Introduction
The Monarx Upsell Program enables WHMCS (admins) to provide their customers with a freemium version of Monarx, along with helpful marketing and call-to-action prompts to encourage them to upgrade to the paid version. This guide is designed to assist admins in setting up the Monarx Upsell Program via WHMCS.
Step 1: Sign up for Monarx
To get started, admins can visit the website and sign up for Monarx. They will be required to provide some basic information about their company. Once the information is provided, admins will be granted access to the Monarx Web App.
Step 2: Download the WHMCS Upsell Module by Monarx
After signing up, admins can begin the setup process within WHMCS by connecting to the Monarx API. This process involves enrolling existing clients, configuring the shopping cart, and setting up pricing.
Important: Before installation, make sure that your environment meets our minimum requirements.
To get started, admins will need to download the latest version of the WHMCS Upsell Module by Monarx.
After downloading the file, admins should locate the document root folder on their system. The folder is usually located in the directory path: /var/www/html/whmcs/modules, although it may differ based on individual setups.
To complete the process, admins can utilize their preferred file management tool to copy the downloaded file. Afterwards, they should copy it into the document root folder.
After the user has successfully copied the file to the document root folder, they will need to extract its contents. This step is necessary to unzip the module or add-on and create the corresponding directories for its files.
Move the above folders to the installation location of WHMCS (example /home/whmcsinstall/public_html/)
After extracting the files, from within WHMCS, you'll need to navigate to Setup (Wrench Icon) > System Settings > Addon Modules.This interface will allow you to activate and configure the module for first time use.
To configure the module, you will require your Enterprise ID, a Client ID and a Client Secret. These can be obtained from your Monarx Dashboard on the Credentials page.