Mail Campaigns
Configuration > Email > Mail Campaigns Related Guides: Mail Campaigns Mail Campaigns and Distribution Lists General Settings Field Type Description Show a Users Mail Campaign activity in their Activity Feed Checkbox Enabling this setting allows for any mail campaign activity to show in the recent activity feed within the overview tab of a user/prospect. Configure […]
Email General Settings
Configuration > Email > General Settings Incoming Email Field Type Description Mailbox Setup Button This opens up the Mailbox Setup interface. Here you can link mailboxes to your instance for either sending or recieving emails through your instance. Email Rules Button This opens up the Email Rules interface. Here you can set up rules that […]
Email Rules
Configuration > Email > Email Rules Related Guides: Email Rules Details Field Type Description Email Rule Name Free Text The name of the Email Rule, as it appears in lists. Email Rule Type Single Select Dictates the behaviour of the outcome of this rule: Ignore Email – Any incoming email that matches the specified criteria […]
SMS Settings
Configuration > Email > SMS Settings Related Guides: Email to SMS Twillio for SMS Integration Field Type Description SMS Type Single Select This will allow you to choose whether you are configuring Halo's own "Email to SMS" service or the Twilio integration's "Twilio SMS" service. These will present different options below. Email to SMS Field […]
Formatted Emails
Configuration > Email > Formatted Emails Related Guides: Email Rules Mapping Setup Field Type Description Customer Free Text This will contain the data that is found in an email matching a Formatted Email rule that has been mapped to the Customer field. Site Free Text This will contain the data that is found in an […]
Email Templates
Configuration > Email > Email Templates Related Guides: Email Templates Table View Field Type Description Top Left Dropdown Single Select This dictates the Message Group to which the viewed Templates belong. ID Header This is the ID of the template, which can be used via SQL or the API to identify the template. Description Header […]
Mailbox Setup
Configuration > Email > Mailbox Setup Related Guides: Google Mail Setup (Setting up Google Application) Office 365/Azure Mailbox Setup Table View Field Type Description Name Header The name of the Mailbox, as it appears in lists. Server Header The type of Mailbox this is, i.e. how / where it is hosted. Username Header The Username […]