Marketing Triggers Automation For WHMCS - Revision history

Karolina: /* About Marketing Triggers Automation For WHMCS */

2026-02-20T08:57:10Z

‎About Marketing Triggers Automation For WHMCS

2025-08-13T09:36:35Z

2025-08-13T07:50:29Z

‎Show Client Area Popup

2025-08-13T07:50:02Z

‎Send SMS Notification to Customer

2025-08-13T07:49:27Z

‎Send SMS Notification to Admin

2025-08-13T07:48:00Z

‎Open Support Ticket

2025-08-13T07:47:27Z

‎Send Email Notification to Customer

2025-08-13T07:46:28Z

‎Add To-Do Item

2025-08-13T07:46:07Z

‎Send Email Notification to Admin

2025-08-13T07:43:30Z

‎Customer Groups

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-|style="padding: 0px 0px 0px 30px;"|✔ Supports PHP 8.3 Back To PHP 8.1
+|style="padding: 0px 0px 0px 30px;"|✔ Supports PHP 8.3 Back To PHP 8.2
 |}
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-|style="padding: 0px 0px 0px 30px;"|✔ Supports WHMCS V8.13 Back To WHMCS V8.10
+|style="padding: 0px 0px 0px 30px;"|✔ Supports WHMCS V9.X Back To WHMCS V8.10
 |}
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 <meta name="keywords" content="marketing triggers automation for whmcs, whmcs marketing triggers automation configuration, whmcs marketing triggers automation management, whmcs marketing triggers automation installation, whmcs marketing triggers automation common problems, about whmcs marketing triggers automation, whmcs marketing triggers automation documentation, whmcs marketing triggers automation faq, whmcs marketing triggers automation help, whmcs marketing triggers automation guide, whmcs marketing triggers automation wiki, whmcs marketing triggers automation tutorial, whmcs marketing triggers automation tips"></meta>
 <meta name="description" content="ModulesGarden Wiki Contains All The Information You Need About The Marketing Triggers Automation For WHMCS Module."></meta>
 =About [https://www.modulesgarden.com/products/whmcs/marketing-triggers-automation Marketing Triggers Automation For WHMCS]=

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 {|
 |style="padding: 10px 0px 15px 15px;"|Show a popup window with a notification you customize. This can be used to alert users or display important messages in a visually engaging way.
 * '''Action Name''' - name the action, this will help identify it when creating a trigger later.
 * '''Popup Size''' - select the size of the popup.
 * '''Show Close Button''' - if enabled, the popup will include the close button.

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 {|
 |style="padding: 0px 0px 15px 15px;"|Send an SMS message to the triggering client. This allows you to quickly notify the client via SMS about important updates or actions they have initiated.
 * '''Action Name''' - give the action a name to help you identify it when setting up a trigger later.
 * '''API Execution Admin''' - choose the admin who will execute the API for this action.
 * '''Mark as Marketing SMS''' - If enabled, this SMS will be classified as a marketing message:<br/>

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 |style="padding: 0px 0px 15px 15px;"|Send an SMS message to selected admins. This can be used to notify admins about important updates or actions that require their attention via SMS.
 * '''Action Name''' - name the action, this will help identify it when creating a trigger later.
 * '''API Execution Admin''' - select which admin will be used to execute the API.
 * '''Notified Admins''' - select which admins will receive the message. '' 'Triggering Admin' '' is the admin that has triggered the action.

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 ===Open Support Ticket===
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-|style="padding: 10px 0px 15px 15px;"|This action will create an open [https://docs.whmcs.com/support/support-tickets/ support ticket] for the customer that triggers it.<br/>It helps automate the process of addressing customer issues by automatically generating a ticket for prompt follow-up.
+|style="padding: 10px 0px 15px 15px;"|This action will create an open [https://docs.whmcs.com/support/support-tickets/ support ticket] for the customer that triggers it.<br/>It helps automate the process of addressing customer issues by automatically generating a ticket for prompt follow-up.<br/>
 * '''Action Name''' - name the action, this will help identify it when creating a trigger later.
 * '''Department''' - select the department to assign the ticket to.
 * '''Assigned Admin''' - select the admin that will be assigned to the ticket.

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 {|
 |style="padding: 10px 0px 15px 15px;"|Send an email to clients when they trigger the action. This is useful for keeping clients informed or confirming actions they have initiated.
 * '''Action Name''' - name the action, this will help identify it when creating a trigger later.
 * '''Email Template''' - select the [https://docs.whmcs.com/system/email/email-templates/ email template] that will be used for the action.
 * '''Mark as Marketing Email''' - If enabled, this email notification will be classified as a marketing message, and customers who have '''opted out of marketing emails''' will not receive it.<br/>If the option is disabled, the email will be sent regardless of the customer's marketing preferences. <br/> '''''Note:''' If WHMCS has the "Marketing Emails" feature completely disabled in its settings, all notifications will be delivered regardless of the switch status.''

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 If you want, you can use merge fields, they can be found below the action form. Find the trigger you plan to use to see merge fields available for it.
 * '''Action Name''' - name the action, this will help identify it when creating a trigger later.
 * '''Title''' - enter a title, it will be used to name the to-do item.
 * '''Description''' - provide a description for the to-do item.

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 ** '''Whitelist''' - Only clients in the selected customer group are allowed to trigger the action; all others are blocked.
-*'''Customer Groups''' - Choose which client groups to include or exclude when the action runs, depending on the selected Action Access Mode.
+*'''[[#Customer_Groups|Customer Groups]]''' - Choose which client groups to include or exclude when the action runs, depending on the selected Action Access Mode.
 * '''Email Recipient''' - Select which admins will receive the email, the Triggering Admin, is the admin that is responsible for triggering the event.
 * '''Email Template''' - Select the [https://docs.whmcs.com/system/email/email-templates/ email template] that will be used for the action.

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 |style="padding: 0px 0px 15px 15px;"|Manage 'Customer Groups' at any time,  modify the list of included clients (1), rename them (2), or delete the entire group (3).  <br/>
-'''''Important:''' Before deleting a group, make sure '''it is not assigned to any actions'''.<br/> Removing a group that is still in use may result in '''errors being logged''' when the associated action is triggered.''
+'''''Important:''' Before deleting a group, make sure '''it is not assigned to any action'''.<br/> Removing a group that is still in use may result in '''errors being logged''' when the associated action is triggered.''
 |}
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