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 followup
- New VIPs, warm leads, or special interest lists
- Big-ticket item purchasers
Review the use case examples below.
Alert for new subscribers
If you are just starting to build or grow your subscriber list, and want to be alerted every time 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 every time someone new has joined your marketing list. You can also customize the triggered internal alert to include all key details about the new subscriber as well as any form data that got populated to their profile after filling out your form.
Alerts for customer service followup
This tool is also helpful for customer service-focused brands, or those that send samples, who send automated emails that ask customers if they enjoyed a new product or include a short survey. If someone responds negatively, you can now not only segment these customers but also trigger a flow to immediately alert your team to follow up.
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 be used to alert your team when someone purchases a high-priced item. You may want to notify someone when this type of item is purchased so they can reach out and ensure the customer is supported in their post-purchase journey or understand expectations around shipping etc.
Additional resources
- How to add an internal alert action to a flow
Learn how to send an internal alert (previously called notification) when a customer first triggers or reaches a particular point in a flow. It sends emails to your team around certain activities that require specific follow-up or attention; for example, notifying your customer experience team when someone leaves a detractor NPS score or alerting your sales team when someone is added to a wholesale or VIP list.
- How to opt in and out of an internal alert action
Learn how to opt in and out of the internal alert action in a Klaviyo flow. Someone does not need to have a profile in your Klaviyo account, or exist as an account user, in order to receive emails from an internal alert action. However, all recipients will need to opt in to receive internal alerts from your account before they start receiving any messages. They can also opt out at any time. In this article, we explain the recipient opt-in and opt-out process for the internal alert action as well as the different statuses.