Hey everyone,
How do I tag or segment the people who are currently active in the welcome flow to remove them from campaigns?
Thanks!
Hey everyone,
How do I tag or segment the people who are currently active in the welcome flow to remove them from campaigns?
Thanks!
Best answer by Taylor Tarpley
Hi
Welcome to the Community Forum, we are so happy you are here! Thank you for sharing your question with us and congrats on your first post!
This is a great question. Adding Custom Properties to your users to include or exclude them from certain actions is an awesome way to fine-tune your customers’ experience with your company! Custom Profile properties, different than Klaviyo Properties , which add automatically to profiles, allow you to store all kinds of unique information about your users and use it to tailor content, create segments, or filter flows. There is no limit to the amount of custom properties you can add to a profile. The possibilities are endless!
In your Welcome Flow, I would recommend adding a Profile Property to your users after they enter the Flow, before they receive their fist email and then remove the Profile Property before they exit the Flow. Drag and drop the ‘Update Profile Property’ block to its proper place and fill in the ‘Property Label’ tag as ‘In Flow’ and the Property Value as ‘Welcome’. This way if you want to segment off of whether or not users are in different Flows in the future, the Property Label is already created, you only need to change the Property Value to the Flow’s title.
One more thing to be aware of is that whatever Property and Value you assign at the beginning of the Flow won't appear in the dropdown option of the Remove Profile Property Action or in the Segment Builder until at least one Profile in your account has this new ‘In Flow’ property value assigned!
Once a Profile has the property value assigned, the final step would be to create a Segment based on Properties About Someone > In Flow > Welcome and exclude them from any campaign you wish to send.
For additional information on Updating Property Actions in a Flow, I’d recommend checking out this Help Center Article.
Thank you for being a valuable part of our Community!
-Taylor
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