How Halo handles workflow inquiries.

Information you choose to provide

The workflow inquiry form asks for your name, work email, company, and a description of the workflow you are trying to improve. Please do not include confidential, regulated, or sensitive information in the initial inquiry.

How Halo uses the information

Halo uses the information to review your business problem, understand whether a conversation may be useful, respond to your inquiry, and protect the form from abuse. Submitting the form does not guarantee a consultation, engagement, response time, or outcome.

Delivery and storage

A valid inquiry is sent through Postmark, Halo’s third-party transactional email provider, to a monitored Halo-controlled Microsoft 365 mailbox. Postmark processes the submitted name, work email, company, inquiry message, sender and recipient addresses, Reply-To value, subject, and related delivery, bounce, and event metadata to deliver and troubleshoot the message and help prevent abuse. Postmark retains message content and related activity data according to the account’s configured activity-retention period; Postmark documents 45 days as the default and permits an account-level period from 7 to 365 days. The form does not create a submission record in WordPress and does not create a CRM record. A delivered inquiry remains in Halo’s Microsoft 365 mailbox for as long as reasonably needed for the inquiry and applicable business or legal recordkeeping; Halo has not stated a fixed mailbox-retention period.

Abuse prevention

The form uses a nonce, a hidden honeypot field, signed timing validation, and short-lived rate limiting. Rate limiting uses a one-way salted technical key and a request count that expires automatically; it does not store the form contents.

Service providers

Pressable hosts the WordPress website. Postmark processes website inquiries for transactional email delivery and related operational logging. Microsoft 365 receives and stores the delivered inquiry in Halo’s mailbox. Plausible provides aggregate website analytics. These providers process limited information as needed to provide hosting, security, email delivery, delivery troubleshooting, abuse prevention, mailbox, and aggregate analytics services.

Analytics and cookies

Halo uses Plausible to measure aggregate website traffic and count successful workflow-inquiry deliveries. Plausible does not use analytics cookies, browser storage, or persistent identifiers. Halo does not send inquiry contents or form-field values to Plausible and does not use advertising analytics or session replay.

Questions or requests

For a question about this notice or an inquiry you submitted, email ryan.scalf@halobusinesssystems.com. Halo will review reasonable requests concerning submitted information in light of the information it holds and applicable business or legal obligations.

Effective date: August 18, 2026