Forwarded Emails and Email Updates

In this guide we will cover: – Treating Forwarded Emails from Agents as End-User Emails – Forward incoming Emails to all recipients – Treating Emails from Co-managed Agents as Users Treating Forwarded Emails from Agents as End-User Emails The setting "Treat Forwarded Emails from Agents as End-User Emails" can be found under Configuration > Email […]

Agent Notifications for Errors in the Halo Integrator/Email Processing

In this guide we will cover: – How to enable notifications, per agent, when there are errors in the Halo integrator or email services Agents can receive error notifications for Outgoing and Incoming emails as well as the Halo Integrator by using these settings located at Agent > Preferences > Notifications: Fig 1. Enable notifications […]

Segments (Distribution Lists)

Disclaimer: Distribution Lists may be called Segments, depending on which Halo product you are using (functionality is the same between products). In this guide we will cover: – Enabling Distribution Lists – Permissions – Creating Lists – Adding Members – Setting the Mailbox – Sending Bulk Emails from a Distribution List – Viewing Past Communications – Bulk […]

Email Configuration (High Level)

In this guide we will cover: – How to change the Email start tag – Message Groups – Mailbox Overrides – Email Signatures  Associated Configuration setting guide: Email (General Settings) Email Start Tag When you begin using Halo, you will notice that within Configuration > Email > General Settings, there is an option to edit […]

Azure Mail Integration (Webhook Method Included)

This is a legacy guide – we recommend using our guide 'Office 365/Azure Mailbox Setup' for the most comprehensive and up to date setup information.  This video covers the Mailbox Setup for Email Processing via Webhooks (Read the guide for full setup and how to configure error notifications per agent).                           In this guide we […]