Messages/Emails - Revision history

SarahK at 18:23, 26 April 2022

2022-04-26T18:23:00Z

SarahK: /* Language */

2022-04-26T18:16:21Z

‎Language

SarahK at 18:07, 11 March 2022

2022-03-11T18:07:09Z

SarahK at 19:01, 4 February 2022

2022-02-04T19:01:34Z

SarahK at 18:27, 4 February 2022

2022-02-04T18:27:01Z

SarahK: /* Resending Emails to Clients */

2022-01-27T16:10:19Z

‎Resending Emails to Clients

SarahK: /* Resending Emails to Clients */

2022-01-18T14:56:14Z

‎Resending Emails to Clients

SarahK: /* Resending Emails to Clients */

2022-01-18T14:56:02Z

‎Resending Emails to Clients

SarahK: /* One Off Mail */

2021-11-19T14:15:44Z

‎One Off Mail

SarahK: /* Sending Emails to a Client */

2021-09-30T18:02:38Z

‎Sending Emails to a Client

@@ Line 29: / Line 29: @@
 In version 5.0 and later, you can send emails automatically to your clients when they meet certain events or criteria.  For example, sending a follow up email if a product is still in pending status x days after ordering, or upselling to clients with certain products, services, or addons: "You've got product x; you might be interested in product y"
-To do this, use the [[Email Marketer]] tool. For more information, see the [[Email Marketer]] page.
+You can do this at '''Utilities > [[Email Marketer]]'''.
 ==Resending Emails to Clients==
@@ Line 35: / Line 35: @@
 To resend an email:
-# Find the email you want to resend in the '''[[Clients:Emails_Tab|Email]]''' tab inside a client's profile or '''Email Message Log''' at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > [[System Logs]]'''.
+# Find the email you want to resend in the '''[[Clients:Emails_Tab|Email]]''' tab inside a client's profile or in the '''Email Message Log''' at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > [[System Logs]]''' or, prior to WHMCS 8.0, '''Utilities > Logs > Email Message Log'''.
 # Click the '''Resend''' icon for that message.
 # Edit the content and add any additional recipients.
@@ Line 44: / Line 44: @@
 WHMCS provides multi-faceted bulk emailing tools. These vary from sending emails to every single client, to sending automated marketing campaigns to specific clients who meet certain criteria and have chosen to receive marketing emails from you.
-To learn more about all these tools, refer to the [[Marketing_Emails_Automation|Marketing Emails Automation page]].
+For more information, see [[Marketing_Emails_Automation|Marketing Emails Automation]].
 ==Contacts==
-You can use contacts to send a copy of a message to a different email address. When sending one-time or mass mails, contacts and sub-accounts that have the '''General''' email notification option enabled will receive a copy of any General mass emails for the master account holder.
+You can use contacts to send a copy of a message to a different email address. When sending one-time or mass mails, contacts and sub-accounts that have the '''General''' email notification option enabled will receive a copy of any '''General''' mass emails for 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. Similarly, contacts with '''Domain''' email notifications enabled will receive a copy of Domain type mass mails. Finally, when sending invoice related emails, the contact will receive a copy if they have the '''Invoice''' email notification option enabled.
+If the contact has the '''Product''' email notification option enabled, they will receive copies of mass mails with the '''Product/Service''' email type. Similarly, contacts with '''Domain''' email notifications enabled will receive a copy of '''Domain''' type mass mails. Finally, when sending invoice related emails, the contact will receive a copy if they have the '''Invoice''' email notification option enabled.
 The recipients list won't include contacts when composing the message, but if it includes their master account and they have the appropriate email permission, they will receive a copy.
 ==Language==
 Assuming email templates are configured in multiple languages, the language used when sending an email will depend on the type of recipient.
-Emails sent to admins, such as order notifications, will use the default system language. This can be set by visiting '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' and selecting the '''[[Localisation Tab|Localisation]]''' tab.
+Emails sent to admins, such as order notifications, will use the default system language. Set this in the '''[[Localisation Tab|Localisation]]''' 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'''.
-Emails sent to users, such as password reset emails, will use the language selected by the user. This can be viewed when you navigate to '''Clients > [[Manage Users]]''' and click '''Manage User''' to edit the user. If this is set to ''Default'', the system default language will be used.
+* Emails sent to a clients, such as invoices and payment reminders, will use the the language selected in the client profile. If the client language is set to ''Default'', the system default language will be used.
-If the system default language is invalid or deleted, WHMCS will default to ''English''.
+If the system default language is invalid or deleted, WHMCS will default to '''English'''.

@@ Line 57: / Line 57: @@
 Assuming email templates are configured in multiple languages, the language used when sending an email will depend on the type of recipient.
-Emails sent to admins, such as order notifications, will use the default system language. This can be set by visiting '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' and selecting the '''Localisation''' tab.
+Emails sent to admins, such as order notifications, will use the default system language. This can be set by visiting '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' and selecting the '''[[Localisation Tab|Localisation]]''' tab.
 Emails sent to a clients, such as invoices and payment reminders, will use the the language selected in the client profile. If the client language is set to ''Default'', the system default language will be used.
-Emails sent to users, such as password reset emails, will use the language selected by the user. This can be viewed when you navigate to '''Clients > Manage Users''' and click '''Manage User''' to edit the user. If this is set to ''Default'', the system default language will be used.
+Emails sent to users, such as password reset emails, will use the language selected by the user. This can be viewed when you navigate to '''Clients > [[Manage Users]]''' and click '''Manage User''' to edit the user. If this is set to ''Default'', the system default language will be used.
 If the system default language is invalid or deleted, WHMCS will default to ''English''.

@@ Line 35: / Line 35: @@
 To resend an email:
-# Find the email you want to resend in the '''[[Clients:Email_Tab|Email]]''' tab inside a client's profile or '''Email Message Log''' at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > [[System Logs]]'''.
+# Find the email you want to resend in the '''[[Clients:Emails_Tab|Email]]''' tab inside a client's profile or '''Email Message Log''' at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > [[System Logs]]'''.
 # Click the '''Resend''' icon for that message.
 # Edit the content and add any additional recipients.

@@ Line 12: / Line 12: @@
 === Invoice-Related ===
-To send invoice-related emails:
+To send invoice-related emails, go to the desired invoice at '''Billing > [[Invoices]]'''.
 === Customise a Template Before Sending ===

@@ Line 1: / Line 1: @@
 ==Sending Emails to a Client==
-===One-Time Mail===
+There are several ways to send email messages to your clients.
-*Begin by locating the client that you want to send the email to, either by searching or locating their name in the clients list, and then follow the link through to the client summary page.
+=== Client, Product, and Domain-Related ===
-====Save as a Template====
+To send client, product, and domain-related email, go to the '''[[Clients:Summary_Tab|Summary]]''' tab of the client's profile.
-When composing your message, if you think you may want to use it again in the future, you can save it. To do this, select the '''Save Message''' checkbox under the Subject field and enter a name to add it to the Email Templates.
+* Select '''New Message''' to send one-time emails that you compose individually and, optionally, save them as templates for future use.
-===Predefined Templates===
+=== Invoice-Related ===
-You can send predefined templates can '''on demand''' for clients, products, and domains. The system only sends other email types when specific events occur.
+To send invoice-related emails:
-====Client Related====
+# Go to '''Billing > Invoices'''.
-* Locate the client that you want to send the email to, either by searching or locating their name in the clients list, and then follow the link through to the client summary page.
+=== Customise a Template Before Sending ===
-====Product & Domain Related====
+You may sometimes wish to modify a predefined template before sending it.
-*From the Client Summary page, click the edit icon for the service or domain that's related to the email you want to send.
+To do this:
-====Invoice Related====
+# Select '''New Message''' as the email template in the steps for sending emails above.
-*Navigate to '''Billing > Invoices''' and click the Invoice ID in question.
+=== Automatic Mail ===
 In version 5.0 and later, you can send emails automatically to your clients when they meet certain events or criteria.  For example, sending a follow up email if a product is still in pending status x days after ordering, or upselling to clients with certain products, services, or addons: "You've got product x; you might be interested in product y"

@@ Line 47: / Line 47: @@
 ==Resending Emails to Clients==
-*Begin by locating the email you want to resend. You can do this from the '''[[Clients:Email_Tab|Email]]''' tab inside a clients profile or the master email log in '''Utilities > Logs > Email Log'''.
+To resend an email:
-*Next, click the Resend icon on the message's row that you want to resend.
-*The system will load the email into the message editor, where you can edit the content and add any additional recipients.
+# Find the email you want to resend in the '''[[Clients:Email_Tab|Email]]''' tab inside a client's profile or '''Email Message Log''' at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > [[System Logs]]'''.
-*Click the '''Send Message''' button to resend.
+# Click the '''Resend''' icon for that message.
 ==Marketing and Mass Emailing==

@@ Line 5: / Line 5: @@
 *Begin by locating the client that you want to send the email to, either by searching or locating their name in the clients list, and then follow the link through to the client summary page.
 *Next, in the '''Send Email''' panel, select the '''New Message''' option and click Send.
 *This will take you to the email composition window where you can enter your message before clicking '''Send Message'''.
 ====Save as a Template====