Revision as of 09:49, 8 July 2009

Mass Mail

To send an email to a group of clients, go to Clients > Mass Mail. You can then choose the criteria you want to filter on in order to select who the email will be sent to. If you want to filter on product related criteria you must ensure you set the Email Type to be Product/Service related. Likewise if you want to filter on domain related criteria you must set the Email Type to be Domain related. By default the email type is General and so you can only filter on the client status criteria.

When composing the email you will see the full list of filtered clients in the To field. However each email is sent individually, so your clients will not see everyone else's addresses.

Email Templates

The Emails that WHMCS sends out to your customers can be fully customised in the email templates section of the WHMCS Configuration area.

The merge fields that are available in the email you are currently composing are displayed on the right of the page. The fields you can use will depend on the type of email that you are creating and what it relates to - for example you cannot use a product specific merge field in a general email template as WHMCS wouldn't know which product is being referred to.

To display client custom fields in the email templates, you can either reference it by it's numerical reference such as {$client_custom_fields.0} for the first field, {$client_custom_fields.1} for the second, etc... Or you reference it by name using the format {$client_custom_field_fieldnamehere}. For fieldnamehere, you need to take your custom field name, convert the name to lowercase and remove anything other than a-z 0-9 chars. For example "VAT Number" would become "vatnumber" and so would be {$client_custom_field_vatnumber} in the email template. The same applies to Product custom fields, however they are referenced by {$service_custom_fields.0} or {$service_custom_field_fieldnamehere}.

Sending Preset Emails to a Client

With WHMCS, it is possible to resend any of the automated emails in the general, product & domain categories manually should you need to. In this article, we will look at how this is done.

• General Emails - To resend an email from the general category to a client such as the Welcome Email or Client Area Details Reminder, simply locate the client either through the search or clients list and click their name to proceed to the client summary for that client. You will see an area labelled Send Email where you have a dropdown to pick any of the general emails and once selected, just click the Send button to send it.

• Product Emails - To resend a product related email, you need to tell WHMCS what product it's related to. To do this, you need to locate the client, then click on to their Products/Services tab, select the product/service you want to send it for in the services dropdown menu and then scroll to the bottom of the page where you'll find a Send Message section. From the dropdown menu you can select any of the product related emails in your system to resend to a client.

• Domain Emails - To resend a domain related email, you need to tell WHMCS what domain you want to send it for. To do this, like with product emails, you need to locate the client, but then click on to their Domains tab, select the domain you want to send it for and then scroll to the bottom of the page where you'll find a Send Message section. From the dropdown menu you can select any of the domain related emails in your system to resend to a client.

Resending Emails to Clients

WHMCS allows you to resend a previously sent email from the users email log inside WHMCS. To do this, locate the email you wish to resend in the email log and click the Resend icon to the right of the row. The email will then be loaded into the message editor where you can edit the content and add additional recipients, then click Send to resend.

Sending a Custom Email to Clients

To send a custom one off email to a client use the same process as above for the preset emails but instead of choosing an email template name, select the "New Message" option in the dropdown menu.

Disabling Emails

There may be circumstances where you want to disable certain emails from sending. For example you might not want emails to go out when invoices get created, or when a product is suspended. You can do that by following these steps:

1. Go to Config > Email Templates
2. Edit the email template you wish to disable
3. Check the Disable tickbox in the fields at the top of the page
4. Save your changes to the email

That email will now not send until re-enabled.