Difference between revisions of "Messages/Emails"

Revision as of 18:27, 4 February 2022

Sending Emails to a Client

There are several ways to send email messages to your clients.

Client, Product, and Domain-Related

To send client, product, and domain-related email, go to the Summary tab of the client's profile.

Select New Message to send one-time emails that you compose individually and, optionally, save them as templates for future use.
Select a predefined email template to send existing messages for clients, products, and domains.

Invoice-Related

To send invoice-related emails:

Go to Billing > Invoices.
Click the desired invoice ID.
In the Summary tab, select an email from the menu.
Click Send Email.

Customise a Template Before Sending

You may sometimes wish to modify a predefined template before sending it.

To do this:

Select New Message as the email template in the steps for sending emails above.
For Load Message, choose the desired predefined template.
Customize the message.
Continue to send the message using that email type's method.

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

To resend an email:

Find the email you want to resend in the Email tab inside a client's profile or Email Message Log at Configuration () > System Logs.
Click the Resend icon for that message.
Edit the content and add any additional recipients.
Click Send Message.

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 enabled, 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.

Language

Assuming email templates are configured in multiple languages, the language used when sending an email will depend on the type of recipient.

Emails sent to admins, such as order notifications, will use the default system language. This can be set by visiting Configuration () > System Settings > General Settings and selecting the Localisation tab.

Emails sent to a clients, such as invoices and payment reminders, will use the the language selected in the client profile. If the client language is set to Default, the system default language will be used.

Emails sent to users, such as password reset emails, will use the language selected by the user. This can be viewed when you navigate to Clients > Manage Users and click Manage User to edit the user. If this is set to Default, the system default language will be used.

If the system default language is invalid or deleted, WHMCS will default to English.

@@ Line 1: / Line 1: @@
 ==Sending Emails to a Client==
-===One-Time Mail===
+There are several ways to send email messages to your clients.
-*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.
+=== Client, Product, and Domain-Related ===
-*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====
+To send client, product, and domain-related email, go to the '''[[Clients:Summary_Tab|Summary]]''' tab of the client's profile.
-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.
+* Select '''New Message''' to send one-time emails that you compose individually and, optionally, save them as templates for future use.
+* Select a predefined email template to send existing messages for clients, products, and domains.
-===Predefined Templates===
+=== Invoice-Related ===
-You can send predefined templates can '''on demand''' for clients, products, and domains. The system only sends other email types when specific events occur.
+To send invoice-related emails:
-====Client Related====
+# Go to '''Billing > Invoices'''.
+# Click the desired invoice ID.
+# In the '''Summary''' tab, select an email from the menu.
+# Click '''Send Email'''.
-* 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.
+=== Customise a Template Before Sending ===
-* In the Send Email panel, select the name of the email template and click Send.
-====Product & Domain Related====
+You may sometimes wish to modify a predefined template before sending it.
-*From the Client Summary page, click the edit icon for the service or domain that's related to the email you want to send.
+To do this:
-*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====
+# Select '''New Message''' as the email template in the steps for sending emails above.
+# For '''Load Message''', choose the desired predefined template.
+# Customize the message.
+# Continue to send the message using that email type's method.
-*Navigate to '''Billing > Invoices''' and click the Invoice ID in question.
+=== Automatic Mail ===
-*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"

Documentation