Contents of Campaigns Guides

In this guide we will cover:

• Summary
• Marketing Feature Guides

Summary#

Halo provides various marketing features to help you send bulk communications to existing or prospective Clients. If you are looking at using marketing features in your Halo instance but you are not sure where to start, read the following overviews on the marketing functionalities we offer. To learn more, follow the link to the dedicated guide for each functionality.  

Marketing Feature Guides#

Segments (Distribution Lists)#

Distribution Lists (or segments) are a list of Users to communicate with. This allows you to send bulk communications to all the Users in the list, either by bulk email or Mail Campaign. These lists can be static or dynamic, allowing you to have either manually or automatically update the members based on a set of criteria.

Mail Campaigns#

Mail Campaigns allow you to send scheduled communications to Users/Contacts within your Halo, useful for marketing and improving customer relations. This either be a one off communication, or a series of communications. Each campaign is linked to a Distribution List to automatically determine who the communications are sent to. 

Mail Campaign flows#

Mail Campaign flows are a configuration method which allows Mail Campaigns to be created in the style of a workflow. Campaign flows allow for criteria to be applied against different points within a campaign allowing more control over which emails get sent, and when.