Best way to exclude recent signups from regular campaigns during hold out priod

Question

Hello.I connected Typeform quizz to Klaviyo. All form respondants (new or existing profiles) are added to separate Typeform list within Klaviyo.These respondants then get a 3 week flow.In order to avoid sending them too many emails, I would like to ensure that these Typeform leads are excluded from regular campaign emails during the 3 week period of flow sending. I guess one way would be to create a dynmaic segment, where I would update the profile property in the first email of the flow, with somethcaning like “quizz start date = today”. And based on this I would create a “Quizz holdout 3 weeks” segment.I would then exclude this segment from each sent email campaign.My (2) questions:is this logic correct?	even better: is there a way to automate the excusion of such a holdout segment from all regular email campaigns? I believe that manual exclusion of this segment with every sent email can lead to human error and someone might forget to exclude the segment.Appreciate your thoughts!

bluesnapper · Accepted Answer

Hi ​@double dAn alternative, simpler solution to my previous one!😀Add a 'list update' as the Typeform flow's final step, select 'Remove from list', and then select your Typeform list.So when a profile exits the Typeform flow they also exit the Typeform list. Typeform will be adding event data to those profiles so you can still identify them in a segment as coming from Typeform if you need to.You then only need to use your Typeform list as the exclusion for your campaigns. As I stated previously, best to add this exclusion list to your sending segments. That way you don't need to remember to exclude for each campaign send.RegardsAndy

bluesnapper · Answer

Hi ​@double dYour logic is sound. From what you've described, I'd approach like this:Typeform 3-week flow (triggered from list addtion). Add a custom property update as the first step and last step of the flow. For example the custom property could be called typeform_inflow. At the first step (on flow entry) set to 'true' and at the last step (on flow exit) set to 'false'Typeform EXCLUSION segment for campaigns. The conditions would be: Person IS in [your Typeform list] AND Properties about someone typeform_inflow is trueSo adding that segment as an exclusion to all your campaigns will ensure:profiles in your Typeform list who are still in the 3-week flow (typeform_inflow = true) will NOT receive campaign emails.profiles who complete the Typeform flow WILL receive your campaign emails once they exit that flow (typeform_inflow = false) ie they will also exit the Typeform exclusionsegmentTo reduce the risk of human error, create the sending segment(s) for your campaigns and add the exclusion segment conditions to those segments. That way you don't need to remember to add the exclusion segment to each campaign at sendset-up.Does that help?RegardsAndy

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