Monarx

The Monarx Upsell Program enables WHMCS to provide their clients with a freemium version of Monarx & attractive upsell opportunities.

Getting Started Overview

Enterprise Account

Requirements for the WHMCS Upsell Module by Monarx

WHMCS Module Requirements

Pre-launch Checklist

Module Installation

Module Activation

Existing VPS/Server Clients

Deploy to New VPS/Server Clients

Checkout & Upgrades via WHMCS Addons

CTAs, Notifications & Alerts

Explain the settings section of the WHMCS Upsell Module by Monarx

Settings

An introduction to the leads management interface.

Managing Leads

How to ensure that your shared hosting environments are ready for Active Protection in Shared Environments.

Configuring the module for Shared Hosting upsell

How to use the WHMCS Upsell Module Cron Job and the Cron Tasks available.

Cron Jobs

API Key Permissions required for the WHMCS Module

Required Credential Permissions

The Monarx Upsell Module provides templates that can be updated.

Customising the default templates

Adding Support for Custom Server Modules

Configuring the module to automatically relate VPS' to Agents for easy activation.

Using Automatic Hostname Matching for VPS Upsells

Pete Bishop

Will

Launch the Monarx Upsell Program with WHMCS

WHMCS Upsell Module by Monarx

Find answers and get help from Intercom Support and Community Experts

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