Difference between revisions of "Domain Renewal Notices"
(Created page with "Domain Renewal Notices can be configured to be sent by WHMCS leading up to, and after a domain has expired. You can use these to remind and encourage your customers to renew...") |
(→Configuring When Renewal Notices Are Sent) |
||
| (31 intermediate revisions by 7 users not shown) | |||
| Line 1: | Line 1: | ||
| − | Domain Renewal Notices can be configured to be sent by WHMCS leading up to, and after a domain has | + | <div class="docs-alert-warning"><i class="fa fa-exclamation-circle"></i> This feature requires that WHMCS has been configured for the automated provisioning and management of domains. For information on this please refer to the [[Domains_Configuration|Domains Configuration]] section.</div> |
| + | |||
| + | Domain Renewal Notices can be configured to be sent by WHMCS leading up to, and after a domain has passed its next due date. You can use these to remind and encourage your customers to renew their expiring domains with you. | ||
===Configuring When Renewal Notices Are Sent=== | ===Configuring When Renewal Notices Are Sent=== | ||
| − | + | Domain Renewal Notices are configured by default to meet the minimum ICANN requirements for Expiration Reminder Notices by a domain registrar. Currently, those are at least twice prior to the next due date and once following it (if the domain remains unrenewed). | |
| + | |||
| + | You can, however, customise the intervals at which Domain Renewal Notices are sent. | ||
| − | + | To do this, configure the '''Domain Reminder Settings''' section at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Automation Settings]]''' or, prior to WHMCS 8.0, '''Setup > Automation Settings'''. | |
| − | + | In the example configuration below, three notices have been set up prior to the next due date at 60, 30 and 7 days, as well as one 3 days after the next due date (if the domain remains unrenewed). | |
| − | |||
| − | |||
| − | |||
| − | + | [[File:Domain Reminder Settings.png]] | |
| − | [[ | + | These settings interact with the [[Domain Synchronisation]] settings in the section below. Specifically, make sure to note the '''Sync Next Due Date''' value, as this moves the '''Next Due Date''' forward, which determines when to send renewal notices. |
===Renewal Notice Recipients=== | ===Renewal Notice Recipients=== | ||
| − | Renewal notices | + | Renewal notices go to the registered email address of the account to which a domain belongs in WHMCS. |
| + | |||
| + | Renewal notices can also go to additional addresses using the Contacts system: | ||
| + | |||
| + | # Starting on the '''Summary''' tab, click the '''Contacts''' tab. | ||
| + | # Enter the name and email address of the person who wishes to receive a copy of the domain renewal notice. | ||
| + | # Check '''Domain Emails''' in the ''Email Notifications'' section. | ||
| + | # Click '''Save Changes'''. | ||
| − | + | This contact will now receive a copy of all domain renewal emails for the account. Repeat this process for each additional person who wishes to receive the emails. | |
| − | + | After you configure a contact to receive domain emails, you can disable '''Domain Emails''' for the account via the '''Profile''' tab. There must always be one recipient of domain emails per account. | |
| − | + | ====Registered Name Holder Notifications==== | |
| − | + | Where a registrar module supports it, WHMCS will also send a copy of the renewal notices to the registered name holder as defined in the WHOIS record for a given domain. | |
| − | + | This functionality is only available in specific domain registrar module(s) at this time (currently, [[Enom]]). | |
===Customising the Renewal Notices=== | ===Customising the Renewal Notices=== | ||
| Line 34: | Line 42: | ||
There are two email templates that are used for domain renewal notices. They are: | There are two email templates that are used for domain renewal notices. They are: | ||
| − | * Upcoming Domain Renewal Notice - Used for notices sent prior to | + | * Upcoming Domain Renewal Notice - Used for notices sent prior to the domains Next Due Date |
| − | * Expired Domain Notice - Used for notices sent after | + | * Expired Domain Notice - Used for notices sent after the domains Next Due Date (if the domain remains unrenewed) |
| + | |||
| + | These can be edited in the usual way in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Email Templates]]''' or, prior to WHMCS 8.0, '''Setup > Email Templates'''. | ||
| − | + | ====Email Syntax==== | |
| + | The renewal reminders provide advanced variables allowing for the customisation of the domain renewal emails sent to clients. Under normal operation the renewal reminder email template can be left as default, but '''advanced users''' interested in customising it, the available options are summarised here. | ||
| − | + | * '''$days_until_expiry''' - Will show the amount of days left until the domain's expiry date from the date the reminder is sent out. | |
| + | * '''$expiring_domains''' - This contains a list of the domains due for renewal "in the next" XX days. This is an array of information containing domainid, name, nextduedate, expirydate and days. | ||
| + | * '''$domains''' - This is an array populated with the domains information - domainid, name, nextduedate, expirydate and used to show multiple domains details for future reference. | ||
===Reviewing Renewal Notices That Have Been Sent=== | ===Reviewing Renewal Notices That Have Been Sent=== | ||
| Line 51: | Line 64: | ||
# Towards the bottom of the page, you'll see a Sent Domain Reminders section | # Towards the bottom of the page, you'll see a Sent Domain Reminders section | ||
# If none are listed, no domain reminders have yet been sent for this domain | # If none are listed, no domain reminders have yet been sent for this domain | ||
| − | # When domain reminders have been sent, you will see a list containing the following for each reminder that has been sent: date, reminder type, who it was sent to, and the number of days either prior to or after | + | # When domain reminders have been sent, you will see a list containing the following for each reminder that has been sent: date, reminder type, who it was sent to, and the number of days either prior to or after renewal it was sent for. See the screenshot below for an example. |
| − | [[File:DomainRemindersLog.png]] | + | [[File:DomainRemindersLog.png|thumb]] |
You can export the Renewal Notices log in CSV format for use elsewhere by clicking the Export button shown below the log and then selecting Export to CSV which is available in the tools shown below the report log. | You can export the Renewal Notices log in CSV format for use elsewhere by clicking the Export button shown below the log and then selecting Export to CSV which is available in the tools shown below the report log. | ||
| − | The Renewal Notices log can also be accessed directly via a report which you'll find in '''Reports > | + | The Renewal Notices log can also be accessed directly via a report which you'll find in '''[[Reports]] > More... > Domain Renewal Emails'''. The report allows you to apply more detailed filters and includes the ability to filter by registrar as well as for a specific date range. |
| − | |||
| − | |||
Latest revision as of 16:11, 14 June 2022
Domain Renewal Notices can be configured to be sent by WHMCS leading up to, and after a domain has passed its next due date. You can use these to remind and encourage your customers to renew their expiring domains with you.
Contents
Configuring When Renewal Notices Are Sent
Domain Renewal Notices are configured by default to meet the minimum ICANN requirements for Expiration Reminder Notices by a domain registrar. Currently, those are at least twice prior to the next due date and once following it (if the domain remains unrenewed).
You can, however, customise the intervals at which Domain Renewal Notices are sent.
To do this, configure the Domain Reminder Settings section at Configuration () > System Settings > Automation Settings or, prior to WHMCS 8.0, Setup > Automation Settings.
In the example configuration below, three notices have been set up prior to the next due date at 60, 30 and 7 days, as well as one 3 days after the next due date (if the domain remains unrenewed).
These settings interact with the Domain Synchronisation settings in the section below. Specifically, make sure to note the Sync Next Due Date value, as this moves the Next Due Date forward, which determines when to send renewal notices.
Renewal Notice Recipients
Renewal notices go to the registered email address of the account to which a domain belongs in WHMCS.
Renewal notices can also go to additional addresses using the Contacts system:
- Starting on the Summary tab, click the Contacts tab.
- Enter the name and email address of the person who wishes to receive a copy of the domain renewal notice.
- Check Domain Emails in the Email Notifications section.
- Click Save Changes.
This contact will now receive a copy of all domain renewal emails for the account. Repeat this process for each additional person who wishes to receive the emails.
After you configure a contact to receive domain emails, you can disable Domain Emails for the account via the Profile tab. There must always be one recipient of domain emails per account.
Registered Name Holder Notifications
Where a registrar module supports it, WHMCS will also send a copy of the renewal notices to the registered name holder as defined in the WHOIS record for a given domain.
This functionality is only available in specific domain registrar module(s) at this time (currently, Enom).
Customising the Renewal Notices
There are two email templates that are used for domain renewal notices. They are:
- Upcoming Domain Renewal Notice - Used for notices sent prior to the domains Next Due Date
- Expired Domain Notice - Used for notices sent after the domains Next Due Date (if the domain remains unrenewed)
These can be edited in the usual way in Configuration () > System Settings > Email Templates or, prior to WHMCS 8.0, Setup > Email Templates.
Email Syntax
The renewal reminders provide advanced variables allowing for the customisation of the domain renewal emails sent to clients. Under normal operation the renewal reminder email template can be left as default, but advanced users interested in customising it, the available options are summarised here.
- $days_until_expiry - Will show the amount of days left until the domain's expiry date from the date the reminder is sent out.
- $expiring_domains - This contains a list of the domains due for renewal "in the next" XX days. This is an array of information containing domainid, name, nextduedate, expirydate and days.
- $domains - This is an array populated with the domains information - domainid, name, nextduedate, expirydate and used to show multiple domains details for future reference.
Reviewing Renewal Notices That Have Been Sent
WHMCS maintains an indefinite log of all renewal notices that it sends to provide you with an audit trail which you can refer to, and export if needed.
It can be accessed from any Domains' Management page within the admin area:
- Browse to a domain within the admin area
- Using search, the domains list, or by navigating to a Clients Profile and selecting a domain from there
- Towards the bottom of the page, you'll see a Sent Domain Reminders section
- If none are listed, no domain reminders have yet been sent for this domain
- When domain reminders have been sent, you will see a list containing the following for each reminder that has been sent: date, reminder type, who it was sent to, and the number of days either prior to or after renewal it was sent for. See the screenshot below for an example.
You can export the Renewal Notices log in CSV format for use elsewhere by clicking the Export button shown below the log and then selecting Export to CSV which is available in the tools shown below the report log.
The Renewal Notices log can also be accessed directly via a report which you'll find in Reports > More... > Domain Renewal Emails. The report allows you to apply more detailed filters and includes the ability to filter by registrar as well as for a specific date range.