Domain Renewal Notices - Revision history

SarahK: /* Configuring When Renewal Notices Are Sent */

2022-06-14T16:11:35Z

‎Configuring When Renewal Notices Are Sent

SarahK at 19:20, 21 April 2022

2022-04-21T19:20:32Z

SarahK: /* Configuring When Renewal Notices Are Sent */

2022-02-07T19:49:02Z

‎Configuring When Renewal Notices Are Sent

SarahK at 19:48, 7 February 2022

2022-02-07T19:48:50Z

SarahK: /* Reviewing Renewal Notices That Have Been Sent */

2022-02-01T21:31:45Z

‎Reviewing Renewal Notices That Have Been Sent

SarahK: /* Reviewing Renewal Notices That Have Been Sent */

2022-02-01T21:31:30Z

‎Reviewing Renewal Notices That Have Been Sent

SarahK: /* Renewal Notice Recipients */

2021-12-17T18:24:27Z

‎Renewal Notice Recipients

SarahK: /* Configuring When Renewal Notices Are Sent */

2021-05-13T17:01:51Z

‎Configuring When Renewal Notices Are Sent

John at 16:52, 12 May 2021

2021-05-12T16:52:53Z

SarahK at 20:27, 30 October 2020

2020-10-30T20:27:35Z

@@ Line 13: / Line 13: @@
 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:DomainReminderConfig82.png]]
+[[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.

@@ Line 45: / Line 45: @@
 * 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'''.
+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====

@@ Line 9: / Line 9: @@
 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'''.
+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).

@@ Line 9: / Line 9: @@
 You can, however, customise the intervals at which Domain Renewal Notices are sent.
-To do this:
+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).

@@ Line 75: / Line 75: @@
 # 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.
 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.

@@ Line 26: / Line 26: @@
 ===Renewal Notice Recipients===
-Renewal notices are sent to the registered email address of the account to which a domain belongs within WHMCS.
+Renewal notices go to the registered email address of the account to which a domain belongs in WHMCS.
-Renewal notices can also be sent to additional addresses using the Contacts system:
+Renewal notices can also go to additional addresses using the Contacts system:
-# Starting on the Summary tab, click the '''Contacts''' tab
+# 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
+# Enter the name and email address of the person who wishes to receive a copy of the domain renewal notice.
-#Tick the '''Domain Emails''' option in the ''EMail Notifications'' section
+# Check '''Domain Emails''' in the ''Email Notifications'' section.
-# Click Save Changes
+# Click '''Save Changes'''.
-This contact will now receive a copy of all domain renewal emails for the account in question. Repeat this process for each additional person who wishes to receive the emails.
+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.
-Once a contact has been configured to receive Domain Emails, the ''Domain Emails'' option can then be disabled for the account via the '''Profile''' tab. There must always be one recipient of domain emails per account.
+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.
+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.
-Please Note: This functionality is only available in specific domain registrar module(s) at this time.  They include:
+This functionality is only available in specific domain registrar module(s) at this time (currently, [[Enom]]).
 ===Customising the Renewal Notices===

@@ Line 5: / Line 5: @@
 ===Configuring When Renewal Notices Are Sent===
-Domain Renewal Notices are configured by default to meet the minimum requirements set out by ICANN for Expiration Reminder Notices by a domain registrar.  At the time of writing, those are at least twice prior to the next due date, and once following it (if the domain remains unrenewed).
+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 in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Automation Settings''' or, prior to WHMCS 8.0,  '''Setup > Automation Settings'''.
+You can, however, customise the intervals at which Domain Renewal Notices are sent.
-#Begin by navigating to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Automation Settings''' or, prior to WHMCS 8.0, '''Setup > Automation Settings'''.
+To do this:
-An example configuration is shown below where 3 notices have been setup 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).  The fifth possible reminder option is disabled by setting it to zero (0).
+# Navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Automation Settings''' or, prior to WHMCS 8.0, '''Setup > Automation Settings'''.
-[[File:DomainReminderConfig.png]]
+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.
+[[File:DomainReminderConfig82.png]]
-Take into account the Sync Next Due Date value, as this moves the Next Due Date forward, which determines when to send renewal notices.
+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===

← Older revision		Revision as of 16:52, 12 May 2021
Line 1:		Line 1:
−	<div class="docs-alert-info"><i class="fa fa-question-circle"></i> This page describes a feature available in version 5.3.12 and above. As a result, you will not see this functionality or logs for any renewal notices sent prior to the date you upgrade to 5.3.12.</div>
	<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>		<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>

@@ Line 2: / Line 2: @@
 <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 it's next due date.  You can use these to remind and encourage your customers to renew their expiring domains with you.
+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===