Knowledgebase: WHMCS Common Questions.
Posted by Chris W. on 06 July 2008 10:20 PM
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.
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.
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.