Configure triggers for various events to automatically perform actions such as sending email or ticket notifications, displaying custom popups, or creating admin to-do items.
Use the module to eliminate repetitive tasks and maximize your marketing potential.

We will guide you step by step through the whole installation and configuration process.

The content of the package to upload should look like this.

The file is located in 'modules/addons/MarketingTriggersAutomation/license_RENAME.php'. Rename it from 'license_RENAME.php' to 'license.php'.

Enter your license key between quotation marks as presented on the following screen. You can find your license key in our client area → 'My Products'.

This folder is available at '/yourWHMCS/modules/addons/MarketingTriggersAutomation/'.

Log in to your WHMCS admin area. Go to 'System Settings' → 'Addon Modules'. Afterwards, find 'Marketing Triggers Automation' and press the 'Activate' button.

To do so, click on the 'Configure' button, tick 'Full Administrator' and press 'Save Changes'.

 php -q /yourWHMCS/modules/addons/MarketingTriggersAutomation/cron/cron.php actions:run 

Note that the above directory is exemplary, please adjust the cron line to your own needs. 5 minute interval is recommended.

You can access your module under 'Addons' → 'Client Area Popup'.

At the top, you will find the 'Configuration Guide' make sure to read it thoroughly to learn how to set up actions and triggers.
This documentation will cover the same topics in detail as well.

• ID
• Client/Admin that triggered it
• Trigger
• Action
• Status

• Actions Triggered in the Last 24 Hours
• Actions Triggered in the Last 7 Days
• Actions Triggered in the Last 30 Days
• Total Actions Triggered

To create a new action, click on the 'Create Action' button.

CA

Move to the 'Triggers' section and click on 'Create Trigger'.

• Name - name the trigger.
• Status - enable or disable the trigger, you can always change the status later.
• Trigger - select the trigger for the action.
• Action - select the action to be taken when the trigger occurs.
• Overwrite Pending Action - enable to ensure only the latest data update occurs.
• Action Delay Unit - select the unit for action delay (seconds, minutes, hours, days)
• Action Delay Value - enter the value for action delay
• Additional Trigger-specific Fields - some triggers might include additional configuration fields.

{$client.id}                    {$client.taxexempt}                {$client.bankacct}   
Add/Edit Credit Card            Client - Email Verified            Order Cancelled                
Addon Activated                 Client - Knowledgebase Page Viewed Order Marked as Fraudulent
Addon Added to Service          Client - Password Changed          Order Placed              
Addon Cancelled                 Client - Quote Accepted            Page Viewed
Addon Removed                   Client - Status Changed            Quota Status Changed
Addon Renewed                   Domain Contact Details Updated     Service Created   
Addon Suspended                 Domain DNS Records Updated         Service Details Viewed
Addon Terminated                Domain Details Viewed              Service Package Changed
Addon Unsuspended               Domain EPP Code Requested          Service Password Changed         
Addon Suspended                 Domain Nameservers Updated         Service Renewed
Addon Terminated                Domain Registered                  Service Suspended
Addon Unsuspended               Domain Renewed                     Service Terminated
Affiliate Activated             Domain Transfer Failed             Service Unsuspended
Affiliate Link Clicked          Domain Transferred                 Ticket Closed
Affiliate Withdrawal Requested  Invoice Cancelled                  Ticket Opened by Admin
Cancellation Requested          Invoice Gateway Changed            Ticket Opened by Client
Client - Contact Added          Invoice Paid                       Ticket Reply by Admin
Client - Contact Deleted        Invoice Refunded                   Ticket Reply by Client
Client - Contact Edited         Invoice Unpaid                     URL Post Data Contains Parameters
Client - Details Updated        Order Accepted                     Upgrade Page Viewed

For specific instructions on how to use this tool please refer to its dedicated article, you will find it here.

For detailed guidance on using this tool, check its dedicated article available here.

Ensure successful completion of the module update by carefully following each step, thereby preventing data loss or any unforeseen issues.
Additionally, you will find a current list of supplementary actions necessary for a smooth update process there.

Opt for the Open Source version of your Marketing Triggers Automation For WHMCS module to unlock these benefits.
Simply click on either the Get Source Code or Upgrade To Lifetime button found on the product's page in our client area to complete the one-step upgrade process, with a dedicated discount already applied.

Follow a comprehensive guide covering the transition process, the advantages it brings, and step-by-step instructions on what to do next after the order has been successfully finalized.