Difference between revisions of "Mass Mail"
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<div class="docs-alert-info"> | <div class="docs-alert-info"> | ||
| − | + | We '''removed''' this feature in WHMCS 8.0 and replaced it with the '''Email Campaigns''' feature at '''Utilities > [[Email Campaigns]]'''. | |
| − | |||
</div> | </div> | ||
| + | |||
| + | The Mass Mail Tool allows the sending of an email message to a group of clients ranging from every client on file to those who meet specific criteria. | ||
| + | |||
| + | You can access this feature at '''Clients > Mass Mail Tool'''. | ||
==Composing a Mass Mailing== | ==Composing a Mass Mailing== | ||
| − | |||
| − | + | The Mass Mail Tool allows you to send an email message to a group of clients ranging from every client on file to those who meet specific criteria. | |
| − | + | ||
| − | + | By default, the email type is '''General'''. You can only filter on the client status or country criteria. | |
| − | * | + | |
| − | * | + | * To filter on product-related criteria, set the '''Email Type''' to '''Product/Service related'''. |
| − | *If you do not want to filter | + | * To filter on domain-related criteria, set the '''Email Type''' to '''Domain related'''. |
| + | * If you do not want to use a filter with specific criteria, leave that filter unchanged. The system will ignore it. | ||
| − | + | When you compose the email, you will see the full list of clients who match your selected criteria in the <tt>To</tt> field. This allows you to review the recipients, but the system sends each email '''individually'''. The receiver will not see any other client addresses in the <tt>To</tt> field of the copy they receive. | |
===Filtering by Country=== | ===Filtering by Country=== | ||
| − | + | ||
| + | In WHMCS 7.5 and later, you can send mass mailings to clients in specific countries. To do this, select the countries in which you want your clients to receive the notices. | ||
[[File:CountryMassMail.png]] | [[File:CountryMassMail.png]] | ||
===Marketing Email=== | ===Marketing Email=== | ||
| − | |||
| − | If this email is an important announcement that should be received by all clients in your mass-mail criteria, | + | It may not be desirable to send certain emails to all clients, therefore if you have enabled '''Marketing Opt-Out''' in the '''[[Other_Tab|Other]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings''', check '''Marketing Email''' to prevent this email being sent to clients who have chosen not to receive marketing emails. |
| + | |||
| + | If this email is an important announcement that should be received by all clients in your mass-mail criteria, do not check this option. | ||
| + | |||
| + | <div class="docs-alert-info"> | ||
| + | After upgrading to WHMCS 7.5, you can perform a one-time conversion to the new opt-in mailing list subscription management. For more information, see [[Marketing Emails Automation Opt-In Conversion]]. | ||
| + | </div> | ||
===Contacts=== | ===Contacts=== | ||
| − | |||
| − | If the contact has the '''Product''' email notification option | + | Contacts can be used to send a copy of a message to a different email address. When you send one-time or mass mails, contacts and sub-accounts with the '''General''' email notification option enabled will receive a copy of any '''General''' mass mails for to 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. Contacts with '''Domain''' email notifications enabled will receive a copy of Domain type mass mails. | ||
Contacts won't be listed in the recipients list when composing the message, but if their master account is listed and they have the appropriate email permission, they will receive a copy. | Contacts won't be listed in the recipients list when composing the message, but if their master account is listed and they have the appropriate email permission, they will receive a copy. | ||
===Copy Emails=== | ===Copy Emails=== | ||
| + | |||
The CC and BCC options allow a copy of each individual mass mailing email to be sent to additional email addresses. Multiple email addresses can be entered by separating each address with a comma. | The CC and BCC options allow a copy of each individual mass mailing email to be sent to additional email addresses. Multiple email addresses can be entered by separating each address with a comma. | ||
These fields are not designed for adding additional recipients to the existing list. | These fields are not designed for adding additional recipients to the existing list. | ||
| − | <div class="docs-alert-info"> | + | <div class="docs-alert-info"> |
| + | Using the CC option will display the email addresses entered to every recipient. | ||
| + | </div> | ||
==Batch Processing== | ==Batch Processing== | ||
| + | |||
When sending to a large number of recipients, WHMCS will automatically break the sending into batches of 25 emails every 30 seconds. However as of Version 4.5, you can customise this and change both the number and frequency with which they send when composing your email message. | When sending to a large number of recipients, WHMCS will automatically break the sending into batches of 25 emails every 30 seconds. However as of Version 4.5, you can customise this and change both the number and frequency with which they send when composing your email message. | ||
| − | [[File:Batch Processing | + | |
| + | [[File:Batch Processing.png|550px|Batch Processing]] | ||
==Mailing Lists== | ==Mailing Lists== | ||
| − | It is possible to create a mailing list using custom client fields. | + | It is possible to create a mailing list using custom client fields. Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Custom Fields]]''' or, prior to WHMCS 8.0, '''Setup > Custom Client Field''' and create one. You can use <tt>Dropdown</tt> or <tt>TickBox</tt> fields. If choosing <tt>Dropdown</tt>, make certain to enter the '''Select Options''' "Yes,No". |
[[File:Mailing list1.png]] | [[File:Mailing list1.png]] | ||
| Line 55: | Line 70: | ||
==Common Problems== | ==Common Problems== | ||
| + | |||
===No Recipients=== | ===No Recipients=== | ||
| + | |||
The criteria selected for this email has resulted in no recipients which means it cannot be sent. Meaning there are no clients meeting the criteria selected on the mass mail page, go back and select a different set of criteria. Most commonly this is caused by selecting a client group or language to which no clients are assigned. | The criteria selected for this email has resulted in no recipients which means it cannot be sent. Meaning there are no clients meeting the criteria selected on the mass mail page, go back and select a different set of criteria. Most commonly this is caused by selecting a client group or language to which no clients are assigned. | ||
Latest revision as of 21:04, 24 May 2022
We removed this feature in WHMCS 8.0 and replaced it with the Email Campaigns feature at Utilities > Email Campaigns.
The Mass Mail Tool allows the sending of an email message to a group of clients ranging from every client on file to those who meet specific criteria.
You can access this feature at Clients > Mass Mail Tool.
Contents
Composing a Mass Mailing
The Mass Mail Tool allows you to send an email message to a group of clients ranging from every client on file to those who meet specific criteria.
By default, the email type is General. You can only filter on the client status or country criteria.
- To filter on product-related criteria, set the Email Type to Product/Service related.
- To filter on domain-related criteria, set the Email Type to Domain related.
- If you do not want to use a filter with specific criteria, leave that filter unchanged. The system will ignore it.
When you compose the email, you will see the full list of clients who match your selected criteria in the To field. This allows you to review the recipients, but the system sends each email individually. The receiver will not see any other client addresses in the To field of the copy they receive.
Filtering by Country
In WHMCS 7.5 and later, you can send mass mailings to clients in specific countries. To do this, select the countries in which you want your clients to receive the notices.
Marketing Email
It may not be desirable to send certain emails to all clients, therefore if you have enabled Marketing Opt-Out in the Other tab at Configuration () > System Settings > General Settings or, prior to WHMCS 8.0, Setup > General Settings, check Marketing Email to prevent this email being sent to clients who have chosen not to receive marketing emails.
If this email is an important announcement that should be received by all clients in your mass-mail criteria, do not check this option.
After upgrading to WHMCS 7.5, you can perform a one-time conversion to the new opt-in mailing list subscription management. For more information, see Marketing Emails Automation Opt-In Conversion.
Contacts
Contacts can be used to send a copy of a message to a different email address. When you send one-time or mass mails, contacts and sub-accounts with the General email notification option enabled will receive a copy of any General mass mails for to 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. Contacts with Domain email notifications enabled will receive a copy of Domain type mass mails.
Contacts won't be listed in the recipients list when composing the message, but if their master account is listed and they have the appropriate email permission, they will receive a copy.
Copy Emails
The CC and BCC options allow a copy of each individual mass mailing email to be sent to additional email addresses. Multiple email addresses can be entered by separating each address with a comma.
These fields are not designed for adding additional recipients to the existing list.
Using the CC option will display the email addresses entered to every recipient.
Batch Processing
When sending to a large number of recipients, WHMCS will automatically break the sending into batches of 25 emails every 30 seconds. However as of Version 4.5, you can customise this and change both the number and frequency with which they send when composing your email message.
Mailing Lists
It is possible to create a mailing list using custom client fields. Go to Configuration () > System Settings > Custom Fields or, prior to WHMCS 8.0, Setup > Custom Client Field and create one. You can use Dropdown or TickBox fields. If choosing Dropdown, make certain to enter the Select Options "Yes,No".
Now on the mass mailing page this will appear as a client filter option, so you may send emails only to clients who have chosen to receive these mailings.
Common Problems
No Recipients
The criteria selected for this email has resulted in no recipients which means it cannot be sent. Meaning there are no clients meeting the criteria selected on the mass mail page, go back and select a different set of criteria. Most commonly this is caused by selecting a client group or language to which no clients are assigned.