With Flodesk Workflows v2, you can easily exclude particular segments from entering or continuing in a workflow.

Learn how to leverage the flexibility of this powerful feature.

Step 1. Start a new workflow or pause an existing workflow to edit it

Step 2. Click Settings in the top right corner

Step 3. You’ll see a popup modal similar to the below screenshot example.

Add the segments you want to exclude by using the dropdown menu. Subscribers who are in the segment(s) you specify under the “exclude segments” will not be able to enter the workflow or continue in the workflow.

For example, if you run a sales promotion workflow and someone buys the offer (and gets added to a “purchased” segment), you can exclude them with this feature, so that they don’t get the rest of your promotional workflow emails.

If someone is added to that excluded segment after they are already in the workflow, the subscriber will exit the workflow automatically. No additional conditions or steps required.

Note: if you exclude more than one segment, for example segment A and segment B, subscribers will be excluded if they are in either of them (segment A OR segment B).

Step 4. Build and edit your workflow as needed, then click Publish

Note: this feature is only available for Workflows v2. Learn more about how and why to migrate to Workflows v2 here: https://help.flodesk.com/en/articles/10364072-upgrade-to-workflows-v2