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Excluding people that are in welcome flow

1 year ago
14 July 2022
26 replies
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meetapapersandgems
Active Contributor I
13 replies

Hello, I’ve just started setting up some of my flows, including my welcome flow. I send out mini campaigns every week, and would like to exclude anyone that’s in the welcome flow so they don’t get the campaign emails just yet. I know I can exclude certain segments from the campaign but how do I go about creating a segment of anyone that’s in the welcome flow? I couldn’t see an option for ‘Is in X flow’ within the segments builder, what’s the best (neatest/easiest!) way to do this?

Thanks,

Meeta

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Best answer by Edgar Emmanuel 14 July 2022, 13:40

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Userlevel 6

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Spark Bridge Digital LLC
Champion & Partner
191 replies
1 year ago
18 July 2022

The cleanest way I achieve this is two ways depending on the rules of your Welcome Flow.

1 - Putting a flow filter in your other flows that the Properties About Someone - Created - Is not in the last X days (And the days would match the length of your Welcome Flow).

2 - The other way is to add a profile property update in the beginning of your Welcome Flow so that it can mark that user’s profile property, something like ‘Welcome Flow’ is TRUE. And then clearing that profile property at the end of the flow when they go to exit. Then over your in other flows, you can again say Properties About Someone - FIELD - Is not TRUE.

Hope that helps!

Thanks for this. that second option looks like just what I need! I can’t seem to add text to say ‘Is not True, - there’s no option to add any additional words?

In the flow you want to filter them out of, it’d look something like this below depending on what field name and value you created.

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Excluding people that are in welcome flow

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