ezchimp – WHMCS Mailchimp integration

Posted on January 23, 2012 by Sunjith

ezchimp is a WHMCS addon module which integrates with Mailchimp for newsletters and mailing lists for your clients in WHMCS. Clients can subscribe/unsubscribe to your newsletters or mailing lists and interest groups in Mailchimp during signup or via their client area. Auto updates Mailchimp subscription when clients change their email address or add contact / sub-account.

When clients sign up, they will get the options like this:

Mailing list client options

Mailing list client options

Clients will also get the mailing list and interest group options in their client area:

Client area my details

Client area my details

Client area mailing list options

Client area mailing list options

Follow on twitter for updates: ezchimp

Get it here

Steps to setup:

  1. Download and extract the ezchimp.tar.gz file into your modules/addons/ folder within your WHMCS directory.
  2. Go to WHMCS admin -> Setup -> Addon Modules and “activate” the module listed as “MailChimp newsletter”
  3. After successful activation enter you MailChimp API key and set access control below in the same page:

    ezchimp addon activation

    ezchimp addon activation

  4. Go to “Addons” -> “MailChimp newsletter” and configure the settings as necessary:

    ezchimp settings

    ezchimp settings

  5. Click on “Lists & Groups” in right menu to display all mailing lists and interest groups in your Mailchimp account:

    ezchimp lists

    Mailchimp lists and interest groups

  6. Enable those you need to make available for your clients in WHMCS. Give an alias as you wish. If you do not specify an alias, the name of the interest group (or the name of the list if there are no interest groups in it) will be used.
  7. The “Status” link in side menu will display the subscription status of your clients and their sub-contacts to mailing lists and interest groups:

    echimp subscription status

    echimp subscription status

  8. Use the “Tools” link to initially subscribe existing clients after a fresh activation of ezchimp module:
    ezchimp tools

    ezchimp initial subscribing

     

    All text can be modified by editing the file english.php in the ezchimp/lang/ folder. You may also add support for other languages by creating a new file for the language in ezchimp/lang/ folder.

Posted in WHMCS addon modules | Tagged , , , , | 2 Comments

Subscribe WHMCS clients to Mailchimp mailing list

Posted on September 26, 2011 by Sunjith

Note: if you need a complete WHMCS addon module for Mailchimp integration where customers can subscribe to lists and interest groups of their choice, see ezchimp

Subscribe your clients in WHMCS to required mailing list and interest groups in your MailChimp account based on the product group they order.

Suppose you want to auto subscribe your client to “Hosting” interest group in your MailChimp mailing list when they order one of your “Web Hosting” product and to “Domains” interest group when they purchase one of your “Domain” product, this script can do it for you. You can organize your clients to different interest groups easily and send newsletters and special offers to specific interest groups for maximum effective email marketing.

This script makes use of WHMCS AcceptOrder hook and WHMCS and MailChimp APIs.

Thanks to Juan Manuel Zolezzi Volpi, Duplika Internet Solutions for the idea and funding for the development of this script and permission to share it.

Steps to setup:

  1. Set values for config variables and WHMCS product group to MailChimp mailing list and interest groups map
  2. Upload this script to includes/hooks folder inside your WHMCS install folder
  3. Make sure the merge fields in mailchimp mailing list are set as:

    Mailchimp mailing list merge fields setting

    Mailchimp merge fields

  4. Test by accepting an order
IMPORTANT: Please read the SECURITY CONSIDERATIONS section in the script comments.

For setup assistance, customizations or consultation, contact support[at]admod.com


Posted in Free scripts | Tagged , , , | 9 Comments

WHMCS customer information widget for Zendesk

Posted on September 21, 2011 by Sunjith

Display your customer information from WHMCS on Zendesk ticket display pages for your agents to lookup quickly and easily.

Steps to setup:

  1. Download the zip file using the link provided below and extract it to get the script
  2. Edit the script and set an access password and other configuration values
  3. Upload the script to a web server where it can be accessed from outside
  4. Login to your WHMCS admin account
  5. Go to Setup -> General Settings -> Security
  6. Add the IP of your web server where you placed the script in “API IP Access Restriction“
  7. Save changes
  8. Login to your Zendesk admin account
  9. Go to SETTINGS -> Extensions
  10. Click on “add widget“
  11. Select “Custom” (Custom HTML fragments to embed in your pages.)
  12. In “Title“, enter “Customer Info” (or any name you like for the widget title)
  13. Check (enable) “Display“
  14. In “Available for“, select “People who have logged in and is an agent“
  15. In “Content“, enter the following (replace URL_TO_THE_SCRIPT with the URL depending on where you uploaded this script and ACCESS_PASSWORD with what you set for $access_password in the script):<script type=”text/javascript”>Widget.require(‘URL_TO_THE_SCRIPT?password=ACCESS_PASSWORD&email={{ticket.requester.email}}&debug=1′, {type: ‘text/javascript’});</script> <div id=’whmcs_user’></div>
  16. Select “Create widget“
  17. Click “Submit” button
  18. Now view any ticket in Zendesk
  19. In the right pane, click “Edit widgets on this page“
  20. Click the newly added widget from the list
  21. Drag the new widget to where you want it

Security considerations: 

It is recommended that you move the configuration settings to a separate file (say,) config.php, upload it in a location outside the document root folder and include it in this script. Otherwise if your PHP engine breaks due to some reason (for example, due to an error in your web server configuration), there is chance for this script to load as text in user’s browser exposing your WHMCS admin login and other sensitive information given in this script.

Please read the comments in the script for more info.

For setup assistance, customizations or consultation, contact support[at]admod.com

Script for WHMCS customer information Zendesk widget

Posted in Free scripts | Tagged , , , , , , | 1 Comment

Zendesk remote authentication via WHMCS with autologin

Posted on September 20, 2011 by Sunjith

Authenticate your customers on Zendesk using their username and password in your WHMCS. Autologin to Zendesk/WHMCS if the user is already logged into either one. Also supports external form based authetication instead of HTTP authentication.

Steps to setup:

  1. Download the zip file using the link provided below and extract it to get the scripts
  2. Login to your Zendesk admin account
  3. Go to Settings -> Security -> Authentication
  4. Enable “Single Sign-On“
  5. Select “Zendesk Remote Auth” in “Mode“
  6. Set the URL of the login script in “Remote login URL“
  7. Set the URL of the logout script in “Remote logout URL“
  8. Set your IP in the “IP ranges” for testing. Your current IP address will be displayed below the field. (Clear this field after testing and save it)
  9. Copy the token (shared secret)
  10. Click “Save tab” button at the bottom of the page
  11. Login to your WHMCS admin account
  12. Go to Setup -> General Settings -> Security
  13. Add the IP of your web server where you placed the script in “API IP Access Restriction“
  14. Edit the scripts and set values for config variables such as token, URLs, WHMCS login etc.
  15. Upload the scripts to a folder on your web server. Should be on the same domain where your WHMCS is also hosted in order for autologin to work.
Watch the video on how to setup the scripts and see it in action:

 

Security considerations:

It is recommended that you move the configuration settings to a separate file (say,) config.php, upload it in a location outside the document root folder and include it in this script. Otherwise if your PHP engine breaks due to some reason (for example, due to an error in your web server configuration), there is chance for this script to load as text in user’s browser exposing your WHMCS admin login and other sensitive information given in this script.

Please read the comments in the script for more info.

For setup assistance, customizations or consultation, contact support[at]admod.com

Zendesk remote auth via WHMCS scripts

 

 

 

 

Posted in Free scripts | Tagged , , , , | 1 Comment