Mail Campaigns

In this guide we will cover:  – What are Mail Campaigns? – Enabling Mail Campaigns – Creating a Campaign – Blast and Nurture Campaigns – Using Metrics – History – Allow Users to Unsubscribe from Mail Campaigns – Cancelling/Completing Campaigns – Sending Test Emails – Example Nurture Campaign  – Creating a Mail Campaign from a ticket – Campaign […]

Asset Types/Groups

In this guide we will cover: – How to create an asset group – Assets vs Items – How to create a new asset Type Configuration settings Guides: Asset Types Asset Groups  Configuring asset types and groups will allow you to more readily view an organised list of your devices and will also allow you […]

Surveys

In this guide we will cover: –  What are Surveys? – Survey Custom Fields  – Configuring the Survey text variable – Adding the Survey link to the Ticket Closed email template – Configuring when Surveys are sent – End-User Confirmation Admin Guides:  Surveys Note: Any variable written in this guide is written with a hyphen between the […]

Database Lookup Example – Attaching the User’s Role to a Ticket.

In this guide we will cover:  – How to attach a user's role to a ticket using a database lookup One of the great features within Halo is the ability to populate fields on i.e. a ticket with information found in the database. This data is found using SQL queries which will return the information […]

Statuses

In this guide we will cover: – Status Configuration – SLA Settings – Email Settings – Miscellaneous Settings – Load Balance Restrictions – Ticket Type Status Changes – Workflow Status Restrictions For a detailed list of all settings along with their descriptions for Statuses and Ticket Types click on these links: Statuses Ticket Types Statuses are […]

Halo Chat Widget Properties and Examples

Quickstart You can embed chat on your website by adding the following to the end of your html body. You can retrieve your chat config id and key from Config > Chat > Chat Profiles, in the Halo Agent Application. <div id="halo-chat"></div> <script> var haloChatConfig = { chatServiceUrl: "https://yourHaloUrl.com/api", configId: "your-chat-config-id", configKey: "your-chat-config-key" } </script> […]

Sending Requests Across 2 Instances

In this guide we will cover:  – Setting up the Suppliers Module – Configuring the API Access Following v2.184+ this functionality as been enhanced. If you are on a version on or above this see our guide Syncing Tickets Between Instances.  It is possible to send requests across two instances when the HaloCRM -> HaloITSM […]

Chat Bot and Chat Profiles

In this guide we will cover: – What is the Chat Bot? – How to Configure a Chat Profile – User Verification – Start Live Chat – Translate Live Chat (Using Azure Translator) – Example Bot Flow – Customising the Chat Bot Profile – Setting which Chat Profile is used – Determine the start step of […]

Asset Views

In this guide we will cover: – Asset Lists and Key Fields – Column Profiles – Related Assets Column Profile – Changing the display name of an Asset – Viewing Assets in the Portal Admin Guides: Asset General Settings Asset Lists and Key Fields There are two main ways in which the list of assets can […]

Adding Dashboards to Custom Tabs

In this guide we will cover: – Creating a Custom Tab that displays a Dashboard – Filtering the dashboard to only show data for the customer/user/site it is under Admin Guides: Custom Tabs The following entities can have a custom tab against them containing a dashboard: Tickets Customers Sites Users Contract Sales Orders  Purchase Orders Quotes […]