I want to exclude everyone who's still in the flows.
Hi everyone,
I want to create a segment that all subscribers that still inside the flows so I can exclude them on my campaigns. Basically if there’s still in the automation I don’t want them to receive any campaigns as I don’t want to interrupt the flow of the messaging to the subscriber in my flow.
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Hey @s0lid,
This is definitely possible, but it will take a bit of extra work, as there isn’t an “in flow” segment condition. To do this, you’ll need people in flows to have a profile property set, that gets unset as they leave the flows.
To do this, add a profile property update action to the top of a flow. Create a new property, and make it something like, “Create In Flow as True.” After that, add another profile property update action right above every exit of the flow. This should update an existing property, and be set to “Update In Flow as False.” You’d want to do this for each flow you have.
What this does is ensure that everybody in a flow has a property to denote that, and that property value is set to false, once they leave the flow. You can then create a segment of everybody who has “In Flow” set to True, and exclude them from your campaigns. This screenshot below is an example from my test account of how you could set up the flow:
Hey @Byrne C thank you for your reply. I have a question about this flow.
In case of the user already bought and didn’t go to the end of the flow how will it update the profile property to false?
Hi @s0lid
As @Byrne C mentions, you can control it with properties - but if you want a quicker solution - I have one for you.
I usually create a segment with the following statements and then exclude them from the campaign setup, because the flow messaging is much more personalized and related to where they are in the customer journey.
I hope this helps!
@s0lid,
Good point. In that case, you’d want to replace the profile filters on your flow with “Additional Filters” on each message in the flow. Doing this will ensure that people aren’t kicked out of the flow once they take an action that disqualifies them, but are rather skipped for each message in the flow. I understand that this is a bit tedious, but this would be the most direct way to achieve your goal.