Skip to main content
Solved

Profile property updates and profiles being excluded from a flow


Forum|alt.badge.img+9

Hi Folks,

 

I’ve created a custom property called “Global Welcome Flow” with a value of either “active” or “complete” with the idea of excluding someone from promotional emails when they are still new and in the welcome flow.

When the profile starts in the flow, it’s updated to “active”, when they reach the end of the flow, the property is updated to “complete”.

What I would like to know, is if the customer places an order at some time BEFORE completing the rest of the welcome flow, are they going to be stuck with the property of “active” because the flow filter “placed an order X times since starting this flow” has prevented them from continuing through?

Thank you!

Best answer by Manny Singh

Hey @wernstrom, this is a great question.  If your welcome flow filter is set to only include people who haven’t placed an order, then Yes it will kick them out without updating the property.

 

@DavidSandel has a great solution to this.  He created a loom video, check it out here:

Here’s the original thread:

Hope that helps!

View original
Did this topic or the replies in the thread help you find an answer to your question?

2 replies

Mailbox Manny
Partner - Silver
Forum|alt.badge.img+38
  • Partner - Silver
  • 417 replies
  • Answer
  • July 6, 2021

Hey @wernstrom, this is a great question.  If your welcome flow filter is set to only include people who haven’t placed an order, then Yes it will kick them out without updating the property.

 

@DavidSandel has a great solution to this.  He created a loom video, check it out here:

Here’s the original thread:

Hope that helps!


Forum|alt.badge.img+9
  • Author
  • Problem Solver II
  • 98 replies
  • July 6, 2021

Ah, thank you @Mailbox Manny ! I think i’ll get rid of my “welcome flow/active/complete” properties and replace it with something along the lines of “InFlow actve/complete” since I can then use the same solution as @DavidSandel did. 

Thanks again!