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Messages/Emails
Posted by Chris W. on 06 July 2008 10:20 PM

Mass Mail

To send an email to a group of clients, go to Clients > Mass Mail. You can then choose the criteria you want to filter on in order to select who the email will be sent to. If you want to filter on product related criteria you must ensure you set the Email Type to be Product/Service related. Likewise if you want to filter on domain related criteria you must set the Email Type to be Domain related. By default the email type is General and so you can only filter on the client status criteria.

Email Templates

The Emails that WHMCS sends out to your customers can be fully customised in the email templates section of the WHMCS Configuration area.

To view the merge fields that you can use in an email template to customise the email to that customer, click on the Merge Fields button towards the bottom of the window.

To display client custom fields in the email template, you use the format [Custom-Field Name] so if the field was called "VAT Number" you would put [Custom-VAT Number] into the email template for it to be displayed. Likewise with product custom fields, you use the format [ProductCustom-Field Name] and so if the field was called "Dedicated IP" you would put [ProductCustom-Dedicated IP]

Sending Preset Emails to a Client

With WHMCS, it is possible to resend any of the automated emails in the general, product & domain categories manually should you need to. In this article, we will look at how this is done.

  • General Emails - To resend an email from the general category to a client such as the Welcome Email or Client Area Details Reminder, simply locate the client either through the search or clients list and click their name to proceed to the client summary for that client. You will see an area labelled Send Email where you have a dropdown to pick any of the general emails and once selected, just click the Send button to send it.
  • Product Emails - To resend a product related email, you need to tell WHMCS what product it's related to. To do this, you need to locate the client, then click on to their Products/Services tab, select the product/service you want to send it for in the services dropdown menu and then scroll to the bottom of the page where you'll find a Send Message section. From the dropdown menu you can select any of the product related emails in your system to resend to a client.
  • Domain Emails - To resend a domain related email, you need to tell WHMCS what domain you want to send it for. To do this, like with product emails, you need to locate the client, but then click on to their Domains tab, select the domain you want to send it for and then scroll to the bottom of the page where you'll find a Send Message section. From the dropdown menu you can select any of the domain related emails in your system to resend to a client.

Sending a Custom Email to Clients

To send a custom one off email to a client use the same process as above for the preset emails but instead of choosing an email template name, select the "New Message" option in the dropdown menu.


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