Email Templates and their System Use
In this guide we will cover: – Email templates and when they are used – Variables Admin Guides: Email Templates Related Guides: Email Templates Email templates and when they are used Email templates in Halo are used to create pre-formatted emails. These templates can be found in Configuration > Email > Email Templates. Each template […]
Email to SMS
In this guide we will cover: – Compatible Email to SMS Providers – SMS Settings – Setting up an Action to send SMS – Sending SMS to Service Users Admin Guides: SMS Settings Compatible Email to SMS Providers HaloPSA will work with most Email to SMS providers as they follow a similar method for converting […]
Bulk Sending Emails
In this guide we will cover: – Bulk Email with the User List – Bulk Email to Users subscribed to a Monitored Service – Bulk Email from an Action Related Guides: Segments (Distribution Lists) Bulk Email with the User List – now Customer Segments (Distribution Lists) Previously you could use the user list to send a […]
Date Formatting on Email Templates Using $-variables
By default when using $-variables to populate dates (e.g. date occurred), it will use the following format DD/MM/YYYY HH:MM tt. 21/09/2023 15:50 PM. Please note that capitalisation of letter within the brackets is case sensitive and if used differently to above will affect the outcome of the format. You can use {} […]
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: – Enabling Mail Campaigns – Creating a Campaign – Blast and Nurture Campaigns – Using Metrics – History – Allow Users to Unsubscribe from Mail Campaigns – Cancelling/Completing Campaigns – Example Nurture Campaign This initial release of Mail Campaigns in Halo will allow you to queue up templated emails […]
Linking one Appointment to a Ticket to Link all Appointments in the Same Series
Released in Version: 2.100.1 Depending which version you are on: in the configuration for the Exchange Calendars integration, you can enable ''When linking a recurring appointment to a ticket, link all appointments in the series": Configuration > Calendars and Appointments > Exchange Calendars: If you are on a later version of Halo this could be […]
Additional Email Settings
In this guide we will cover: – Various additional email settings Associated Admin Guide Email General Settings The following settings are found under Configuration > Email (or Configuration > Email > General Settings if on v2.190.1+). Make Forwarding Agent a Follower When enabled, this setting will ensure that any agent who forwards an email into […]
Appointments
In this guide we will cover: – Creating Appointments – Different Appointment System Uses On Actions – Appointment Creation Screen – Create From Calendar Screen – Creating a MS Teams Meeting from a Halo Appointment Associated Admin Guides: Appointment Types Exchange Calendars Calendars/ Appointments General Settings Halo provides the ability to have agents create appointments in […]
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 in Halo and you should get the following: