How to set up custom SMTP Welcome Email in WHMCS

First impressions matter, especially in the digital age. A well-crafted welcome email can set the tone for a positive customer experience. For SMTP hosting resellers, sending a personalized and informative welcome email is crucial to build trust and establish a strong relationship with new customers. WHMCS offers a convenient platform to streamline this process by allowing you to create custom email templates. In this guide, we’ll walk you through the steps of creating and assigning a welcome email template for your SMTP hosting product.

Step-by-Step Guide

Step 1: Accessing the Email Templates Section

1. Log in to your WHMCS admin area.
2. Navigate to the “Setup” or “Configuration” section (the exact location might vary slightly depending on your WHMCS version).
3. Click on the “Email Templates” option.

Step 2: Creating a New Email Template

1. In the email templates section, you’ll see different types of templates. For a welcome email, select the “Product/Service” type.
2. Click the “Create New Template” button.
3. Give your template a descriptive name, such as “SMTP Welcome.”

Step 3: Designing the Email Template

1. In the template editor, start by crafting a compelling subject line. A simple yet effective option is “Your SMTP is Ready!”
2. Write the email body content

Dear {$client_name},

Thank you for choosing our SMTP service! We’re excited to help you enhance your email delivery.

Please click here to get the SMTP setup guide. >> {$whmcs_url}clientarea.php?action=productdetails&id={$service_id}

Important: Set Up Your SPF Record!

To ensure successful email delivery, please set up SPF record in your domain. You will find SPF record from SMTP Dashboard > Email Deliverability. You may ignore other DNS records as they are not necessary for our SMTP service.

How to Use SMTP Service?

Our SMTP service is designed for website integration to send transactional emails. It’s not compatible with standard email clients. You may integrate it with WordPress, WHMCS or any other SMTP supported website/application to send emails.

Need Help?

If you encounter any issues, please contact our support team.We’re here to assist you!{$signature}

Step 4: Assigning the Template to the SMTP Product

1. Go to the “Products/Services” section in your WHMCS.
2. Edit the SMTP hosting product.
3. Look for the “Welcome Email” setting.
4. From the dropdown menu, select the “SMTP Welcome” template you created.

Additional Tips and Best Practices

• Customize the template: Make the email visually appealing and consistent with your brand identity.
• Test thoroughly: Send a test email to yourself to ensure the template renders correctly and all information is accurate.
• Provide value: Include helpful tips or resources in the email to demonstrate your expertise and commitment to customer satisfaction.
• Track performance: Use email tracking features to monitor open rates, click-through rates, and other metrics to optimize your welcome email.

By following these steps and incorporating best practices, you can create a welcome email that leaves a positive impression on your SMTP hosting customers and sets the stage for a successful business relationship.