Email Marketer - Revision history

SarahK at 22:30, 14 April 2022

2022-04-14T22:30:40Z

SarahK at 21:57, 1 March 2022

2022-03-01T21:57:30Z

SarahK at 19:26, 17 December 2021

2021-12-17T19:26:20Z

Lawrence: /* Product/Service Related */

2021-07-13T13:48:35Z

‎Product/Service Related

John: /* Creating a New Marketing Rule */

2020-06-26T09:42:13Z

‎Creating a New Marketing Rule

Matt at 13:52, 21 February 2018

2018-02-21T13:52:23Z

Lawrence: /* Client Related */

2016-09-16T12:47:28Z

‎Client Related

John at 10:47, 6 March 2015

2015-03-06T10:47:01Z

John at 16:28, 15 April 2014

2014-04-15T16:28:00Z

John at 15:00, 2 August 2013

2013-08-02T15:00:17Z

@@ Line 1: / Line 1: @@
 The email marketer tool allows you to schedule automated emails to be sent out to your clients when certain events and/or criteria are met.
-You can access the email marketer tool at '''Utilities > Email Marketer'''.
+You can access this feature at '''Utilities > Email Marketer'''.
-For more information, see [https://blog.whmcs.com/?t=67270 The WHMCS Blog].
+For more information, see [https://blog.whmcs.com/?t=67270 the WHMCS blog].
 ==Creating a New Marketing Rule==

← Older revision		Revision as of 21:57, 1 March 2022
Line 1:		Line 1:
−	The email marketer tool allows you to schedule automated emails to be sent out to your clients when certain events and/or criteria are met. It can ~~be accessed via~~ '''Utilities > Email Marketer'''. ~~Ways to use this tool are discussed in this blog post:~~ https://blog.whmcs.com/?t=67270	+	The email marketer tool allows you to schedule automated emails to be sent out to your clients when certain events and/or criteria are met.
		+
		+	You can access the email marketer tool at '''Utilities > Email Marketer'''.
		+
		+	For more information, see [https://blog.whmcs.com/?t=67270 The WHMCS Blog].

	==Creating a New Marketing Rule==		==Creating a New Marketing Rule==

@@ Line 10: / Line 10: @@
 #*Selecting ''Product/Service Related'' produces a list of filters based upon specific products/services, addons and even which products a client doesn't have.
 #Beneath ''Criteria Options'' select the various criteria necessary for the marketing email to be sent and the email template to be sent when they are met. A more detailed explanation of the various options can be found below
-#Tick '''Marketer Rule''' if this email should not be sent to clients who have opted out of [[Other_Tab#Marketing_Opt-out|marketing emails]] (if enabled in General Settings).
+#Check '''Marketer Rule''' if this email should not be sent to clients who have opted out of [[Other_Tab#Marketing_Opt-out|marketing emails]] (if enabled in General Settings).
 #Finally click Save Changes.
@@ Line 32: / Line 32: @@
 ==Disable a Marketing Rule==
-If you don't want the Marketing Rule to run but not delete it entirely it can be disabled. Click the Edit icon next to the Marketing Rule in question and tick the '''Disabled''' checkbox, then click Save Changes.
+If you don't want the Marketing Rule to run but not delete it entirely it can be disabled. Click the Edit icon next to the Marketing Rule in question and check the '''Disabled''' checkbox, then click Save Changes.
 This Marketing Rule now will not send any email until manually enabled.

@@ Line 23: / Line 23: @@
 ===Product/Service Related===
-*Product/Service/Addon - The email will be sent if the client has this product/service/addon.
+*Product/Service/Addon - The email will be sent if the client has this product/service/addon. Ctrl + Click to select multiple products. When selecting multiple products, the e-mail will be sent to clients who have any of the selected products.
-*Product/Service Status - The email will be sent if the service above is in the status selected here. Ctrl + Click to select multiple statuses.
+*Product/Service Status - The email will be sent if the service above is in the status selected here. Ctrl + Click to select multiple statuses. When selecting multiple status, the e-mail will be sent to clients who have any of the selected products with one of the selected statuses as well.
 *Number of Days & Days Filter Type - These two options are used together to determine when the email is sent, x days after ordering or x days before renewal.
 *Does Not Have Product/Service - If the client does not have the product/service active selected here the email will be sent. This option is useful for upselling products, Ie. "You've got product x you might be interested in product y". This kind of personalised message can greatly increase conversion rates.<br/>Selecting multiple items here will results in clients who do not have any one of the products selected will be sent the email.

@@ Line 2: / Line 2: @@
 ==Creating a New Marketing Rule==
-[[File:Videotutorial.png‎|center|link=https://www.youtube.com/watch?v=d5i9R8JlLvY|Watch Video Tutorial]]
+<html><a href="https://www.youtube.com/watch?v=d5i9R8JlLvY" class="docs-video-tutorial"><em>Watch the video tutorial for this feature</em><span>&nbsp;<img src="https://assets.whmcs.com/icons/youtube.png">&nbsp;</span></a></html>
 #On the Email Marketer page click the '''Create New''' link
@@ Line 31: / Line 30: @@
 <div class="docs-alert-info">Entering 0 in the days field will result in the email being sent every day, we recommend entering 1 or greater.</div>
 ==Disable a Marketing Rule==

@@ Line 1: / Line 1: @@
-The email marketer tool allows you to schedule automated emails to be sent out to your clients when certain events and/or criteria are met. It can be accessed via '''Utilities > Email Marketer'''. Ways to use this tool are discussed in this blog post: http://blog.whmcs.com/insights.php?t=67270
+The email marketer tool allows you to schedule automated emails to be sent out to your clients when certain events and/or criteria are met. It can be accessed via '''Utilities > Email Marketer'''. Ways to use this tool are discussed in this blog post: https://blog.whmcs.com/?t=67270
 ==Creating a New Marketing Rule==
@@ Line 20: / Line 20: @@
 *Minimum Number of Active Products/Services - The email will only be sent if the number of products/services the client has in active status are equal to or greater than this value. Useful for sending emails to your high value customers with a number of products.
 *Maximum Number of Active Products/Services - The email will only be sent if the number of products/services the client has in active status are less than or equal to this value.
- Entering 0 in the days field will result in the email being sent every day, we recommend entering 1 or greater.
 ===Product/Service Related===
@@ Line 29: / Line 30: @@
 *Does Not Have Addon - Similar to the above, the email will be sent if the client doesn't have this addon active, great for upselling Ie. "You've got product x so might be interested in these addons for it".
- Entering 0 in the days field will result in the email being sent every day, we recommend entering 1 or greater.
+<div class="docs-alert-info">Entering 0 in the days field will result in the email being sent every day, we recommend entering 1 or greater.</div>

@@ Line 18: / Line 18: @@
 ===Client Related===
 *Days Since Registration - The email will be sent x days after the client registered. The registration date is shown on their Summary tab.
-*Minimum Number of Active Products/Services - The email will only be sent if the number of products/services the client has in active status are greater than this value. Useful for sending emails to your high value customers with a number of products.
+*Minimum Number of Active Products/Services - The email will only be sent if the number of products/services the client has in active status are equal to or greater than this value. Useful for sending emails to your high value customers with a number of products.
-*Maximum Number of Active Products/Services - The email will only be sent if the number of products/services the client has in active status are lower than this value.
+*Maximum Number of Active Products/Services - The email will only be sent if the number of products/services the client has in active status are less than or equal to this value.
   Entering 0 in the days field will result in the email being sent every day, we recommend entering 1 or greater.
 ===Product/Service Related===

← Older revision		Revision as of 10:47, 6 March 2015
Line 1:		Line 1:
−	The email marketer tool allows you to schedule automated emails to be sent out to your clients when certain events and/or criteria are met. It can be accessed via '''Utilities > Email Marketer'''.	+	The email marketer tool allows you to schedule automated emails to be sent out to your clients when certain events and/or criteria are met. It can be accessed via '''Utilities > Email Marketer'''. Ways to use this tool are discussed in this blog post: http://blog.whmcs.com/insights.php?t=67270

	==Creating a New Marketing Rule==		==Creating a New Marketing Rule==

@@ Line 20: / Line 20: @@
 *Minimum Number of Active Products/Services - The email will only be sent if the number of products/services the client has in active status are greater than this value. Useful for sending emails to your high value customers with a number of products.
 *Maximum Number of Active Products/Services - The email will only be sent if the number of products/services the client has in active status are lower than this value.
-is '''not''' a valid entry for these fields. Please enter a number greater than 1.
+  Entering 0 in the days filed will result in the email being sent every day, we recommend entering 1 or greater.
@@ Line 30: / Line 30: @@
 *Does Not Have Addon - Similar to the above, the email will be sent if the client doesn't have this addon active, great for upselling Ie. "You've got product x so might be interested in these addons for it".
-is '''not''' a valid entry for these fields. Please enter a number greater than 1.
+  Entering 0 in the days filed will result in the email being sent every day, we recommend entering 1 or greater.