Marketing Triggers Automation For WHMCS

this page is in progress

About Marketing Triggers Automation For WHMCS

Marketing Triggers Automation For WHMCS is a tool that allows full automation of tasks by launching specific actions after specified customer behavior or started process. Set up triggers for various events to automatically initiate actions like sending email or ticket notifications, displaying custom popups, or creating admin to-do items. Use the module to eliminate repetitive tasks and unlock your full potential of marketing actions.

• Features:

✔ AAA

✔ AAA

• General Info:

✔ Fully Integrated With Lagom WHMCS Client Theme

✔ Multi-Language Support With Custom Translations Tool

✔ Supports PHP 8.2 Back To PHP 8.1

✔ Supports WHMCS Themes "Six" And "Twenty-One"

✔ Supports WHMCS V8.11 Back To WHMCS V8.8

✔ Requires ionCube Loader V13 Or Later

✔ Easy Module Upgrade To Open Source Version

Installation

This tutorial will show you how to successfully install and configure Marketing Triggers Automation For WHMCS. We will guide you step by step through the whole installation and configuration process.

1. Log in to our client area and download the module.

2. Extract the package and upload its content into the main WHMCS directory. The content of the package to upload should look like this.

3. When you install Marketing Triggers Automation For WHMCS for the first time you have to rename 'license_RENAME.php' file. The file is located in 'modules/addons/MarketingTriggersAutomation/license_RENAME.php'. Rename it from 'license_RENAME.php' to 'license.php'.

4. In order to configure your license key, you have to edit the previously renamed 'license.php' file. 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'.

5. Now, set up the 'storage' folder as recursively writable. This folder is available at '/yourWHMCS/modules/addons/MarketingTriggersAutomation/'.

6. Now you have to activate the module in your WHMCS system. Log in to your WHMCS admin area. Go to 'System Settings' → 'Addon Modules'. Afterwards, find 'Marketing Triggers Automation' and press the 'Activate' button.

7. In the next step, you need to permit access to this module. To do so, click on the 'Configure' button, tick 'Full Administrator' and press 'Save Changes'.

8. The final step of the module installation is setting up a cron command that is required for several module features to work properly. 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.

9. You have just successfully installed Marketing Triggers Automation! You can access your module under 'Addons' → 'Client Area Popup'.

Management

Dashboard

The dashboard provides crucial information regarding the module operating processes. 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.

File:MTA x.png

Besides the guide, the dashboard features 'Recently Triggered Actions' table which presents the history of actions including: ID Client/Admin that triggered it Trigger Action Status

File:MTA x.png

The 'Actions Summary' counts actions taken by the module, the counters include: Actions Triggered in the Last 24 Hours Actions Triggered in the Last 7 Days Actions Triggered in the Last 30 Days Total Actions Triggered

File:MTA x.png

Actions

After triggers are triggered, the actions will be taken. To create a new action, navigate to the 'Actions' section of the addon. To create a new action, click on the 'Create Action' button.

File:MTA x.png

After an action is created, you can use the mass action function and the action button to delete it.

File:MTA x.png

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

File:MTA x.png

Add To-Do Item

AAA

Email Notification For Admin

AAA

Email Notification For Customer

AAA

Open Support Ticket

AAA

Send SMS Notification For Admin

AAA

Send SMS Notification For Customer

AAA

Show Popup Notification

AAA CA

Triggers

With action prepared, we can proceed to set up triggers. Move to the 'Triggers' section and click on 'Create Trigger'.

File:MTA x.png

While creating a trigger, you will need to specify: 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.

File:MTA x.png

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

After a trigger is added, you can disable/enable it with the 'Status' toggle, as well as edit or delete it with the action buttons.

File:MTA x.png

You can also use the mass function to delete multiple triggers at once.

File:MTA x.png

Translations

Customizing language files is now extremely easy with the "Translations" tool that is now available directly in the addon. Its user-friendly design makes managing various language file tweaks a smooth and efficient process. Prepare translations for the original English files with this handy built-in tool. For specific instructions on how to use this tool please refer to its dedicated article, you will find it here.

File:MTA x.png

Logs

The "Logs" tool makes monitoring and managing module activity records simple and efficient. With options to categorize, filter, and view detailed entries, it offers full control over your logs. Features like mass deletion, rule-based deletion, and export ensure easy organization and maintenance. For detailed guidance on using this tool, check its dedicated article available here.

File:MTA x.png

Update Instructions

An essential guidance through the process of updating the module is offered 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.

Upgrade Guide

Seeking a solution that offers greater flexibility, customization tailored to your precise needs, and unrestricted availability? There is an option that not only proves to be cost-effective in the long run but also includes prioritized support services, making it a truly valuable investment. 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.

Common Problems

1. When you have problems with connection, check whether your SELinux or firewall does not block ports.