Marketing Emails Automation - Revision history

SarahK: /* Opt-In/Opt-Out during Registration/Checkout */

2022-05-25T17:38:43Z

‎Opt-In/Opt-Out during Registration/Checkout

SarahK at 20:47, 25 April 2022

2022-04-25T20:47:37Z

SarahK: /* Client Area Newsletter Subscription Management */

2021-05-12T12:27:53Z

‎Client Area Newsletter Subscription Management

SarahK: /* Opt-In/Opt-Out during Registration/Checkout */

2020-12-01T21:40:08Z

‎Opt-In/Opt-Out during Registration/Checkout

SarahK: /* Opt-In/Opt-Out during Registration/Checkout */

2020-12-01T21:38:58Z

‎Opt-In/Opt-Out during Registration/Checkout

SarahK: /* Mass Mail */

2020-08-28T16:34:58Z

‎Mass Mail

SarahK: /* Opt-In/Opt-Out during Registration/Checkout */

2020-08-05T16:51:54Z

‎Opt-In/Opt-Out during Registration/Checkout

SarahK: /* Marketing Email Consent History */

2020-08-04T14:16:41Z

‎Marketing Email Consent History

SarahK: /* Marketing Email Consent History */

2020-08-04T12:40:20Z

‎Marketing Email Consent History

Matt at 14:29, 21 February 2018

2018-02-21T14:29:13Z

@@ Line 31: / Line 31: @@
 WHMCS 7.5 introduced more flexibility over the way users are requested to opt into or opt out of marketing emails.
-[[File:mailing-list-opt-in.png|600px]]
+[[File:mailing-list-opt-in.png|500px]]
 The following settings are now available in the '''[[Other Tab|Other]]''' 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''':

@@ Line 1: / Line 1: @@
-<div class="docs-alert-info"><i class="fa fa-question-circle"></i> This page describes some features that are only available in version 7.5 and above</div>
+<div class="docs-alert-info"><i class="fa fa-question-circle"></i>We added this feature in WHMCS 7.5.</div>
-__TOC__
+==Marketing Tools==
 WHMCS provides the following functionality to assist you with your e-marketing:
@@ Line 33: / Line 33: @@
 [[File:mailing-list-opt-in.png|600px]]
-The following settings are now available in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings > Other''' or, prior to WHMCS 8.0, '''Setup > General Settings > Other''':
+The following settings are now available in the '''[[Other Tab|Other]]''' 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''':
 <table class="table table-striped">
@@ Line 54: / Line 54: @@
 The consent history log contains the date and time of the action, the action itself (opt-in or opt-out), an indication of whether an admin performed acted on behalf of the user, and the IP address from which the change originated.
-<div class="docs-alert-warning">Because this feature was introduced in WHMCS 7.5, the log won't contain records of any consent given prior to WHMCS 7.5.</div>
+<div class="docs-alert-warning">
 ==Email Campaigns and Mass Mail==
 <div class="docs-alert-info">
-<span class="title">Email Campaigns</span><br />
+We replaced [[Mass Mail]] with the improved [[Email Campaigns]] feature in WHMCS 8.0.
 </div>

@@ Line 84: / Line 84: @@
 ==Client Area Newsletter Subscription Management==
-When the Marketing Emails feature is enabled, clients have the ability to manage their newsletter subscription status at any time via the WHMCS client area.
+When the '''Marketing Emails''' feature is enabled, clients have the ability to manage their newsletter subscription status at any time via the WHMCS Client Area.
-The option for this is displayed within the Account Details page which is accessed via the User menu within the client area.
+The option for this is displayed within the '''Account Details''' page, which is accessed via the '''User''' menu within the Client Area.

@@ Line 31: / Line 31: @@
 WHMCS 7.5 introduced more flexibility over the way users are requested to opt into or opt out of marketing emails.
-[[File:mailing-list-opt-in.png]]
+[[File:mailing-list-opt-in.png|600px]]
 The following settings are now available in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings > Other''' or, prior to WHMCS 8.0, '''Setup > General Settings > Other''':

@@ Line 31: / Line 31: @@
 WHMCS 7.5 introduced more flexibility over the way users are requested to opt into or opt out of marketing emails.
-[[File:Marketing-email-optin.png]]
+[[File:mailing-list-opt-in.png]]
-The following settings are now available in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings > Other''' or, prior to WHMCS 8.0, ''Setup > General Settings > Other'':
+The following settings are now available in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings > Other''' or, prior to WHMCS 8.0, '''Setup > General Settings > Other''':
 <table class="table table-striped">
@@ Line 42: / Line 42: @@
 </table>
-<div class="docs-alert-info">The Marketing Email Opt-In message can alternative be defined within the language files if you wish to provide multiple different versions for different languages. To do this, you must define a language string with the key $_LANG['emailMarketing']['optInMessage']</div>
+<div class="docs-alert-info">
 ==Marketing Email Consent History==

@@ Line 54: / Line 54: @@
 <div class="docs-alert-warning">Because this feature was introduced in WHMCS 7.5, the log won't contain records of any consent given prior to WHMCS 7.5.</div>
-==Mass Mail==
+==Email Campaigns and Mass Mail==
-When using the [[Mass Mail]] tool you can restrict the emails you sent to only those users who have not opted out of Marketing Emails.
+[[File:Email_campaigns_Marketing_Emails.png|400px|thumb|right]]
-−
-To do this, when composing your email, be sure to check the '''Marketing Email''' checkbox which is located below the message composition box.
+When using the [[Email Campaigns]] or [[Mass Mail]] tools, you can restrict the emails you sent to only those users who have not opted out of marketing emails.
-−
-[[File:Mass-mail-marketing-email.png]]
+To do this, when composing your email, be sure to check '''Marketing Email''' below the message composition box.
-−
-[[Mass Mail|Learn more]]
+[[Email Campaigns|Learn more]]
 ==Email Merge Fields==

@@ Line 45: / Line 45: @@
 ==Marketing Email Consent History==
-−
-WHMCS 7.5 introduced logging of opt-ins and opt-outs from marketing emails to provide an audit trail of exactly when users gave consent to receive marketing emails.
+Starting in WHMCS 7.5, WHMCS can log opt-ins and opt-outs from marketing emails, to provide an audit trail of exactly when users consented to receive marketing emails.
-−
-The log can be accessed via the Client Profile within the admin area by clicking the '''View Consent History''' button located alongside the Marketing Emails setting.
+You can access this log via the '''Client Profile''' within the admin area by clicking '''View Marketing Opt-In Consent History''' ('''View Consent History''' in WHMCS 7.5 through 7.10) located alongside '''Marketing Emails'''.
-−
-The consent history log contains the date/time of the action, the action that was performed (opt-in or opt-out), an indication if it was performed by an admin on behalf of the user, and the IP address from which the change originated.
+The consent history log contains the date and time of the action, the action itself (opt-in or opt-out), an indication of whether an admin performed acted on behalf of the user, and the IP address from which the change originated.
-−
-All locations in the product through which the marketing email consent can be changed will result in a log entry being created.
+<div class="docs-alert-warning">Because this feature was introduced in WHMCS 7.5, the log won't contain records of any consent given prior to WHMCS 7.5.</div>
 ==Mass Mail==

← Older revision		Revision as of 14:29, 21 February 2018
Line 12:		Line 12:
	* Opt-in/opt-out links that can be included in all emails sent to customers		* Opt-in/opt-out links that can be included in all emails sent to customers
	* Newsletter opt-in/opt-out option accessible at all times via the client area		* Newsletter opt-in/opt-out option accessible at all times via the client area
		+
		+	==Email Marketer Tool==
		+
		+	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.
		+
		+	[[Email Marketer\|Learn more]]
		+
		+	==MailChimp Integration==
		+
		+	MailChimp is a powerful email marketing and automation platform that is free to use for up to 2,000 subscribers and allows up to 12,000 emails per month.
		+
		+	The native integration in WHMCS will ensure your WHMCS client database is kept in sync with your MailChimp mailing list as well as providing e-commerce data to MailChimp that allows you to leverage MailChimp's advanced e-commerce automations.
		+
		+	[[MailChimp\|Learn more]]
		+
		+	==Opt-In/Opt-Out during Registration/Checkout==
		+
		+	WHMCS 7.5 introduced more flexibility over the way users are requested to opt into or opt out of marketing emails.
		+
		+	[[File:Marketing-email-optin.png]]
		+
		+	The following settings are now available in ''Setup > General Settings > Other'':
		+
		+	<table class="table table-striped">
		+	<tr><th>Setting</th><th>Default Value</th><th>Description</th></tr>
		+	<tr><td>Marketing Emails</td><td>Enabled</td><td>Controls whether the Newsletter Opt-In option is shown to new customers during checkout or registration.</td></tr>
		+	<tr><td>Require User Opt-In</td><td>Enabled</td><td>Determines how the opt-in choice is presented. By default, users are required to opt-in to marketing emails. If you wish, you can use this setting to default the opt-in box to a checked status, requiring users instead to opt-out of marketing emails.</td><tr>
		+	<tr><td>Marketing Email Opt-In Messaging</td><td>''Phrase''</td><td>Allows you to customise the message displayed to users in the opt-in request. It is important that the opt-in message accurately reflects the type of marketing emails you will be sending for compliance reasons.</td></tr>
		+	</table>
		+
		+	<div class="docs-alert-info">The Marketing Email Opt-In message can alternative be defined within the language files if you wish to provide multiple different versions for different languages. To do this, you must define a language string with the key $_LANG['emailMarketing']['optInMessage']</div>
		+
		+	==Marketing Email Consent History==
		+
		+	WHMCS 7.5 introduced logging of opt-ins and opt-outs from marketing emails to provide an audit trail of exactly when users gave consent to receive marketing emails.
		+
		+	The log can be accessed via the Client Profile within the admin area by clicking the '''View Consent History''' button located alongside the Marketing Emails setting.
		+
		+	The consent history log contains the date/time of the action, the action that was performed (opt-in or opt-out), an indication if it was performed by an admin on behalf of the user, and the IP address from which the change originated.
		+
		+	All locations in the product through which the marketing email consent can be changed will result in a log entry being created.
		+
		+	<div class="docs-alert-warning">This feature was introduced in WHMCS 7.5 and so any consent given prior to WHMCS 7.5 will not be recorded in the log.</div>
		+
		+	==Mass Mail==
		+
		+	When using the [[Mass Mail]] tool you can restrict the emails you sent to only those users who have not opted out of Marketing Emails.
		+
		+	To do this, when composing your email, be sure to check the '''Marketing Email''' checkbox which is located below the message composition box.
		+
		+	[[File:Mass-mail-marketing-email.png]]
		+
		+	[[Mass Mail\|Learn more]]
		+
		+	==Email Merge Fields==
		+
		+	The following merge fields are made available for use in all email messages sent by WHMCS:
		+
		+	<table class="table table-striped">
		+	<tr><th>Merge Field</th><th>Description</th></tr>
		+	<tr><td>{$email_marketing_optin_url}</td><td>Generates a url that customers can follow to opt-in to receiving marketing emails. This could be used to explicitly request consent from your existing customers.</td></tr>
		+	<tr><td>{$email_marketing_optout_url}</td><td>Generates a url that customers can follow to opt-out of receiving marketing emails. Also commonly referred to as unsubscribing.</td></tr>
		+	<tr><td>{$unsubscribe_url}</td><td>The same as the {$email_marketing_optout_url} but available for backwards compatibility.</td></tr>
		+	</table>
		+
		+	==Client Area Newsletter Subscription Management==
		+
		+	When the Marketing Emails feature is enabled, clients have the ability to manage their newsletter subscription status at any time via the WHMCS client area.
		+
		+	The option for this is displayed within the Account Details page which is accessed via the User menu within the client area.