Knowledge base

Everything you need to get more from Alphorix.

Guides, walkthroughs and playbooks written by the team.

Email Marketing
12 results
email marketing · 4 min read
Email plans, extra sends, auto top-up and receipts

Choose a plan, buy extra sends, turn on auto top-up and download receipts.

email marketing · 6 min read
Automation journeys: triggers, steps and templates

Build journeys that email leads automatically when their CRM status changes.

email marketing · 4 min read
Email Marketing in Alphorix — overview

Everything the Marketing Email module can do: campaigns, segments, automations, analytics and billing.

email marketing · 5 min read
Journeys: templates and triggers explained

How the Journeys tab works, which events can start a journey and how leads leave one.

email marketing · 3 min read
Email Marketer users and permissions

Give marketing staff access to Marketing Email only, with granular rights.

email marketing · 3 min read
Sending domains, suppression and compliance

Send from your own domain and stay compliant automatically.

email marketing · 4 min read
Deposit goals and email analytics

End journeys on a first deposit, see deposits per journey and analyse performance.

email marketing · 4 min read
A/B subject tests and WhatsApp steps

Test two subject lines automatically and follow up emails with WhatsApp templates.

email marketing · 3 min read
Audience, lists and segments

How your CRM leads become your email audience and how to target them with segments.

email marketing · 5 min read
Create and send an email campaign

Use the campaign wizard to pick an audience, design your email, preview it and send or schedule it.

email marketing · 4 min read
KYC-approved and first-deposit (FTD) journeys

Turn approved accounts into funded clients, then tailor onboarding to the size of the first deposit.

email marketing · 4 min read
Set up the free trading education course

Collect sign-ups with a form that tags leads “education” and send a 5-lesson course over 7 days.

Alphorix

The CRM built for forex brokers, prop firms and financial marketing teams. Route leads, run pipeline, ship growth.

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Abu Dhabi
United Arab Emirates
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Alphorix.net does not provide, solicit, or facilitate the trading of foreign exchange (forex), contracts for difference (CFDs), or any other leveraged financial products.

Trading forex and CFDs carries a high level of risk and may not be suitable for all investors. You could sustain a loss of some or all of your initial investment; therefore, you should not invest money that you cannot afford to lose. Before deciding to trade, you should carefully consider your investment objectives, level of experience, and risk appetite. Past performance is not indicative of future results.

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