StableN/ASyncedN/A

Mail Campaigns

Updated Oct 2, 2026154 viewsView on usehalo.com

Configuration > Email > Mail Campaigns

Related Guides:

General Settings

FieldTypeDescription
Show a Users Mail Campaign activity in their Activity FeedCheckboxEnabling this setting allows for any mail campaign activity to show in the recent activity feed within the overview tab of a user/prospect.
Configure Mail Campaign GroupsButtonThis button takes you to the area where you can create new campaign groups and manage existing ones. You can also navigate to this area through configuration > advanced settings > lookup codes and change the entity dropdown to 'Mail Campaign Groups'.
Mail Campaign Default Column ProfileSingle SelectThis dropdown allows you to select the column profile used when viewing the table view of your campaigns in the Mail Campaigns module. This is a global default that can be overridden at agent preferences level. 

Allow multiple distribution lists per campaign

Checkbox
​When enabled you will be able to set multiple Distribution Lists against a campaign. 
Allow multiple exclusion Distribution Lists per campaign
Checkbox
​When enabled you will be able to set Distribution Lists to exclude from the Campaign. This prevents users in this list from receiving emails from this Campaign, even if they match your inclusion lists. 
Include tracking beacon by default
Checkbox
​When enabled, $-beacon will be automatically added to the bottom of campaign emails, enabling open rate tracking.
Confirm mail campaign clicks using JavaScriptCheckbox(v2.244+) When enabled, additional checks will run in the background to verify if clicks on a campaign are carried out by a bot or user, improving the accuracy of the 'total clicks' metric . The user experience of mail campaigns will remain the same, but additional checks will run in the background to verify if the click was carried out by a bot or user. It is recommended to enable this reduce the number of bots that trigger a click count. However, keep in mind enabling this after you have begun using campaigns will change how click rates are counted, impacting comparability. Also consider, that strict email security policies at the recipient's organization may block click-verification checks (preventing a genuine click from being recorded) and/or block the link destination itself (preventing the user from accessing it).

Campaign workflow Settings

FieldTypeDescription
Allow creating emails directly on workflow steps
Checkbox​When this checkbox is enabled, you are able to create emails directly from a Communication step on a Mail  Campaign flow.   

Unsubscription Settings

FieldTypeDescription
On the Unsubscription page, show the User Custom Fields to manage email preferences rather than buttons to unsubscribe
CheckboxWhen this checkbox is enabled, you are able to choose which user level custom fields show on the unsubscribe page. These fields can then be used in the filters of your distribution lists.
Note: the field label here is slightly misleading. These fields will show in addition to the unsubscribe buttons.
Additional User Custom Fields to show on Unsubscription page
Multi-selectField to select which user-level custom fields show on the unsubscribe page. Currently only checkbox custom fields can be selected.

Approval Settings

FieldTypeDescription

Enable campaign approvals

Checkbox
​When enabled Mail Campaigns will require approval before they can be started.
Use Ticket approval rather than simple approval for campaign approvals
Checkbox
​(Only shows when Campaign approvals are enabled) when checked Campaign Approvals will be linked to a ticket and follow ticket approval processes.

Approval Process 

Single Select
​(Only shows when using Ticket Campaign approvals) The Approval Process to follow can be chosen here, or you can opt to have Agents choose the Approval Process to use each time approval is requested. 
Default Ticket Type
Single Select
​(Only shows when using Ticket Campaign approvals) The Ticket Type set here will be the type of ticket created when approval is requested.

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