Overview
Marketing Triggers Automation For WHMCS is a module designed to automate repetitive tasks by launching actions based on specific customer behaviors or processes within WHMCS. With a focus on saving time, keeping you organized, and supporting communication, it works to maximize the results of your marketing and sales efforts.
The module allows you to set up triggers for a wide range of events. From new orders to service renewals, domain updates, and ticket replies, this comprehensive list covers nearly 60 different situations, enabling you to automate responses and keep up with the dynamics around your client and service activities. Each trigger can initiate predefined actions such as sending email or ticket notifications, showing customized popups, or even creating admin to-do items. Upon integrating with SMS Center For WHMCS, you gain even more ways to engage by sending real-time SMS messages to keep both clients and your teams informed. With flexible tools for managing action delays and a user-friendly dashboard to track launched actions, the module ensures that every event is followed with a timely and accurate response.
Stop letting repetitive work limit your marketing reach. Order Marketing Triggers Automation For WHMCS today, and make every interaction count!
Features
-
Addon Module
- Create Triggers To Launch Automated Actions:
- For Customers
- For Administrators
- View Dashboard With Recently Triggered Actions And Summary
- Create And Manage Actions:
- Specify Action Name
- Select Action Template:
- Configure Settings Per Selected Action
- Use Available Merge Fields Variables For Selected Action
- Create Triggers:
- Add Trigger Name
- Set Trigger Status
- Select Trigger On Specific Action:
- Configure Related Trigger Settings
- Select Action To Lunch Based On Trigger
- Enable Overwriting Pending Action
- Set Action Delay In:
- Seconds
- Minutes
- Hours
- Days
- Customize Module Language Files With "Translations" Tool
- View And Manage Module Logs
- Create Triggers To Launch Automated Actions:
-
Available Actions To Launch
- Add To-Do Item:
- Specify Title / Description / Due Date Delay (Days)
- Selects Admin Assignment
- Select Initial Status
- Use Available Merge Fields Variables
- Open Support Ticket:
- Select Department / Assigned Admin / Ticket Template
- Define Subject
- Select Priority
- Select Ticket Creator
- Define Custom Ticket Content
- Use Available Merge Fields Variables
- Send Email Notification To Admin:
- Specify Action Name
- Select Email Recipients
- Select Email Template
- Send Email Notification To Customer:
- Specify Action Name
- Select Email Template
- Send SMS Notification To Admin - SMS Center For WHMCS Module Required:
- Specify Action Name
- Select Notified Admins
- Select Message Type
- Define SMS Custom Message
- Enable Instant Delivery
- Select API Execution Admin
- Use Available Merge Fields Variables
- Send SMS Notification To Customer - SMS Center For WHMCS Module Required:
- Specify Action Name
- Select Message Type
- Define SMS Custom Message
- Enable Instant Delivery
- Select API Execution Admin
- Use Available Merge Fields Variables
- Show Client Area Popup:
- Specify Action Name / Popup Title
- Select Popup Size
- Select Popup Title
- Toggle Showing Close Button
- Define Popup Message
- Use Available Merge Fields Variables
- Add To-Do Item:
-
Available Triggers
- Add / Edit Credit Card
- Addon:
- Activated / Canceled / Renewed / Suspended / Unsuspended / Terminated
- Added To Service
- Removed From Service
- Affiliate Activated / Link Clicked / Withdrawal Requested
- Cancellation Requested
- Client:
- Contact Added / Edited / Deleted
- Details Updated
- Email Verified
- Knowledgebase Page Viewed
- Password Changed
- Quote Accepted
- Status Changed
- Service Details Viewed
- Domain:
- Contact Details Updated
- DNS Records Updated
- Details Viewed
- EPP Code Requested
- Nameservers Updated
- Registered / Renewed / Transferred
- Transfer Failed
- Invoice:
- Canceled / Unpaid / Refunded / Paid
- Gateway Changed
- Order:
- Placed / Canceled / Accepted
- Marked As Fraudulent
- Page Viewed
- Quota Status Changed
- Service:
- Created / Suspended / Unsuspended / Terminated / Renewed
- Package Changed
- Password Changed
- Ticket:
- Opened By Admin / Client
- Reply By Admin / Client
- Closed
- URL Post Data Contains Parameters
- Upgrade Page Viewed
-
Available Merge Fields Variables
- Addon Activated / Addon Canceled / Addon Renewed / Addon Suspended / Addon Terminated / Addon Unsuspended
- Addon Added to Service
- Addon Removed From Service
- Affiliate Activated / Affiliate Link Clicked / Affiliate Withdrawal Requested
- Service Password Changed / Service Package Changed / Service Created / Service Renewed / Service Suspended / Service Terminated / Service Unsuspended
- Cancellation Requested / Client Service Details Viewed
- Client - Quote Accepted
- Client - Password Changed / Client - Knowledgebase Page Viewed / Client - Email Verified
- Client - Details Updated / Client - Status Changed / Add / Edit Credit Card / Client - Contact Deleted / Page Viewed / URL Post Data Contains Parameters
- Client - Contact Added / Client - Contact Edited
- Domain Details Viewed / Domain Contact Details Updated / Domain DNS Records Updated / Domain Nameservers Updated
- Domain EPP Code Requested / Domain Registered / Domain Renewed / Domain Transferred
- Domain Transfer Failed
- Invoice Canceled / Invoice Paid / Invoice Refunded / Invoice Unpaid / Order Accepted / Order Canceled
- Invoice Gateway Changed / Order Marked as Fraudulent
- Order Placed
- Quota Status Changed
- Ticket Reply by Admin / Ticket Closed / Ticket Opened by Admin
- Ticket Opened by Client / Ticket Reply by Client
- Upgrade Page Viewed
-
General Info
- Integrated With SMS Center For WHMCS - Send SMS Notifications To Admins And Customers
- Multi-Language Support With Custom Translations Tool
- Supports PHP 8.2 Back To PHP 8.1
- Supports WHMCS V8.11 Back To WHMCS V8.8
- Requires ionCube Loader V13 Or Later
- Easy Module Upgrade To Open Source Version
