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 […]

Report filters in the URI parameters for report links

In this guide we will cover: – Date Filters – Text/Number Filters – Special Characters When linking to a report you can include filters as URI parameters. Date Filters When filtering on a date you can use the following parameters: reportingperiod : a number corresponding to the periods in the dropdown e.g. 0 for today […]

Halo DB Integrator

A guide explaining how to configure and use the Halo DB Integrator for an On-Prem Halo instance. In this guide we will cover: – What is the Halo DB Integrator and do I need it? – How is the DB Halo Integrator different to the Halo Integrator?  – Downloading the DB Halo Integrator  – Configuring […]

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 […]

Dynamic SQL – Custom Fields

Using Dynamic SQL on custom fields and how it can elevate your performance. How It Works Dynamic SQL custom fields, unlike static lists, generate data from the database and auto-populates the selection choices in each field.  These SQL scripts require an 'ID' and a 'Display' field. Every entity within your Halo instance will have two […]

Webhook Integration

In this guide we will cover: – Configuring the Webhook Basics – Batching – Toggle whether the ID or display value of a field is used in the payload – Webhook Groups (v2.230.1+) Webhooks can be created in Halo to retrieve and post data to specific endpoints, for example to send data to an external […]

Using Postman

In this guide we will cover: – Getting Authentication Credentials – Creating a Collection in Postman – Making API Requests – Bulk Updating Data Related Guides: A Step-by-Step Guide to Make a Bulk Change in the Halo Database Through the API Using JSON in Postman   Runbooks – Authorising API Access into Your Own Halo […]

Changing your Halo URL

This article outlines the procedure to follow when you are looking to change your Halo Agent Application, or Self-Service Portal URL. When you first get a trial of Halo, your URL will be a subdomain of one of our core product domains (https://MyCompany.Halo.com, for example). However, this can be changed to use your own domain […]

On-Prem Upgrade

Information on upgrading Halo for On-Prem Instances Versions If you wish to upgrade halo, then you have potentially 3 options for versions to upgrade to, being our current Stable, Beta, or possibly our Release Candidate at the time. The downloads can be found on the Halo Self Service Portal: https://support.haloservicedesk.com/ The latest features will be […]