Difference between revisions of "Messages/Emails"
From WHMCS Documentation
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===One Off Mail=== | ===One Off Mail=== | ||
| − | *Begin by locating the client that you want to send the email to either by searching or locating their name in the clients list and then follow the link through to the client summary page | + | *Begin by locating the client that you want to send the email to, either by searching or locating their name in the clients list, and then follow the link through to the client summary page. |
| − | *Next, in the '''Send Email''' panel, select the '''New Message''' option and click Send | + | *Next, in the '''Send Email''' panel, select the '''New Message''' option and click Send. |
| − | *This will take you to the email composition window where you can enter your message before clicking '''Send Message''' | + | *This will take you to the email composition window where you can enter your message before clicking '''Send Message'''. |
====Save as a Template==== | ====Save as a Template==== | ||
| − | + | When composing your message, if you think you may want to use it again in the future, you can save it. To do this, select the '''Save Message''' checkbox under the Subject field and enter a name to add it to the Email Templates. | |
| − | |||
===Predefined Templates=== | ===Predefined Templates=== | ||
| − | + | You can send predefined templates can '''on demand''' for clients, products, and domains. The system only sends other email types when specific events occur. | |
====Client Related==== | ====Client Related==== | ||
| − | * Locate the client that you want to send the email to either by searching or locating their name in the clients list and then follow the link through to the client summary page | + | * Locate the client that you want to send the email to, either by searching or locating their name in the clients list, and then follow the link through to the client summary page. |
| − | * | + | * In the Send Email panel, select the name of the email template and click Send. |
====Product & Domain Related==== | ====Product & Domain Related==== | ||
| − | *From the Client Summary page, click the edit icon | + | *From the Client Summary page, click the edit icon for the service or domain that's related to the email you want to send. |
| − | * | + | *Scroll to the bottom of the displayed product or domain details page. |
| − | * | + | *Choose the template name from the '''Send Message''' menu and click '''Send'''. |
====Invoice Related==== | ====Invoice Related==== | ||
| − | *Navigate to '''Billing > Invoices''' and click the Invoice ID in question | + | *Navigate to '''Billing > Invoices''' and click the Invoice ID in question. |
| − | *From the Summary tab use the dropdown menu to select an email | + | *From the Summary tab use the dropdown menu to select an email. |
| − | * | + | *Click the adjacent Send Email button. |
====Customise the Template before Sending==== | ====Customise the Template before Sending==== | ||
| − | *There might be some occasions where you want to send a predefined template but make some modifications first. | + | *There might be some occasions where you want to send a predefined template but also want to make some modifications first. |
| − | *To do this, follow the steps | + | *To do this, follow the steps above, but choose the template name choose '''New Message'''. |
| − | * | + | *On the message composition screen that appears, scroll to the bottom, where you'll see a '''Load Message''' dropdown box. |
| − | * | + | *Choose the predefined template and load it into the message box, ready for you to customise before sending. |
===Automatic Mail=== | ===Automatic Mail=== | ||
| − | In version 5.0 and later, emails | + | In version 5.0 and later, you can send emails automatically to your clients when they meet certain events or criteria. For example, sending a follow up email if a product is still in pending status x days after ordering, or upselling to clients with certain products, services, or addons: "You've got product x; you might be interested in product y" |
| − | + | To do this, use the [[Email Marketer]] tool. For more information, see the [[Email Marketer]] page. | |
==Resending Emails to Clients== | ==Resending Emails to Clients== | ||
| − | *Begin by locating the email you want to resend. You can do this from the '''Email''' tab inside a clients profile or the master email log | + | *Begin by locating the email you want to resend. You can do this from the '''Email''' tab inside a clients profile or the master email log in '''Utilities > Logs > Email Log'''. |
| − | *Next, click the Resend icon on the message's row that you want to resend | + | *Next, click the Resend icon on the message's row that you want to resend. |
| − | *The email | + | *The system will load the email into the message editor, where you can edit the content and add any additional recipients. |
| − | * | + | *Click the '''Send Message''' button to resend. |
==Marketing and Mass Emailing== | ==Marketing and Mass Emailing== | ||
| Line 57: | Line 56: | ||
WHMCS provides multi-faceted bulk emailing tools. These vary from sending emails to every single client, to sending automated marketing campaigns to specific clients who meet certain criteria and have chosen to receive marketing emails from you. | WHMCS provides multi-faceted bulk emailing tools. These vary from sending emails to every single client, to sending automated marketing campaigns to specific clients who meet certain criteria and have chosen to receive marketing emails from you. | ||
| − | To learn more about all these tools, | + | To learn more about all these tools, refer to the [[Marketing_Emails_Automation|Marketing Emails Automation page]]. |
==Contacts== | ==Contacts== | ||
| − | + | You can use contacts to send a copy of a message to a different email address. When sending one-time or mass mails, contacts and sub-accounts that have the '''General''' email notification option enabled will receive a copy of any General mass emails for the master account holder. | |
| − | If the contact has the '''Product''' email notification option | + | If the contact has the '''Product''' email notification option enables, they will receive copies of mass mails with the Product/Service email type. Similarly, contacts with '''Domain''' email notifications enabled will receive a copy of Domain type mass mails. Finally, when sending invoice related emails, the contact will receive a copy if they have the '''Invoice''' email notification option enabled. |
| − | + | The recipients list won't include contacts when composing the message, but if it includes their master account and they have the appropriate email permission, they will receive a copy. | |
Revision as of 18:26, 1 May 2020
Contents
Sending Emails to a Client
One Off Mail
- Begin by locating the client that you want to send the email to, either by searching or locating their name in the clients list, and then follow the link through to the client summary page.
- Next, in the Send Email panel, select the New Message option and click Send.
- This will take you to the email composition window where you can enter your message before clicking Send Message.
Save as a Template
When composing your message, if you think you may want to use it again in the future, you can save it. To do this, select the Save Message checkbox under the Subject field and enter a name to add it to the Email Templates.
Predefined Templates
You can send predefined templates can on demand for clients, products, and domains. The system only sends other email types when specific events occur.
Client Related
- Locate the client that you want to send the email to, either by searching or locating their name in the clients list, and then follow the link through to the client summary page.
- In the Send Email panel, select the name of the email template and click Send.
Product & Domain Related
- From the Client Summary page, click the edit icon for the service or domain that's related to the email you want to send.
- Scroll to the bottom of the displayed product or domain details page.
- Choose the template name from the Send Message menu and click Send.
Invoice Related
- Navigate to Billing > Invoices and click the Invoice ID in question.
- From the Summary tab use the dropdown menu to select an email.
- Click the adjacent Send Email button.
Customise the Template before Sending
- There might be some occasions where you want to send a predefined template but also want to make some modifications first.
- To do this, follow the steps above, but choose the template name choose New Message.
- On the message composition screen that appears, scroll to the bottom, where you'll see a Load Message dropdown box.
- Choose the predefined template and load it into the message box, ready for you to customise before sending.
Automatic Mail
In version 5.0 and later, you can send emails automatically to your clients when they meet certain events or criteria. For example, sending a follow up email if a product is still in pending status x days after ordering, or upselling to clients with certain products, services, or addons: "You've got product x; you might be interested in product y"
To do this, use the Email Marketer tool. For more information, see the Email Marketer page.
Resending Emails to Clients
- Begin by locating the email you want to resend. You can do this from the Email tab inside a clients profile or the master email log in Utilities > Logs > Email Log.
- Next, click the Resend icon on the message's row that you want to resend.
- The system will load the email into the message editor, where you can edit the content and add any additional recipients.
- Click the Send Message button to resend.
Marketing and Mass Emailing
WHMCS provides multi-faceted bulk emailing tools. These vary from sending emails to every single client, to sending automated marketing campaigns to specific clients who meet certain criteria and have chosen to receive marketing emails from you.
To learn more about all these tools, refer to the Marketing Emails Automation page.
Contacts
You can use contacts to send a copy of a message to a different email address. When sending one-time or mass mails, contacts and sub-accounts that have the General email notification option enabled will receive a copy of any General mass emails for the master account holder.
If the contact has the Product email notification option enables, they will receive copies of mass mails with the Product/Service email type. Similarly, contacts with Domain email notifications enabled will receive a copy of Domain type mass mails. Finally, when sending invoice related emails, the contact will receive a copy if they have the Invoice email notification option enabled.
The recipients list won't include contacts when composing the message, but if it includes their master account and they have the appropriate email permission, they will receive a copy.