Understanding internal alert use cases

You will learn

Learn how to notify members of your internal team or external partners when a customer enters or reaches a certain point in a flow. Use cases include setting an internal alert for:

• New subscribers
• Customer service follow-up
• New VIPs, warm leads, or special interest lists
• Big-ticket item purchasers

Review the use case examples below. When you're ready to set one up, see How to add an internal alert action to a flow.

Alert for new subscribers

If you are just starting to build or grow your subscriber list and want to be alerted when someone new signs up, you can add an internal alert step to your welcome series flow. Within one automated flow, you can send each new subscriber a timely welcome message while also notifying your team when someone joins your marketing list. Set the internal alert action to live, and make sure the people receiving it have confirmed their opt-in to internal alerts; otherwise, they won't receive the alert. You can also customize the alert to include details about the new subscriber and any form data saved to their profile.

Alerts for customer service follow-up

This tool is also helpful for customer service-focused brands or those that send samples and ask customers for feedback. For example, you can collect a rating from links in an email and use the rating saved to the customer's profile to create a segment of negative responses. Add an internal alert to a flow triggered when someone joins that segment so your team can follow up. A reply to an email alone does not put someone in a segment or trigger this flow.

Alert for new VIPs, warm leads, or special interest lists

While you might not want to trigger an internal alert for all new general marketing subscribers, you may have specific lists or segments for special groups. You can use this action to:

• Let certain members of your organization know when someone new qualifies for your VIP program.
• Alert your sales team when there is a new qualified lead.
• If you have a brand ambassador program, you can trigger an email to your team when someone new applies, and include all form details in the alert message so someone can promptly reach out with next steps.

Alert for big-ticket item purchasers

The internal alert action can also notify your team when someone purchases a high-priced item. To alert them about particular products rather than every order, add a product condition to your Placed Order flow's trigger filter or use a trigger split, and put the alert on the matching path. See How to create a product-specific flow for an example of filtering by an item. Your team can then reach out to support the customer in their post-purchase journey or clarify shipping expectations.

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