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Full Features - Printable Version +- WHMCS Services Forum (https://forum.whmcsservices.net) +-- Forum: WS Modules (https://forum.whmcsservices.net/forumdisplay.php?fid=8) +--- Forum: Addons Modules (https://forum.whmcsservices.net/forumdisplay.php?fid=9) +---- Forum: Brevo Integration (https://forum.whmcsservices.net/forumdisplay.php?fid=132) +---- Thread: Full Features (/showthread.php?tid=614) |
Full Features - whmcsservices - 07-25-2026 Contact Synchronization - Automatically synchronizes new WHMCS clients with Brevo. - Re-synchronizes contacts when supported WHMCS client details change. - Runs regular cron reconciliation for missed, failed, or outdated contacts. - Includes a manual **Sync Contact** action. - Displays contact status, marketing status, assigned lists, client group, and recent activity. - Supports selected WHMCS profile attributes. Marketing Consent - Separates Brevo contact creation from marketing-list subscription. - Adds contacts to marketing lists only when WHMCS marketing consent is present. - Supports creating non-consenting contacts without subscribing them to lists. - Supports configured unsubscribe and client-deletion behavior. Default Lists - Assigns consenting contacts to selected default Brevo lists. - Prevents list subscription when marketing consent is not present. Client Group Mappings - Maps WHMCS client groups to one or more Brevo lists. - Supports clients without a WHMCS client group. - Can remove previous group-list assignments when a client changes groups. Brevo Lists - View existing Brevo lists. - Create lists. - Edit lists. - Move lists between Brevo folders. - Delete lists. - Refresh list data from Brevo. Brevo Folders - View Brevo folders. - Create folders. - Edit folders. - Delete folders. - View the number of lists assigned to each folder. - Load current folder data when the Folders section is opened. Activating Lead Management - Lead Management is controlled by a feature flag in the main addon file: - When enabled, the **Lead Management** menu and related ticket-consent, pending lead, captured lead, and ignored lead features become available. - When set to `false`, Lead Management and its administrator menu are disabled. Lead Management - Captures eligible guest support-ticket submissions as Brevo contacts. - Supports Pending, Captured, and Ignored lead states. - Supports Disabled, Automatic, and Manual Approval capture modes. - Sends only email address, first name, and last name for guest leads. - Keeps WHMCS client-profile attributes separate from guest lead data. - Provides independent pagination for each lead table. Lead Consent - Optional consent checkbox for selected public support departments. - Ticket submission is not blocked when consent is not provided. - Leads are captured only when the configured consent conditions are met. - Stores consent status, wording, date, IP address, ticket reference, and department where available. - Supports the `{$company_name}` variable in consent wording. Existing Contact Import - Imports existing WHMCS clients into Brevo. - Supports filters such as account status, marketing consent, client group, country, registration date, and product ownership. - Processes imports in batches. - Records progress and failed records. ### Webhooks - Processes Brevo unsubscribe events. - Processes Brevo contact deletion events. - Can update WHMCS marketing consent from Brevo unsubscribe events. - Can remove matching captured-lead records when contacts are deleted in Brevo. Activity Log - Records contact synchronization. - Records automatic reconciliation. - Records manual contact actions. - Records lead capture and consent decisions. - Records list and folder operations. - Records webhook processing. - Records API errors and cron activity. Automatic Reconciliation - Runs through the regular WHMCS cron. - Checks no more than once every 15 minutes. - Processes up to 25 contacts per run. - Prioritizes contacts that have never synchronized. - Retries contacts with previous errors. - Reconciles contacts not successfully synchronized for at least six hours. Administrator Interface - Responsive WHMCS administrator interface. - Instant main-tab switching. - Background tab refresh. - Browser Back and Forward support. - Cached tab content for faster repeat access. - Collapsible settings panels. - Contact, lead, list, and folder table pagination. |