Email Templates/Message Groups

Branding in Halo

This article provides guidance on branding features within Halo, focusing on email templates and self-service portals. Branding in Halo allows for customization to align with the organization's or customer's brand. Email templates can be branded and grouped into message groups that correlate with different branding scenarios. These groups are assignable to entities such as customers, departments, or teams. The self-service portal can also be globally customized or altered based on organization or customer-level branding. Multiple branding setups can be managed using Halo's configuration settings for portals and email communication.

Date Formatting on Email Templates Using $-variables

Email Templates

This article provides a guide on managing email templates, covering both system and custom templates. It explains how to edit existing templates, including the use of variables for dynamic information. The guide also discusses creating custom email templates not covered by default and how message groups can be utilized to tailor email communications for specific user groups. Additionally, it offers insights into the hierarchy of message group settings, which determine the email template used when sending emails to ticket end-users.

Email Templates and their System Use

This article provides guidance on using email templates within the Halo system to automate communications for various functions such as ticket logging, ticket updates, closures, approvals, and more. Each template is associated with a specific ID and 'system use', which determines its application. The guide elaborates on a variety of template IDs, explaining their purpose, functionality, and conditions of use, including scenarios like new ticket notifications, SLA breaches, approval requests, and security updates. The article serves as a comprehensive resource for configuring and managing automated emails within the Halo platform.

Translating Email Templates

This article explains how to configure and translate email templates in a multi-language environment. To use this feature, enable the 'Allow multi-language email templates' setting. You can create custom email variables that can be translated into various languages configured in the system. Emails are sent in the language determined by the recipient's settings, with fallbacks to site-level or global settings if unspecified. Special conditions apply to 'Email Agent' actions and opportunity tickets.