SMS Center For WHMCS

About SMS Center For WHMCS

SMS Center For WHMCS is a module created to send text messages to your clients and administrators each time email notification is sent through WHMCS. You will be able to choose from four different SMS gateways and define SMS templates in various languages for all email templates. The module will allow you to enable SMS codes as a part of two-factor authentication while logging in to your system. You will also get the access to SMS messages logs in order to verify the status of each sent text message.

• Admin Area Features:

✔ Notify Both Your Clients And Administrators via SMS Message

✔ Define SMS Template Counterpart For Each Email Template

✔ Enable/Disable SMS Gateways

✔ Enable/Disable SMS Templates

✔ Enable/Disable Administrator Notifications Per Admin

✔ Define Notifications To Receive Per Administrator

✔ Define Default SMS Template Version For Each Language

✔ Send SMS From Client Summary Page

✔ Check Connection With SMS Gateways

✔ Merge Fields Support

✔ Characters Counter - Trace Length Of Your Messages

✔ Adjust Format Number To International Automatically

✔ Logs

• Client Area Features:

✔ Define SMS Notifications To Receive

• Supported Gateways:

✔ BoxisSMS

✔ Clickatell

✔ SMSEagle

✔ SMSGlobal

• General Info:

✔ Two-Factor Authentication Submodule - Use Second Layer Of Security

✔ Integrated With Clients Profiler For WHMCS - Send SMS From Any WHMCS Place (read more)

✔ Module API - Integrate Other SMS Gateways

✔ Multi-Language Support

✔ Supports WHMCS V5.2 and Later

Installation

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

Installation

1. Log in to your client area and download SMS Center For WHMCS.

2. Upload and extract the module into the main WHMCS directory. Files in your WHMCS directory should look like on the following screen.

3. When you install SMS Center For WHMCS for the first time you have to rename 'license_RENAME.php' file. File is located in 'modules/addons/sms_center/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 your client area → 'My Products' .

Activate The Addon

5. Now, you have to activate the module in your WHMCS system. Log in to your WHMCS admin area and proceed to 'Setup' → 'Addon Modules' . Afterwards, find 'SMS Center' and press 'Activate' button.

6. In the next step you need to permit access to this module. To do so, click on 'Configure' button, tick checkboxes to assign desired admin roles. Choose a country code prefix that will be automatically added to the client's SMS number if it has not been specified. Press 'Save Changes' .

7. Now, proceed to the addon → 'Integration Code' and follow integration instruction.

8. You have just successfully installed SMS Center For WHMCS!

Configuration and Management

SMS Center For WHMCS is a module which allows you to send predefined text messages to your clients the same way emails are sent.

Configuration

Under 'Configuration' tab you will find 'Submodules' and 'Administrators' sections. Configure each of them to allow full usage of SMS Center For WHMCS module. Press the former one 'Submodules' to configure and check connection with SMS gateways.

Submodules Configuration

Find here all possible gateways that can be used in our module. Follow the below instructions to configure them.

Press 'Configure' next to a gateway you wish to use.

Configuration of each gateway may vary depending on its requirements. As an example we will configure SMSEagle gateway.

You can check whether configuration is correct through pressing 'Check Connection'.

If connection is successful, we can proceed. Activate the gateway, press 'Enable' next to it.

Administrators Configuration

This section contains a list of all staff administrators. You have the possibility here to decide which of that will receive SMS notifications and which notifications exactly. Follow the steps described below to configure staff notifications properly.

Press 'Administrators' under 'Configuration' tab.

In order to enable sms notifications for administrators individually, firstly set configuration for them. 1. Fill in the administrator's phone number, where text messages with notifications will be sent. 2. Choose which of the available admin messages shall be sent to that administrator. Save changes.

Press 'Enable Notifications.' Repeat these steps for every administrator you wish to receive admin notifications.

Management

Templates

'Templates' tab contains the list of message templates. Each email template in your system has its text message counterpart. Any of these messages can be enabled/disabled through marking/unmarking checkbox next to them and pressing 'Save' .

Module comes with default message templates, but you can edit each of them. Press 'Edit' to do so.

The first field is a default message of the template. Our module allows you to define messages for selected languages. In order to prepare a message in an additional language, select desired language from a dropdown menu and press 'Add' as shown on the following screen.

As you can see on the screen below, a new field for chosen language appeared. You can remove any additional language through pressing 'x' icon next to it. Note: Language of a message sent is based on client's language, if message for client's language is not defined, default message will be sent.

Module template supports merge fields which can be easily injected into messages. Simply, click on the wanted merge field, it will be injected into currently edited version of the message.

Logs

Messages sent to your clients are logged under 'Logs' tab. As you can see on the following screen, here you can find detailed information about each message sent automatically to a client after certain actions.

Client's Summary Page

From the clients' summary page you can send text messages to clients using only a simple box. Type in the message text into the text field like on the screen below and press 'Send.'

Client Area

After placing integration code, a new position appears in the client area navigation menu. Through pressing it your client will be moved to configuration of SMS notification.

In this place your client can choose which notifications to receive. Note! Provide SMS Number in the client's profile. Otherwise SMS Notifications will be unavailable for that client.

SMS Center Two-Factor Authentication

SMS center For WHMCS consists of two parts, the actual SMS Center addon and the authentication addon. Two-Factor Authentication adds an extra layer of protection to logins. Once enabled and configured by a client or an admin, each time they sign in they will be asked to enter both username and password as well as a second factor such as a security code. In order to activate it proceed to 'Setup' → 'Staff Management' → 'Two-Factor Authentication' . Afterwards, find 'SMS Center Two-Factor Authentication,' and press 'Activate' button.

In the next step you need to configure the addon settings. To do so, fill out the data: Enable for Clients - choose this option if you wish all clients to authenticate while logging in their account Enable for Staff - choose this option if you wish all administrators to authenticate while logging in their account Activation Code Valid For - decide how long a received code shall be valid, in minutes. Used once before the first login. SMS Code Valid For - decide how long a received via SMS code shall be valid, in minutes. Used every time to log in after the first authentication.

Security Settings

Clients

If you have activated 'SMS Two-Factor Authentication' addon, your clients will be allowed now to decide if they wish to use such security opportunity. Here is how to enable such functionality: 1. Login to your client area, proceed to 'Account Details' → 'Security Settings.' There is a button, which once pressed enabled two factors authentication configuration for the client.

2. Press 'Get Started' button to proceed with the process.

3. Provide phone number to proceed with SMS Two-Factors Authentication. Press 'Activate.' This step will be skipped if the client entered a valid SMS number in the profile before!

4. A client should receive now an authentication code via SMS (as it has been started in addon configuration, see part: 'Installation' point 8). Type in the code in the field and press 'Activate.' Remember that the code is valid only temporarily, according to the addon settings!

5. Two-Factor Authentication is now complete.

6. The second factor is now required to log in. Wait for the SMS with verification code and enter it in the field. Press 'Login.' If you have any problems with receiving/entering the verification code, you can use your backup code. Remember to note and keep your new backup code in a secure place!

Administartors

If 'SMS Two-Factor Authentication' addon has been activated and enabled for staff, as an administrator you can decide if you wish to use such security opportunity. Here is how to enable such functionality: 1. Proceed to 'My Account.' Find a button 'Click here to enable' and press it to start the Two-Factor Authentication process.

2. Press 'Get Started' button to proceed with the process.

3. Provide phone number to proceed with SMS Two-Factors Authentication. Press 'Activate.' This step will be skipped if you entered a valid SMS number in the profile before!

4. You will receive now an authentication code via SMS (as it has been started in addon configuration, see part: 'Installation' point 8). Type in the code in the field and press 'Activate.' Remember that the code is valid only temporarily, according to the addon settings!

5. The second factor is now required to log in. Wait for the SMS with verification code and enter it in the field. Press 'Login.' If you have any problems with receiving/entering the verification code, you can use your backup code. Remember to note and keep your new backup code in a secure place!

Additional Information

SMS Center For WHMCS has been integrated with our Clients Profiler For WHMCS module. Find more information about the integration on Clients Profiler For WHMCS Wiki. SMS Center For WHMCS messages are divided into four categories: messages sent automatically to clients after actions (activity is logged in the addon logs tab) messages sent automatically to administrators after actions (activity is logged in WHMCS Activity Log) messages sent manually from client's profile (activity is logged in WHMCS Activity Log) messages sent manually from with Clients Profiler For WHMCS widget (activity is logged in WHMCS Activity Log).

Common Problems

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