---
title: "'Notify' Step - Alert Team Members with Updates"
slug: "notify-step-alert-team-members-with-updates"
description: "Learn to configure the \"Notify\" step in ClickFunnels Workflows to enhance team communication and ensure timely follow-ups on customer actions."
updated: 2025-07-22T16:56:52Z
published: 2025-07-22T16:56:52Z
canonical: "support.myclickfunnels.com/notify-step-alert-team-members-with-updates"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.myclickfunnels.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 'Notify' Step - Alert Team Members with Updates

The “Notify” step in ClickFunnels Workflows allows you to automatically notify team members about important actions or events that occur within a workflow. This step is particularly useful for keeping your team informed and ensuring timely follow-up on customer actions. In this article, you will learn how to configure the “Notify” step and use it to improve team communication and workflow efficiency.

![Notify Step](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/q0gpor9r1uj_oqu28pcxfm7dzkjquhrkdg.png)

---

## Requirements

- An active ClickFunnels account
- A [workflow](/v1/docs/how-to-create-a-workflow) created in your workspace
- A [team member](/v1/docs/how-to-add-team-members-or-subusers-for-collaboration) added to the workspace to get notifications

---

## Adding the “Notify” Step to Your Workflow

1. Navigate to the **Automations** app and select **Workflows**.
2. Open an existing workflow or create a new one.
3. Click on the **Plus Icon (+)** in your workflow editor.
4. Select the **Notify** step under the **Internal** category. ![Add Notify Step](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/u9vnhzdb8r6jc4rkcdc_vbffghzmtq82qa.png)

---

## Configuring the “Notify” Step

![Configure Notify Step](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/thqcb42zrwccgbvruoynona0ljnaledkwq.png)

1. **Select Team Members to Notify:**
  - In the dialog box that appears, select the team members you want to notify by choosing from the dropdown menu. You can select multiple team members to keep everyone informed.
2. **Compose the Notification Message:**
  - Enter the message you want to send to the selected team members. You can include important details about the contact or any specific instructions.
  - Utilize **Merge Tags** to dynamically insert contact information, such as the contact’s name, email, or phone number. This helps personalize the notification and provides team members with quick access to relevant details. Merge tags will not render if the field data is missing for the contact.
3. **Choose Notification Type:**
  - Select whether you want the notification to be sent as an **Email** or an **In-App Notification** (or both). Checking both options will send an email and an in-app notification to the selected team members.
4. **Save the Step:**
  - After configuring the notification settings, click **Create Step** to add the “Notify” step to your workflow.

---

## Viewing Notifications in ClickFunnels

After the workflow runs and the “Notify” step is executed, the selected team members will receive the notifications based on the type specified: **Email Notification** or **In-App Notification**. Here’s how you can view these notifications:

### Email Notifications

If you choose **Email** as the notification type, team members will receive an email in their inbox. The email will contain the message defined in the “Notify” step along with any merge tags that were included to auto-populate the contact’s information.

![Email Notification Example](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/vm6op1ze05l869pxiksjotfnsvtwqxufga.png)

### In-App Notifications

If you selected **In-App Notification** as the type, team members can view the notifications directly within the ClickFunnels account:

1. Click on the **Notification Bell** icon at the top of the ClickFunnels dashboard.
2. The **Notifications Panel** will open, displaying all the recent notifications, including those triggered by the “Notify” step.

![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-YKW4L5O4.png)

## Related

- ['Send Email' Step - Automate Your Email Campaigns](/send-email-step-automate-your-email-campaigns.md)
- [How to Create a Workflow](/how-to-create-a-workflow.md)
- [Triggering a Workflow](/triggering-a-workflow.md)
- ['Delay' Step - Introduce Time Gaps Between Workflow Actions](/delay-step-introduce-time-gaps-between-workflow-actions.md)
- ['Until Triggered' Step - Pause Actions Until Specific Events](/until-triggered-step-pause-actions-until-specific-events.md)