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Excluding people that are in welcome flow

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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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You've all said exactly how to exclude welcome accounts from other flows or campaigns, but the really correct way is another.

Surely inserting a new property and deleting it at the end of the flow is the correct way, but have you ever thought that if a user enters the welcome series and the welcome filters are set, it will be all those who have not placed an order, from the moment the user will place an order before the end of the flow, will the ownership never be removed?

So my advice is to remove the property even if the user has made the first order, inserting the removal within the post-purchase flow.

What I'm saying always depends on how you set up the welcome series flow, for example for my ecommerce I don't want to send more welcome emails if the user buys and for this I had to insert a property removal both at the end of the welcome flow (if he does not purchase) the purchase trigger is triggered.

In this way we will have the possibility to communicate correctly with users once they leave the flow.

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. 

Can you please share your process?

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