Email Campaigns

Mass Mail
In WHMCS 7.x and earlier, this was the Mass Mail Tool at Clients > Mass Mail.

Create a New Campaign

Use Email Campaigns to send an email message to a group of clients. You can choose to send the message to all of your clients or limit it to clients that meet specific criteria.

To create a new email campaign:

Go to Utilities > Email Campaigns and click Create New Campaign.
Enter an email campaign name.
Choose the type of email to send, which sets the criteria to use to select the email's recipients.
- By default, the email type is General, which only lets you filter on the client status or country criteria. You can also choose:
  - Product/Service, to filter by product-related criteria.
  - Addon, to filter by addon-related criteria.
  - Domain, to filter by domain-related criteria.
- If you do not want to filter clients by a specific criteria, leave that filter unchanged and it will be ignored.
Update Client Criteria to filter by the correct Client Group, Country, Language, and Client Status. To do this, select one or more items from the lists. For example, if you select United States for Country to only send the email campaign to clients in the US.
Click Compose Message.
Check the From information and list of recipients to ensure that they're correct.
Enter any CC or BCC recipients as a comma-separated list.
Enter a subject and body message for the email.
- The bottom of the interface lists values that you can display in the message, like displaying the client's name or an Unsubscribe link.
- Click Message Preview to preview your message.
- Click Enable/Disable Rich-Text Editor to use the rich-text editor.
Add any Attachments.
Check Marketing Email? to prevent sending this message to anyone who has opted out of marketing emails.
Check Save Message and enter a name to save the message for future use.
Use Start Date/Time to schedule when the email will send.
Click Save Draft to save the message, or click Send Campaign to send the message immediately or, if you set one, at the scheduled time.

Note
When you compose the email, you will see the first 50 clients matching your selected criteria in the To field, so that you can review the recipients. However, the system will send each email individually. The receiver will not see any other client addresses in the To field of the copy they receive.

Filtering by Country

You can send mass mailings to only clients in specific countries. To do this, select the countries as in the example below.

Contacts

You can use contacts to send a copy of a message to a different email address. When sending one-time or mass mails, clients and users with the General email notification option enabled will receive a copy of any General mass mails that you send to the master account holder.

If the contact has Product email notifications enabled, they will receive copies of mass mails with the Product/Service email type. If they have Domain email notifications enabled, they will receive copies of mass mails with the Domain email type.

The recipients list doesn't include contacts when composing the message. However, if the master account appears in the list and the contact has the appropriate email permissions, they will receive a copy.

Mailing Lists

You can create a mailing list using custom client fields. To do this, navigate to Configuration () > System Settings > Custom Fields. You can use the Dropdown or TickBox field types. If you choose Dropdown, make sure to enter the necessary options.

This will display as a client filter option. You can only send this to clients who have chosen to receive these mailings.

Working with Email Campaigns

If you created an Email Campaign and saved it as a draft, or if you scheduled it for the future but it hasn't started sending yet, you can edit it. To do this, click Edit in the list of campaigns.

Sending

The list of campaigns displays the sending status for each campaign.

When sending to a large number of recipients, WHMCS will automatically break the sending into batches of 25 emails every 30 seconds. However, you can customise this and change both the number and frequency with which they send.

If the Email Campaign has started sending, you can't edit the campaign. You can, however, click Pause to stop it from continuing to send messages.

View Sending Report

Click View Sending Report in the list of campaigns to view the number of emails that the system has sent, the number of failures, and information about those failures.