Setting Up Email Templates

Email templates are applied against messages sent out from Halo. These are set on action level so that you can have different templates for different occasions (e.g. replying vs closing, approval emails or sending quotes). If you are utilising multi-brand functionality, Halo will take the brand email overrides – so the branding will be correct. […]

Mail Campaigns

In this guide we will cover:  – What are Mail Campaigns? – Enabling Mail Campaigns – Creating a Campaign – Blast and Nurture Campaigns – Using Metrics – History – Allow Users to Unsubscribe from Mail Campaigns – Cancelling/Completing Campaigns – Sending Test Emails – Example Nurture Campaign  – Creating a Mail Campaign from a ticket – Campaign […]

RingCentral Integration

In this guide we will cover: – What is the RingCentral Integration? – Enabling Call Management  – Connecting RingCentral What is the RingCentral Integration? RingCentral can be integrated with Halo to display the call screen when a call is received from RingCentral. Enabling Call Management First, ensure that your Call Management module is enabled. Head […]

Customising Your Self-Service Portal

Personalise to your self-service portal to make it suit your company's brand. PLEASE NOTE: If using multi-brand, any GLOBAL settings will apply to ALL portals. If you need a hand with this, please let a member of our team know!  To customise your self-service portal, first head to: Configuration > Channels > Self-Service Portal.  If you're […]

GoIntegrator Integration

In this guide we will cover: – What is the GoIntegrator Integration? – Enabling Call Management – Connecting GoIntegrator What is the GoIntegrator Integration? GoIntegrator can be integrated with Halo to display the call screen when a call is received from GoIntegrator. Enabling Call Management First, we want to ensure that your Call Management module […]

Bvoip Integration

In this guide we will cover: – What is the Bvoip Integration? – Enabling Call Management – Connecting to Bvoip What is the Bvoip Integration? Bvoip can be integrated with Halo to display the call screen when a call is received from Bvoip. Enabling Call Management First, we want to ensure that your Call Management […]

Google Mail Using SMTP error- The SMTP server requires a secure connection or the client was not authenticated.

When you encounter the following error with Gmail SMTP: Log into the gmail account. Click manage your google account Click Security (safety if translated from another language) Click access less secure apps  Click allow less secure apps on   Run a new test for the mail box and you should get the following:

8×8 Integration

In this guide we will cover: – What is the 8×8 Integration? – Enabling Call Management – Connecting 8×8 What is the 8×8 Integration? 8×8 can be integrated with Halo to display the call screen when a call is received from 8×8. Enabling Call Management First, we want to ensure that your Call Management module […]

Embedding A Form Onto Your Website

Using the web-widget feature on HaloCRM to your website.  The web widget functionality can be used to embed any HaloCRM form onto your website.  If you're wanting to do this, simply head to the Configuration > Channels > Web Widget. From here, you'll be presented with a pre-written block of code as seen below: You […]

Facebook Integration

In this guide we will cover: – What is the Facebook Integration? – Connecting to Facebook – Setting up Facebook in Halo What is the Facebook Integration? The Facebook integration automatically processes messages, posts and comments into your Halo instance depending on your set-up.  Connecting to Facebook First, head to the integrations module on Halo […]