Documentation to assist with the setup and configuration of the HaloPSA platform
Embedding A Form Onto Your Website
The web widget functionality can be used to embed any HaloCRM form onto your website.
If you're wanting to do this, simply head to the Configuration > Channels > Web Widget.
From here, you'll be presented with a pre-written block of code as seen below:
You can copy this to your clipboard ready to send to the relevant colleague who can help with the embedding.
You will need to add your domain to the 'Global CORS whitelist'. For example: 'halocrm.io'
As noted in the image, depending on the form you'd like to embed, you'll need to specify the ticketTypeId and ticketTypeKey that you'd like to embed.
To find this information, head back to the Configuration > Processes > Forms > Ticket Types and select the form you'd like to have embedded.
As an example, I have chosen the 'General Enquiry' form.
Scroll down on the 'details' tab to 'Anonymous Access and Embeddable' and here you will again be presented with the web widget seen earlier, however this time the information has been specified for the ticketTypeId and ticketTypeKey.
If you give this information in whole to your web developer (or website administrator), they can use this to then embed the form into the website.
Once embedded, it will show on your website as below:
The ticket then automatically flows into Halo with a source of 'web' - so that you know they have used the web widget to contact you.
- Asset Import - CSV/XLS/Spreadsheet Method
- Call Management in Halo
- Creating a New Application for API Connections
- Creating Agents and Editing Agent Details
- Departments, Teams and Roles
- Halo Integrator
- Importing Data
- Multiple New Portals with different branding for one customer [Hosted]
- Organisation Basics
- Organising Teams of Agents
- Step-by-Step Configuration Walk Through