Difference between revisions of "Messages/Emails"

Latest revision as of 18:23, 26 April 2022

Sending Emails to a Client

There are several ways to send email messages to your clients.

Client, Product, and Domain-Related

To send client, product, and domain-related email, go to the Summary tab of the client's profile.

Select New Message to send one-time emails that you compose individually and, optionally, save them as templates for future use.
Select a predefined email template to send existing messages for clients, products, and domains.

Invoice-Related

To send invoice-related emails, go to the desired invoice at Billing > Invoices.

Customise a Template Before Sending

You may sometimes wish to modify a predefined template before sending it.

To do this:

Select New Message as the email template in the steps for sending emails above.
For Load Message, choose the desired predefined template.
Customize the message.
Continue to send the message using that email type's method.

Automatic Mail

In version 5.0 and later, you can send emails automatically to your clients when they meet certain events or criteria. For example, sending a follow up email if a product is still in pending status x days after ordering, or upselling to clients with certain products, services, or addons: "You've got product x; you might be interested in product y"

You can do this at Utilities > Email Marketer.

Resending Emails to Clients

To resend an email:

Find the email you want to resend in the Email tab inside a client's profile or in the Email Message Log at Configuration () > System Logs or, prior to WHMCS 8.0, Utilities > Logs > Email Message Log.
Click the Resend icon for that message.
Edit the content and add any additional recipients.
Click Send Message.

Marketing and Mass Emailing

WHMCS provides multi-faceted bulk emailing tools. These vary from sending emails to every single client, to sending automated marketing campaigns to specific clients who meet certain criteria and have chosen to receive marketing emails from you.

For more information, see Marketing Emails Automation.

Contacts

You can use contacts to send a copy of a message to a different email address. When sending one-time or mass mails, contacts and sub-accounts that have the General email notification option enabled will receive a copy of any General mass emails for 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. Similarly, contacts with Domain email notifications enabled will receive a copy of Domain type mass mails. Finally, when sending invoice related emails, the contact will receive a copy if they have the Invoice email notification option enabled.

The recipients list won't include contacts when composing the message, but if it includes their master account and they have the appropriate email permission, they will receive a copy.

Language

Assuming email templates are configured in multiple languages, the language used when sending an email will depend on the type of recipient.

Emails sent to admins, such as order notifications, will use the default system language. Set this in the Localisation tab at Configuration () > System Settings > General Settings or, prior to WHMCS 8.0, Setup > General Settings.

Emails sent to a clients, such as invoices and payment reminders, will use the the language selected in the client profile. If the client language is set to Default, the system default language will be used.
In WHMCS 8.0 and later, emails sent to users, such as password reset emails, will use the language selected by the user. This can be viewed when you navigate to Clients > Manage Users and click Manage User to edit the user. If this is set to Default, the system default language will be used.

If the system default language is invalid or deleted, WHMCS will default to English.

@@ Line 1: / Line 1: @@
 ==Sending Emails to a Client==
-===One Off Mail===
+There are several ways to send email messages to your clients.
-*Begin by locating the client that you want to send the email to either by searching or locating their name in the clients list and then follow the link through to the client summary page
+=== Client, Product, and Domain-Related ===
-*Next, in the '''Send Email''' panel, select the '''New Message''' option and click Send
-*This will take you to the email composition window where you can enter your message before clicking '''Send Message'''
-====Save as a Template====
+To send client, product, and domain-related email, go to the '''[[Clients:Summary_Tab|Summary]]''' tab of the client's profile.
-*When composing your message, if you think you may want to use it again in the future, you can save it.
+* Select '''New Message''' to send one-time emails that you compose individually and, optionally, save them as templates for future use.
-*To do this, tick the '''Save Message''' checkbox under the Subject field and enter a name to add it to the Email Templates.
+* Select a predefined email template to send existing messages for clients, products, and domains.
-===Automatic Mail===
+=== Invoice-Related ===
-In version 5 emails can be sent automatically to your clients when certain events and/or criteria are met using the [[Email Marketer]] tool. For example sending a follow up email if a product is still in pending status x days after ordering, or upselling to clients with certain products/services/addons. Ie. "You've got product x you might be interested in product y".
-More information can be found on the [[Email Marketer]] page.
+To send invoice-related emails, go to the desired invoice at '''Billing > [[Invoices]]'''.
-===Predefined Templates===
+=== Customise a Template Before Sending ===
-*Predefined templates can be sent '''on demand''' for clients, products & domains. Other email types are only sent when specific events occur.
+You may sometimes wish to modify a predefined template before sending it.
-====Client Related====
+To do this:
-*The steps are the same as the with the One Off Mail above but instead of choosing New Message in the dropdown, you need to choose the template name to send.
+# Select '''New Message''' as the email template in the steps for sending emails above.
+# For '''Load Message''', choose the desired predefined template.
+# Customize the message.
+# Continue to send the message using that email type's method.
-====Product & Domain Related====
+=== Automatic Mail ===
-*From the Client Summary page, click the edit icon next to the service or domain you want to send the email related to
+In version 5.0 and later, you can send emails automatically to your clients when they meet certain events or criteria.  For example, sending a follow up email if a product is still in pending status x days after ordering, or upselling to clients with certain products, services, or addons: "You've got product x; you might be interested in product y"
-*Now scroll to the bottom of the product or domain details page that gets displayed
-*There you'll see a '''Send Message''' dropdown where you can choose the template name and click '''Send'''
-====Invoice Related====
+You can do this at '''Utilities > [[Email Marketer]]'''.
-*Navigate to '''Billing > Invoices''' and click the Invoice ID in question
+==Resending Emails to Clients==
-*From the Summary tab use the dropdown menu to select an email
-*Finally click the adjacent Send Email button.
+To resend an email:
+# Find the email you want to resend in the '''[[Clients:Emails_Tab|Email]]''' tab inside a client's profile or in the '''Email Message Log''' at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > [[System Logs]]''' or, prior to WHMCS 8.0, '''Utilities > Logs > Email Message Log'''.
+# Click the '''Resend''' icon for that message.
+# Edit the content and add any additional recipients.
+# Click '''Send Message'''.
+==Marketing and Mass Emailing==
+WHMCS provides multi-faceted bulk emailing tools. These vary from sending emails to every single client, to sending automated marketing campaigns to specific clients who meet certain criteria and have chosen to receive marketing emails from you.
-====Customise the Template before Sending====
+For more information, see [[Marketing_Emails_Automation|Marketing Emails Automation]].
-*There might be some occasions where you want to send a predefined template but make some modifications first.
+==Contacts==
-*To do this, follow the steps as above but instead of choosing the template name choose '''New Message'''.
-*Then on the message composition screen which you are taken to for the new message, scroll to the bottom where you'll see a '''Load Message''' dropdown box.
-*From there you can choose the predefined template and load it into the message box ready for you to customise before sending.
-==Resending Emails to Clients==
+You can use contacts to send a copy of a message to a different email address. When sending one-time or mass mails, contacts and sub-accounts that have the '''General''' email notification option enabled will receive a copy of any '''General''' mass emails for the master account holder.
-*Begin by locating the email you want to resend. You can do this from the '''Email''' tab inside a clients profile or the master email log accessed in '''Utilities > Logs > Email Log'''.
+If the contact has the '''Product''' email notification option enabled, they will receive copies of mass mails with the '''Product/Service''' email type. Similarly, contacts with '''Domain''' email notifications enabled will receive a copy of '''Domain''' type mass mails. Finally, when sending invoice related emails, the contact will receive a copy if they have the '''Invoice''' email notification option enabled.
-*Next, click the Resend icon on the message's row that you want to resend
-*The email will now be loaded into the message editor where you can edit the content and add any additional recipients
-*Once you are ready, click the '''Send Message''' button to resend.
-==Mass Mailing==
+The recipients list won't include contacts when composing the message, but if it includes their master account and they have the appropriate email permission, they will receive a copy.
-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. To use the tool navigate to '''Clients > Mass Mail Tool'''. More detailed documentation can be found on the [[Mass Mail|Mass Mail page]].
+==Language==
-==Contacts==
+Assuming email templates are configured in multiple languages, the language used when sending an email will depend on the type of recipient.
-Contacts can be used to send a copy of a message to a different email address. When sending one-off or mass mails, contacts and sub-accounts that have the '''General''' email notification option ticked will receive a copy of any General mass mails sent to the master account holder.
+Emails sent to admins, such as order notifications, will use the default system language. Set this in the '''[[Localisation Tab|Localisation]]''' 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'''.
-If the contact has the '''Product''' email notification option ticked, they will receive copies of mass mails with the Product/Service email type. Similarly contacts with '''Domain''' email notifications ticked will receive a copy of Domain type mass mails. Finally, when sending invoice related emails, the contact will receive a copy if they have the '''Invoice''' email notification option ticked.
+* Emails sent to a clients, such as invoices and payment reminders, will use the the language selected in the client profile. If the client language is set to ''Default'', the system default language will be used.
+* In WHMCS 8.0 and later, emails sent to users, such as password reset emails, will use the language selected by the user. This can be viewed when you navigate to '''Clients > [[Manage Users]]''' and click '''Manage User''' to edit the user. If this is set to ''Default'', the system default language will be used.
-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.
+If the system default language is invalid or deleted, WHMCS will default to '''English'''.

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