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Abandoned Cart For WHMCS

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=About [https://www.modulesgarden.com/products/whmcs/abandoned-cart Abandoned Cart For WHMCS]=
 
=About [https://www.modulesgarden.com/products/whmcs/abandoned-cart Abandoned Cart For WHMCS]=
 
{|
 
{|
|style="padding: 10px 0px 10px 0px;"|'''Abandoned Cart For WHMCS''' allows to ....................
+
|style="padding: 10px 0px 10px 0px;"|'''Abandoned Cart For WHMCS''' is a perfect tool that allows you to learn about your clients' habits and prevent unfinished purchases.<br/>
 +
Check the content of shopping carts abandoned by your guests and send them customized email messages to remind about incomplete shopping. <br/>
 +
Observe statistics on customers' behavior to perfectly adjust your offer to their needs which will quickly result in increased revenue and conversion rates.
 
|}
 
|}
 
<!-- fixed -->
 
<!-- fixed -->
*'''Client Area Features:'''
+
*'''Addon Module:'''
 
{|
 
{|
|style="padding: 10px 0px 0px 30px;"|✔ ..
+
|style="padding: 10px 0px 0px 30px;"|✔ Send Email Reminders To Clients And Guests Who Abandoned Their Shopping Carts
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔ .
+
|style="padding: 0px 0px 0px 30px;"|✔ Access And Manage Carts Statistics:
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 60px;"|✔ .
+
|style="padding: 0px 0px 0px 45px;"|✔ View Number Of All Carts And Completed Orders
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 60px;"|✔ .
+
|style="padding: 0px 0px 0px 45px;"|✔ View Percentage Of Existing Clients Carts To All Carts
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔ .
+
|style="padding: 0px 0px 0px 45px;"|✔ Display Statistics From Last:
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 10px 45px;"|✔ .
+
|style="padding: 0px 0px 0px 60px;"|✔ 1 Month
 
|}
 
|}
 
*'''Admin Area Features:'''
 
 
{|
 
{|
|style="padding: 10px 0px 0px 30px;"|✔  
+
|style="padding: 0px 0px 0px 60px;"|✔ 3 Months
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔  
+
|style="padding: 0px 0px 0px 60px;"|✔ 6 Months
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔  
+
|style="padding: 0px 0px 0px 60px;"|✔ 12 Months
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔  
+
|style="padding: 0px 0px 0px 30px;"|✔ View Shopping Carts Snapshots With Logs On:
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔  
+
|style="padding: 0px 0px 0px 45px;"|✔ Clients Names And Guest Emails
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔  
+
|style="padding: 0px 0px 0px 45px;"|✔ Placed Orders And Payment Statuses
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔  
+
|style="padding: 0px 0px 0px 45px;"|✔ Added And Removed Items
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|✔  
+
|style="padding: 0px 0px 0px 30px;"|✔ Send Email Notifications To Clients From Shopping Carts List
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔  
+
|style="padding: 0px 0px 0px 30px;"|✔ Access Saved Shopping Carts Via Token Cart URLs
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔  
+
|style="padding: 0px 0px 0px 30px;"|✔ Configure Email Reminders Settings:
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔  
+
|style="padding: 0px 0px 0px 45px;"|✔ Add Multiple Reminders
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔  
+
|style="padding: 0px 0px 0px 45px;"|✔ Select Custom Email Templates For:
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|✔  
+
|style="padding: 0px 0px 0px 60px;"|✔ Logged In Clients
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔ P
+
|style="padding: 0px 0px 0px 60px;"|✔ Guest Clients
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔  
+
|style="padding: 0px 0px 0px 45px;"|✔ Specify Related Items In Cart:
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔  
+
|style="padding: 0px 0px 0px 60px;"|✔ Products
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔  
+
|style="padding: 0px 0px 0px 60px;"|✔ Products Addons
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|✔  
+
|style="padding: 0px 0px 0px 60px;"|✔ Domains
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔  
+
|style="padding: 0px 0px 0px 45px;"|✔ Send Reminders For Carts Created Within Specified Timeframe
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔  
+
|style="padding: 0px 0px 0px 30px;"|✔ Configure General Settings:
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 60px;"|✔  
+
|style="padding: 0px 0px 0px 45px;"|✔ Define Requirements For Guest Clients To Leave Email Address:
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 60px;"|✔  
+
|style="padding: 0px 0px 0px 60px;"|✔ Disable Requirement
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 60px;"|✔  
+
|style="padding: 0px 0px 0px 60px;"|✔ Force To Provide Email Address
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 60px;"|✔  
+
|style="padding: 0px 0px 0px 60px;"|✔ Allow To Skip Email Address Requirement
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 10px 30px;"|✔ A..
+
|style="padding: 0px 0px 0px 45px;"|✔ Force Guest Clients To Log In Or Register
 
|}
 
|}
 
*'''General Info:'''
 
 
{|
 
{|
|style="padding: 10px 0px 0px 30px;"|✔ Multi-Language Support
+
|style="padding: 0px 0px 0px 45px;"|✔ Send Direct Cart URL In Reminders To Restore Abandoned Cart
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|✔ Supports PHP 7.3 Up To PHP 8.1
+
|style="padding: 0px 0px 0px 45px;"|✔ Select Support Department For Reminders Sent To Guest Clients
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|✔ Supports WHMCS Themes "Six" And "Twenty-One"
+
|style="padding: 0px 0px 0px 45px;"|✔ Allow Clients To Save Shopping Carts
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|✔ Supports WHMCS V8.3 And Later
+
|style="padding: 0px 0px 10px 30px;"|✔ View Module Logs
|}
+
{|
+
|style="padding: 0px 0px 0px 30px;"|✔ Requires ionCube Loader V12 Or Later
+
|}
+
{|
+
|style="padding: 0px 0px 30px 30px;"|✔ Easy Module Upgrade To [https://www.modulesgarden.com/products/whmcs/abandoned-cart#open-source-version Open Source Version]
+
 
|}
 
|}
  
=Installation=
+
*'''Client Area Features:'''
 
{|
 
{|
|style="padding: 10px 0px 15px 15px;"|'''This tutorial will show you how to successfully install and configure [https://www.modulesgarden.com/products/whmcs/product-feedback-center Product Feedback Center For WHMCS.]''' <br />
+
|style="padding: 10px 0px 0px 30px;"|✔ Save Shopping Cart Contents
We will guide you step by step through the whole installation and configuration process. <br/>
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 15px;"|'''1. Log in to our client area and download the module.'''
+
|style="padding: 0px 0px 0px 30px;"|✔ Share And Restore Saved Shopping Carts Via Token Cart URLs
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_1.png]]
+
|style="padding: 0px 0px 0px 30px;"|✔ Optional Requirements For Guest Clients Upon Moving To Store:
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|'''2. Upload and extract the extension into the main WHMCS directory.<br />
+
|style="padding: 0px 0px 0px 45px;"|✔ Provide Email Address
Extracted files in your WHMCS directory should look like this:
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:CC_2.png]]
+
|style="padding: 0px 0px 0px 45px;"|✔ Log In To Existing Account
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|'''3. When you install Product Feedback Center For WHMCS for the first time, you have to rename the '' 'license_RENAME.php' '' file.<br />
+
|style="padding: 0px 0px 10px 45px;"|✔ Register New Account
This file is located in '' 'modules/addons/cancellationCenter/license_RENAME.php'. '' Rename it from '' 'license_RENAME.php' '' to '' 'license.php'. ''
+
|}
+
{|
+
|style="padding: 0px 0px 20px 25px;"|[[File:CC_3.png]]
+
|}
+
{|
+
|style="padding: 0px 0px 15px 15px;"|'''4. In order to configure your license key, you have to edit the previously renamed '' 'license.php' '' file.'''  <br />
+
Enter your license key between the quotation marks as presented on the following screen. You can find your license key in our client area → '' 'My Products'. ''
+
|}
+
{|
+
|style="padding: 0px 0px 20px 25px;"|[[File:CC_4.png]]
+
|}
+
{|
+
|style="padding: 0px 0px 15px 15px;"|'''5. In the next step, set up the  '' 'storage' '' folder as recursively writable.'''<br />
+
This folder is available at '' 'your_whmcs/modules/addons/cancellationCenter/' ''.
+
|}
+
{|
+
|style="padding: 0px 0px 20px 25px;"|[[File:CC_5.png]]
+
|}
+
{|
+
|style="padding: 0px 0px 15px 15px;"|'''6. Now you have to activate the module in your WHMCS system.'''<br />
+
Log in to your WHMCS admin area. Go to '' 'System Settings' '' → '' 'Addon Modules'. '' Afterwards, find '' 'Product Feedback Center' '' and press the '' 'Activate' '' button.
+
|}
+
{|
+
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_6.png]]
+
|}
+
{|
+
|style="padding: 0px 0px 15px 15px;"|'''7. In the next step you need to permit access to this module.'''<br />
+
To do so, click on the '' 'Configure' '' button, tick '' 'Full Administrator' '' and press '' 'Save Changes'. ''
+
|}
+
{|
+
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_7.png]]
+
|}
+
{|
+
|style="padding: 0px 0px 15px 15px;"|'''8. You have just successfully installed Product Feedback Center For WHMCS!'''<br />
+
You can access your module at '' 'Addons' '' → '' 'Product Feedback Center'. ''
+
|}
+
{|
+
|style="padding: 0px 0px 30px 25px;"|[[File:PFC_8.png]]
+
 
|}
 
|}
  
=Configuration and Management=
+
*'''General Info:'''
 
{|
 
{|
|style="padding: 10px 0px 30px 15px;"|'''Cancellation Center For WHMCS allows you to create simple forms with questions and possible answers that will be displayed when a customer submits a cancellation request.'''<br/>
+
|style="padding: 10px 0px 0px 30px;"|✔ Limited Integration With [https://www.modulesgarden.com/products/whmcs/lagom-one-step-order-form Lagom One Step Order Form For WHMCS] [[#Lagom_One_Step_Order_Form_Integration|(Read More)]]
 
+
Additionally, in the module you can see summaries of the number of submitted requests and view the answers given.
+
 
|}
 
|}
==Dashboard==
 
 
{|
 
{|
|style="padding: 10px 0px 15px 15px;"|In the dashboard you can find the summary graphs  of recently submitted product cancellations and product feedback surveys.<br/>
+
|style="padding: 0px 0px 0px 30px;"|✔ Multi-Language Support
 
+
The first two graphs show the summary of cancellation and feedback requests in particular days from the past month. The next ones show cancellation and feedback requests per product or product groups submitted in the last 7 days.
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 30px 25px;"|[[File:PFC_9.png]]
+
|style="padding: 0px 0px 0px 30px;"|✔ Supports PHP 8.1 Back To PHP 7.4
 
|}
 
|}
 
==Cancellations==
 
===Client Cancellations===
 
 
{|
 
{|
|style="padding: 10px 0px 15px 15px;"|In the '' 'Client Cancellations' '' section you will find a list of submitted product cancellation requests along with customer answers to the prepared sets of questions.<br/>
+
|style="padding: 0px 0px 0px 30px;"|✔ Supports WHMCS Themes "Twenty-One" And "Lagom WHMCS Client Theme"
Click on the '' 'Questions & Answers' '' icon to see the filled-in survey for the given request.<br/>
+
You may also delete single cancellation details at any moment.
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_24.png]]
+
|style="padding: 0px 0px 0px 30px;"|✔ Supports WHMCS V8.10 Back To WHMCS V8.6
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 15px;"|You will see a preview of the questions asked, their type, and the answers given by the client.
+
|style="padding: 0px 0px 0px 30px;"|✔ Requires ionCube Loader V12 Or Later
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_25.png]]
+
|style="padding: 0px 0px 30px 30px;"|✔ Easy [https://www.docs.modulesgarden.com/How_To_Upgrade_WHMCS_Module Module Upgrade] To [https://www.modulesgarden.com/products/whmcs/abandoned-cart#open-source-version Open Source Version]
|}
+
{|
+
|style="padding: 0px 0px 15px 15px;"|The module also integrates with the WHMCS built-in list of cancellation requests. <br/>If the request for cancellation sent by the customer also contains a submitted survey, the active '' 'Show' '' button will appear in the table. Press this button to be transferred directly to the completed questionnaire.
+
|}
+
{|
+
|style="padding: 0px 0px 30px 25px;"|[[File:PFC_26.png]]
+
 
|}
 
|}
  
===Cancellations Groups===
+
=Installation=
 
{|
 
{|
|style="padding: 10px 0px 20px 15px;"|Before you start adding questions and answers, you need to create a questionnaire group first.<br/>
+
|style="padding: 10px 0px 15px 15px;"|'''This tutorial will show you how to successfully install and configure [https://www.modulesgarden.com/products/whmcs/abandoned-cart Abandoned Cart For WHMCS.]''' <br />
The Cancellation Groups are created in order to assign them to individual products at a later date. With the groups you can create different sets of questions for different products.<br/>
+
We will guide you step by step through the whole installation and configuration process. <br/>
 
+
Go to the '' 'Cancellation Groups' '' section and click the '' 'Add Group' '' button.
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_10.png]]
+
|style="padding: 0px 0px 20px 15px;"|'''1. Log in to our client area and download the module.'''
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|Next, give the group a name and provide a description. You can also enter a message for clients that will appear above the [[#Client_Area|survey]].<br/> You may now also adjust the text and background color of the displayed alert. Press '' 'Add Group' '' when ready.
+
|style="padding: 0px 0px 20px 25px;"|[[File:AC_1.png]]
 
|}
 
|}
 +
<!--
 
{|
 
{|
|style="padding: 0px 0px 30px 25px;"|[[File:PFC_11.png]]
+
|style="padding: 0px 0px 20px 15px;"|'''2. In the downloaded file you will find a package that supports PHP 7.4 up to 8.1.'''
 
|}
 
|}
 
====Configuration of Questions and Answers====
 
 
{|
 
{|
|style="padding: 10px 0px 15px 15px;"|When you create a new question group, you will be automatically redirected to the page where questions can be formed. <br/>
+
|style="padding: 0px 0px 20px 25px;"|[[File:PHP74_81.png]]
You can also access this page by clicking on the '' 'Questions' '' icon next to the chosen record on the groups list.
+
 
|}
 
|}
 +
-->
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_12.png]]
+
|style="padding: 0px 0px 15px 15px;"|'''2. Upload and extract the extension into the main WHMCS directory.<br />
 +
Extracted files in your WHMCS directory should look like this:
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 20px;"|Now click the '' 'Add Question' '' button.
+
|style="padding: 0px 0px 20px 25px;"|[[File:AC_2.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_13.png]]
+
|style="padding: 0px 0px 15px 15px;"|'''3. When you install Abandoned Cart For WHMCS for the first time, you have to rename the '' 'license_RENAME.php' '' file.<br />
 +
This file is located in '' 'modules/addons/AbandonedCart/license_RENAME.php'. '' Rename it from '' 'license_RENAME.php' '' to '' 'license.php'. ''
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|Enter the first question you want to ask clients and select its type.
+
|style="padding: 0px 0px 20px 25px;"|[[File:AC_3.png]]
You can choose between the following types:
+
* '''Confirmation''' - a select type of question, but each of its options, regardless of their number, will be required to agree upon in order to submit a cancellation request form. <br/>It may be useful for accepting the required agreements by the customer.
+
* '''Text''' - an open type of question that will require from the customer to enter a brief answer. It will be not possible to add any other options to it.
+
* '''Select''' - for this type of question the customer can choose only one of the available answers.
+
* '''Multi-Select''' - is similar to the select type, but the client can pick many different answers, not just one.
+
* '''Scale''' - a rating scale that allows clients to allocate their answer on a from 1 to 10 scale.
+
* '''Custom Scale''' - a rating scale that allows clients to allocate their answer on a customized scale.<br/>
+
Define additional options of the newly created questions. Note that available settings highly depend on the previously chosen type:
+
*'''Enable/Disable''' -  set the question status
+
*'''Add Description''' - if enabled a text box will appear, add any additional info on the question
+
*'''Characters Limit''' ''('Text' only)'' - define the allowed limit of characters for clients to express their opinion
+
*'''Answers Limit Type''' ''('Multi-Select')'' - define the ''minimal, maximal,'' or ''exact'' number of answers the client might check
+
*'''Required Answers Number''' ''('Multi-Select')'' for the selected limit type
+
*'''From/To''' ''('Custom Scale' only)'' - create a custom scale to rate the product
+
*'''Horizontal Position'''  ''('Scale' and 'Custom Scale' only)'' - choose the scale position to be vertical (default option) or horizontal
+
*'''Optional''' - if enabled, the question will not be obligatory
+
*'''Random Order''' ''('Select' and 'Multi-Select')'' - if enabled, the possible answers will appear in a random order
+
**'''Last Answer''' ''('Select' and 'Multi-Select')'' - pin one of the question options to the end of the choice list
+
*'''Parent Question/Answer''' - create the logic of showing additional questions. <br/>Select a question ''('Parent Question')'' to which a client must give a specific answer ''('Parent Answer')'' in order for the created now question to appear.  
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_14.png]]
+
|style="padding: 0px 0px 15px 15px;"|'''4. In order to configure your license key, you have to edit the previously renamed '' 'license.php' '' file.'''  <br />
 +
Enter your license key between the quotation marks as presented on the following screen. You can find your license key in our client area → '' 'My Products'. ''
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|After creating the question you will be automatically redirected to the page where you can formulate available answer options (except for the '' 'Text' '' question type). <br/>
+
|style="padding: 0px 0px 20px 25px;"|[[File:AC_4.png]]
You will also be able to access this page by clicking the '' 'Options' '' icon for the chosen record in the questions list.
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 30px 25px;"|[[File:PFC_15.png]]
+
|style="padding: 0px 0px 15px 15px;"|'''5. In the next step, set up the  '' 'storage' '' folder as recursively writable.'''<br />
 +
This folder is available at '' 'your_whmcs/modules/addons/AbandonedCart/' ''.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 15px;"|Next press the '' 'Add Option' '' button and create as many answer options as you need for your question.
+
|style="padding: 0px 0px 20px 25px;"|[[File:AC_5.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_16.png]]
+
|style="padding: 0px 0px 15px 15px;"|'''6. Now you have to activate the module in your WHMCS system.'''<br />
 +
Log in to your WHMCS admin area. Go to '' 'System Settings' '' → '' 'Addon Modules'. '' Afterwards, find '' 'Abandoned Cart' '' and press the '' 'Activate' '' button.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_17.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:AC_6.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 10px 15px;"|Repeat the above steps until you create the desired number of questions and answers.
+
|style="padding: 0px 0px 15px 15px;"|'''7. In the next step you need to permit access to this module.'''<br />
 +
To do so, click on the '' 'Configure' '' button, tick '' 'Full Administrator' '' and press '' 'Save Changes'. ''
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|If you want to personalize the questions for your clients, you may create their versions in different languages.<br/> All you need to do is edit the question and add its language translation.
+
|style="padding: 0px 0px 20px 25px;"|[[File:AC_7.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_18_1.png]]
+
|style="padding: 0px 0px 15px 15px;"|'''8. You have just successfully installed Abandoned Cart For WHMCS!'''<br />
 +
You can access your module at '' 'Addons' '' → '' 'Abandoned Cart'. ''
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|Change the language to any of the available and then type in its translated version in the text field.<br/> Please refer to ''[[#Languages|Tip 2]]'' in '' 'Tips' '' section to learn how to enable numerous languages in your WHMCS system.
+
|style="padding: 0px 0px 30px 25px;"|[[File:AC_8.png]]
 
|}
 
|}
 +
 +
=Configuration and Management=
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_18_2.png]]
+
|style="padding: 10px 0px 30px 15px;"|'''Abandoned Cart For WHMCS''' allows you to control all the actions that take place in your marketplace. <br/>
 +
Check the manual below to learn how to configure the module to take all the advantages it has to offer.
 
|}
 
|}
 +
==Addon Module==
 +
===Dashboard===
 
{|
 
{|
|style="padding: 0px 0px 10px 15px;"|You may add numerous translations here. Simply select another language from the drop down menu and a new empty field will appear, type in the translated question there.<br/> Depending on the client's preferred language in the client area, the questions will be displayed in an adequate language, provided such translation has been added here.
+
|style="padding: 10px 0px 15px 15px;"|In the dashboard you can find the summary graphs of recently created shopping cart.<br/>
 +
The first graph illustrates the number of all shopping carts created within the selected period of time. You may choose between 1, 3, 6 and 12 months to show the statistics for.  
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|If you decided to add translations to questions of the select, multi-select or confirmation type, do not forget to translate its possible answer options as well.<br/> You may do that in the same way as question translations, simply edit the required option, select the required language add the translated answer.  
+
|style="padding: 0px 0px 20px 25px;"|[[File:AC_9.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 10px 25px;"|[[File:PFC_18_3.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:AC_10.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_18_4.png]]
+
|style="padding: 0px 0px 20px 15px;"|The second graph is dedicated to show the summary of completed orders only.  
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 15px;"|If you need to create more question groups with questions and answers that are similar to the existing ones, you can speed up the process by using the '' 'Clone' '' option.
+
|style="padding: 0px 0px 20px 25px;"|[[File:AC_11.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_19.png]]
+
|style="padding: 0px 0px 15px 15px;"|The last graph "Existing Clients Carts / All Carts (%)" represents the percentage of cars created by the existing clients ''(unlogged guests are not taken into consideration)''<br/> towards the number of all carts ''(created by existing clients and guests together)''.  
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 15px;"|Enter the new name and description of the group. All previously created questions and answers will be automatically added to the new group, which you will now be able to modify independently.
+
|style="padding: 0px 0px 30px 25px;"|[[File:AC_12.png]]
|}
+
{|
+
|style="padding: 0px 0px 30px 25px;"|[[File:PFC_20.png]]
+
 
|}
 
|}
  
=====Product Relations=====
+
===Shopping Carts===
 
{|
 
{|
|style="padding: 10px 0px 15px 15px;"|Once you have created a group (or groups) of questions, in the '' 'Groups' '' section you can choose which services you want to assign them to. <br/> Only after assigning a questionnaire group to a product, products or product groups the survey will be displayed in the client area when submitting a cancellation request.<br/>
+
|style="padding: 10px 0px 15px 15px;"|The '' 'Shopping Carts' '' section, as its name suggests, contains a list of all identified carts, with details included, as follows:<br/>
Press '' 'Create Relation' '' to start.
+
* client full name and its company name ''(if known)''
 +
* the URL to the order if created
 +
* the cart details<br/>  
 +
Press the "Snapshots" button to find more specific information on the cart content and actions performed within that cart.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_21.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:AC_13.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|Select the question group and the products to which you want to assign it.
+
|style="padding: 0px 0px 15px 15px;"|Under "Snapshots" there are details on the cart content, visible at the moment of the last snapshot being taken. <br/> You will find there also the history of changes made by the client, such as:
 +
* adding a new product/addon/domain
 +
* removing a product/addon/domain
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_22.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:AC_14.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 15px;"|After creating the relation to selected products, you will be able to manage each of them separately, including the option to view the current status of relation. You can also delete many relations at once using mass actions.
+
|style="padding: 0px 0px 20px 15px;"|Right next to the shopping cart details you will find a button which after pressing shows a direct URL to the abandoned cart.  
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 30px 25px;"|[[File:PFC_23.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:AC_14_1.png]]
 
|}
 
|}
 
=====Product Groups Relations=====
 
 
{|
 
{|
|style="padding: 10px 0px 20px 15px;"|Press '' 'Create Relation' '' to start.
+
|style="padding: 0px 0px 20px 25px;"|[[File:AC_14_2.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_23_1.png]]
+
|style="padding: 0px 0px 15px 15px;"|This URL can be automatically placed in the email message sent to a client provided a dedicated "Restore Abandoned Cart" option has been previously enabled [[#General_Settings|(more here)]].<br/> On pressing, the client can get his abandoned cart restored and he will be allowed to continue shopping with the already filled in cart with all the items.<br/> You may also use this URL to resend it manually.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|Select the question group and the product groups to which you want to assign it.<br/> At this point you may also enable the option '' 'Hide End Of Billing Period' '' and hide the WHMCS inbuilt '' 'Briefly describe your reason for cancellation' '' that is displayed in the client area when requesting product cancellation.  
+
|style="padding: 0px 0px 20px 25px;"|[[File:AC_14_3.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_23_2.png]]
+
|style="padding: 0px 0px 20px 15px;"|You may send email template reminders to preferred clients directly from the shopping carts list. Send emails to single clients or choose several recipients.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|After creating the relation to selected product groups, you will be able to manage each of them separately, including the option to view the current status of relation.<br/> You can also delete many relations at once using mass actions.
+
|style="padding: 0px 0px 20px 25px;"|[[File:AC_14_4.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 30px 25px;"|[[File:PFC_23_3.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:AC_14_5.png]]
 
|}
 
|}
  
<!--
+
===Reminders===
==Cancellations==
+
 
{|
 
{|
|style="padding: 10px 0px 20px 15px;"|In the '' 'Cancellations' '' section you will find a list of submitted product cancellation requests along with customer answers to the prepared sets of questions.<br/>
+
|style="padding: 10px 0px 15px 15px;"|"Reminders" is the clue section of the whole module. Compose the reminders settings to deliver adjusted notifications to clients who abandoned their cart. <br/> Press '' 'Create Reminder' '' button to create your first rule.
Click on the '' 'Questions & Answers' '' icon to see the filled-in survey for the given request.
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:CC_24.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:AC_15.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 15px;"|You will see a preview of the questions asked, their type, and the answers given by the client.
+
|style="padding: 0px 0px 15px 15px;"|Configure the reminder by providing the details as explained below:
 +
* '''Status''' - enable/disable the reminder
 +
 
 +
* '''Name''' - give the reminder a unique name
 +
 
 +
* '''Email Template for Existing Clients''' - choose the email template that will be used to send an email message notifying your already logged in/registered client; "Abandoned Cart - Logged In Client Notification" is the default module template.
 +
 
 +
* '''Email Template for Guests''' - choose the email template that will be used send an email message notifying your guest clients who visited your client area and started shopping; "Abandoned Cart - Open Ticket For Guest" is the default module template. <br/> You may preview and adjust the email templates content at ''your WHMCS → System Settings → Email Templates.''<br/> '''''Note:''' A support ticket is opened at the same time within a dedicated support department.''
 +
 
 +
* '''Related Products/Addons/Domains''' - select items; if any has been added to the cart, a related reminder will be sent to the interested client (logged in or guest who provided the email address)
 +
 
 +
* '''Include Carts Created More Than X Days Ago''' - type in the number of days, only carts created BEFORE will be verified
 +
 
 +
* '''Include Carts Created Less Than X Days Ago''' - type in the number of days, only carts created AFTER will be verified,<br/> as illustrated: only carts created between the last 3 and 7 days will be checked
 +
 
 +
Press '' 'Confirm' '' when your reminder configuration is ready.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:CC_25.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:AC_16.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 15px;"|The module also integrates with the WHMCS built-in list of cancellation requests. <br/>If the request for cancellation sent by the customer also contains a submitted survey, the active '' 'Show' '' button will appear in the table. Press this button to be transferred directly to the completed questionnaire.
+
|style="padding: 0px 0px 15px 15px;"|The just created reminder rule will appear on the list with crucial details visible on the front page for a quick and easy preview. <br/>  
 +
You may enable/disable the reminder, edit and delete it using the actions buttons.  
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 30px 25px;"|[[File:CC_26.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:AC_17.png]]
 
|}
 
|}
-->
 
  
==Product Feedback==
+
===General Settings===
 
{|
 
{|
|style="padding: 10px 0px 15px 15px;"|The '' 'Feedback' '' section is dedicated to creating surveys for clients to let them express their opinion on the products that are currently using. <br/> If a certain product has teh survey assigned, the client has access to '' 'Send Feedback' '' section in the client area and may rate the product at any moment.
+
|style="padding: 10px 0px 15px 15px;"|Under the '' 'General Settings' '' section you will find the cron details - setting it up is crucial for the module's correct behavior and configuration.
 +
'''Cron Task'''<br/>
 +
Set up the cron that is responsible for sending email messages, based on created reminders as explained in the [[#Reminders|previous step]]. Once a day is recommended to assure fluent module performance.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_26_1.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:AC_18.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 30px 25px;"|[[File:PFC_26_2.png]]
+
|style="padding: 0px 0px 15px 15px;"|'''General Settings:'''
|}
+
  
===Product: Client Feedback===
+
* '''Client Email Address''' - related to new visitors only; when a guest client starts to browse your store, he or she will be asked to provide an email address before being allowed to continue and complete the order:
{|
+
**Disabled
|style="padding: 10px 0px 15px 15px;"|Move to '' 'Feedback' 'Client Feedback' '' section, you will find there a list of submitted product feedback with the customer answers to the prepared sets of questions.<br/>
+
**Require email address - the client will be forced to enter the email address to be able to continue the shopping
Click on the '' 'Questions & Answers' '' icon to see the filled-in survey for the given feedback.<br/>
+
**Allow to skip this step - the client can type in the email address or press "Skip" to continue shopping, if "Skip" is pressed, no data will be collected by the module
You may also delete single feedback submissions if you want.
+
|}
+
{|
+
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_27.png]]
+
|}
+
{|
+
|style="padding: 0px 0px 20px 15px;"|You will see a preview of the questions asked, their type, and the answers given by the client.
+
|}
+
{|
+
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_28.png]]
+
|}
+
  
===Product Feedback: Groups, Product And Product Groups Relations===
+
* '''Force Login/Registration''' - related to new visitors and unlogged clients; when a client adds an item to the cart, he or she will be forced to either log in (if the account already exists) or register a new account (new clients).<br/> Otherwise, continuing the shopping will be impossible.<br/> '''''Important:''' Being logged in or at least providing an email address is required for the module correct behavior, without the email address no messages will be sent to remind clients about their abandoned carts.''<br/> '''''Note:''' We highly recommend enabling just one of the options, otherwise, guest clients will be forced to provide an email address in the first step and register an account in the next one.''
{|
+
|style="padding: 10px 0px 15px 15px;"|Before you let your clients give feedback on single products they use, you need to configure the whole net of products, product groups and questions.<br/>
+
* '''Restore Abandoned Cart''' - if enabled, clients will receive a direct link to their abandoned cart, in the module reminding email message, with its all contents restored to easily complete the order.
  
'''Feedback Groups''' are created in exactly '''the same way as the Cancellations Groups'''. <br/>Please refer to the detailed descriptions in the [[#Cancellations|Cancellations]] section to learn how to manage [[#Cancellations_Groups|Groups]], [[#Product_Relations|Product Relations]] and [[#Product_Groups_Relations|Product Groups Relations]].
+
* '''Support Department''' - select one of the available support departments. A ticket to remind the guest clients about their abandoned carts will be opened within this department. <br/>
 +
When your configuration is ready, do not forget to press the '' 'Submit' '' button to save your changes.
 +
 
 +
* '''Allow To Save Shopping Carts''' - when turned on, customers have the ability to save their shopping carts while placing an order.<br/> They can later access these carts from their profiles and share them with other customers using session URLs, instantly restoring the cart's contents.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 30px 25px;"|[[File:PFC_29.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:AC_19.png]]
 
|}
 
|}
  
====Survey Configuration====
+
===Logs===
 
{|
 
{|
|style="padding: 10px 0px 15px 15px;"|When you create a new question group, you will be automatically redirected to the page where questions can be formed. <br/>
+
|style="padding: 10px 0px 20px 15px;"|The '' 'Logs' '' section contains information an all actions taken by the module.
You can also access this page by clicking on the '' 'Questions' '' icon for the chosen record in the groups list.
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_31.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:AC_20.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 20px;"|Now click the '' 'Add Question' '' button.
+
|style="padding: 0px 0px 15px 15px;"|You may always delete the logs if their number is extensive.<br/>
 +
Use the action button for mass removal of all existing log entries.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_32.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:AC_20_1.png]]
 
|}
 
|}
 +
 +
==Client Area==
 +
===Email/Login Requirement===
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|Enter the first question you want to ask clients and select its type.
+
|style="padding: 10px 0px 10px 15px;"|Once an unlogged client visits your marketplace, they will be asked to leave some of their personal data. The extent of what exactly must be provided depends on the module [[#General_Settings|configuration]].
You can choose between the following types:
+
* '''Confirmation''' - a select type of question, but each of its options, regardless of their number, will be required to agree upon in order to submit a cancellation request form. <br/>It may be useful for accepting the required agreements by the customer.
+
* '''Text''' - an open type of question that will require from the customer to enter a brief answer. It will be not possible to add any other options to it.
+
* '''Select''' - for this type of question the customer can choose only one of the available answers.
+
* '''Multi-Select''' - is similar to the select type, but the client can pick many different answers, not just one.
+
* '''Scale''' - a rating scale that allows clients to allocate their answer on a from 1 to 10 scale.
+
* '''Custom Scale''' - a rating scale that allows clients to allocate their answer on a scale.<br/>
+
Define additional options of the newly created questions. Note that available settings highly depend on the previously chosen type:
+
*'''Enable/Disable''' the question status
+
*'''Add Description''' - if enabled a text box will appear
+
*'''Characters Limit''' ''('Text' only)'' - define the allowed limit of characters for clients to express their opinion
+
*'''Answers Limit Type''' ''('Multi-Select')''
+
**Minimal/Maximal/Exactly
+
*'''Required Answers Number''' ''('Multi-Select')'' for the selected limit type
+
*'''From/To''' ''('Custom Scale' only)'' - create a custom scale to rate the product
+
*'''Horizontal Position'''  ''('Scale' and 'Custom Scale' only)'' - choose the scale position to be vertical (default option) or horizontal
+
*'''Optional''' - if enabled, the question will not be obligatory
+
*'''Random Order''' ''('Select' and 'Multi-Select')'' - if enabled, the questions will appear in a random order
+
**'''Last Answer''' ''('Select' and 'Multi-Select')'' -  pin one of the question options to the end of the choice list
+
*'''Parent Question/Answer''' - create the logic of showing additional questions. <br/>Select a question ''('Parent Question')'' to which a client must give a specific answer ''('Parent Answer')'' in order for the created now question to appear. <br/><br/>
+
Below you can see an example of '''Multi-Select''' question type:
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_33.png]]
+
|style="padding: 0px 0px 15px 15px;"|The moment the client starts browsing your store, they will be either:
 +
*forced to provide an email address in order to be allowed to complete the shopping ''([[#General_Settings|"Client Email Address"]] option is set to "Require email address")''
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 15px;"|'''Custom Scale''' type, with available rating from 0 to 5. The position of the scale is horizontal.  
+
|style="padding: 0px 0px 20px 25px;"|[[File:AC_22.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_35.png]]
+
|style="padding: 0px 0px 20px 15px;"|
 +
*asked to enter an email address in order to be allowed to complete the shopping ''([[#General_Settings|"Client Email Address"]] option is set to "Allow to skip this step")''
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|After creating the question you will be automatically redirected to the page where you can formulate available answer options (except for the '' 'Text' '' question type). <br/>
+
|style="padding: 0px 0px 20px 25px;"|[[File:AC_22_1.png]]
You will also be able to access this page by clicking the '' 'Options' '' icon for the chosen record in the questions list.
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 30px 25px;"|[[File:PFC_34.png]]
+
|style="padding: 0px 0px 20px 15px;"|
 +
*forced to log in or register a new account in order to be allowed to complete the shopping ''([[#General_Settings|"Force Login/Registration"]] option is enabled)''
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|Again, you may personalize the questions for your clients, you may create their versions in different languages. Change their status or delete.<br/>
+
|style="padding: 0px 0px 20px 25px;"|[[File:AC_23.png]]
'''Select''' question type with pointed '' 'Parent Question' '' and '' 'Parent Answer' '' to force showing this question only after pointing a required answer.
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_36.png]]
+
|style="padding: 0px 0px 20px 15px;"|If '' 'Log in' '' is selected, the potential customer will be redirected to the standard client area login page.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 15px;"|Created questions can be easily re-positioned with a '' 'Drag&Drop' '' functionality. Simply drag a single questions and drop in a place where you wish to locate it.
+
|style="padding: 0px 0px 20px 25px;"|[[File:AC_23_1.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 30px 25px;"|[[File:PFC_36_1.png]]
+
|style="padding: 0px 0px 20px 15px;"|For '' 'Register' '' choice, the visitor will be asked to create a new account using a standard form.
 
|}
 
|}
 
==Support Feedback==
 
 
{|
 
{|
|style="padding: 10px 0px 15px 15px;"|The '' 'Support Feedback' '' section is dedicated to creating surveys for clients to let them express their opinion on their tickets and the way they are handled by our staff. <br/> Once a ticket gets the '' 'Closed' '' status, a client may rate it by sending feedback with the previously prepared survey.
+
|style="padding: 0px 0px 20px 25px;"|[[File:AC_23_2.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_52.png]]
+
|style="padding: 0px 0px 15px 15px;"|Being logged in or leaving an email address is required for the module to be able to send email messages to clients reminding them about abandoned carts and their content.<br/>
 +
This is how an exemplary email notification sent to a client might look like:
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 30px 25px;"|[[File:PFC_53.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:AC_24.png]]
 
|}
 
|}
 
===Support: Client Feedback===
 
 
{|
 
{|
|style="padding: 10px 0px 15px 15px;"|Move to '' 'Support Feedback' → 'Client Feedback' '' section, you will find there a list of submitted support feedback surveys with the customer answers to the prepared sets of questions.<br/>
+
|style="padding: 0px 0px 15px 15px;"|Guest clients who leave only the email address and have no account in your system will get quite a similar notification email.<br/>  
Click on the '' 'Questions & Answers' '' icon to see the filled-in survey for the given feedback.<br/>
+
'''''Note:''' The system will open a new support ticket in a dedicated department at the same time. Only the assigned admin will have access to this ticket.''
You may also delete single feedback submissions if you want.
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_53_1.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:AC_25.png]]
|}
+
{|
+
|style="padding: 0px 0px 20px 15px;"|You will see a preview of the questions asked, their type, and the answers given by the client.
+
|}
+
{|
+
|style="padding: 0px 0px 30px 25px;"|[[File:PFC_53_2.png]]
+
 
|}
 
|}
  
===Support Feedback: Groups And Department Relations===
+
===Shopping Lists===
 
{|
 
{|
|style="padding: 10px 0px 15px 15px;"|Before you let your clients give feedback on a single, closed ticket, you need to configure the whole net of groups and questions.<br/>
+
|style="padding: 10px 0px 15px 15px;"|Clients have the convenience of storing their shopping carts to be viewed and finalized in the future.<br/> By clicking the "Save Cart" button while in your cart, the current contents of the cart will be promptly saved and stored in your shopping lists.
 
+
'''Support: Feedback Groups and Department Reations''' are created in exactly '''the same way as the Cancellations And Product Feedback Groups'''. <br/>Please refer to the detailed descriptions in the [[#Cancellations|Cancellations]] section to learn how to manage [[#Cancellations_Groups|Groups]] and [[#Product_Groups_Relations|Relations]].
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 30px 25px;"|[[File:PFC_53_3.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:AC_28.png]]
 
|}
 
|}
 
==Questionnaire==
 
===Questionnaire: Client Feedback===
 
 
{|
 
{|
|style="padding: 10px 0px 15px 15px;"|This section is dedicated to unrelated questionnaires that can be freely configured here and then displayed to clients based on certain parameters.<br/> Such as: owned products, product addons or domains, account registration date or client group assignment. <br/>
+
|style="padding: 0px 0px 20px 25px;"|[[File:AC_29.png]]
Just like in the case of the previously described sections: Cancellations, Product and Support Feedback, the very first section is dedicated to the already submitted surveys by clients.  
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 30px 25px;"|[[File:PFC_41.png]]
+
|style="padding: 0px 0px 15px 15px;"|Once you have saved the cart as a shopping list, you can then access the list and manage it according to your needs.<br/> You will find the "My Shopping Lists" button in your account details dropdown menu.
 
|}
 
|}
===Question Groups===
 
 
{|
 
{|
|style="padding: 10px 0px 15px 15px;"|To begin, you must start with creating groups and questions with options to choose, in case of select and multi select question type.<br/> To learn all about configuring Questions&Answers please refer to section: [[#Survey_Configuration|Survey Configuration]] above.
+
|style="padding: 0px 0px 20px 25px;"|[[File:AC_30.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 30px 25px;"|[[File:PFC_41_1.png]]
+
|style="padding: 0px 0px 15px 15px;"|Once you navigate to the "My Shopping Lists" page, you will find all your stored carts with basic details on the dashboard.  
 +
Allowed actions on a :
 +
- Shopping cart URL
 +
- Shopping cart items
 +
- Delete saved shopping cart
 
|}
 
|}
===Questionnaire Relations===
 
 
{|
 
{|
|style="padding: 10px 0px 15px 15px;"|Under "Questionnaire Relations" you have to arrange all the relations and activation rules to show the survey to single clients based on their owned services, domains etc.<br/>
+
|style="padding: 0px 0px 20px 25px;"|[[File:AC_31.png]]
Press '' 'Create' '' to form the first relation.
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_41_2.png]]
+
|style="padding: 0px 0px 15px 15px;"|Clients may copy a direct URL to the cart and distribute it to others by providing them with the link. Upon opening the link, they will receive an identical copy of your shopping cart, allowing them to place their orders more quickly.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|Fill out all the required data:
+
|style="padding: 0px 0px 20px 25px;"|[[File:AC_32.png]]
*'''Name''' - name of the relation for your insight only
+
*'''Short Name''' - name visible in the "Available Questionnaires" table in the Client Area home page
+
*'''Questions group''' - select on of the previously created groups of questions that will be visible after opening the survey by the client
+
*'''Enable''' - trigger to activate the questionnaire relation
+
*'''One-time Availability''' - if enabled, the client will get access to this single questionnaire once only. After submitting the survey, they will have no option to open it again.
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_41_3.png]]
+
|style="padding: 0px 0px 20px 15px;"|Explore the contents of this shopping list by previewing the items. Check details on the item types and their current availability in the store.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|When ready, move to the section responsible for assigning activation rules. Press '' 'Add Rule' '' to see available options.
+
|style="padding: 0px 0px 20px 25px;"|[[File:AC_33.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_41_4.png]]
+
|style="padding: 0px 0px 20px 15px;"|Easily remove individual carts or utilize the mass action button to eliminate multiple items at once.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_41_5.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:AC_34.png]]
 
|}
 
|}
 +
 +
=Tips=
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|Available rules that can trigger the survey visibility for a single client:
+
|style="padding: 10px 0px 5px 15px;"| 1. The module collects information on products, addons and domains left in the cart. No data on configurable options, custom fields etc. related to products is stored.  
*'''Belongs To Client Group''' - select the group or groups
+
*'''Has Addons''' - point the addon or addons
+
*'''Has Domains''' - point the domain or domains
+
*'''Has Products''' - point the product or more products
+
*'''Is New Customer''' for X days
+
*'''Is Old Customer''' for X days<br/>
+
 
+
'''''Important:''' In order to display the question ire to a client, all active rules must be met, '''NOT''' any of them.''
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_41_7.png]]
+
|style="padding: 0px 0px 10px 15px;"| 2. Upon sending an email message to a guest client, i.e. when only email address is provided, a ticket is automatically opened to notify an admin about the fact of sending such notification.<br/> We advise creating a dedicated support department to avoid numerous tickets being visible in your main ticketing system.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 15px;"|Create as many rules as needed, you may always delete (2.) them or alter(1.) their configuration.
+
|style="padding: 0px 0px 10px 15px;"| 3. You can freely customize the content of breadcrumbs and messages visible to guests as well as logged in clients by editing them in the language file.<br> The language file can be found in the following path: '' '/modules/addons/AbandonedCart/langs'.''
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_41_8.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:AC_26.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 15px;"|Localize the survey applicable to a single client, if the activation rules are met, at the client area home page.
+
|style="padding: 0px 0px 10px 15px;"|4. So as to protect your privacy and respect your decisions, clients may easily opt out of the Abandoned Cart module list of recipients.<br/> To do so, simply scroll down the notification email message and press the link to confirm your decision. Once processed, you will get a confirmation message about being successfully unsubscribed.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 30px 25px;"|[[File:PFC_41_9.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:AC_27.png]]
 
|}
 
|}
  
==Settings==
+
==How To Use Language Overrides==
 
{|
 
{|
|style="padding: 10px 0px 15px 15px;"|'' 'Settings' → 'General' '' section allows to quickly configure email notifications supported by the module.<br/> You may enable the '''Automatic Email Notification''' option - then an email message will be delivered to clients when a related ticket is closed with a feedback survey request.
+
|style="padding: 10px 0px 15px 15px;"|'''Incorporating language customizations - the module readily accommodates language overrides, allowing you to tailor the language files to your preferences.'''<br/> The language file english.php remains unencoded and can be modified to suit your needs. However, it's recommended to avoid altering the core file itself, and instead, leverage the capability of using overrides.<br/>
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_40.png]]
+
|style="padding: 0px 0px 15px 15px;"|Here's how to apply language overrides:
 +
* Navigate to the ''~/langs/'' directory located within the following ''yourWHMCS/modules/servers/moduleName/langs/'' path.
 +
* Within this directory, create a new file or duplicate the language file you intend to modify. For instance, if you wish to create an override for the English language, establish the following directory structure:
 +
  ''~/langs/overrides/english.php''.
 +
* Open the newly created override file to edit its contents.
 +
* At the beginning of the file, indicate the used code, for instance, you can use: '''<?php''' for PHP code.
 +
* Adapt the file content according to your requirements. You can either selectively modify specific variables or opt to revise the entire content of the language file.
 +
 
 +
For example:
 +
 
 +
'''Original ''yourWHMCS/modules/servers/moduleName/langs/english.php:'''''
 +
 
 +
  $_LANG['Search'] = 'Search';
 +
 
 +
'''Override ''yourWHMCS/modules/servers/moduleName/langs/overrides/english.php:''''' 
 +
 
 +
  $_LANG['Search'] = 'Look for';
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 30px 15px;"|'''Email Template''' -  pick one of the available system templates. You may find them and modify at: '' 'System Settings' → 'System' → 'Email Templates' '' in your WHMCS. <br/> Surely, you may create your own, new template in teh '' 'General' '' templates section, instead of modifying any of the existing ones.<br/>
+
|style="padding: 0px 0px 15px 15px;"|By following these steps, you can seamlessly implement language customizations without altering the core language file, ensuring your changes will not be lost after every module update.<br/>
Additional variables to add into the template in order to allow sending the link to a survey once a ticket has been closed:
+
 
 
+
Remember that some of the modules have more than one language file, located under ''/addons'' and ''/servers'' paths. You may create the override files for both of them.<br/> Note that you do not need to paste all the original content of the lang file into the override file. Enter there only the lines that you wish to change, every other line will be fetched from the original module lang file.<br/> Consequently, the override lang file might include only one or just a few lines.
  {$client_name}
+
  {$feedback_link}
+
 
|}
 
|}
  
==Client Area==
+
=Update Instructions=
===Request Cancellation===
+
 
{|
 
{|
|style="padding: 10px 0px 15px 15px;"|For products that have been assigned a relation with a particular question group, the given survey form will be included in the '' 'Request Cancellation' '' section.<br/> Please note that clients will be required to answer each of the prepared questions, before they will be able to submit the cancellation request.
+
|style="padding: 10px 0px 30px 15px;"|An essential guidance through the process of updating the module to a higher version is offered '''[https://www.docs.modulesgarden.com/How_To_Update_WHMCS_Module here]'''.<br/>
 +
Ensure successful completion of the module update by carefully following each step, thereby preventing data loss or any unforeseen issues.<br/> Additionally, you will find a current list of supplementary actions necessary for a smooth update process there.
 
|}
 
|}
 +
=Upgrade Guide=
 
{|
 
{|
|style="padding: 0px 0px 30px 25px;"|[[File:PFC_50.png]]
+
|style="padding: 10px 0px 30px 15px;"|Seeking a solution that offers greater flexibility, customization tailored to your precise needs, and unrestricted availability?<br/> 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.<br/>
|}
+
 
===Send Product Feedback===
+
Opt for the [https://www.modulesgarden.com/products/whmcs/abandoned-cart#open-source-version Open Source version] of your Abandoned Cart For WHMCS module to unlock these benefits.<br/> 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.<br/>
{|
+
|style="padding: 10px 0px 15px 15px;"|For products that have been assigned a relation with a particular question group, the given survey form will be included in the '' 'Send Feedback' '' section.<br/> Note that an opinion on a single product or group of products may be sent only once. Think twice before you submit an answer!
+
|}
+
{|
+
|style="padding: 0px 0px 30px 25px;"|[[File:PFC_51.png]]
+
|}
+
===Rate Support Services===
+
{|
+
|style="padding: 10px 0px 15px 15px;"|Are you satisfied with the ticket response time? All of the submitted issues have been solved right away?<br/> Share your opinion with your admin to praise, or just the opposite, disapprove and leave suggestions for the team.
+
|}
+
{|
+
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_52.png]]
+
|}
+
{|
+
|style="padding: 0px 0px 30px 25px;"|[[File:PFC_53.png]]
+
|}
+
  
===Available Questionnaires===
+
Follow a [https://www.docs.modulesgarden.com/How_To_Upgrade_WHMCS_Module 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.  
{|
+
|style="padding: 10px 0px 15px 15px;"|If only you meet the activation rules dictated by your admin, you will get access to all applicable questionnaires. Open whenever you wish and send your feedback.<br/> Keep in mind that some of the surveys may be submitted once only so rethink your answers!
+
|}
+
{|
+
|style="padding: 0px 0px 20px 25px;"|[[File:PFC_54.png]]
+
|}
+
{|
+
|style="padding: 0px 0px 30px 25px;"|[[File:PFC_55.png]]
+
 
|}
 
|}
  
=Tips=
+
=Common Problems=
 
{|
 
{|
|style="padding: 10px 0px 10px 15px;"| 1. Please note that in the current version of the module, the customer has to answer all created and assigned questions to the product before submitting the cancellation request. <br/>
+
|style="padding: 10px 0px 10px 15px;"|'''1. In case of connection problems, please check whether your SELinux or firewall does not block ports.'''
Therefore, we do not recommend creating questions which seem to be optional.
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 30px 15px;"|<div id="Languages"></div> 2. If you want to add translated questions and options in other than the default language, you must enable required languages in your WHMCS.<br/> To do so move to '' 'System Settings' → 'Email Templates' → 'Manage Languages'. '' There find and activate languages you need. They will be than avialle in the '' 'Language' '' dropdown in the addon.  
+
|style="padding: 0px 0px 5px 15px;"|2. The Restore Abandoned Cart option does not support the following:
 +
* selected configurable options amounts
 +
* product custom fields
 +
* additional domains fields<br/>
 +
If you aim to restore a cart with the above items, the contents will be reset. We are constantly working on full support, which will be included in a future version of the module.
 
|}
 
|}
 
+
<div id="Lagom_One_Step_Order_Form_Integration"></div>
=Update Instructions=
+
 
{|
 
{|
|style="padding: 10px 0px 30px 15px;"|Essential guidance through the process of updating the module is offered '''[https://www.docs.modulesgarden.com/How_To_Update_WHMCS_Module here]'''.<br/><br/>
+
|style="padding: 0px 0px 30px 15px;"|3. The Abandoned Cart For WHMCS and [https://www.modulesgarden.com/products/whmcs/lagom-one-step-order-form#features '''Lagom One Step Order Form Wor WHMCS'''] modules can be used simultaneously, yet please bear in mind that the integration between these two is partially limited.<br/> Take a look at the below points to check which of the functionalities will work flawlessly, and which are not yet fully supported.
Please keep in mind that there is a quick and easy option in our client area that lets you upgrade the license of your module to an open source version at any time - and at a lower price!<br/>
+
'''Supported aspects:'''
To take advantage of it, simply use the '' 'License Upgrade' '' button located on the product's page and a discounted invoice will be generated automatically.<br/>
+
* logging actions in the cart, such as:
|}
+
** adding products, addons, and domains to the cart
 +
** domain transfer and renewal
 +
* sending reminders to clients about abandoned carts with items inside
 +
* forcing guest users to log in or register a new account
 +
* saving carts into "My Shopping List"
 +
 
 +
'''Functionalities still awaiting full integration:'''
 +
* "Restore Abandoned Cart" functionality - direct URL to a cart although generated, always leads to an empty cart
 +
* "Client Email Address" functionality - a guest client is not stopped at any point when browsing your store to provide the email address. <br/>It might be done in a dedicated place, yet it is never an obligatory step, required to complete the order.
  
=Common Problems=
+
Keep in mind that we are constantly working on full integration between the two modules, please follow the [https://www.modulesgarden.com/products/whmcs/lagom-one-step-order-form#changelog changelogs] to keep track of the progress.
{|
+
|style="padding: 10px 0px 30px 15px;"|'''1. In case of connection problems, please check whether your SELinux or firewall does not block ports.'''
+
 
|}
 
|}

Revision as of 12:43, 26 April 2024

Contents

About Abandoned Cart For WHMCS

Abandoned Cart For WHMCS is a perfect tool that allows you to learn about your clients' habits and prevent unfinished purchases.

Check the content of shopping carts abandoned by your guests and send them customized email messages to remind about incomplete shopping.
Observe statistics on customers' behavior to perfectly adjust your offer to their needs which will quickly result in increased revenue and conversion rates.

  • Addon Module:
✔ Send Email Reminders To Clients And Guests Who Abandoned Their Shopping Carts
✔ Access And Manage Carts Statistics:
✔ View Number Of All Carts And Completed Orders
✔ View Percentage Of Existing Clients Carts To All Carts
✔ Display Statistics From Last:
✔ 1 Month
✔ 3 Months
✔ 6 Months
✔ 12 Months
✔ View Shopping Carts Snapshots With Logs On:
✔ Clients Names And Guest Emails
✔ Placed Orders And Payment Statuses
✔ Added And Removed Items
✔ Send Email Notifications To Clients From Shopping Carts List
✔ Access Saved Shopping Carts Via Token Cart URLs
✔ Configure Email Reminders Settings:
✔ Add Multiple Reminders
✔ Select Custom Email Templates For:
✔ Logged In Clients
✔ Guest Clients
✔ Specify Related Items In Cart:
✔ Products
✔ Products Addons
✔ Domains
✔ Send Reminders For Carts Created Within Specified Timeframe
✔ Configure General Settings:
✔ Define Requirements For Guest Clients To Leave Email Address:
✔ Disable Requirement
✔ Force To Provide Email Address
✔ Allow To Skip Email Address Requirement
✔ Force Guest Clients To Log In Or Register
✔ Send Direct Cart URL In Reminders To Restore Abandoned Cart
✔ Select Support Department For Reminders Sent To Guest Clients
✔ Allow Clients To Save Shopping Carts
✔ View Module Logs
  • Client Area Features:
✔ Save Shopping Cart Contents
✔ Share And Restore Saved Shopping Carts Via Token Cart URLs
✔ Optional Requirements For Guest Clients Upon Moving To Store:
✔ Provide Email Address
✔ Log In To Existing Account
✔ Register New Account
  • General Info:
✔ Limited Integration With Lagom One Step Order Form For WHMCS (Read More)
✔ Multi-Language Support
✔ Supports PHP 8.1 Back To PHP 7.4
✔ Supports WHMCS Themes "Twenty-One" And "Lagom WHMCS Client Theme"
✔ Supports WHMCS V8.10 Back To WHMCS V8.6
✔ Requires ionCube Loader V12 Or Later
✔ Easy Module Upgrade To Open Source Version

Installation

This tutorial will show you how to successfully install and configure Abandoned Cart 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.
AC 1.png
2. Upload and extract the extension into the main WHMCS directory.

Extracted files in your WHMCS directory should look like this:

AC 2.png
3. When you install Abandoned Cart For WHMCS for the first time, you have to rename the 'license_RENAME.php' file.

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

AC 3.png
4. In order to configure your license key, you have to edit the previously renamed 'license.php' file.

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

AC 4.png
5. In the next step, set up the 'storage' folder as recursively writable.

This folder is available at 'your_whmcs/modules/addons/AbandonedCart/' .

AC 5.png
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 'Abandoned Cart' and press the 'Activate' button.

AC 6.png
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'.

AC 7.png
8. You have just successfully installed Abandoned Cart For WHMCS!

You can access your module at 'Addons' 'Abandoned Cart'.

AC 8.png

Configuration and Management

Abandoned Cart For WHMCS allows you to control all the actions that take place in your marketplace.

Check the manual below to learn how to configure the module to take all the advantages it has to offer.

Addon Module

Dashboard

In the dashboard you can find the summary graphs of recently created shopping cart.

The first graph illustrates the number of all shopping carts created within the selected period of time. You may choose between 1, 3, 6 and 12 months to show the statistics for.

AC 9.png
AC 10.png
The second graph is dedicated to show the summary of completed orders only.
AC 11.png
The last graph "Existing Clients Carts / All Carts (%)" represents the percentage of cars created by the existing clients (unlogged guests are not taken into consideration)
towards the number of all carts (created by existing clients and guests together).
AC 12.png

Shopping Carts

The 'Shopping Carts' section, as its name suggests, contains a list of all identified carts, with details included, as follows:
  • client full name and its company name (if known)
  • the URL to the order if created
  • the cart details

Press the "Snapshots" button to find more specific information on the cart content and actions performed within that cart.

AC 13.png
Under "Snapshots" there are details on the cart content, visible at the moment of the last snapshot being taken.
You will find there also the history of changes made by the client, such as:
  • adding a new product/addon/domain
  • removing a product/addon/domain
AC 14.png
Right next to the shopping cart details you will find a button which after pressing shows a direct URL to the abandoned cart.
AC 14 1.png
AC 14 2.png
This URL can be automatically placed in the email message sent to a client provided a dedicated "Restore Abandoned Cart" option has been previously enabled (more here).
On pressing, the client can get his abandoned cart restored and he will be allowed to continue shopping with the already filled in cart with all the items.
You may also use this URL to resend it manually.
AC 14 3.png
You may send email template reminders to preferred clients directly from the shopping carts list. Send emails to single clients or choose several recipients.
AC 14 4.png
AC 14 5.png

Reminders

"Reminders" is the clue section of the whole module. Compose the reminders settings to deliver adjusted notifications to clients who abandoned their cart.
Press 'Create Reminder' button to create your first rule.
AC 15.png
Configure the reminder by providing the details as explained below:
  • Status - enable/disable the reminder
  • Name - give the reminder a unique name
  • Email Template for Existing Clients - choose the email template that will be used to send an email message notifying your already logged in/registered client; "Abandoned Cart - Logged In Client Notification" is the default module template.
  • Email Template for Guests - choose the email template that will be used send an email message notifying your guest clients who visited your client area and started shopping; "Abandoned Cart - Open Ticket For Guest" is the default module template.
    You may preview and adjust the email templates content at your WHMCS → System Settings → Email Templates.
    Note: A support ticket is opened at the same time within a dedicated support department.
  • Related Products/Addons/Domains - select items; if any has been added to the cart, a related reminder will be sent to the interested client (logged in or guest who provided the email address)
  • Include Carts Created More Than X Days Ago - type in the number of days, only carts created BEFORE will be verified
  • Include Carts Created Less Than X Days Ago - type in the number of days, only carts created AFTER will be verified,
    as illustrated: only carts created between the last 3 and 7 days will be checked

Press 'Confirm' when your reminder configuration is ready.

AC 16.png
The just created reminder rule will appear on the list with crucial details visible on the front page for a quick and easy preview.

You may enable/disable the reminder, edit and delete it using the actions buttons.

AC 17.png

General Settings

Under the 'General Settings' section you will find the cron details - setting it up is crucial for the module's correct behavior and configuration.

Cron Task
Set up the cron that is responsible for sending email messages, based on created reminders as explained in the previous step. Once a day is recommended to assure fluent module performance.

AC 18.png
General Settings:
  • Client Email Address - related to new visitors only; when a guest client starts to browse your store, he or she will be asked to provide an email address before being allowed to continue and complete the order:
    • Disabled
    • Require email address - the client will be forced to enter the email address to be able to continue the shopping
    • Allow to skip this step - the client can type in the email address or press "Skip" to continue shopping, if "Skip" is pressed, no data will be collected by the module
  • Force Login/Registration - related to new visitors and unlogged clients; when a client adds an item to the cart, he or she will be forced to either log in (if the account already exists) or register a new account (new clients).
    Otherwise, continuing the shopping will be impossible.
    Important: Being logged in or at least providing an email address is required for the module correct behavior, without the email address no messages will be sent to remind clients about their abandoned carts.
    Note: We highly recommend enabling just one of the options, otherwise, guest clients will be forced to provide an email address in the first step and register an account in the next one.
  • Restore Abandoned Cart - if enabled, clients will receive a direct link to their abandoned cart, in the module reminding email message, with its all contents restored to easily complete the order.
  • Support Department - select one of the available support departments. A ticket to remind the guest clients about their abandoned carts will be opened within this department.

When your configuration is ready, do not forget to press the 'Submit' button to save your changes.

  • Allow To Save Shopping Carts - when turned on, customers have the ability to save their shopping carts while placing an order.
    They can later access these carts from their profiles and share them with other customers using session URLs, instantly restoring the cart's contents.
AC 19.png

Logs

The 'Logs' section contains information an all actions taken by the module.
AC 20.png
You may always delete the logs if their number is extensive.

Use the action button for mass removal of all existing log entries.

AC 20 1.png

Client Area

Email/Login Requirement

Once an unlogged client visits your marketplace, they will be asked to leave some of their personal data. The extent of what exactly must be provided depends on the module configuration.
The moment the client starts browsing your store, they will be either:
  • forced to provide an email address in order to be allowed to complete the shopping ("Client Email Address" option is set to "Require email address")
AC 22.png
  • asked to enter an email address in order to be allowed to complete the shopping ("Client Email Address" option is set to "Allow to skip this step")
AC 22 1.png
  • forced to log in or register a new account in order to be allowed to complete the shopping ("Force Login/Registration" option is enabled)
AC 23.png
If 'Log in' is selected, the potential customer will be redirected to the standard client area login page.
AC 23 1.png
For 'Register' choice, the visitor will be asked to create a new account using a standard form.
AC 23 2.png
Being logged in or leaving an email address is required for the module to be able to send email messages to clients reminding them about abandoned carts and their content.

This is how an exemplary email notification sent to a client might look like:

AC 24.png
Guest clients who leave only the email address and have no account in your system will get quite a similar notification email.

Note: The system will open a new support ticket in a dedicated department at the same time. Only the assigned admin will have access to this ticket.

AC 25.png

Shopping Lists

Clients have the convenience of storing their shopping carts to be viewed and finalized in the future.
By clicking the "Save Cart" button while in your cart, the current contents of the cart will be promptly saved and stored in your shopping lists.
AC 28.png
AC 29.png
Once you have saved the cart as a shopping list, you can then access the list and manage it according to your needs.
You will find the "My Shopping Lists" button in your account details dropdown menu.
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Once you navigate to the "My Shopping Lists" page, you will find all your stored carts with basic details on the dashboard.

Allowed actions on a : - Shopping cart URL - Shopping cart items - Delete saved shopping cart

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Clients may copy a direct URL to the cart and distribute it to others by providing them with the link. Upon opening the link, they will receive an identical copy of your shopping cart, allowing them to place their orders more quickly.
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Explore the contents of this shopping list by previewing the items. Check details on the item types and their current availability in the store.
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Easily remove individual carts or utilize the mass action button to eliminate multiple items at once.
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Tips

1. The module collects information on products, addons and domains left in the cart. No data on configurable options, custom fields etc. related to products is stored.
2. Upon sending an email message to a guest client, i.e. when only email address is provided, a ticket is automatically opened to notify an admin about the fact of sending such notification.
We advise creating a dedicated support department to avoid numerous tickets being visible in your main ticketing system.
3. You can freely customize the content of breadcrumbs and messages visible to guests as well as logged in clients by editing them in the language file.
The language file can be found in the following path: '/modules/addons/AbandonedCart/langs'.
AC 26.png
4. So as to protect your privacy and respect your decisions, clients may easily opt out of the Abandoned Cart module list of recipients.
To do so, simply scroll down the notification email message and press the link to confirm your decision. Once processed, you will get a confirmation message about being successfully unsubscribed.
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How To Use Language Overrides

Incorporating language customizations - the module readily accommodates language overrides, allowing you to tailor the language files to your preferences.
The language file english.php remains unencoded and can be modified to suit your needs. However, it's recommended to avoid altering the core file itself, and instead, leverage the capability of using overrides.
Here's how to apply language overrides:
  • Navigate to the ~/langs/ directory located within the following yourWHMCS/modules/servers/moduleName/langs/ path.
  • Within this directory, create a new file or duplicate the language file you intend to modify. For instance, if you wish to create an override for the English language, establish the following directory structure:
 ~/langs/overrides/english.php.
  • Open the newly created override file to edit its contents.
  • At the beginning of the file, indicate the used code, for instance, you can use: <?php for PHP code.
  • Adapt the file content according to your requirements. You can either selectively modify specific variables or opt to revise the entire content of the language file.

For example:

Original yourWHMCS/modules/servers/moduleName/langs/english.php:

 $_LANG['Search'] = 'Search';

Override yourWHMCS/modules/servers/moduleName/langs/overrides/english.php:

 $_LANG['Search'] = 'Look for';
By following these steps, you can seamlessly implement language customizations without altering the core language file, ensuring your changes will not be lost after every module update.

Remember that some of the modules have more than one language file, located under /addons and /servers paths. You may create the override files for both of them.
Note that you do not need to paste all the original content of the lang file into the override file. Enter there only the lines that you wish to change, every other line will be fetched from the original module lang file.
Consequently, the override lang file might include only one or just a few lines.

Update Instructions

An essential guidance through the process of updating the module to a higher version 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 Abandoned Cart 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. In case of connection problems, please check whether your SELinux or firewall does not block ports.
2. The Restore Abandoned Cart option does not support the following:
  • selected configurable options amounts
  • product custom fields
  • additional domains fields

If you aim to restore a cart with the above items, the contents will be reset. We are constantly working on full support, which will be included in a future version of the module.

3. The Abandoned Cart For WHMCS and Lagom One Step Order Form Wor WHMCS modules can be used simultaneously, yet please bear in mind that the integration between these two is partially limited.
Take a look at the below points to check which of the functionalities will work flawlessly, and which are not yet fully supported.

Supported aspects:

  • logging actions in the cart, such as:
    • adding products, addons, and domains to the cart
    • domain transfer and renewal
  • sending reminders to clients about abandoned carts with items inside
  • forcing guest users to log in or register a new account
  • saving carts into "My Shopping List"

Functionalities still awaiting full integration:

  • "Restore Abandoned Cart" functionality - direct URL to a cart although generated, always leads to an empty cart
  • "Client Email Address" functionality - a guest client is not stopped at any point when browsing your store to provide the email address.
    It might be done in a dedicated place, yet it is never an obligatory step, required to complete the order.

Keep in mind that we are constantly working on full integration between the two modules, please follow the changelogs to keep track of the progress.

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Abandoned Cart For WHMCS