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

Will

Dan Roby

Launch the Monarx Upsell Program with WHMCS

WHMCS Upsell Module by Monarx

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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