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Hi,

 

We are using the Series-tool to build communication flows in different campaigns to communicate product updates and/or sale and discounts.

As we only want customers signing in during a certain time periode to enter the series and receive the communication, we are having trouble finding a way remove customers from the series and prevent them from receiving the posts and messages after certain time periods. So here is a couple of questions based on the cases we are troubling with.

 

Is there a way to prevent customers from entering a series after a certain date and/or time?

Is there a way to remove and/or exit customers who've entered a series, if they don't meet certain requirements further on in the series?

 

We've had cases where a post/chat/banner is set to "try to send for X hours", but where customers who log in after X hours still receive the communication even though the time as expired.

Hey @user1745​ 👋

 

We don't have a feature to set a stop date for a Series currently, but one option would be to set up a separate path in the Series with the same entry rules and a wait block that waits until the date you want it to stop, and a tag block to tag the users at that date, then set that tag as your Series exit criteria, so that all users in the Series after that date are tagged and immediately exited.

 

 

Note: This might not be a perfect solution from a reporting standpoint, since you'll still see the Series metrics incrementing for the number of users who have started & exited the Series after that date. This could then impact your Goal percentage, if you track a Goal for the Series as well. A better option might be to set a reminder for yourself to stop the Series manually on that date, and go in and pause it at that time. 👍

 

To remove specific customers from a Series you can add an exit rule with their email address. If you you need to remove multiple customers, you can put a tag on these users and then use that tag as an exit rule. 🌟

 

 

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