How to add an internal alert action to a flow

You will learn

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.

Before you begin

Add the internal alert action

To add a new internal alert action into a flow:

1. Drag the internal alert action from the sidebar and drop it on any green drop point.
   
2. After adding a new alert to your flow, specify between 1 and 5 recipients in the right sidebar.
   • Recipients do not need to be account users or have profiles in your Klaviyo account, but internal alert actions have their own recipient opt-in process.
     
3. Customize the From, From / Reply-To Email, Subject, and Message sections.
   
   • When customizing your message content, you can include personalization variables that will populate with information regarding the contact that reached this step in the flow; i.e., the contact triggering the notification. For metric-triggered flows, you can also use event variables in your message.
4. Click Save.
   • All new or unconfirmed recipients will receive an email prompting them to confirm opt-in to receive notifications from your account. See our article on the recipient opt-in and opt-out process for more information.
   • You can see the opt-in status of each recipient based on the icon next to their email address when selecting the Send to dropdown.
5. Change the status to live. 
   

View activity

When reviewing your internal alert action, you can see a summary of how many notifications are currently scheduled and how many have been sent in the left-hand panel. Scheduled alerts will appear as Waiting.

Click View details to view the following:

• Internal alerts that are scheduled and in Waiting
• Internal alerts in Needs Review (if the flow component is/was in manual mode)
• Internal alerts that were Sent
• Internal alerts that were Skipped

The recipient activity view shows you, for each internal alert triggered, who received the notification message and which profile they were alerted about. Keep in mind that these alerts will only send to actively confirmed recipients saved as part of your Send To list.

If all intended recipients are Unconfirmed or Disabled at send time, we will skip the internal alert entirely and you will see this reflected in the Skipped: No Confirmed Recipients tab of this activity view.

Additional resources

• Find out more about the internal alert action:
  • Opting in and out from the internal alert action
  • Internal alert action use cases
• Learn more about flows in the Getting Started with Flows guide