Email and automations
Connect your mailbox, send from Hailo, templates, merge fields and automated workflows.
11 articles
- Send an email from HailoWrite and send an email to a couple from their lead or client record, pick a template and a mood, add a CC, and know which mailbox it goes through.
- Email templatesBrowse the starter library, make your own copies, and use the builder to write a template with a lifecycle phase, mood, recipient, merge tags and a live preview.
- Merge fieldsEvery merge tag Hailo can fill in for you, what each one resolves to, the ones you must fill in yourself at send time, and the tags that are easy to mix up.
- Automations overviewWhat an automation is, how the Automations page is laid out, what Paused and Live mean, and how Hailo keeps you from adding the same automation twice.
- Starter automationsEvery ready-made automation on the Automations page, grouped by stage, with its trigger, waits and the exact templates it sends.
- Build an automationUse the visual editor to wire a trigger to actions, waits and branches, configure every block, and set the automation Live.
- Conditions and stop on replyEvery If / Else condition and its negative, what record each one needs, the Has tag? block, the stages a Status changed trigger can fire on, and how Stop if they reply works.
- Automation gotchasThe handful of automation behaviours that surprise people, why each one is the way it is, and what to do instead.
- Email trackingWhat the Delivered, Opened and Clicked lines on a sent email mean, how opens are counted, why an open can be wrong, and how clicks are tracked.
- Replies inside HailoWhere a couple's reply shows up in Hailo, what the two banners on the Messages tab mean, how the Needs reply chip works, and how new replies are picked up.
- Inquiry auto-replyTurn on an automatic reply to new inquiries, per inquiry form or studio-wide, edit its wording, send yourself a test, and know which reply fires for which lead.