How to Set Up Forms and Capture Customer Information in HaloPSA

Summary

Connor continues setting up automation in Halo by capturing customer data through forms and email templates.

Highlights

• 📊 Form Automation: Learn to automate business processes by capturing customer data.

• ✉️ Email Templates: Create custom email templates to send forms to customers.

• 🛠️ Custom Fields: Set up custom fields for organised data collection.

• 🗂️ Field Groups: Group custom fields for easier management and visibility.

• 🔗 Link to User Action: Utilise the ‘link to user action’ feature for seamless customer interaction.

• 📝 Data Management: Ensure collected data is visible on tickets for tracking.

• ✅ Next Steps: Upcoming video will cover processing data with runbooks.

Key Insights

• 📈 Importance of Automation: Automating business processes saves time and improves efficiency, allowing businesses to focus on growth.

• 📧 Effective Communication: Using email templates ensures clear and professional communication with customers, enhancing their experience.

• 🗃️ Custom Data Fields: Custom fields provide a structured way to capture specific customer information, improving data accuracy and accessibility.

• 🔄 Workflow Integration: Integrating actions into workflows streamlines operations and ensures that all team members can access necessary information.

• 🔍 Data Visibility: Ensuring that customer information is visible on tickets aids in better decision-making and enhances customer support.

• 📅 Future Learning: Continuous education on tools like Halo increases proficiency, allowing teams to leverage full capabilities for improved service.

• 🔗 User Engagement: Facilitating easy access to forms through links encourages customer participation and data submission, leading to better insights.