[WHMCS] Custom Product Welcome Emails

One essential feature within WHMCS is the automated emails it sends. These emails range from invoice reminders, ticket notifications, and service suspensions and so on.

Generally, it is a good idea to customize the content within these email templates to make them more personal and resemble your brand better. For example, you might want to add a “Getting Support” section with all the relevant links to your support methods and / or adding links to the commonly viewed knowledge base articles.

Step 1: Creating a new email template

  1. Login to your WHMCS admin area and navigate to: Setup -> Email Templates
  2. Find an existing email template associated with a product and click on the Edit icon.
  3. Copy the content of the email template and go back to Setup -> Email Templates
  4. Under Create New Email Template click Product/Service and enter a unique name you’ll be able to easily associate this template with
  5. Paste the content you copied above and make your desired changes
  6. Enter a name for the email template subject and click on Save Changes

Step 2: Assigning the email template

  1. Whilst still in your WHMCS admin area navigate to Setup -> Product/Services -> Products/Services
  2. Find the product you would like to assign your new email template to and click Edit
  3. Under the Details tab find your new email template and click on Save Changes

All done. This email template will now be used whenever this product is ordered.

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