Email Marketing
Automation journeys: triggers, steps and templates
6 min read 1 viewsby Alphorix Team
Go to Marketing Email → Automations → New automation. Start from a ready-made journey (Welcome, Qualified nurture, Unqualified re-engagement, Converted onboarding, Lost win-back, No-answer follow-up) or from scratch.
Triggers
- Lead status changes to one or more statuses (optionally only from certain statuses)
- New lead is created
- Lead matches a segment
- Manual enrolment only Add optional filters (source, country, campaign, language, sub-status, tags).
Steps
Click + between steps to add: Send email, Send WhatsApp, Wait (minutes/hours/days), If / else, Update status, Add/Remove tag, Exit journey. If/Else can check opened/clicked previous email, WhatsApp delivered/read, status, tag or any lead field.
Settings
- Exit rules — leave the journey when status changes to e.g. Converted or Lost. Unsubscribed/bounced leads always leave.
- Re-entry and Auto-enrol existing matching leads on first activation.
- Sender & daily sending window for emails and WhatsApp.
Click Activate. Use Enrol existing or Add leads any time. The Leads & activity tab shows each lead's step-by-step timeline, and a purple Journey badge appears next to leads in the Leads list.
Was this article helpful?
Your feedback helps us improve
Related articles