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Managing Campaigns

Better Bulk Price campaign scheduling

This guide explains the normal administrator workflow for creating, approving, and monitoring service price campaigns.

Open the Module

Go to Addons > Better Bulk Price in the WHMCS admin area. The default page shows the campaign list and the current status of each campaign.

Create a Draft Campaign

Click New Campaign and complete the form.

The campaign form includes these main fields:

FieldDescription
Campaign NameInternal name used by administrators.
DescriptionOptional internal notes.
New Recurring AmountThe target recurring amount for matched services.
Announce AtWhen notifications should begin.
Effective AtWhen the new price should become eligible for execution.
Acknowledgement DeadlineOptional deadline for client acknowledgement.

Use one or more filters to narrow the affected service population:

  • Product
  • Currency
  • Billing cycle
  • Service status
  • Current recurring amount

The module requires at least one filter so campaigns cannot accidentally target every service.

Preview Before Approval

Use Preview while the campaign is still in draft.

Preview helps you confirm:

  • How many services currently match the filters.
  • Which clients and services are likely to be affected.
  • Whether some services may need to be deferred because of renewal timing.

Preview uses live WHMCS service data. The final target list is only frozen when the campaign is approved.

Approve the Campaign

Approval is the point where Better Bulk Price freezes the target snapshot.

After approval:

  • The matched service population is stored for that campaign.
  • Baseline and new recurring amounts are preserved for each target.
  • Later execution does not recalculate a different live target list.

If you need different targeting after approval, the recommended approach is to cancel the campaign and create a new one.

Schedule Execution Safely

Approved campaigns are processed by the WHMCS daily cron.

For each service target, the module evaluates whether the change can still affect the upcoming renewal cycle safely. If an invoice was already generated for the current billing window, the target can be deferred instead of being changed immediately.

This behavior helps avoid silent repricing of already-generated invoices.

Notify Clients

When the announcement time is reached, Better Bulk Price can generate:

  • A client area pricing notice.
  • An email notification through WHMCS.

Each notice is linked to the affected service and normally includes the previous recurring amount, the new recurring amount, and the effective date.

Track Acknowledgement

Acknowledgement is tracked per affected service, not only at the campaign level. This gives support teams a clearer record when one client has multiple affected services in the same campaign.

In the current release, acknowledgement is non-blocking. A missing acknowledgement does not automatically stop a scheduled update.

Monitor Results

From the campaign detail view, administrators can review:

  • Frozen targets.
  • Execution runs.
  • Deferred or failed items.
  • Notification delivery status.
  • Acknowledgement records.

This gives the team an explainable record of what was planned, what was communicated, and what was actually executed.

Cancel a Campaign

Draft and approved campaigns can be cancelled when needed. Cancelling a campaign prevents future execution, while preserving the existing history for auditing and support review.