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Flow Filters


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  • Active Contributor III
  • 33 replies

Could you please help clarify how this flow filter works? Given the way it’s currently set up, does that mean the email will be sent out so long as they have not purchased since starting the flow? Or is it the opposite? We want to prevent this email from being sent if the person has purchased an item since starting this flow.

 

Best answer by andoventures

Yes, ​@cbzhu! Setting “zero times since starting this flow” will effectively skip any buyer. The “further restrict” refers to the filters added to the trigger (on flow level).

  1. First you add filters to the trigger, which affect all emails (sms, webhooks, property updates, etc.).
    1. Say you have a post-purchase flow and you want everyone to receive the first email. Then you leave this blank / untouched.
    2. If this is an abandoned cart with several emails, you don’t want people to receive reminders to buy when they bought already. Then you add the filter “has placed order zero times since starting this flow” here. They won’t get any email if they buy after triggering the flow (abandoning the cart).
  2. Then, you can further restrict who will receive a specific email.
    1. Your post-purchase email #2 has a promo and you don’t want to send promos to people that bough between email #1 and email #2. Therefore, you add the filter “has placed order zero times since starting this flow” here. The contact will not receive this email (because they bought already).

Let me know if this helps!

 

All best,

Andrés @ Melusine Studio // Klaviyo Master Gold

melusine.studio

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3 replies

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  • Problem Solver II
  • 11 replies
  • January 27, 2025

Hi ​@cbzhu,

To clarify your approach you should know that the “Additional Filers” are set on email level, not flow level. This means that you will not send this specific email to a customer who placed an order after the flow was triggered. In other words, anyone placing an order after your event (eg., started checkout) will not receive this email with your current settings.

To prevent a person from receiving any of your flow messages if they place an order after the initial action has been taken, then you should set this on flow level. Achieve this by adding the very same criterion to your trigger under “Profile filters”.

This way you don’t have to add the same filter over and over to all messages within a flow. You just add it once and done!

 

All best,

Andrés @ Melusine Studio // Klaviyo Master Gold

melusine.studio


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  • Author
  • Active Contributor III
  • 33 replies
  • January 28, 2025

Great, thank you for your insight. To clarify, in the screenshot I initially provided, which is on an email level, is that setting “zero times since starting this flow” correct to prevent the email from sending to people who have purchased? I find the language of “to further restrict who will see it” confusing. Does that mean the filter setting is who will not receive it?


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  • Problem Solver II
  • 11 replies
  • Answer
  • January 28, 2025

Yes, ​@cbzhu! Setting “zero times since starting this flow” will effectively skip any buyer. The “further restrict” refers to the filters added to the trigger (on flow level).

  1. First you add filters to the trigger, which affect all emails (sms, webhooks, property updates, etc.).
    1. Say you have a post-purchase flow and you want everyone to receive the first email. Then you leave this blank / untouched.
    2. If this is an abandoned cart with several emails, you don’t want people to receive reminders to buy when they bought already. Then you add the filter “has placed order zero times since starting this flow” here. They won’t get any email if they buy after triggering the flow (abandoning the cart).
  2. Then, you can further restrict who will receive a specific email.
    1. Your post-purchase email #2 has a promo and you don’t want to send promos to people that bough between email #1 and email #2. Therefore, you add the filter “has placed order zero times since starting this flow” here. The contact will not receive this email (because they bought already).

Let me know if this helps!

 

All best,

Andrés @ Melusine Studio // Klaviyo Master Gold

melusine.studio


Forum|alt.badge.img+2
  • Author
  • Active Contributor III
  • 33 replies
  • January 28, 2025

Great thank you. For extra clarity, adding “zero times since starting this flow” means that non-purchasers will receive the email?

 

In what cases would you have the filter be “placed order at least once since starting this flow”?