Email Notifications

Configure automated email notifications for marketplace events.

Overview

Automatum sends automated email notifications to keep you and your customers informed about important marketplace events. Configure notification preferences to ensure the right people receive the right updates.

Notification Types

Internal Notifications

Emails sent to your team:

Event	Default Recipients	Customizable
New private offer created	Creator	✅
Private offer accepted	Creator, Sales team	✅
Private offer expired	Creator	✅
Contract expiring (30/60/90 days)	Account owner	✅
Contract renewed	Account owner, Sales	✅
New customer signup	Sales team	✅
Metering failure	Technical team	✅

Customer Notifications

Emails sent to your customers:

Event	Description	Customizable
Private offer invitation	New offer available	✅
Offer reminder	Follow-up on pending offer	✅
Offer accepted confirmation	Acceptance confirmation	✅
Contract welcome	Onboarding email	✅
Contract renewal reminder	Renewal opportunity	✅
Contract expiration notice	Final notice before expiry	✅

Configuration

Access Email Settings

1. Navigate to Settings > Notifications > Email
2. View all notification types
3. Configure each notification individually

Enable/Disable Notifications

Toggle notifications on or off:

1. Find the notification type
2. Click the toggle switch
3. Changes apply immediately

Private Offer Emails

Invitation Email

Sent when you create a private offer:

Tracking Features:

• Open tracking (when customer opens email)
• Status updates in dashboard

Template Sections:

1. Header with your company name
2. Personalized greeting
3. Offer summary
4. Call-to-action button
5. Offer details
6. Contact information
7. Footer