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I have the following filter. Do you think I need just the one or both?

Basically, I don't want anyone to receive an email after they've made a purchase, and I also want to prevent them from receiving the same email chain if they've bought from us within the last 30 days.

What filter do you guys suggest is best for the welcome series? I'm looking for a filter that will future-proof our setup. In the future, I plan to have different types of welcome emails for those who have abandoned checkout, abandoned cart, abandoned browsing, abandoned the site, etc.

Hey,

Great question! Let’s break down your filter setup, but first, I have a follow-up question regarding your flow triggers:

Are You Triggering the Flow with a List or a Segment?

  • List-based trigger: If the flow is triggered by a list (e.g., all new subscribers), it’s possible that people who unsubscribe and resubscribe or have interacted with your store in the past could get the flow again.

  • Segment-based trigger: If you’re using a segment trigger, I’d recommend double-checking that the segment is set up with the right conditions. Ideally, your segment should:

    • Only include new subscribers (e.g., someone who has just joined your list).
    • Exclude people who’ve purchased recently (which your filter “Placed order zero times in the last 30 days” covers well).
    • Exclude people who have gone through this flow before (more on that below).

The Importance of the “Has not been in this flow before” Exclusion

To prevent someone from entering this flow more than once (for example, if they unsubscribe and later rejoin, or if they’re re-added to your list), you should add a flow exclusion for anyone who’s already completed this flow. This can be done with the following filter:

  • Has not been in this flow before: This ensures that once someone has completed the Welcome flow, they won’t go through it again, even if they re-enter the segment or list. This is important for maintaining a clean user experience and avoiding repetitive emails.

Your Current Filters: 

  • Placed order zero times in the last 30 days: This filter stops people who’ve purchased in the past 30 days from entering the Welcome flow at all.
  • Placed order zero times since starting this flow: This stops people who are in the Welcome flow from receiving additional emails once they’ve made a purchase.

Both filters work together to prevent sending Welcome emails to recent buyers and to stop people who make a purchase during the flow. Plus, the “Has not been in this flow before” exclusion ensures that people don’t get the flow multiple times.

How Does This Fit with Your Future Plans?

As you roll out more flows (abandoned cart, checkout, browsing, etc.), these filters and exclusions will be key in keeping your communication streamlined. You can tailor each flow to target specific behaviors, and by applying these types of filters, you’ll prevent overlap, ensuring that customers only receive the most relevant emails.

For example, in an abandoned cart flow, you might use a similar filter to stop sending cart reminder emails once someone places an order. Exclusions like “Has not been in this flow before” will also be useful in ensuring that the right people get the right flow at the right time.

Next Steps:

  1. Ensure your flow triggers (whether from a list or segment) are set up with strict conditions.
  2. Keep both purchase filters active in your flow.
  3. Add the exclusion for “Has not been in this flow before” to prevent re-entering the Welcome flow.

For more detailed tips on flow filters and exclusions, check out this Klaviyo guide and this community discussion.

 

Hope this helps!

 

Ash


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