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One of the many features that WHMCS provides is the Email Marketer. This feature allows you to set custom rules to email current and previous clients registered through you. You can set it to send out specific marketing emails to your clients based on different options, such as the number of products they have or the days they have been active. This is a fantastic feature that WHMCS provides out of the box that we will cover in this guide.
Step One: Log into your WHMCS Admin Dashboard
Step Two: From the top menu, navigates to Utilities -> Email Marketer, to be brought to the page where you can manage the Marketing Rules for automatic emails sent.
From this page, you will be able to make and manage Marketing Rules for the sent emails.
When creating a rule that the WHMCS Email Marketer will use, there is the option to select between two different types. There is the Client Related rule and the Product/Service Related to type of rule. These determine the additional Criteria Options that will be available. The top of the new Rule forms will remain the same, the only difference being the type that is selected.
Once you have finished setting up the new Email Marketing rule, it can be saved with the Save Changes button, putting the rule into effect. After the rule is added, it will now be visible and accessible from the Main Email Marketer page.
From time to time, you may want to modify an existing Marketing rule to change a certain criteria or option about it. Luckily this can be done from the WHMCS Email Marketer page. From the list of current records, you can select the Icon to the right of the record. It will look almost like a pen and paper. It will look like the following:
If you are done with the marketing promotion or want to remove a marketing rule for any reason, this can be done from the Main WHMCS Email Marketer page. The red minus icon to the right of the record will allow you to remove the Marketing Rule permanently.
If you should have any questions or would like assistance, please contact us through Live Chat or by submitting a ticket with our Technical Support team.
Written by Hostwinds Team / September 5, 2018