Automated Messaging Templates

This system provides a suite of pre-configured templates to automate your customer and internal communications.

Customer-Focused Messages:

• Account Onboarding: Send a confirmation when a new customer successfully joins your system.

• Security Update: Notify a user when their account password has been successfully updated.

• Billing & Invoices:

Invoice Issued: Dispatch a message with details about a newly created invoice.

Payment Confirmation: Alert a customer when an invoice has been successfully paid.

Payment Nudge: Send a reminder to a customer ahead of an invoice's due date.

Overdue Notices: A series of escalating alerts for unpaid invoices, from an initial alert to a final warning before account action is taken.

Service Management:

• Service Activation: Confirm that a customer's service or module is now active.

• Service Interruption: Inform a customer that their service has been temporarily suspended.

• Service Restoration: Notify a customer that their suspended service has been reinstated.

Order Processing: Confirm the successful acceptance and approval of a customer's order.

Domain Services:

• Domain Confirmation: Inform a customer of their successful domain name registration.

• Domain Error: Notify a customer if their domain registration attempt was unsuccessful.

• Domain Security Update: Confirm a successful change to a domain account password.

• Domain Renewal Alert: Send a reminder ahead of a domain's expiration date.

• Domain Renewed: Confirm the successful renewal of a domain name.

Support Ticket Updates:

• New Reply Alert: Notify a customer when a response has been posted to their support ticket.

• Ticket Resolved: Inform a customer when their support ticket has been closed.

Manual Messaging Feature:

• Custom SMS Dispatch: Enables the sending of personalized text messages to any mobile number, with your company's name shown as the sender.

Internal Staff Alerts:

• Team Notifications: Automatically send SMS alerts to your staff for key events such as new ticket submissions, order placements, new service activations, ticket replies, admin logins, and domain-related transactions.

System Capabilities & Setup

• Global Reach: Includes support for communicating in multiple languages.

Implementation Steps:

• File Setup: After registering with the SMS provider, download the necessary files and extract them into the /modules/addons/ directory of your WHMCS installation.

• Module Activation: Navigate to Setup > Addon Modules within your WHMCS admin area to install the new addon.

• Service Provisioning: Purchase the required SMS gateway service plan.

• API Configuration: Input your unique SMS API credentials within the addon's configuration panel (Addons > Set SMS API Configuration).

• Template Customization: Personalize the default customer and staff SMS message templates to fit your brand's voice and communication needs.