Branding in Halo
In this guide we will cover: -What can be branded in Halo? – How to Brand Email Templates – How to Brand the Self-service Portal What can be branded in Halo? User facing entities in Halo can be branded to, reflect the organisation or team that is providing the service to the user, or they […]
Translating Email Templates
In this guide we will cover: – Configuring translations for email templates To enable this functionality you must enable the setting "Allow multi-language email templates" in Configuration > Email: Fig 1. Allow multi-language email templates. With this enabled you can set individual email templates to be multi-language. To translate an email, you need to use […]
Email Templates
In this guide we will cover: – How to edit email templates Using $-variables in templates – Message Groups Associated Admin Guide Email Templates Email Templates are used in Halo to send a pre-formatted email. They are used as part of email automations and can be configured to be sent when completing an action manually. […]
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 […]
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. […]
