mark.