marketingpro

Hi! We are using the Email Marketer tool to send several automatic emails for new customers (after X days). We've been using the "Product/Service Related" type for all those emails, because it was better to segment which customers get those emails. For example, we don't want to send all our lifecycle emails if they buy a small addon or service. Or if they only have a deactivated/cancelled product. We also don't want the same customer to receive the same email twice if they have 2 different products (specially if one is just an addon to the main one). The problem we've had is that we've been adding new products to WHMCS but didn't remember to activate the automatic emails (Email Marketer emails) for these new products. We don't want this to happen again, so we are thinking of possible solutions. We've seen the "Client Related" type (opposed to our current "Product/Service Related" type), and I guess with that option we don't have to worry about forgetting to activate the emails for new products. But we are not sure how that would work and if it will have other problems/risks. For example, it's not clear to me if a Client will still receive the automatic emails if they only have deactivated/cancelled products. Could you please recommend us the best solution for our needs or at least point us to relevant documentation about the Email Marketer tool? (especially about how the "Client Related" type works exactly) Thanks!

You didn't mention that I needed to change the Security Policy to use your "array" code, you only mentioned it with the "strtolower" code. Anyway, as I've said I prefer to use "or" and not change a Security Policy, so I'm fine with the "or" code you mentioned now from the docs. It works 🙂 So the solution to my question was just 2 small corrections to the code I put in my first message. It's not {if $invoice_payment_method eq "Paypal" or "Credit/Debit Card"}SAMPLE-TEXT{/if}, but {if $invoice_payment_method eq "PayPal" or $invoice_payment_method eq "Credit/Debit Card"}SAMPLE-TEXT{/if} Thanks for your help

The code provided by Brian! it's the cause of the error. I tried with the 2 options he provided (copied exactly) again and it gives the error. I don't have access to the log, but anyway, I prefer to use the "OR" operator and not lose more time with that code with errors. The code provided by Vox (if, else if and else) works, but it's not exactly what I was looking for and it less efficient than the "OR" for my needs. The"OR" code doesn't give an error, but it doesn't behave as expected. Are you 100% sure that the "OR" operator exists and works OK in WHMCS? I guess I will use the code by Vox or maybe contact directly to the WHMCS support team. Thanks anyway.

Thanks, the case in PayPal was one of the problems, but not the only one. Now I get what I expect when I put: {if $invoice_payment_method eq "PayPal"}PayPal text{else}NOTEXT{/if} But when I include the "or" (my original question) it doesn't work as expected, it shows "Paypal text" for everyone (it doesn't matter which payment method is activated). I've even tried with "Paypal or Paypal" and it still shows "Paypal text" for everyone. {if $invoice_payment_method eq "PayPal" or "PayPal"}PayPal text{ else}NOTEXT{/if} I've tried the alternatives to the "or" that Brian included in his first message: {if in_array($invoice_payment_method, array('PayPal', 'Credit/Debit Card'))}Sample Text{/if} {if $invoice_payment_method|in_array:['PayPal','Credit/Debit Card']}Sample Text{/if} They both give me the following error when trying to send the email: Email Sending Failed - Email message rendered empty - please check the email message Smarty markup syntax

Thanks a lot Gearhead! I've been doing a lot of experiments with "Invoices" template emails, but I'm not getting the expected results. Even with a very simple conditional, like {if $invoice_payment_method eq "Paypal"}TEXT{/if} or {if $invoice_payment_method eq "Paypal"}TEXT{else}NOTEXT{/if}), I'm getting bad results (TEXT is showing when it shouldn't, when the payment method for the invoice/customer I'm using for the tests is not Paypal). I'm not sure if I'm doing something wrong with the conditionals code (I'm putting it in the source code and it seems OK, but who knows...), with the customer account I'm using for the tests (it's not a real account, it's services are cancelled actually) or something else. I'm using {debug} and when I change the payment method in the customer account it reflects OK in the variable (I see the change in the debug popup), but in the email itself I don't see what I expect. Any clue of what could be the problem? Should I send an email to WHMCS support for this?

Thanks a lot brian! How do I send myself a test message for a template? I don't see that option when I'm configuring an email template. Or do you mean using de Mass Email tool or something else? I've searched a bit and found a possible solution in https://whmcs.community/topic/127549-test-send-email-templates/, but it seems like an overkill just for testing one email. I also don't know what you mean by "view the sent message in WHMCS". Where we can look at the sent emails? Sorry, I'm not an advanced user of WHMCS.

We want to show some text in several invoice emails to the customers whose payment methods are Paypal or debit/credit cards. I guess the code for that should be something like: {if $invoice_payment_method eq "Paypal" or "Credit/Debit Card"}SAMPLE-TEXT{/if} But I'm not sure if the payment method for cards is really represented by "Credit/Debit Card" (I've seen it in one post of this community, but haven't found official documentation about this). I also don't know if the "or" operator exists here. And I'm also not sure if the conditional code will work if I enter it like normal text (using the Tinymce editor, with text format and all that) or if I have to open it in source code mode and remove all the formating that Tinymce could be adding around the conditional code. Thanks for your help!

Solved! Thanks a lot brian!

Hi, We are trying to customize our welcome emails depending on the product name of each customer. We need to send different content to the users that have a product name that doesn't contain a certain string/word. We've managed to make it work when it contains a string {if $service_product_name|strstr:"WHATEVER"} but not when it does not contain a string. We've tried {if $service_product_name is not "WHATEVER"} and {if $service_product_name % "WHATEVER"}, among other things, but they don't work (they give an error). We asked the WHMCS support team but they don't know either. Any clue? Thanks!