Difference between revisions of "Client Email Notification Preferences"

From WHMCS Documentation

(Created page with "<div class="docs-alert-info"><i class="fa fa-info-circle"></i> This section describes features available in version 7.10 and above</div> Client accounts are able to select wh...")
 
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<div class="docs-alert-info"><i class="fa fa-info-circle"></i> This section describes features available in version 7.10 and above</div>
 
<div class="docs-alert-info"><i class="fa fa-info-circle"></i> This section describes features available in version 7.10 and above</div>
  
Client accounts are able to select which email types to receive, if any. Each check box determines the emails that a client will receive as part of their account. Uncheck a box to stop that email type being sent to the account holder.
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Clients and Contacts/Sub-Accounts are able to customise their Email Preferences from the client area.
  
On upgrade to WHMCS 7.10 or for a new install, a client will be set to receive all email types.
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Admins can also customise Email Preferences via the admin area. A screenshot of this user-interface is pictured below.
  
A client can change these preferences themselves in the client area when editing their details.
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[[File:ClientEmailPrefs.png]]
  
There are certain emails that a client will always receive irrelevant of the preferences set - these are the Email Verification and password reset emails.
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Each check box controls a group or type of emails that a client will receive.
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Uncheck a box to stop that email type being sent to the account holder.
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By default, a client is configured to receive all email notification types and all contacts are configured to receive no email notifications.
  
 
====Email Notification Groups====
 
====Email Notification Groups====
  
The groups of email notifications match those found in Email Templates. When disabled, a client will not receive any emails sent using those email templates.
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The groups of email notifications match those found in Email Templates.
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When disabled, a user will not receive any emails sent using those email templates. There are some exceptions for emails that a user will always receive regardless of the email notification settings - these are the Email Verification and Password Reset emails.
  
 
Mass Emails will also be disabled for that client depending on the type of [[Mass Mail]] being sent. For example, a 'General' mass mail will not be sent to a client who has chosen not to receive General emails.
 
Mass Emails will also be disabled for that client depending on the type of [[Mass Mail]] being sent. For example, a 'General' mass mail will not be sent to a client who has chosen not to receive General emails.

Revision as of 17:37, 12 March 2020

This section describes features available in version 7.10 and above

Clients and Contacts/Sub-Accounts are able to customise their Email Preferences from the client area.

Admins can also customise Email Preferences via the admin area. A screenshot of this user-interface is pictured below.

ClientEmailPrefs.png

Each check box controls a group or type of emails that a client will receive.

Uncheck a box to stop that email type being sent to the account holder.

By default, a client is configured to receive all email notification types and all contacts are configured to receive no email notifications.

Email Notification Groups

The groups of email notifications match those found in Email Templates.

When disabled, a user will not receive any emails sent using those email templates. There are some exceptions for emails that a user will always receive regardless of the email notification settings - these are the Email Verification and Password Reset emails.

Mass Emails will also be disabled for that client depending on the type of Mass Mail being sent. For example, a 'General' mass mail will not be sent to a client who has chosen not to receive General emails.