CTAs, Notifications & Alerts
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Written by Aaron Phillips
Updated over a week ago

The CTAs, Notifications & Alerts feature offers a helpful way to keep clients informed about threats and guide them through the upgrade process. With the WHMCS Upsell Module by Monarx, admins can take advantage of pre-built notifications, including email and in-app alerts. These notifications can be easily enabled or disabled, with the default setting being disabled.

Monarx Leads

The Monarx Cloud Platform is designed to be proactive in identifying threats. To ensure that clients stay informed, the platform generates Monarx Leads whenever a threat is detected. These leads contain all the necessary details, including information about the threat itself, the associated account, and other relevant metadata.

WHMCS offers the convenience of automatically pulling leads on a daily basis, providing admins with the information they need. This feature allows admins to stay up-to-date and informed about any potential risks.

Email Notifications

To enable email notification, navigate to Addons β†’ Monarx Upsell Module β†’ Administration

Use these settings to fine-tune your upsell campaign settings.

Setting

Description

Default

Email Campaign (Leads)

This setting controls your upsell emails in their entirety. If this is disabled, no emails will be sent to your clients, encouraging upgrades to Monarx Active Protection.

Disabled

Campaign Email 1: Send after X days

This cannot be changed right now. It controls when the first email should be sent. At this time, it is sent immediately after an account is determined to have been infected with Malware.

0

Campaign Email 2: Send after X days

How many days after email 1 the second email be sent. This is not sent if the user has upgraded to Active Protection.

5

Campaign Email 3: Send after X days

How many days after email 2 the third email be sent. This is not sent if the user has upgraded to Active Protection.

13

Campaign Email 4: Send after X days

How many days after email 3 the fourth email be sent. This is not sent if the user has upgraded to Active Protection.

23

Campaign Email 5: Send after X days

How many days after email 4 the fifth and final email be sent. This is not sent if the user has upgraded to Active Protection.

30

Upsell Email

If it is determined that the user has upgraded, send an email confirming that they are now safe and secure!

Enabled

Threat Alert Email 
Threat Eliminated Email
All is Safe Email

To edit the emails, admins can easily locate them in the Email Templates configuration page of WHMCS.

In-App Notification

The app notification feature utilizes the built-in notifications in WHMCS to promptly inform the account owner about any detected threats. This in-app message from WHMCS is conveniently linked to the Addon Upgrade page, providing easy access for client upgrades.

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