Excluding people that are in welcome flow

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!

Hi @meetapapersandgems , thank you for sharing with the community.

The first thing you need to do is create a label for subscribers in the welcome email flow, and then you’d be able to exclude them from your campaigns.

You are going to update the profile property of these customers.

In your welcome email flow, drag the “Update Profile Property” block to the beginning of the flow before the first email. Select “Create New Property” as the property action .

For the Property Label, input “In Flow” and for the Property Value, input “Welcome”. This is an example I created here for you;

 

 

Now, if in future you want to exclude subscribers in a particular flow, all you need to do is input the Flow’s title as the property value since you have already created the label here;

At the end of your Welcome Email Flow, drag the “Update Profile Property” block again after the last email. This time select “Remove existing property” as property action.

You’d notice that the property value you assigned at the beginning doesn’t show in the drop down option of the “Remove existing Property” or in the segment builder in Klaviyo. This is become Klaviyo will update this when at least one profile in your account has the new property “in Flow” value (which is welcome) assigned to it. In other words, when at least one subscriber enter the welcome email flow.

Here’s the final step:

Once a Profile now has the property assigned, you can now create a segment for them.

In the “Properties about someone” » In Flow equals “Welcome”

Then, exclude them from your campaigns you are sending.

 

You can check this article on more info about Updating Profile Property.

 

Best regards,

Edgar

Hey @Edgar Emmanuel - this is massively helpful and what I was looking for- thank you so much! Can I just ask, where you say to remove the profile property at the end of the flow, I’ve done that (using a test email address where the profile property is assigned at the start) but it doesn’t allow me to add/choose any further text about the profile property name that I’d like to remove at the end of the flow? I only get the following. The is no option to remove ‘Welcome’ which I assigned at the start. Is this correct?

Thanks,

Meeta

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. 

Thanks @Edgar Emmanuel ! I appreciate your help, thanks so much for clarifying this!

Hi @Scott S,

I would try work with positioning within that flow so that customers only receive the tag if they complete the flow by adding it as a last step. Or by creating a conditional statement that would path people differently in your welcome flow based on purchases.

Hi @brewcrew ,

Glad this thread was useful. That would depend on how you track those customers who have purchased. If there is a property that is added to them or some segment of buyers, then you could just create a flow to exclude those people. Another way would be to add a filter that excludes those that have placed an order within a certain time frame. 

Hello @brewcrew ,

You're able to add a Flow Filter to your current Flow to filter the Flow to specific customers and in this case, to those who haven't received that specific Campaign email. This definition would look like what someone has done or not done > Person has > Received Email > where > Message > equals > *Campaign Email Name* > zero times > over all time

You'll want to be sure its set where an individual has not received that email (zero times) to ensure that the audience filters into your Flow vs those who have received the email.

Hello @brewcrew ,

First, you'll need to add an Update Profile Property step to the Flow you want identify profiles who are currently actively in that Flow. This step will add a custom property to a profile where you can filter for properties about someone being 'In Flow'

• How to Add an Update Profile Property Action to a Flow

Below are steps on how to accomplish that:

Select Update Profile Property in the action buttons options and add this step right after the Trigger when someone enters the Flow.

Create New Property

Once this is step is added to your Flow this property will automatically be added to whatever profile enters the Flow. You can then create a segment filtering for that profile property. 
You can then exclude that specific segment from your campaign send: How to Exclude Lists or Segments from a Campaign Send

@brewcrew ,

It is just another step you add to the flow. The update step would just be placed at the end.

Hello @brewcrew ,

Can you clarify what you mean when you mean when you can't see an option? Are you talking about the dropdown dimension? If so, that means no one has been in the flow yet as our dimensions to filter are only available based on things that have already happened. The Update Profile Property step in our flows wouldn't matter if the flow was Live or in Draft and that the Update Profile Property action should be available like any other action for a flow.

Yes @brewcrew the way our flows and their filters are set up some need contacts to enter before we can populate dropdown options.

@Bonza Dog Treats ,

If you want to exclude subscribers still part of a flow when you send out the campaign emails, what you can do is tag them with a profile property when they enter the flow. Once you tag them, only users that enter this flow have this property, for example, Welcome Series equals True. Now that these people have been tagged, when we go to schedule and send campaigns, all we have to do is create a segment of those with this profile property tag and exclude sends to them. At the end of your flow, you'll want to remove the profile property tag. 

You would need to add a Create Profile Property action to the beginning of the Flow, and then a Remove Profile Property to the end. You can then use this temporary Property as a Segment definition as it will only apply while a customer is in the Flow path. 

Here's a visual look:



You can then build a Segment with the following definition:
Properties about someone Flow equals Welcome




This will pull everyone with that value into a Segment; after they exit the Flow and the property is removed, they will no longer be a member of the Segment. 


Hope that helped,

Alex

I found the easiest way to deal with that is to place a conditional split before each email in my welcome flow. If an order has been placed since entering the flow, the In Flow property is removed and they exit the flow at that point. They are then included in any relevant other flows or campaigns.