Mass Mail - Revision history

SarahK: /* Batch Processing */

2022-05-24T21:04:33Z

‎Batch Processing

SarahK at 16:14, 26 April 2022

2022-04-26T16:14:18Z

SarahK at 20:21, 14 April 2022

2022-04-14T20:21:45Z

SarahK: /* Marketing Email */

2022-03-11T22:48:31Z

‎Marketing Email

SarahK at 17:21, 17 December 2021

2021-12-17T17:21:17Z

SarahK at 17:32, 9 December 2021

2021-12-09T17:32:38Z

AlexN: /* Batch Processing */

2021-03-10T10:37:09Z

‎Batch Processing

AlexN: /* Batch Processing */

2021-03-10T10:36:54Z

‎Batch Processing

AlexN: /* Batch Processing */

2021-03-10T10:36:46Z

‎Batch Processing

AlexN: /* Batch Processing */

2021-03-10T10:35:29Z

‎Batch Processing

@@ Line 57: / Line 57: @@
 When sending to a large number of recipients, WHMCS will automatically break the sending into batches of 25 emails every 30 seconds. However as of Version 4.5, you can customise this and change both the number and frequency with which they send when composing your email message.
-[[File:Batch Processing Image.png|550px|Batch Processing]]
+[[File:Batch Processing.png|550px|Batch Processing]]
 ==Mailing Lists==

@@ Line 1: / Line 1: @@
 <div class="docs-alert-info">
-<span class="title">Available in WHMCS 7.10 and earlier.</span><br />
+We '''removed''' this feature in WHMCS 8.0 and replaced it with the '''Email Campaigns''' feature at '''Utilities > [[Email Campaigns]]'''.
 </div>
@@ Line 13: / Line 12: @@
 By default, the email type is '''General'''. You can only filter on the client status or country criteria.
 * To filter on product-related criteria, set the '''Email Type''' to '''Product/Service related'''.
 * To filter on domain-related criteria, set the '''Email Type''' to '''Domain related'''.
@@ Line 27: / Line 27: @@
 ===Marketing Email===
-It may not be desirable to send certain emails to all clients, therefore if you have enabled the Marketing Opt-Out feature in [[Other_Tab|General Settings]], check '''Marketing Email''' to prevent this email being sent to clients who have chosen not to receive marketing emails.
+It may not be desirable to send certain emails to all clients, therefore if you have enabled '''Marketing Opt-Out''' 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''', check '''Marketing Email''' to prevent this email being sent to clients who have chosen not to receive marketing emails.
 If this email is an important announcement that should be received by all clients in your mass-mail criteria, do not check this option.
 <div class="docs-alert-info">
 After upgrading to WHMCS 7.5, you can perform a one-time conversion to the new opt-in mailing list subscription management. For more information, see [[Marketing Emails Automation Opt-In Conversion]].
 </div>
 ===Contacts===
 Contacts can be used to send a copy of a message to a different email address. When you send one-time or mass mails, contacts and sub-accounts with the '''General''' email notification option enabled will receive a copy of any General mass mails for to 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. Contacts with '''Domain''' email notifications enabled will receive a copy of Domain type mass mails.
@@ Line 44: / Line 44: @@
 ===Copy Emails===
 The CC and BCC options allow a copy of each individual mass mailing email to be sent to additional email addresses.  Multiple email addresses can be entered by separating each address with a comma.
 These fields are not designed for adding additional recipients to the existing list.
-<div class="docs-alert-info">Please note: Using the CC option will display the email addresses entered to every recipient</div>
+<div class="docs-alert-info">
 ==Batch Processing==
 When sending to a large number of recipients, WHMCS will automatically break the sending into batches of 25 emails every 30 seconds. However as of Version 4.5, you can customise this and change both the number and frequency with which they send when composing your email message.
@@ Line 57: / Line 61: @@
 ==Mailing Lists==
-It is possible to create a mailing list using custom client fields. Navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Custom Fields''' or, prior to WHMCS 8.0,  '''Setup > Custom Client Field''' and create one called Mailing List (just as an example). You can use <tt>Dropdown</tt> or <tt>TickBox</tt> fields. If choosing Dropdown, make certain to enter the Select Options "Yes,No".
+It is possible to create a mailing list using custom client fields. Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Custom Fields]]''' or, prior to WHMCS 8.0,  '''Setup > Custom Client Field''' and create one. You can use <tt>Dropdown</tt> or <tt>TickBox</tt> fields. If choosing <tt>Dropdown</tt>, make certain to enter the '''Select Options''' "Yes,No".
 [[File:Mailing list1.png]]
@@ Line 66: / Line 70: @@
 ==Common Problems==
 ===No Recipients===
 The criteria selected for this email has resulted in no recipients which means it cannot be sent. Meaning there are no clients meeting the criteria selected on the mass mail page, go back and select a different set of criteria. Most commonly this is caused by selecting a client group or language to which no clients are assigned.

@@ Line 3: / Line 3: @@
 We '''removed''' this feature in WHMCS 8.0 and introduced the [[Email Campaigns]] feature.
 </div>
 ==Composing a Mass Mailing==
-*Begin by going to '''Clients > Mass Mail Tool'''
+The Mass Mail Tool allows you to send an email message to a group of clients ranging from every client on file to those who meet specific criteria.
-*You can then choose the criteria you want to filter on in order to select who the email will be sent to
-*By default the email type is General and so you can only filter on the client status or country criteria
+By default, the email type is '''General'''. You can only filter on the client status or country criteria.
-*If you want to filter on '''product related criteria''' you must ensure you set the Email Type to be Product/Service related
+* To filter on product-related criteria, set the '''Email Type''' to '''Product/Service related'''.
-*Likewise if you want to filter on '''domain related criteria''' you must set the Email Type to be Domain related
+* To filter on domain-related criteria, set the '''Email Type''' to '''Domain related'''.
-*If you do not want to filter clients by a specific criteria then leave that filter unchanged and it will be ignored.
+* If you do not want to use a filter with specific criteria, leave that filter unchanged. The system will ignore it.
-'''Please Note:''' When composing the email you will see the full list of clients matching your selected criteria in the To field. This is so you can review who will be receiving it but each email is sent '''individually''' and so the receiver will not see any other client's addresses in the To field of the copy they receive.
+When you compose the email, you will see the full list of clients who match your selected criteria in the <tt>To</tt> field. This allows you to review the recipients, but the system sends each email '''individually'''. The receiver will not see any other client addresses in the <tt>To</tt> field of the copy they receive.
 ===Filtering by Country===
-As of Version 7.5, you now have the ability to send mass mailings to only clients in specific countries. To do this, you can simply select the countries in which you want your clients to receive the notices as shown below.
 [[File:CountryMassMail.png]]
 ===Marketing Email===
 It may not be desirable to send certain emails to all clients, therefore if you have enabled the Marketing Opt-Out feature in [[Other_Tab|General Settings]], check '''Marketing Email''' to prevent this email being sent to clients who have chosen not to receive marketing emails.

← Older revision		Revision as of 22:48, 11 March 2022
Line 25:		Line 25:

	If this email is an important announcement that should be received by all clients in your mass-mail criteria, do not check this option.		If this email is an important announcement that should be received by all clients in your mass-mail criteria, do not check this option.
		+
		+	<div class="docs-alert-info">
		+	<span class="title">Conversion</span><br />
		+	After upgrading to WHMCS 7.5, you can perform a one-time conversion to the new opt-in mailing list subscription management. For more information, see [[Marketing Emails Automation Opt-In Conversion]].
		+	</div>

	===Contacts===		===Contacts===

@@ Line 22: / Line 22: @@
 ===Marketing Email===
-It may not be desirable to send certain emails to all clients, therefore if you have enabled the Marketing Opt-Out feature in [[Other_Tab|General Settings]], tick the "Marketing Email" checkbox to prevent this email being sent to clients who have chosen not to receive marketing emails.
+It may not be desirable to send certain emails to all clients, therefore if you have enabled the Marketing Opt-Out feature in [[Other_Tab|General Settings]], check '''Marketing Email''' to prevent this email being sent to clients who have chosen not to receive marketing emails.
-If this email is an important announcement that should be received by all clients in your mass-mail criteria, leave this option unticked.
+If this email is an important announcement that should be received by all clients in your mass-mail criteria, do not check this option.
 ===Contacts===
-Contacts can be used to send a copy of a message to a different email address. When sending one-off or mass mails, contacts and sub-accounts that have the '''General''' email notification option ticked will receive a copy of any General mass mails sent to the master account holder.
+Contacts can be used to send a copy of a message to a different email address. When you send one-time or mass mails, contacts and sub-accounts with the '''General''' email notification option enabled will receive a copy of any General mass mails for to the master account holder.
-If the contact has the '''Product''' email notification option ticked, they will receive copies of mass mails with the  Product/Service email type. Similarly contacts with '''Domain''' email notifications ticked will receive a copy of Domain type mass mails.
+If the contact has the '''Product''' email notification option enabled, they will receive copies of mass mails with the  Product/Service email type. Contacts with '''Domain''' email notifications enabled will receive a copy of Domain type mass mails.
 Contacts won't be listed in the recipients list when composing the message, but if their master account is listed and they have the appropriate email permission, they will receive a copy.
@@ Line 47: / Line 47: @@
 ==Mailing Lists==
-It is possible to create a mailing list using custom client fields. Navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Custom Fields''' or, prior to WHMCS 8.0,  '''Setup > Custom Client Field''' and create one called Mailing List (just as an example). The field type Dropdown or TickBox can be used. If choosing Dropdown be sure to enter the Select Options "Yes,No".
+It is possible to create a mailing list using custom client fields. Navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Custom Fields''' or, prior to WHMCS 8.0,  '''Setup > Custom Client Field''' and create one called Mailing List (just as an example). You can use <tt>Dropdown</tt> or <tt>TickBox</tt> fields. If choosing Dropdown, make certain to enter the Select Options "Yes,No".
 [[File:Mailing list1.png]]