Difference between revisions of "Common Promotions"

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This page contains some of the promotions commonly used in the hosting industry and how to achieve them in WHMCS.
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Certain promotions are particularly common in the hosting industry, such as free trials and free domain names. WHMCS's features offer complete support for these promotions.
  
 
==Free Domain Name==
 
==Free Domain Name==
  
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You are able to offer free domains with your packages when purchased with certain payment terms - for example you might want to offer a free domain when a package is purchased annually:
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You are able to offer free domains with your packages when purchased with certain payment terms. For example, you might want to offer a free domain when a package is purchased annually.
  
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#Begin by going to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Products/Services''' or, prior to WHMCS 8.0, '''Setup > Products/Services'''.
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You can set this up when you edit a product at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Products_and_Services|Products/Services]]''' or, prior to WHMCS 8.0, '''Setup > Products/Services'''.
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#Next, click the edit icon next to the product or service that you want to offer a free domain with
 
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#Now select the Free Domain tab from the tabs at the top of the page
 
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#Tick the box labelled Free Domain to offer a free domain with this package
 
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#Then select the payment terms (or billing cycles) that you want to offer the free domain with - press Ctrl when clicking the options to select more than one
 
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#Now you need to select which TLDs the free domain offer applies to.  This allows you to exclude high priced TLDs such as .tv  Again, use Ctrl when clicking the options to select more than one
 
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#Now click the Save Changes button
 
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That's it!  Your package will now not charge the user for the domain when ordered with the billing cycle specified, this will be reflected on the checkout page.
 
  
 
For more information, see [[Free Domains]].
 
For more information, see [[Free Domains]].
  
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===Notes===
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==Free Trial==
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* The Free Domain promo relies on the '''Next Due Date''' and the '''Payment Gateway''' of the product and domain name being the same. Therefore it is important this is maintained. If the next due dates were changed, the domain would be renewed automatically at no cost to the client. For this reason we recommend disabling the '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Automation Settings > Domain Sync Settings > Sync Next Due Date''' or, prior to WHMCS 8.0, '''Setup > Automation Settings > Domain Sync Settings > Sync Next Due Date''' option.
 
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* Free domains are registered for 1 year at a time. If a biennial or triennial product is ordered, the domain will renew automatically after the first and/or second year as appropriate.
 
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* If a client cancels the hosting package then the domain name will automatically revert to your regular pricing.
 
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* Domain renewal reminder emails aren't sent for domains with a 0.00 price to avoid confusion.
 
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* Please ensure that the number of days box for the '''Domain Settings''' setting located under the '''Advanced Settings''' link at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Automation Settings > Invoice Generation > Advanced Settings''' or, prior to WHMCS 8.0, '''Setup > Automation Settings > Invoice Generation > Advanced Settings''' is left blank.
 
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* Please ensure the '''Separate Invoices''' option on the client's Profile tab is unticked.
 
  
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==Free Trial==
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[[Products_and_Services#Pricing_Tab|Free Trial functionality]] is built into WHMCS. It will automatically terminate an account x days after ordering and send an email to the client.
  
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[[Products_and_Services#Pricing_Tab|Free Trial functionality]] is built into WHMCS which will automatically terminate an account x days after ordering and send an email to the client:
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You can configure this promotion when you:
  
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#Edit a product at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Products/Services''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Products/Services'''.
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# Edit a product at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Products and Services|Products/Services]]''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Products/Services'''.
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#Click '''Pricing'''.
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# Configure a promotion code at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Promotions]]''' or, prior to WHMCS 8.0, '''Setup > Payments > Promotions'''.
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#Enter the length of your free trial in the '''Auto Terminate/Fixed Term''' field (in days)
 
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#Select the email to be sent to clients when their free trial period ends and the account is terminated using the '''Termination Email''' dropdown<div class="docs-alert-success">A new Product-type email template can be created via Setup > Email Templates which will appear in the list</div>
 
  
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This logic can then be used in conjunction with a promo code to offer customers their first month free whilst still taking their payment details for your security checks:
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For more information, see [[Free Trials]].
  
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#Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Promotions''' or, prior to WHMCS 8.0, '''Setup > Payments > Promotions'''.
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==Time Limited Recurring Promotion==
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#Click "Add New"
 
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#Enter the promotion code "freetrial"
 
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#Change the value to 100.00
 
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#Select Monthly from the drop down menu
 
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#Set the remaining settings as you would any regular promotion (maximum uses, expiry date, applicable packages)
 
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#Click the Create Promotion button
 
  
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Now you can either have your customers enter the promotion code "freetrial" or use one of the following links to apply the free trial automatically:
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You are able to offer a time limited recurring promotion with your packages. You can configure this promotion when you create a promotion code at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Promotions]]''' or, prior to WHMCS 8.0, '''Setup > Payments > Promotions''' with '''Recurring''' enabled and '''Recur For''' set to a specific number of billing cycles.
  
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http://example.com/whmcs/cart.php?promocode=freetrial 
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For example, you might want to offer a 50% off discount for the first 6 months of a monthly service. For that, you would enable '''Recurring''' and set '''Recur For''' to <tt>6</tt>.
  
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<div class="docs-alert-info">If you do not wish to collect a client's payment details for a free trial, set the ''Payment Type'' value to "Free" under the product's [[Products_and_Services#Pricing_Tab|Pricing tab]] instead.</div>
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For more information, see [[Promotions#Limited_Recurring_Promotions|Limited Recurring Promotions]].

Latest revision as of 13:41, 1 November 2022

Certain promotions are particularly common in the hosting industry, such as free trials and free domain names. WHMCS's features offer complete support for these promotions.

Free Domain Name

You are able to offer free domains with your packages when purchased with certain payment terms. For example, you might want to offer a free domain when a package is purchased annually.

You can set this up when you edit a product at Configuration () > System Settings > Products/Services or, prior to WHMCS 8.0, Setup > Products/Services.

For more information, see Free Domains.

Free Trial

Free Trial functionality is built into WHMCS. It will automatically terminate an account x days after ordering and send an email to the client.

You can configure this promotion when you:

  1. Edit a product at Configuration () > System Settings > Products/Services or, prior to WHMCS 8.0, Setup > Products/Services > Products/Services.
  2. Configure a promotion code at Configuration () > System Settings > Promotions or, prior to WHMCS 8.0, Setup > Payments > Promotions.

For more information, see Free Trials.

Time Limited Recurring Promotion

You are able to offer a time limited recurring promotion with your packages. You can configure this promotion when you create a promotion code at Configuration () > System Settings > Promotions or, prior to WHMCS 8.0, Setup > Payments > Promotions with Recurring enabled and Recur For set to a specific number of billing cycles.

For example, you might want to offer a 50% off discount for the first 6 months of a monthly service. For that, you would enable Recurring and set Recur For to 6.

For more information, see Limited Recurring Promotions.

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