Difference between revisions of "System Utilities"

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WHMCS includes many utilities to help you manage your system.
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==Link Tracking==
 
==Link Tracking==
  
The link/ad tracker tool is designed to allow you to track your advertising campaigns.  The way it works is that you can setup 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 click throughs you get and ultimately conversions using a cookie, providing an easy way to analyse how successful different promotions and links are.
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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 1, but also sets a cookie on the users computer to say they used that link. Only the latest link they used is ever stored so a conversion never counts more than once, and the cookie lasts for 3 months, so if a user then places an order with that cookie still present on their computer, then the conversions count for that link increases.
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For more information, see [[Link Tracking]].
  
===How to add a tracked url===
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==Calendar==
  
#Begin by going to '''Utilities > Link Tracking'''
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[[File:calendar.png|thumb|The Calendar]]
#Click "Add a New Link"
 
#Enter a name to identify the link and then the URL the user should be forwarded to when followed
 
#Click Add Link
 
#The link has now been added for tracking
 
  
===How to get the URL to use for tracking===
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The calendar lists all pending, active and suspended products, addons, domains, and to-do items on the dates they are due.
  
#After adding the url for tracking, click the edit icon next to it
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For more information, see [[Calendar]].
#The Link/URL field on the edit page will show the link you need to use - eg. http://demo.whmcs.com/link.php?id=1
 
#You then just link to that URL from wherever you run the promotion
 
  
===How to monitor the links===
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==To-Do List==
  
#To see how your links are doing, just go to Utilities > Link Tracking
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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.
#It then lists the links you've setup for tracking, the number of clicks each has had and the number of conversions (orders)
 
  
==Browser==
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For more information, see [[To-Do List]].
  
The browser section allows you to have a communal list of links/favorites that all your staff have access to - for example you might add bookmarks for your domain registrar login page, server bandwidth monitoring pages, server tech support team, etc...
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==Activity Logs==
  
==Calendar==
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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. 
  
[[File:calendar.png|thumb|The Calendar]]
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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'''.
  
The calendar lists all pending, active and suspended products, addons, domains and to-do items on the dates they are due. When used 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.
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==Database Backups==
  
You can also add your own events and tasks to the calendar. These can be either one time events or regular recurring events (eg. server payments, admin tasks, etc...) and an even can span multiple days. To add an event, simply click the date you want to add it on and fill in the popup. To edit and event click on it on the scheduled day and a popup will appear to allow adjustments.
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WHMCS stores its data in your database and we recommend that you back it up often. You can do this in several ways.
  
With a lot going on the calendar can get busy so the Show/Hide filters can be used to reduce the amount of data being displayed. Detailed weekly and daily listings are available by clicking the appropriate button in the top right corner of the calendar.
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For more information, see [[Backups]].
  
A [[Widgets|widget]] is also available on the admin homepage which displays today's events, allows you to see what events are scheduled for any day in the current month and even add new events - directly from the admin summary!
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==System Cleanup==
  
==To-Do List==
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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.  
 
 
The to do list allows you to add tasks that need to be carried out, the dates they are due for completion by and the admin they are assigned to.  To-Do Items can also have an unlimited length description for storing additional information about the task.  Due items are shown on the admin homepage.
 
 
 
==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. The logs can be found in the Utilities menu and include:
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For more information, see [[System Cleanup]].
  
*Activity Log
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==PHP Info==
*Admin Login Log
 
*Gateway Log 
 
*Ticket Mail Import Log
 
*WHOIS Lookup History Log
 
  
Over time, log records in your WHMCS System will build up.  As the number of records grows, so will your database and you may begin noticing a reduction in performace.  Luckily however, WHMCS allows you to empty these logs any time you like should they start affecting performance.  You can see the size of your database by going to Utilities > Database Status. To empty your logs, use the following steps:
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WHMCS can display a variety of information about the current configuration of PHP and the server.  
 
 
#Login to your WHMCS Admin Area
 
#Go to Utilities > System Cleanup
 
#You will then see options to empty each of the 5 log tables listed above
 
#To empty a log table, simply click the Go button next to that table
 
#A confirmation message will then appear confirming the log table has been emptied
 
 
 
==Database Backups==
 
  
The database is where all your WHMCS data is stored and so is very important. It is therefore recommended that you take regular backups of it. There are 2 built in solutions for automated backing up the database using the daily cron - one is email and the other is an FTP backup to a remote server. Configuration instructions can be found on the [[Backups|Backups Page]].
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For more information, see [[PHP Info]].

Latest revision as of 20:08, 5 May 2022

WHMCS includes many utilities to help you manage your system.

Link Tracking

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.

For more information, see Link Tracking.

Calendar

The Calendar

The calendar lists all pending, active and suspended products, addons, domains, and to-do items on the dates they are due.

For more information, see Calendar.

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.

For more information, see To-Do List.

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 the left-side menu at Configuration () > System Logs or, prior to WHMCS 8.0, Utilities > Logs.

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.

For more information, see Backups.

System Cleanup

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.

For more information, see System Cleanup.

PHP Info

WHMCS can display a variety of information about the current configuration of PHP and the server.

For more information, see PHP Info.