Alpha Automation
Trigger-based automatic emails configured through email templates
Email Automation
Alpha sends emails automatically when specific events occur in the platform — a lead is created, an appointment is confirmed, and so on. Automation is configured entirely through email templates: each automation trigger type can have one template, and the email is sent whenever that trigger fires while its template is enabled.
There is no separate automation rule builder. The Communications > Automation menu entry redirects to the templates page, where automation is configured per trigger type.
How Automation Works
Trigger Types
Trigger types are predefined by the platform and grouped by category: CRM, ERP, Support, Configurator, and Shop. Examples from the CRM category:
| Trigger | Fires When |
|---|---|
| Lead Created | A new lead is submitted via a public form |
| Brochure Requested | A lead is created from a brochure download form |
| Appointment Confirmed | A booking is confirmed via the public booking widget |
| Appointment Reminder | 24 hours before a confirmed appointment |
| Appointment Rescheduled | The date or time of an event with attendees is changed |
Time-based triggers (such as Appointment Reminder) are marked with a Scheduled badge.
Configuring Automation
- Navigate to Communications > Templates (
/communications/templates) — the templates table is also available under Settings > Tenant > Communications - Trigger types are listed per category, each marked Configured or Not configured
- Click Create Template next to a trigger type — a template is created with default content and the editor opens
- Edit the subject and body; the trigger type's variables are available as merge fields, and translations can be provided per language
- Use the toggle next to a configured trigger type to enable or disable it
Each configured trigger type also offers a preview action and a delete action.
Recipients
Recipients are resolved automatically from the trigger event — for example, a Lead Created email goes to the lead's email address. They are not configured manually. When the template has a translation matching the recipient's language, that translation is used.
Enable / Disable
Toggle a configured trigger type on or off without deleting its template. While disabled, no email is sent when the trigger event occurs.
Follow-Up Reminders
Some trigger types (for example Brochure Requested) support automatic follow-up emails sent a configurable delay after the initial email. See Reminders.