Difference between revisions of "MarketConnect"
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<div class="docs-alert-info"><i class="fa fa-question-circle"></i> This page describes a feature available in version 7.2 and above</div> | <div class="docs-alert-info"><i class="fa fa-question-circle"></i> This page describes a feature available in version 7.2 and above</div> | ||
| − | WHMCS MarketConnect is a platform through which you can resell products and services to your customers via your WHMCS installation. | + | WHMCS MarketConnect is a platform through which you can resell products and services to your customers via your WHMCS installation. WHMCS MarketConnect can automatically set up and configure these products as well as populate the Client Area with merchandising content and upsell recommendations. |
Learn more about WHMCS MarketConnect at https://marketplace.whmcs.com/connect | Learn more about WHMCS MarketConnect at https://marketplace.whmcs.com/connect | ||
| − | |||
==Getting Started== | ==Getting Started== | ||
| − | + | You can offer products and service via WHMCS MarketConnect with as few as three simple steps from within your Admin Area. | |
| − | * Visit the MarketConnect Management page in the Admin Area | + | * Visit the MarketConnect Management page in the Admin Area. |
| − | * Connect your WHMCS | + | * Connect your WHMCS installation with the WHMCS Marketplace. |
| − | * Activate the Service Provider whose products you wish to resell to your clients | + | * Activate the Service Provider whose products you wish to resell to your clients. |
| − | Upon activating a Service Provider, the products | + | Upon activating a Service Provider, the system will automatically set up products and their configuration in your WHMCS installation for you. Additionally, it will activate promotional and merchandising copy for your visitors and clients within the Client Area. |
| − | <div class="docs-alert-warning"><i class="fa fa-question-circle"></i> MarketConnect requires the USD currency | + | <div class="docs-alert-warning"><i class="fa fa-question-circle"></i> MarketConnect requires you to enable the USD currency under '''Setup > Payments > [[Currencies]]''' </div> |
===MarketConnect Management Page=== | ===MarketConnect Management Page=== | ||
The MarketConnect Management page in WHMCS provides you the three tools you'll need to get started: | The MarketConnect Management page in WHMCS provides you the three tools you'll need to get started: | ||
| − | * WHMCS MarketConnect login so | + | * A WHMCS MarketConnect login, so that you can connect to the WHMCS Marketplace. |
| − | * WHMCS Marketplace account balance and deposit functionality | + | * A WHMCS Marketplace account balance and deposit functionality. |
| − | * WHMCS MarketConnect Exclusive Service Provider Showcase. | + | * A WHMCS MarketConnect Exclusive Service Provider Showcase. Each Exclusive Service Provider has their own unique portfolio of products, cost-price structures, activation settings, and configuration controls. |
| − | Visit the MarketConnect Management page by navigating to Setup > MarketConnect in the Admin Area menu bar | + | Visit the MarketConnect Management page by navigating to Setup > MarketConnect in the Admin Area menu bar. |
[[File:MC_admin_nav.png|300px]] | [[File:MC_admin_nav.png|300px]] | ||
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===Connecting WHMCS with the WHMCS Marketplace=== | ===Connecting WHMCS with the WHMCS Marketplace=== | ||
| − | To | + | To use MarketConnect, you first need to establish a link between your WHMCS installation and your WHMCS Marketplace account. You may choose to make this association in one of three ways: |
| − | * Using your | + | * Using your preexisting WHMCS Marketplace account. |
| − | * Using your | + | * Using your preexisting whmcs.com account. |
| − | * Registering a new WHMCS Marketplace account | + | * Registering a new WHMCS Marketplace account. |
[[File:MC_login.png|405px]] | [[File:MC_login.png|405px]] | ||
| − | If you chose to use your | + | If you chose to use your preexisting whmcs.com account, the system will create a new WHMCS Marketplace account. If you chose to directly register a new WHMCS Marketplace account, you will receive an email confirmation. Make sure to complete the confirmation process for seamless integration with the Marketplace. |
===Exploring WHMCS MarketConnect Exclusive Service Provider Portfolios=== | ===Exploring WHMCS MarketConnect Exclusive Service Provider Portfolios=== | ||
| − | Each WHMCS MarketConnect Exclusive Service Provider has their own portfolio | + | Each WHMCS MarketConnect Exclusive Service Provider has their own portfolio. You can access this by clicking the "Learn More" button within their listing. |
<div> | <div> | ||
[[File:MC_learn_more_button.png|250px]][[File:MC_learn_more_dialog.png|550px]] | [[File:MC_learn_more_button.png|250px]][[File:MC_learn_more_dialog.png|550px]] | ||
</div> | </div> | ||
| − | The portfolio | + | The portfolio appears in a shadow box and will have a multi-tab interface that allows quick discovery and exploration of the Service Provider and their products. Each Service Provider portfolio is unique, but all portfolios provide you the following core artifacts: |
| − | * A brief abstract about the Service Provider | + | * A brief abstract about the Service Provider. |
| − | * | + | * A list of available products and services available for resale from the Service Provider. |
| − | * The cost-price structure available through your Marketplace account | + | * The cost-price structure available through your Marketplace account. |
===Activating WHMCS MarketConnect Exclusive Service Providers=== | ===Activating WHMCS MarketConnect Exclusive Service Providers=== | ||
| − | In order to resell a Service Provider's products or services you must activate their service in WHMCS. To activate the Service Provider open the portfolio via the "Start Selling" button. This will open the portfolio and focus on the "Activate" tab where you click the "Activate Now" button. | + | In order to resell a Service Provider's products or services, you must activate their service in WHMCS. To activate the Service Provider, open the portfolio via the "Start Selling" button. This will open the portfolio and focus on the "Activate" tab, where you click the "Activate Now" button. |
[[File:MC_activate_now.png|650px]] | [[File:MC_activate_now.png|650px]] | ||
| − | Upon activation, WHMCS MarketConnect will register you as a reseller with the Service Provider. Following this, WHMCS MarketConnect will automatically | + | Upon activation, WHMCS MarketConnect will register you as a reseller with the Service Provider. Following this, WHMCS MarketConnect will automatically set up the associated products and services within WHMCS. The system will activate promotional and merchandising copy for your visitors and clients within the Client Area as well. |
| − | If you wish to review and optimize how WHMCS MarketConnect will | + | If you wish to review and optimize how WHMCS MarketConnect will set up products, sale-price, and promotions within WHMCS before activation, you may do so through the "Advanced Mode" link on the activation tab of the portfolio. |
| − | Currently available providers are: | + | Currently, the available providers are: |
* [[SSL_Certificates_via_WHMCS_MarketConnect|Symantec]] | * [[SSL_Certificates_via_WHMCS_MarketConnect|Symantec]] | ||
* [[Weebly_via_WHMCS_MarketConnect|Weebly]] | * [[Weebly_via_WHMCS_MarketConnect|Weebly]] | ||
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[[File:MC_manage_button.png|250px]] | [[File:MC_manage_button.png|250px]] | ||
| − | Click the "Manage" button to open the respective management panel. Each Service Provider will have unique management options | + | Click the "Manage" button to open the respective management panel. Each Service Provider will have unique management options within a multi-tab interface. These provide you with the following core controls: |
| − | * Products & Services configuration | + | * Products & Services configuration and settings for WHMCS. |
| − | * Promotion & Merchandising settings for the Client Area | + | * Promotion & Merchandising settings for the Client Area. |
[[File:MC_manage_dialog.png|550px]] | [[File:MC_manage_dialog.png|550px]] | ||
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===Landing Pages=== | ===Landing Pages=== | ||
| − | When a service | + | When you activate a service, the system will create ready-made landing pages that provide ready-made sales information and direct access to the order flow. The URL of the landing pages depends on the Friendly URL Setting. Assuming Full Friendly URLs, the format is: |
* https://www.example.com/whmcs/store/website-builder | * https://www.example.com/whmcs/store/website-builder | ||
* https://www.example.com/whmcs/store/ssl-certificates | * https://www.example.com/whmcs/store/ssl-certificates | ||
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You should replace example.com in the examples above with your own domain name. | You should replace example.com in the examples above with your own domain name. | ||
| − | By default, links to these pages | + | By default, the system adds links to these pages to the '''Store''' primary navigation menu when you activate the service. You can add or remove these links under the ''Other Settings'' tab when managing a service. |
===Customizing Promotion & Merchandising=== | ===Customizing Promotion & Merchandising=== | ||
| − | Client Area promotion and merchandising content | + | You can customize or extend Client Area promotion and merchandising content through template modifications and hooks. |
====Templates==== | ====Templates==== | ||
| − | All templates | + | All of the templates for products and service that you provision with WHMCS MarketConnect are in the "store" directory of the Six theme. After you update your Six theme and have that directory, make your desired changes to your theme using our [http://developers.whmcs.com/themes/ developer Themes documentation]. |
====Promotions and Upsells==== | ====Promotions and Upsells==== | ||
| − | MarketConnect Promotions and Upsells content | + | You can manipulate and modify MarketConnect Promotions and Upsells content using hooks. Replace all the given phrases with your customised values. Details and example code is available on this page: |
[https://marketplace.whmcs.com/help/connect/kb/overview/general/customisation_and_localisation_of_promotions Customisation and Localisation of Promotions]. | [https://marketplace.whmcs.com/help/connect/kb/overview/general/customisation_and_localisation_of_promotions Customisation and Localisation of Promotions]. | ||
====Hooks==== | ====Hooks==== | ||
| − | WHMCS MarketConnect utilizes the standard hooks and rendering workflow of the Client Area. You may leverage any existing hook point to tailor the workflow or navigation to your specification | + | WHMCS MarketConnect utilizes the standard hooks and rendering workflow of the Client Area. You may leverage any existing hook point to tailor the workflow or navigation to your specification using our developer [http://developers.whmcs.com/themes/ Themes documentation]. |
Revision as of 19:35, 4 May 2020
WHMCS MarketConnect is a platform through which you can resell products and services to your customers via your WHMCS installation. WHMCS MarketConnect can automatically set up and configure these products as well as populate the Client Area with merchandising content and upsell recommendations.
Learn more about WHMCS MarketConnect at https://marketplace.whmcs.com/connect
Getting Started
You can offer products and service via WHMCS MarketConnect with as few as three simple steps from within your Admin Area.
- Visit the MarketConnect Management page in the Admin Area.
- Connect your WHMCS installation with the WHMCS Marketplace.
- Activate the Service Provider whose products you wish to resell to your clients.
Upon activating a Service Provider, the system will automatically set up products and their configuration in your WHMCS installation for you. Additionally, it will activate promotional and merchandising copy for your visitors and clients within the Client Area.
MarketConnect Management Page
The MarketConnect Management page in WHMCS provides you the three tools you'll need to get started:
- A WHMCS MarketConnect login, so that you can connect to the WHMCS Marketplace.
- A WHMCS Marketplace account balance and deposit functionality.
- A WHMCS MarketConnect Exclusive Service Provider Showcase. Each Exclusive Service Provider has their own unique portfolio of products, cost-price structures, activation settings, and configuration controls.
Visit the MarketConnect Management page by navigating to Setup > MarketConnect in the Admin Area menu bar.
Connecting WHMCS with the WHMCS Marketplace
To use MarketConnect, you first need to establish a link between your WHMCS installation and your WHMCS Marketplace account. You may choose to make this association in one of three ways:
- Using your preexisting WHMCS Marketplace account.
- Using your preexisting whmcs.com account.
- Registering a new WHMCS Marketplace account.
If you chose to use your preexisting whmcs.com account, the system will create a new WHMCS Marketplace account. If you chose to directly register a new WHMCS Marketplace account, you will receive an email confirmation. Make sure to complete the confirmation process for seamless integration with the Marketplace.
Exploring WHMCS MarketConnect Exclusive Service Provider Portfolios
Each WHMCS MarketConnect Exclusive Service Provider has their own portfolio. You can access this by clicking the "Learn More" button within their listing.
The portfolio appears in a shadow box and will have a multi-tab interface that allows quick discovery and exploration of the Service Provider and their products. Each Service Provider portfolio is unique, but all portfolios provide you the following core artifacts:
- A brief abstract about the Service Provider.
- A list of available products and services available for resale from the Service Provider.
- The cost-price structure available through your Marketplace account.
Activating WHMCS MarketConnect Exclusive Service Providers
In order to resell a Service Provider's products or services, you must activate their service in WHMCS. To activate the Service Provider, open the portfolio via the "Start Selling" button. This will open the portfolio and focus on the "Activate" tab, where you click the "Activate Now" button.
Upon activation, WHMCS MarketConnect will register you as a reseller with the Service Provider. Following this, WHMCS MarketConnect will automatically set up the associated products and services within WHMCS. The system will activate promotional and merchandising copy for your visitors and clients within the Client Area as well.
If you wish to review and optimize how WHMCS MarketConnect will set up products, sale-price, and promotions within WHMCS before activation, you may do so through the "Advanced Mode" link on the activation tab of the portfolio.
Currently, the available providers are:
Management and Customization
Managing Your Value-Added Services
Active Service Providers will display a "Manage" button in their listing on the MarketConnect Management page.
Click the "Manage" button to open the respective management panel. Each Service Provider will have unique management options within a multi-tab interface. These provide you with the following core controls:
- Products & Services configuration and settings for WHMCS.
- Promotion & Merchandising settings for the Client Area.
Landing Pages
When you activate a service, the system will create ready-made landing pages that provide ready-made sales information and direct access to the order flow. The URL of the landing pages depends on the Friendly URL Setting. Assuming Full Friendly URLs, the format is:
- https://www.example.com/whmcs/store/website-builder
- https://www.example.com/whmcs/store/ssl-certificates
- https://www.example.com/whmcs/store/email-services
- https://www.example.com/whmcs/store/sitelock
You should replace example.com in the examples above with your own domain name.
By default, the system adds links to these pages to the Store primary navigation menu when you activate the service. You can add or remove these links under the Other Settings tab when managing a service.
Customizing Promotion & Merchandising
You can customize or extend Client Area promotion and merchandising content through template modifications and hooks.
Templates
All of the templates for products and service that you provision with WHMCS MarketConnect are in the "store" directory of the Six theme. After you update your Six theme and have that directory, make your desired changes to your theme using our developer Themes documentation.
Promotions and Upsells
You can manipulate and modify MarketConnect Promotions and Upsells content using hooks. Replace all the given phrases with your customised values. Details and example code is available on this page: Customisation and Localisation of Promotions.
Hooks
WHMCS MarketConnect utilizes the standard hooks and rendering workflow of the Client Area. You may leverage any existing hook point to tailor the workflow or navigation to your specification using our developer Themes documentation.