send campign based on custom field value

[snake]

I send campaigns to clients asking them to complete a waiver if :-

they have purchased Product a,b,c
but do not have products X or addon Y
and have not completed the waiver (which I could specify with a custom field)

If they do not complete the waiver then I have to resend the email to them until it's done.

this is currently a very manual PITA to do as WHMCS does not provide any way to do this.

 

Now I could add a custom checkbox field to the related products, which I can check when they have completed the waiver, so I know who has done it.

When sending a campaign, it only allows me to choose products/services purchased, no way to define the requirements as mentioned above or to check the value of a custom field.
 

does anyone have any ideas or solutions?

 

 

[Billy Goddard]

On 6/28/2023 at 7:32 PM, snake said:

I send campaigns to clients asking them to complete a waiver if :-

they have purchased Product a,b,c
but do not have products X or addon Y
and have not completed the waiver (which I could specify with a custom field)

If they do not complete the waiver then I have to resend the email to them until it's done.  targetpayandbenefits

this is currently a very manual PITA to do as WHMCS does not provide any way to do this.

Now I could add a custom checkbox field to the related products, which I can check when they have completed the waiver, so I know who has done it.

When sending a campaign, it only allows me to choose products/services purchased, no way to define the requirements as mentioned above or to check the value of a custom field.
 

does anyone have any ideas or solutions?

Hello,

To automate the process of sending campaigns based on custom field values in WHMCS, you can consider using a third-party marketing automation tool or an email marketing integration with WHCMS that allows conditional logic. Create a custom checkbox field for completed waivers, and integrate it with the marketing tool. Then, set up a campaign with conditions to target clients who purchased products a, b, c but lack products X or addon Y and haven't completed the waiver (based on the custom field value). This will streamline the process, ensuring targeted clients receive reminders until they complete the required waiver. 

 

 

 

 

[snake]

I do use mailerlite, but i have no idea how to get it to pull that info from whmcs

[Ankit70]

On 28/06/2023 at 7:32 PM, snake said:

I send campaigns to clients asking them to complete a waiver if :-

they have purchased Product a,b,c
but do not have products X or addon Y
and have not completed the waiver (which I could specify with a custom field)

If they do not complete the waiver then I have to resend the email to them until it's done.

this is currently a very manual PITA to do as WHMCS does not provide any way to do this.

 

Now I could add a custom checkbox field to the related products, which I can check when they have completed the waiver, so I know who has done it.

When sending a campaign, it only allows me to choose products/services purchased, no way to define the requirements as mentioned above or to check the value of a custom field.
 

does anyone have any ideas or solutions?

 

 

Hi @snake

You can do it with the hook.

Please let me know if you are still looking for help.

Thank you 

[snake]

11 hours ago, Ankit70 said:

Hi @snake

You can do it with the hook.

Please let me know if you are still looking for help.

Thank you 

Hi, what hook are you referring to, I do not see any code or link to any hook in any of the previous replies?

[Ankit70]

4 hours ago, snake said:

Hi, what hook are you referring to, I do not see any code or link to any hook in any of the previous replies?

Hi @snake

Sorry! 

We need to create a cron file for that you need to write PHP code to full fill all the conditions which you want.

 

 

Edited July 20, 2023 by Ankit70

[snake]

i'm not a PHP developer, so I would need a bit more info than this.

Thanks

[Ankit70]

14 hours ago, snake said:

i'm not a PHP developer, so I would need a bit more info than this.

Thanks

Hi @snake

You need to hire WHMCS developer, how know all the related table, flow of the functionality.

If you want i can do it for you.

Thank you