Contact Group

This page is accessed via Business Process Automation > Communication Management > Contact Groups.

A contact group is a collection of contacts that can act as a broadcast mechanism to a set of email, fax, or HTTP addresses using a common language, communication method, and preferences. Alternatively, it can be used to notify several people at one time about an event that has occurred with contact-specific language, communication, and preference settings.

Note: A contact group cannot be used for tendering.

Contact Group Attributes

1. Enter a unique identifier in the Contact ID field.
2. Select a Domain Name from the drop-down list.
3. Select a Language Spoken from the drop-down list. The language spoken determines the language that is used in notifications sent to the contacts in the group. This field works in conjunction with the Broadcast to Members checkbox if it is selected. If you leave the Language Spoken field blank, the system sends messages in English.
4. Select the Broadcast to Members checkbox to send messages in the language specified to all members in the group. When selected, the values in the contact group override the individual contact languages and preferences. If this checkbox is not selected, the language setting of each individual contact is used. The same is true for communication method and preferences.

Preferences

Use this section to define preferred settings when sending messages. The definition of preferences is the same as for a contact. However, the preference settings that are used depend on whether you selected the Broadcast to Members checkbox. For example, if you do not select the Broadcast to Members checkbox, the preferences for each contact are used. If you select this checkbox, the preferences defined here are used for each contact in the group.

1. Select a Preference from the drop-down list. A preference determines the length, weight and volume unit of measure that appears on messages and the format of the Run On date on report email notifications. You can also specify a Theme ID or Stylesheet Location to control the content/format of messages sent. Web Proxy lets you direct messages via a specific proxy.
2. Enter a Value for the preference you selected. The Value field lists possible choices based on the preference that you selected. The validation process used to list values based on your preference selection is also done when passing data in via the Contact interface. If you attempt to pass a value in through integration that does not match a valid preference, an error is received.
3. Select Save for each preference that you define.

Group Members

You can define a combination of dynamic and static group members. Dynamic group members are determined by a saved query, and static are contacts you manually add.

Note: Contacts may be included in more than one group.

1. Use the Saved Query ID field to use a saved query to dynamically.
2. Static contacts are group members that are manually entered in the Group Contact ID field.
3. Select Save for each Group Contact ID you select.
4. Select Finished or select the Notification tab.