Marketing Automation turns WHMCS into a revenue optimisation engine. Detect unpaid orders, intercept cancellations, run lifecycle email sequences, and grow recurring revenue — all running natively inside WHMCS without third-party services, webhooks, or external SaaS subscriptions. Pay once, automate forever.
WHMCS already has the data you need (orders, services, clients, invoices) but lacks the automation layer to act on it. You see abandoned carts in the database every morning and have no system to follow up. You watch cancellation requests come in and have no built-in retention play. You wave goodbye to recurring revenue you could have rescued with a single well-timed email. Marketing Automation closes that gap.
The plugin scans for orders left unpaid past a configurable delay and queues a recovery email sequence automatically. Multi-step cadences (for example 1 hour, 24 hours, 72 hours) escalate gently until the customer pays or the order ages out. Each email can carry an auto-generated, single-use promo code wired directly into WHMCS Promotions, so codes expire on schedule and you never run a manual coupon spreadsheet again. Recovered revenue is attributed back to the originating campaign.
When a customer submits a cancellation request, Marketing Automation intercepts the event and sends a retention offer with a STAY discount code — all without an admin lifting a finger. The retention table tracks which cancellations were saved by which offer, so you can refine the discount and stop watching MRR walk out the door. The handover hook integrates with your support team so high-value cancellations can be escalated to a human if you want a custom path.
Five-step renewal sequences (minus 30 / minus 7 / minus 1 / plus 3 / plus 7 days) keep services from quietly expiring. Long-tenured customers running on a base plan get upgrade recommendations based on service age, product group, and lifetime value. Both flows respect unsubscribes and per-client lifecycle state so customers do not feel spammed, and you can preview every message before any campaign goes live.
Logged-in customers with outstanding invoices see a dismissible payment reminder injected at the top of every client-area page. Higher signal-to-noise than email, zero marginal cost, and it lifts recovery on top of the email cadence. The banner respects per-client dismiss state and never shows after payment.
Pro tier surfaces a revenue dashboard that attributes recovered revenue to each campaign, breaks down recovery rates by sequence step, and segments customers by product, lifetime value, and region. See exactly which sequences are paying for themselves and which need tuning. Export the underlying data as CSV for board reports or BI pipelines.
Run A/B tests on subject lines, sequence delays, and discount amounts. Open and click tracking uses HMAC-signed pixel and link URLs so you can trust the numbers — no third-party tracker, no privacy theatre. Statistical significance indicators tell you when a variant is the clear winner.
A visual rule builder lets non-developers compose triggers ("if order is unpaid for 24 hours AND product group is shared hosting AND client is in EU, send sequence X with code Y"). The same engine powers built-in flows, so anything we ship out of the box you can clone, fork, and tune.
Built-in segments cover new buyers, churn risks, high LTV, dormant accounts, and at-renewal cohorts. Each customer carries a lifecycle state machine so sequences fire on transitions (for example "new buyer to active") rather than naive cron schedules. Custom segments can be defined with the same condition builder as rules.
Free
Pro (99 USD/year or 299 USD buyout)
Admin UI ships in English, Simplified Chinese, and Traditional Chinese. Email templates are template-engine driven so localisation per market is a copy edit, not a code change.
Pre-sales questions and technical support reach us through our contact page (form, email, and Telegram, no login or account required). Every purchase is covered by a 7-day money-back guarantee.
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The best place to start if you need help with a specific product is to contact the developer. All WHMCS Marketplace developers have both a website and support URL listed.
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