Distribution Lists and Mail Campaigns

Bulk Sending Emails

The article provides guidance on sending bulk emails through different methods: using user lists, services, and ticket actions. It explains that previous methods involving direct user lists have been replaced by distribution lists or segments for efficiency. When sending bulk emails related to monitored services, users can utilize the subscriber list from the service catalog. For actions related to tickets, emails can be sent using email templates and distribution lists using ticket actions. The article details configuration settings and steps to set up email templates, default segments, and actions for streamlined bulk email communication.

Contents of Campaigns Guides

Mail Campaign Flows

Mail Campaigns

The article provides a comprehensive guide on setting up and managing mail campaigns using the Halo platform. It covers enabling mail campaigns, creating Blast and Nurture campaign types, configuring email templates, tracking metrics, and allowing user unsubscriptions. It offers details on sending test emails and how to use sales mailboxes. Different campaign actions like starting, cancelling, or completing campaigns are explained with operational guidance on setting up distribution lists and configuring email scheduling options.

Segments (Distribution Lists)

This knowledge base article provides a comprehensive guide on using Segments, also known as Distribution Lists, in Halo products. It details the steps for enabling and configuring distribution lists, including permissions, creating lists, adding members, setting mailboxes, viewing past communications, and bulk user management. The article also covers dynamic lists and their configuration, as well as the use of email templates and importing users. It emphasizes the importance of access levels for agents and administrators when managing these distribution lists.

Triggering Mail Campaigns From Opportunities