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'.

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' → 'Marketing Triggers Automation'.

In this guide, we will walk you through the management features of the module.

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 - the event ID number.
• Triggered by - the username of the client or administrator that triggered the action.
• Trigger - which of the triggers launched the action.
• Action - which of the actions was triggered.
• Status - the event status: "Pending", "Finished", "Error" and "Ready".
  Note: The 'Ready' status indicates that an action is prepared and waiting for the customer,'

• 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 the first action, click on the 'Create Action' button.

To configure the action click on the 'Edit' button.

Complete the following fields and click 'Submit' to create the action.
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.
• Due Date Delay (Days) - enter how many days after the trigger the action should be taken.
• Admin Assignment - select which admin will be assigned to the to-do item.
• Initial Status - select the status of the to-do item with which it should be created.

• Action Name - name the action, this will help identify it when creating a trigger later.
• 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 email template that will be used for the action.

• Action Name - name the action, this will help identify it when creating a trigger later.
• Email Template - select the 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.
  If the option is disabled, the email will be sent regardless of the customer's marketing preferences.
  Note: If WHMCS has the "Marketing Emails" feature completely disabled in its settings, all notifications will be delivered regardless of the switch status.

• 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.
• Ticket Templates - select a ticket template for its contents, or pick 'Custom' to create a new one.
  Note: Ticket templates can be found in WHMCS under 'System Settings' → 'Email Templates' → 'Support Messages'.
• Subject - enter a subject for the ticket, you can use merge fields here. The full list of merge fields can be found at the bottom of the page.
• Priority - select the priority level of the ticket.
• Ticket Creator - select who should be the creator of the ticket.
• Custom Ticket Content - if you decide to create your custom ticket template, an editor will be displayed where you can write its contents including merge fields, HTML tags and CSS styles.

• 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.
• Instant Delivery - enable to skip the SMS Center For WHMCS queue and send the message immediately.
• Message Type - select a message type from SMS Center For WHMCS or create a 'Custom Message'.
• SMS Custom Message - if 'Custom Message' is selected this field will appear. You can enter the message text including merge fields found under it.

• 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:
  
  • "Marketing SMS" checkbox in the client profile is disabled - Customers will not receive the SMS.
  • "Marketing SMS" checkbox in the client profile is enabled - Customers will receive the SMS.
  • If Mark as Marketing SMS in the addon is disabled, clients will receive messages regardless of their marketing preferences.
• Instant Delivery - turn this on to bypass the SMS Center For WHMCS queue and send the message right away.
• Message Type - pick a message type from SMS Center For WHMCS or create your own 'Custom Message'.
• SMS Custom Message - If you select 'Custom Message', this field will appear, allowing you to enter the message content, including any applicable merge fields.

• 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.
• Popup Title - include the title of the popup.
• Popup Template - select a template for the popup or pick 'Custom' to create a new one.
  Note: You can include templates by adding a new .tpl file under 'modules/addons/MarketingTriggersAutomation/resources/popupTemplates'.
• Popup Message - if 'Custom' popup template is selected, you can create your message here, including merge fields, HTML, JS and CSS code.

Alternatively, you can use the mass action function to delete multiple actions at once.

Move to the 'Triggers' section now 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.

Add/Edit Credit Card               Client - Email Verified               Order Accepted
Addon Activated                    Client - Knowledgebase Page Viewed    Order Placed
Addon Added to Service             Client - Password Changed             Upgrade Page Viewed      
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   
Affiliate Activated                Domain Nameservers Updated            Service Renewed
Affiliate Link Clicked             Domain Registered                     Service Suspended
Affiliate Withdrawal Requested     Domain Renewed                        Service Terminated
Cancellation Requested             Domain Transfer Failed                Service Unsuspended
Order Cancelled                    Domain Transferred                    URL Post Data Contains Parameters
Order Marked as Fraudulent         Invoice Refunded                      Ticket Reply by Client
Client - Contact Added             Invoice Unpaid                        Ticket Closed
Client - Contact Deleted           Invoice Cancelled                     Ticket Opened by Admin
Client - Contact Edited            Invoice Gateway Changed               Ticket Opened by Client
Client - Details Updated           Invoice Paid                          Ticket Reply by Admin     

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, which is 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.