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📋 Requirements & Prerequisites
Autotaskclick is built for IPTV resellers who already make sales or just want to start this business. Before you begin, ensure you have the following:
What Autotaskclick Provides:
- Complete WordPress plugin for automation
- Professional reseller dashboard with analytics
- Automated order delivery to customer email
- Payment threshold protection (anti-ban system)
- Country-based panel routing
- Email templates and reminder system
- 24/7 support via live chat
Once you have all prerequisites, proceed to the Plugin Upload & Activation section to begin the setup process.
🔌 Plugin Upload & Activation
After signing up with us, you will receive an email containing the plugin ZIP file download link.
📥 Installation Steps
- 1 Download the plugin ZIP from the email you received after signup
- 2 Log in to your WordPress admin dashboard
- 3 Go to Plugins → Add New → Upload Plugin
- 4 Upload the ZIP file and click Activate
- 5 No additional plugins required — we don't need SMTP or email plugins. Our system handles all email sending automatically.
🌍 Finding the Plugin in WordPress Admin
After activation, look for the 🌐 Earth Icon in your WordPress admin sidebar. Click it to access the plugin.
🔐 Login to the Plugin
Clicking the Earth icon opens a login form. Enter the same email and password you used during signup.
✉️ Email Configuration
Once you activate the plugin and log in, go to Settings → Email Configuration.
You have three options: Shop Email,
Help Email, and
Support Email
(you can use the same email for all three options).
📧 Configuration Requirements
- Name: appears on the email sent message — it's better to type your brand name, not your personal name
- Host: you can keep
smtp.gmail.comif you're using Gmail - Port: keep
587 - Email & Passkey: use your email address and a Google App Passkey (not your regular password)
- BCC Emails: add extra email addresses to forward all outgoing messages (comma separated)
🔑 How to Get a Gmail App Passkey
- 1 Make sure 2-Step Verification is ON → https://myaccount.google.com/security
- 2 Create app and copy password → https://myaccount.google.com/apppasswords
Example format:
xxxx xxxx xxxx xxxxCopy the entire passkey exactly as shown (including the spaces) and paste it into the Passkey field.
📨 BCC (Blind Carbon Copy)
The BCC Emails field allows you to specify additional email addresses that will receive a copy of every outgoing message. This is useful for:
- Keeping a backup of all customer communications
- Including team members in the loop
- Debugging and monitoring email delivery
Format: Enter multiple email addresses separated by commas (e.g., admin@yourdomain.com, manager@yourdomain.com).
📬 The Three Email Options
| Email Option | Purpose |
|---|---|
| Shop Email | Used for order confirmations and transactional emails |
| Help Email | Customers reply here for support inquiries |
| Support Email | Internal notifications and system alerts |
- Your 2-Step Verification is enabled on your Google account
- The App Passkey was copied correctly (16 characters with spaces between each 4 characters)
- The host and port are set to
smtp.gmail.comand587 - You clicked "Save Changes" before testing
🌐 Host & Page Configuration
After completing the email configuration, navigate to Settings → General / Pages to set up your branding and page assignments. This step ensures your customers see your brand identity and are redirected to the correct pages.
⚙️ Configuration Fields
- Brand Name: Your business name (displayed on all emails and forms) — use your brand name, not a personal name
- Logo URL: Direct link to your brand logo (PNG or JPG format recommended)
- Login Page: Select the WordPress page where your login form will appear
- Thank You Page: Select the page customers see after successful checkout
- Checkout Page: Select the page where your checkout shortcode is placed
🏷️ Brand Name
The Brand Name appears in:
- Email headers and footers
- Login and signup forms
- Customer order confirmations
- Invoice and receipt templates
🖼️ Logo URL
The logo appears on login forms, signup forms, and email templates. To set it up:
- Upload your logo image to your WordPress Media Library
- Click on the image and copy the File URL
- Paste that URL into the Logo URL field
📄 Page Assignments
You need to create WordPress pages first, then assign them in the plugin settings:
| Page Type | Required Shortcode | Purpose |
|---|---|---|
| Login Page | [your store login] |
Customer login area |
| Thank You Page | No shortcode needed | Confirmation after successful purchase |
| Checkout Page | [your checkout form] |
Order placement and payment |
📝 How to Create the Required Pages
- 1 Go to WordPress Dashboard → Pages → Add New
- 2 Title: Enter a title (e.g., "Login", "Checkout", "Thank You")
- 3 Content: Paste the corresponding shortcode into the page editor
- 4 Click Publish to save the page
- 5 Return to the plugin Host & Pages settings and select the pages from the dropdown menus
- 6 Click Save Changes to apply the assignments
- Logo not showing? Make sure the URL is direct and publicly accessible (not a localhost path)
- Pages not appearing in dropdown? Publish the pages first, then refresh the plugin settings page
- Shortcode not working? Verify you're using the exact shortcode:
[your store login]or[your checkout form]
🔌 Panels Linking (Country & Plan Routing)
Go to sidebar Panels → Add New Panel to connect your IPTV panels. All your informations are secured — the tool only has access to send orders to your panel, nothing else. No API required — just standard login credentials.
🗺️ Routing Rules (Critical)
- Select country or countries for each panel — e.g., Strong 4K → US clients, Kemo → European clients
- Select packages (plans) that belong to each panel — e.g., Strong 4K handles "12 months 1 connection" plans
- Panel URL / Server address — the URL you use to access your panel
- Login credentials — username and password for the panel (no API needed)
⚙️ Panel Configuration Fields
| Field | Description | Example |
|---|---|---|
| Panel Name | A label to identify this panel in your dashboard | Strong 4K, Kemo Panel, Crystal Panel |
| Panel URL | The web address where your panel is hosted | https://yourpanel.com |
| Username | Your panel login username | reseller_username |
| Password | Your panel login password | ········ |
| Assigned Countries | Select one or more countries for routing | United States, Canada, United Kingdom |
| Assigned Plans | Select which plans this panel should handle | 12 Months, 6 Months, 3 Months (1 connection) |
🔄 How Automatic Routing Works
- 1 Customer places an order on your website
- 2 System detects the customer's country (based on IP address)
- 3 System checks which panel is assigned to that country
- 4 System verifies the selected plan is available on that panel
- 5 System automatically creates the subscription on the correct panel
- 6 Customer receives credentials via email automatically
⚠️ Troubleshooting
- Verify the panel URL is correct (including http:// or https://)
- Check that your username and password are correct
- Make sure your panel allows API/remote access
- Try logging into the panel manually in a browser to confirm credentials work
- Ensure each country is assigned to at least one panel
- Ensure each plan is assigned to the panel that supports it
- Check that the panel connection status shows "Connected"
💳 Payment Setup & Threshold Protection
Link your available payment options (PayPal, Stripe, Airwallex, Whop, Crypto, etc.). Most payment options require API codes for integration. For PayPal, we require a Merchant ID (Business account) or you can use Friends & Family with a personal account.
🏦 Supported Payment Providers
Stripe, Whop, Square, Braintree
PayPal, Wise, Skrill, Neteller
Bitcoin, USDT, Ethereum, Litecoin
Manual bank transfers with auto-confirmation
🛡️ Threshold System (Anti-Ban Protection)
The threshold system is designed to protect your payment accounts from being banned or frozen. Set a threshold amount for each payment account. When reached, the system automatically stops receiving payments and switches to a backup account.
⚙️ How the Threshold System Works
- 1 Set a threshold amount for each payment account (e.g., $5,000)
- 2 System tracks the current balance of each account
- 3 When balance reaches the threshold, the system automatically marks the account as unavailable
- 4 System automatically switches to a backup account for new payments
- 5 You receive a notification when an account reaches its threshold
- 6 After withdrawing funds, click Mark as Sold Out to reactivate the account
📄 Shortcodes & 3 Embed Methods (Final Step)
After completing all previous steps (Email Configuration, Host & Pages, Panels Linking, and Payment Setup), you are ready to integrate checkout and login forms on your website. We provide 3 different methods to embed forms on your WordPress site.
🔐 Available Shortcodes
Inside the plugin dropdown (after clicking the Earth icon), go to Shortcodes to find three ready-to-use shortcodes:
[your checkout form]
Displays the payment and order form
[your store login]
Displays customer login form
[your store signup]
Displays customer registration form
🎯 Important Note for Elementor Users
📝 Method 1: Using Shortcodes (WordPress Classic Editor)
- 1 Create a new WordPress page (e.g., "Checkout", "Login", "My Account")
-
2
In the page editor, paste the desired shortcode (e.g.,
[your checkout form]) - 3 Publish the page
- 4 The shortcode will automatically display a dropdown of your available plans (configured in your dashboard)
🔗 Method 2: Direct Public URLs
Every form has a unique public URL that you can use anywhere — no WordPress shortcode needed.
- Copy the public link from the Shortcodes section in the plugin
- Use it on any website, social media, email, or anywhere else
- Example format:
https://yourdomain.com/?autotaskclick_checkout=1
📜 Method 3: Script Embed (For Any Website)
This method works on any website, not just WordPress. Perfect for embedding forms on custom HTML sites or landing pages.
- 1 In the Shortcodes section, generate your unique embed script
- 2 Copy the generated script code
- 3 On your page, add an HTML widget (Elementor) or paste directly into your HTML code
- 4 The form will appear exactly where you placed the script
Orders will be delivered automatically to your client's email. You can now customize email templates, login/signup forms, create promo codes, and manage channels from the dashboard.
📌 What's Next?
After completing the setup, you can explore these additional features:
- Email Templates: Customize order activation, renewal, and pending payment messages
- Login/Signup Forms: Clone and customize with your logo, colors, and CSS
- Promo Codes: Create discount codes with usage limits
- Channels Editor: Modify channel lineup without touching your panel
- Reminders: Configure automatic email reminders for expiring subscriptions
⚠️ Troubleshooting
- Make sure the plugin is activated
- Verify you're using the exact shortcode:
[your checkout form] - Check that you're logged into the plugin (Earth icon)
- Ensure all previous setup steps (panels, payments) are completed
- Go to Plans & Pricing and make sure you have created at least one plan
- Verify that each plan is assigned to a panel in Panels Linking
- Check that payment methods are assigned to the plans