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Making Use Of Canned Text and $ Variables

Note: Any variable written in this guide is written with a hyphen between the $ sign and the word. This is so there is no replacement of them if this guide is shared through any Halo action. When used, they should be used without a hyphen (-). A complete list of variables can be found by going to your Halo instance URL, and adding /variables to the end. 

For example: https://test.halocrm.io/variables



Canned text is a method of quickly pasting relevant information onto a ticket. Canned text is generally created when a phrase or a set of information is repeatedly sent to different customers.


For example: 'Please provide more information.....'. 



To use canned text, on the 'reply' action, or on any action where there is a text box - click on the '+:' and select the canned text you'd like to use.



If you're wanting to create a new canned text from the information you had just written down to send to a contact, you can do this by pressing the '+' next to the insert canned text button.



This will populate the text you have just made into the text box and you will be able to name it and add any necessary restrictions to its use.


In addition to canned text, you could use $ variables to populate information onto a response. 


For example, you could use:



When this is sent, it would look like this





A complete list of variables can be found by going to your Halo instance URL, and adding /variables to the end. 

For example: https://test.halocrm.io/variables




Canned text and $ variables can be used in email templates, macros, chat bot as well in an any actions on tickets that include a text box (e.g. reply, internal note, log to supplier etc.)

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