Difference between revisions of "Messages/Emails"
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==Sending Emails to a Client== | ==Sending Emails to a Client== | ||
| − | + | There are several ways to send email messages to your clients. | |
| − | + | === Client, Product, and Domain-Related === | |
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| − | |||
| − | + | To send client, product, and domain-related email, go to the '''[[Clients:Summary_Tab|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" | |
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| − | + | 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 '''[[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. | |
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| − | |||
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| − | + | For more information, see [[Marketing_Emails_Automation|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. | |
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| − | ''' | + | 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|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'''. | |
| − | + | * 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'''. | |
Latest revision as of 18:23, 26 April 2022
Contents
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.