|
|
| (13 intermediate revisions by 3 users not shown) |
| Line 1: |
Line 1: |
| | + | WHMCS includes many utilities to help you manage your system. |
| | + | |
| | ==Link Tracking== | | ==Link Tracking== |
| | | | |
| − | The link or ad tracker tool allows you to track your advertising campaigns. You can set up the various links you want to use and then, instead of linking directly, you use the tracking link WHMCS gives you. It then tracks the number of clickthroughs you get and, ultimately, conversions, using a cookie and providing an easy way to analyse how successful different promotions and links are. | + | The link tracker allows you to track your advertising campaigns by entering links into WHMCS and using the links that WHMCS pairs with them to detect traffic and conversions. |
| − | | |
| − | How does it all work? When the click passes through WHMCS the system increments the count by one, but also sets a cookie on the user's computer to say they used that link. The system only stores the latest link they used, so a conversion never counts more than once. The cookie lasts for three months, so if a user then places an order with that cookie still present on their computer, the conversion count for that link increases.
| |
| − | | |
| − | ===How to add a tracked URL===
| |
| | | | |
| − | To do this:
| + | For more information, see [[Link Tracking]]. |
| − | | |
| − | #Begin by going to '''Utilities > Link Tracking'''.
| |
| − | #Click "Add a New Link".
| |
| − | #Enter a name to identify the link and the URL to forward the user to.
| |
| − | #Click Add Link. The system will add the link for tracking.
| |
| − | | |
| − | ===How to get the URL to use for tracking===
| |
| − | | |
| − | To do this:
| |
| − | | |
| − | #After adding the URL for tracking, click the edit icon next to it.
| |
| − | #The Link/URL field on the edit page will show the link you need to use (for example, http://demo.whmcs.com/link.php?id=1)
| |
| − | #Link to that URL from wherever you run the promotion.
| |
| − | | |
| − | ===How to monitor the links===
| |
| − | | |
| − | To check on your links, go to '''Utilities > Link Tracking'''. WHMCS lists the links you've set up for tracking, the number of clicks each has had, and the number of conversions (orders).
| |
| | | | |
| | ==Calendar== | | ==Calendar== |
| Line 30: |
Line 11: |
| | [[File:calendar.png|thumb|The Calendar]] | | [[File:calendar.png|thumb|The Calendar]] |
| | | | |
| − | The calendar lists all pending, active and suspended products, addons, domains, and to-do items on the dates they are due. When you use this in conjunction with our [http://www.whmcs.com/addons/project-management/ Project Management Addon] it will also display the due date of projects. It allows you to easily see, at a glance, upcoming payments, domain expiration, and projects for each date. | + | The calendar lists all pending, active and suspended products, addons, domains, and to-do items on the dates they are due. |
| − | | |
| − | You can also add your own events and tasks to the calendar. These can be either one time events or regular recurring events (for example, server payments or admin tasks) and can span multiple days. To add an event, click the date you want to add it on and fill in the popup. To edit an event, click on it on the scheduled day and a popup will appear to allow adjustments.
| |
| − | | |
| − | <div class="docs-alert-info">
| |
| − | <span class="title">Timezones</span><br />
| |
| − | When entering a start/finish time use the '''UTC''' timezone. The calendar will then convert this to your WHMCS installations' timezone for display purposes.
| |
| − | </div>
| |
| | | | |
| − | If the calendar becomes busy, you can use the Show/Hide filters to reduce the amount of displayed data. Detailed weekly and daily listings are available by clicking the appropriate button in the top right corner of the calendar.
| + | For more information, see [[Calendar]]. |
| − | | |
| − | A [[Widgets|widget]], available on the admin homepage, displays today's events, and allows you to see the scheduled events for any day in the current month and even add new events directly from the admin summary.
| |
| | | | |
| | ==To-Do List== | | ==To-Do List== |
| | | | |
| − | The to do list allows you to add tasks that need to be finished, the dates they are due for completion, and the assigned admin. To-Do Items can also have an unlimited length description for storing additional information about the task. Access the To-Do list via '''Utilities > To-Do List'''. The admin homepage widget displays due items. | + | The to-do list allows you to add tasks that need to be finished, the dates they are due for completion, and the assigned admin. |
| | | | |
| − | Enable or disable automated domain-related To-Do entry creation in the [[Domains_Tab|General Settings]].
| + | For more information, see [[To-Do List]]. |
| | | | |
| | ==Activity Logs== | | ==Activity Logs== |
| | | | |
| − | WHMCS logs all activity, admin logins, gateway communications, sent and received email communications, and domain lookups. This allows you to monitor and track all the activity taking place inside your WHMCS system. You can find the logs in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Logs''' in the left-side menu (or in the '''Utilities''' menu in WHMCS 7.x and earlier). They include: | + | WHMCS logs all activity, admin logins, gateway communications, sent and received email communications, and domain lookups. This allows you to monitor and track all the activity taking place inside your WHMCS system. |
| | | | |
| − | * [[Activity_Logs|Activity Log]]
| + | You can find the logs in the left-side menu at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > [[System Logs]]''' or, prior to WHMCS 8.0, '''Utilities > Logs'''. |
| − | * Admin Log
| |
| − | * Module Log
| |
| − | * Email Message Log
| |
| − | * Ticket Mail Import Log
| |
| − | * WHOIS Lookup History Log
| |
| | | | |
| − | <div class="docs-alert-warning"><p><strong>Note:</strong> The '''Email Message Log''' will log all emails that WHMCS sends to clients, with the exception of the "Automated Password Reset", "Client Email Address Verification", and "Password Reset Validation" emails.</p></div>
| + | ==Database Backups== |
| − | | |
| − | Over time, log records in your WHMCS System will accumulate. As the number of records grows, so will your database, and you may begin noticing a reduction in performance. If these start affecting performance, WHMCS allows you to empty them at any time. To empty your logs, perform the following actions:
| |
| − | | |
| − | # Log in to your WHMCS Admin Area.
| |
| − | # Navigate to '''Utilities > System Cleanup'''. You will see options to empty the Gateway, and WHOIS Lookup logs.
| |
| − | # Click the '''Go''' button next to the log you would like to empty. A confirmation message will then appear, confirming that the system emptied the log.
| |
| − | | |
| − | Additionally, from the same Cleanup Operations page, you can prune the Client Activity Logs so that the system only maintains entries after a specified date. To do this, enter in your desired date, and click on the Delete button. Again, a confirmation message will then appear to confirm that the system pruned the log.
| |
| | | | |
| − | ==Database Backups==
| + | WHMCS stores its data in your database and we recommend that you back it up often. You can do this in several ways. |
| | | | |
| − | WHMCS stores its data in your database, so is very important. It is therefore recommended that you take regular backups of it. There are two built-in solutions for automated database backups using the daily cron. One is email and the other is an FTP backup to a remote server. You can find configuration instructions on the [[Backups|Backups Page]].
| + | For more information, see [[Backups]]. |
| | | | |
| | ==System Cleanup== | | ==System Cleanup== |
| − | With constant daily operations, the log files in WHMCS can become quite large. The Cleanup Operations page allows you to prune logs to reduce the size of the database and reduce disk space. You can find this at '''Utilities > System > System Cleanup'''.
| |
| − |
| |
| − | <div class="docs-alert-warning">
| |
| − | <span class="title">Note:</span><br />
| |
| − | Only delete information you're certain is no longer necessary (for example, for audit purposes). WHMCS Technical Support may be unable to assist in some matters if you have removed the relevant logs.
| |
| − | </div>
| |
| − |
| |
| − | ===Empty Gateway Log===
| |
| − | This clears out the '''Billing > Gateway Log''' communication between you and your payment gateways. It does not affect transactions and invoices.
| |
| − |
| |
| − | ===Empty Whois Lookup Log===
| |
| − | Clears out the '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Logs > WHOIS Lookup Log''' ('''Utilities > Logs > WHOIS Lookup Log''' in WHMCS 7.x and earlier) of the domains that clients have checked.
| |
| − |
| |
| − | ===Empty Ticket Mail Import Log===
| |
| − | This clears out the '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Logs > Ticket Mail Import Log''' ('''Utilities > Logs > Ticket Mail Import Log''' in WHMCS 7.x and earlier) of the record of emails you piped into the WHMCS ticket system. It does not affect tickets themselves.
| |
| − |
| |
| − | ===Empty Template Cache===
| |
| − | WHMCS caches templates into static files to reduce the loading time of each page. In order for template changes to take effect, it is necessary to clear the cached files.
| |
| − |
| |
| − | In order to do this, remove all existing files from the templates_c folder, which you can do quickly and easily using this option. Make sure the <tt>/templates_c</tt> directory is writeable so that WHMCS is able to delete the cache files and generate new ones.
| |
| − |
| |
| − | ===Prune Client Activity Logs===
| |
| − | Select a date to remove any client entries in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Logs''' ('''Utilities > Logs > Activity Log''' in WHMCS 7.x and earlier) before that date. Non-client-related entries will remain.
| |
| − |
| |
| − | ===Prune Saved Emails===
| |
| − | Select a date to remove any emails in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Logs > Email Message Log''' ('''Utilities > Logs > Email Message Log''' in WHMCS 7.x and earlier) before that date.
| |
| − |
| |
| − | === Prune Old Attachments===
| |
| − | Select a date to remove any support ticket attachments from before that date from the ticket. The system will also delete them from the /attachments directory.
| |
| | | | |
| − | ==Troubleshooting System Utilities==
| + | With constant daily operations, the log files in WHMCS can become very large. Because of this, WHMCS allows you to prune logs to reduce the size of the database and reduce disk space. |
| − | ===Database Backup Fails/Timesout===
| |
| − | The most common reason for database backups to fail is simply that it has grown too large and the PHP process takes too long or uses too much memory and is killed before it can complete the backup process.
| |
| | | | |
| − | You can find further details on this in the [[Backups#Limitations|Backups Limitations]] section.
| + | For more information, see [[System Cleanup]]. |
| | | | |
| − | ===System Cleanup page fails to load=== | + | ==PHP Info== |
| − | If the System Cleanup page fails to load entirely, this can be caused by a missing or unreadable 'attachments' directory.
| |
| | | | |
| − | You should ensure the attachments directory path configured in Storage Settings exists and is readable. It is also important to ensure the attachments directory path is absolute and not relative to avoid timeout issues on the System Cleanup page.
| + | WHMCS can display a variety of information about the current configuration of PHP and the server. |
| | | | |
| − | You can find further details on changing the Storage Settings path in our [[Moving_Storage_Locations]] guide.
| + | For more information, see [[PHP Info]]. |
The link tracker allows you to track your advertising campaigns by entering links into WHMCS and using the links that WHMCS pairs with them to detect traffic and conversions.
The calendar lists all pending, active and suspended products, addons, domains, and to-do items on the dates they are due.
The to-do list allows you to add tasks that need to be finished, the dates they are due for completion, and the assigned admin.
WHMCS logs all activity, admin logins, gateway communications, sent and received email communications, and domain lookups. This allows you to monitor and track all the activity taking place inside your WHMCS system.
WHMCS stores its data in your database and we recommend that you back it up often. You can do this in several ways.
With constant daily operations, the log files in WHMCS can become very large. Because of this, WHMCS allows you to prune logs to reduce the size of the database and reduce disk space.
WHMCS can display a variety of information about the current configuration of PHP and the server.
