<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p data-pasted="true"><span style="font-size: 11pt;"><strong>This guide will cover:</strong></span></p><p><span style="font-size: 11pt;"><strong>- Automatically Adding Opportunity Contacts to Distribution Lists</strong></span></p><p><span style="font-size: 11pt;"><strong>- Triggering A Mail Campaign From An Opportunity</strong></span></p><ul><li style="font-size: 11pt; font-weight: bold;"><strong>Setting The End Of A Mail Campaign To Update The Relevant Opportunity</strong></li></ul><p><span style="font-size: 11pt;">With the dynamic members list functionality within distribution lists, you are able to have users and prospects added and removed from your distribution lists without manual intervention. </span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">With the development of two new features available in versions 2.226.1+, you are now able to add contacts from opportunities to your distribution lists in the same way, and monitor the end of your mail campaigns via the opportunity tickets.</span></p><p><span style="font-size: 11pt;"> </span></p><p><span style="font-size: 11pt;">These two new features work in conjunction to allow for mail campaigns to be automatically triggered for new contacts as soon as a lead is logged in the system, and to allow for more proactive management of those leads by exposing the visibility of finished campaigns via the lead ticket itself. </span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">This guide will focus on how to trigger a mail campaign for a contact via an opportunity ticket and update the ticket once the campaign has finished. This guide involves the use of both mail campaigns and distribution lists, if you are unfamiliar with either of these modules, or if you need need help in enabling them, please refer to the relevant guides: <a href="https://usehalo.com/halopsa/guides/2242/" target="_blank" rel="noopener noreferrer" style="font-size: 11pt;">Mail Campaigns</a> & <a href="https://usehalo.com/halopsa/guides/2166/" target="_blank" rel="noopener noreferrer" style="font-size: 11pt;">Distribution Lists</a>. </span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 14pt;"><strong>Automatically Adding Opportunity Contacts to Distribution Lists</strong></span></p><p><span style="font-size: 11pt;">In order to be able to trigger a mail campaign for a new opportunity contact, you will need to create a 'nurture' campaign that uses a dynamic distribution list filtering in the contacts from your open opportunities. You should begin by configuring your distribution list.</span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">Before configuring your distribution list, navigate to Configuration > Users > Distribution Lists and ensure that you have enabled the new setting that allows opportunity contacts to be added to distribution lists (available in versions 2.226.1+). </span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjE0M2Y4ODJlLWY1YTItNGM1Ny1hZmVkLWEzOTE0Zjg0MTc0NCJ9.C6o3TjX96npp2uC82z-PDR8RBw6tXSVGEg9xmIHnJ40" class="fr-fic fr-fil fr-dib" width="313" style="width: 315px; height: 236.384px;" height="236"></span></p><p><span style="font-size: 10pt;"><strong>Fig 1. The checkbox enabling opportunity contacts to be added to distribution lists (2.226.1+)</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">Once this is enabled, you can create your distribution list within the Distribution Lists module ('Segments' in some instances). When creating the distribution list, the important point of configuration is the 'Member Type' for the list. In order to have both of your opportunity contacts added into the distribution list, and to have the end of the campaign update the opportunity ticket, you will need to set the member type to 'Tickets/Opportunities' (Tickets/Sales in some instances).</span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjI4ZjNkMzU0LTZmMGMtNDQwYi04MTYwLTUxMWY1ZDU5ODdhMiJ9.inlOmvH40f9Rrfbd7hGqSmVnXmpTopXNGXM5gcQTpG8" class="fr-fic fr-fil fr-dib" width="403" style="width: 405px; height: 311.969px;" height="312"></span></p><p><span style="font-size: 10pt;"><strong>Fig 2. Set the member type of your new distribution list to 'Tickets/Opportunities</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">It is also recommended to create this list as a 'Dynamic Members List'. As shown in figure 3, a dynamic members list allows you to have better control over which end-users/contacts are added into the list. In this example, I have created a distribution list that will be used for a 'Lead Outreach' mail campaign, so I have ensured that only contacts against leads are added and I have filtered out any closed leads in the system.</span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjYxYTdkNzg3LWIzOTUtNDg2OC05OGE3LWY1ZDY3MjBhMDYwYyJ9.jYkCgRmjZGyw-ZAM5GgV59Qv2dHdkTX5Ig1lT098rq0" class="fr-fic fr-fil fr-dib" width="605" style="width: 607px; height: 135.29px;" height="135"></span></p><p><span style="font-size: 10pt;"><strong>Fig 3. An example of a dynamic distribution list's filters list</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">Once you have saved the distribution list you should see the 'Members' tab populate with any existing contacts that qualify for the distribution list criteria. As illustrated in figures 4a and 4b, over time you will also see any new contacts that qualify for the distribution list be added into the members tab whenever the leads are logged in the system.</span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjNkZDU2Zjg0LWNmZWItNDdhNy05ZDg0LWM2MmZkNDRlNTE4YiJ9.asdOWGQlBx1z8zD0Q1y2St5DtZ4N2vEjHt_kHR54fd4" class="fr-fic fr-fil fr-dib" width="490" style="width: 492px; height: 224.634px;" height="225"></span></p><p><span style="font-size: 10pt;"><strong>Fig 4a. A new lead is logged in Halo with a new opportunity contact</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImY1MGM2ZmM3LTc0Y2EtNDBiMy1hZGU1LTIwNTliMjA5ZWI1NCJ9.JtaKRIucZkfmCdFwmZCxG5TLEm0QqVnj3GiI5fzR5uU" class="fr-fic fr-fil fr-dib" width="565" style="width: 567px; height: 142.001px;" height="142"></span></p><p><span style="font-size: 10pt;"><strong>Fig 4b. The members tab of the dynamic distribution list is automatically populated with the qualifying contact of the new lead</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 14pt;"><strong>Triggering A Mail Campaign From An Opportunity</strong></span></p><p><span style="font-size: 11pt;">Now that you have created your distribution list, you can move on to creating the mail campaign in the 'Mail Campaigns' module ('Campaigns' in some instances). </span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">When creating the campaign, create it as a 'Nurture Campaign'.</span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjY5YzE1NjNlLTdlNjUtNDg5Mi1iMTczLWI4NTIxYTRmZmI4ZSJ9.8M_PfLScsAkZe2MRfIODL4jDgvcVJWy5E71VJyi59v4" class="fr-fic fr-fil fr-dib" width="326" style="width: 328px; height: 111.766px;" height="112"></span></p><p><span style="font-size: 10pt;"><strong>Fig 5. The campaign type to use for triggering campaigns from opportunities</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><strong><em>Note: It would be best to use the 'Nurture Campaign - Triggered' type for this campaign. By using this type, as soon as a new lead is created, the contact of that lead will be added into the distribution list and the campaign will start for them immediately. To find more information on the difference between the campaign types, please refer to this guide: <a href="https://usehalo.com/halopsa/guides/2242/" target="_blank" rel="noopener noreferrer" style="font-size: 11pt;">Mail Campaigns</a>.</em></strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">Once you have saved the campaign, you can create the emails that you want to send out as part of the campaign in the 'Email Setup' tab before moving onto the 'Settings' tab. In the settings tab you should set the relevant distribution list in the 'Recipient Distribution List' field.</span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjgzMzRiZTU0LTY2YzMtNDY2MS04YjVhLTVhNzA1Yjg0ODBmMSJ9.LmaGtTHYkPaqUoFZRJFnt_8BrVygy9MY1ozz3yz_P3Q" class="fr-fic fr-fil fr-dib" width="386" style="width: 388px; height: 329.097px;" height="329"></span></p><p><span style="font-size: 10pt;"><strong>Fig 6. The settings tab of a 'Lead Outreach' mail campaign</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><strong><em>Note: Enabling the 'Cancel emails for Recipients who are removed from the Recipient Distribution List' setting will allow you to have contacts removed from the mail campaign when they are removed from the distribution list (through no longer qualifying for the distribution list criteria) without manual intervention.</em></strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 12pt;"><strong>Setting The End Of A Mail Campaign To Update The Relevant Opportunity (Available in versions 2.226.1+)</strong></span></p><p><span style="font-size: 11pt;">Once you save the campaign again after setting the distribution list, a new setting will appear that allows you to set the status of the opportunity once the campaign has ended for the opportunity's contact (figure 7).</span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImNlMmRkNmNjLTczZmEtNDQxMS1iYjVmLTEzODkzYzA0MWYzMyJ9.0Qy2jArMxNg_powlbtLVeHpVFxq4vnm4UF6XioeI25E" class="fr-fic fr-fil fr-dib" width="409" style="width: 411px; height: 298.874px;" height="299"></span></p><p><span style="font-size: 10pt;"><strong>Fig 7. The setting to determine a ticket/opportunity status once the relevant mail campaign has ended (2.226.1+)</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><strong><em>Note: This setting will only appear if the member type of the linked distribution list is of the type 'Tickets/Opportunities'.</em></strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">With the campaign now set up, it will trigger automatically for any new leads logged in the system (figure 8), starting from the beginning for the new contacts, and will update the opportunity ticket once the campaign has finished for that contact (figure 9). </span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImUzNDNmMTE5LTA0MTAtNGFjMS05MDk1LTkxZjhhM2MxMTI0OCJ9.51-MM9cqIhmpExTqYkqFedZBW7x75MYf3RrxqiqazJM" class="fr-fic fr-fil fr-dib" width="613" style="width: 615px; height: 195.244px;" height="195"></span></p><p><span style="font-size: 10pt;"><strong>Fig 8. Lead outreach mail campaign triggered for the contact of the new lead logged in figure 4a</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjU5NGY4M2ZiLTRhMTYtNDk5OC1hZWM3LWEyNGUyMTc4NmRmMCJ9.FYjDNcTYd1XUMD-7UuPmh4czJvzkr2DZ9QcS9hIsz6M" class="fr-fic fr-fil fr-dib" width="553" style="width: 555px; height: 109.066px;" height="109"></span></p><p><span style="font-size: 10pt;"><strong>Fig 9. Opportunity status changed once the relevant campaign as finished, as per new setting in figure 7</strong></span></p><p><br></p>
