Ecommerce

15+ Alerts and Triggers to Blitzscale Your Shopify Store

November 14, 2023

Graphic showing types of alerts and triggers on Shopify

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Alerts are a highly useful tool you cannot afford to pass up. Setting up alerts on Shopify allows you to manage and improve your customer's experience overall boosting your store’s overall profitability.

You can use various alerts to boost your e-commerce site’s performance, such as cart abandonment emails, back-in-stock notifications, and promotional emails, among others.

In this article, we’re going to look at how you can use Shopify alerts to improve communication between your store and customers while boosting your store’s performance and profitability.

So, don’t go anywhere because we’ve got plenty of actionable information coming your way!

Types of Shopify Alerts to Enhance Your E-commerce Management

Automated alerts, driven by Shopify data, provide a proactive way for merchants to effortlessly monitor specific events or metrics. These alerts offer an immediate advantage by notifying users when significant events occur or critical metrics reach predefined thresholds.

For instance, you can configure an alert to notify you when daily orders surpass $1,000 or when a product runs out of stock. This real-time oversight empowers you to respond promptly, ensuring you're not left in the dark after the fact. You have the flexibility to choose which events or metrics to track, set trigger thresholds, and specify alert delivery methods (email, SMS, mobile push, etc.). Examples of common alert setups are mentioned below:

  1. Inventory and Logistics Issues
  2. Customer Experience Issues

1. Inventory and Logistics Issues

1.1 Shopify Stockout Alert

Problem
Stockout
Alert
The category manager/procurement team gets notified when a product goes out of stock.
Action
Delist the product or show a stock-out message with an estimated back-in-stock date.
Impact
Keeping users engaged and back-in-stock dates will help in user reactivation and reduce loss in sales/revenue.

1.2 Shopify Warehouse Stock Level Alerts

Problem
Multiple warehouses and SKUs complicate stock management.
Alert
The category manager gets notified when a particular product reaches the reorder point.
Action
Update available quantity on the product listing page, adjust the estimated delivery date, and place orders to ensure smooth business operations.
Impact
Keeps user engaged and informed about available stock/delays in delivery. Improves CSAT score and reduces loss in revenue.

1.3 Shopify Slow Moving Inventory Alerts

Problem
Seasonal SKUs can hinder inventory turnover and tie up capital.
Alert
The category manager/operations team gets notified when a particular unit hasn’t sold as per estimations over # of days.
Action
Consider bundling, discounting, or marking seasonal products for upcoming sales to address slow-moving inventory.
Impact
Manage slow-moving and dead stock efficiently, reduce costs and free up capital.

1.4 Shopify Near-Expiry Product Alerts

Problem
Managing the volume of products with expiry dates becomes difficult.
Alert
The warehouse team and fulfilment team get notified about orders and stock based on expiry dates.
Action
The fulfilment team prioritises the packing and shipping of products based on the order of purchase.
Impact
Efficient stock rotation, reduced waste, cost savings, and improved inventory management.

1.5 Shopify Back-in-stock Alert

Problem
Missed sales due to low stock or out-of-stock cases or high demand.
Alert
The marketing team gets notified about items being back in stock.
Action
The marketing team notifies customers of the item being in stock again.
Impact
Improved customer satisfaction, increased sales, and reduced missed sales opportunities.

1.6 Shopify Estimated Delivery Date Alert (EDD)

Problem
Reduced sales because of a high EDD.
Alert
The warehouse team and fulfilment team get notified about orders and stock based on expiry dates.
Action
The fulfilment team prioritises the packing and shipping of products based on the order of purchase.
Impact
Efficient stock rotation, reduced waste, cost savings, and improved inventory management.

1.7 Shopify Cart Abandoned Alert

Problem
Customers abandons cart midway.
Alert
Generate alerts to the product team/customer experience team to monitor the volume of these instances.
Action
Send a transaction completion reminder email or reach out to the customer to gather insights into their unfinished transaction.
Impact
Boost sales or streamline the process for fewer friction points.

1.8 Shopify Delivery Partner Performance Alert

Problem
Varying courier partner performance affects the customer experience.
Alert
Notify business analysis teams on the performance of delivery partners, and instances of delayed pickup/delivery.
Action
Monitor performance and communicate guidelines to the delivery partner.
Impact
Streamlined processes, improved service reliability, and enhanced customer satisfaction.

2. Customer Experience Issues

2.1 Shopify Customer Query Unanswered Alert

Problem
Customer queries go unanswered, impacting brand perception.
Alert
The customer support team lead gets notified of unanswered queries over the set time limit.
Action
The team immediately replies to the customer's queries.
Impact
Improved customer satisfaction scores and improved engagement with the brand.

2.2 Shopify Customer Feedback Alert

Problem
Overlooking customer feedback and reviews.
Alert
Customer support/ marketing teams receive daily alerts to address customer feedback on product listings.
Action
The team replies and engages with customer feedback.
Impact
Engage better with the audience, increase customer NPS, improve customer satisfaction, help improve the product roadmap or launch new products.

2.3 Shopify Payment Failure Alert

Problem
Payment failure on Shopify store.
Alert
Notify the business team/engineering team to analyse why the payments are failing.
Action
Analyse if payment failure is from a particular geography or IP address or a particular payment gateway or method; show a banner to inform customers of potential payment failure issues based on analysis.
Impact
Improved payment reliability, improved customer experience and helped maintain business-as-usual activities without interruption.

2.4 Shopify Cancellations Alert

Problem
A sudden spike in cancellations.
Alert
The business analysis team receives an alert in case there is a sudden spike in cancellations of a particular SKU from a geographic region or both.
Action
Monitor orders and analyse data to formulate policies to reduce fraudulent orders.
Impact
Save bandwidth and cost of shipping, returning and eventually answering customer queries.

2.5 Shopify Order Return Alert

Types of return notifications that you can create alerts for:

Problem
Returns form a major part of any business operations.
Alert
Notify the operation team when any of the steps listed below are missed or not followed by the on-ground team.
Action
Follow up right away to see where the process is breaking.
Impact
Improved processes and reduced customer queries.
Graphic showing types of shipment return notifications on Shopify

2.6 Shopify Fraud Orders Alerts

Problem
Monitoring potential fraudulent activities on Shopify.
Alert
Notify fulfilment and operations teams of suspected fraudulent activities.
Action
Verify, flag, or scrutinise orders before processing.
Impact
Reduced time and potential cost savings, minimised payment disputes, and improved order security.

2.7 Shopify Unfulfillable Order Alert

Problem
Unfulfillable orders due to low inventory or delivery constraints.
Alert
Inform the customer support team to inform customers proactively.
Action
Quick action to cancel orders or proactively communicate with customers.
Impact
Time and resource conservation for the support team, improved customer experience.

2.8 Shopify Lost Shipment Alert

Problem
Lost or delayed orders due to order tracking complexities.
Alert
Notify the operations team if the order status isn't updated in set time SLAs.
Action
Retrace the journey of the shipment to track where the order is and then update the status.
Impact
Proactive issue resolution, enhanced customer satisfaction, and reduced customer queries.

2.9 Shopify Refund Alert

Problem
Streamlining refund processes on Shopify.
Alert
Notify customer support and finance teams when a refund is initiated.
Action
Inform the support team in advance and have a repository in case customers reach out with queries.
Impact
Efficient refund handling, improved customer satisfaction, and reduced inter-team confusion.

2.10 Shopify Store Failure Alert

Problem
Shopify store failures causing customer disruptions and business interruptions
Alert
Notify the product or engineering team when the store goes down.
Action
Real-time notifications for swift issue resolution.
Impact
Uninterrupted business operations, reduced customer disruptions, and enhanced system reliability.

Setup Locale with Shopify in 2 Minutes

  1. Integrate your Shopify store with Locale.ai as a database using API connections.
  2. Setup and configure alerts.
  3. Track metrics and proactively manage your business.

Conclusion

In conclusion, implementing a diverse range of Shopify alerts can transform how you manage your operations. The right notifications enable you to stay on top of critical events, respond swiftly, and proactively communicate with customers.

The types of Shopify alerts covered in this article highlight the flexibility and customisation available based on your specific business needs. Getting the most value involves carefully selecting the metrics to track and configuring alert triggers and delivery methods accordingly.

With so many options to boost efficiency, performance and profitability, Shopify alerts are an invaluable asset for e-commerce merchants of any size. Implementing a well-planned alert strategy can help your business scale new heights.

Why Locale?

Locale.ai comes in as a game-changer here. Imagine having the power of alerts without the complexity of manual setup and maintenance. Locale offers a straightforward, user-friendly platform that empowers your team to set up real-time alerts with ease, ensuring that no opportunity is missed.

With Locale, you can:

  • Automate the detection of issues through alerts: Instead of manually monitoring reports and dashboards, Locale monitors your data and alerts the right person on their preferred channel.
  • Track the status on each issue: With Locale, every alert becomes a ticket someone resolves. Each ticket has its own SOP and is escalated if not solved in a specified time.
  • Measure performance of your team and ops health: Get insights on which problems are occurring the most, the resolution percentage of your team members and do better root cause analyses of your issues.
  • With so many options to boost efficiency, performance and profitability, Shopify alerts are an invaluable asset for e-commerce merchants of any size. Implementing a well-planned alert strategy can help your business scale new heights.
Illustation depicting how quickly users can connect their data source to quickly setup alerts on Locale's platform

Embracing alerts is a smart move for any team looking to boost their productivity and results. And with Locale, it’s never been easier to harness the full power of these alerts to grow your bottom line multifold.

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