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How to add legacy users to a segment without triggering a campaign?

  • December 3, 2024
  • 3 replies
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divinetomedy

Hi there,

I’m in a situation where I have 16 users that need to get added to a segment (they joined before we were automatically adding people to that segment, so I need to do it manually). However, I don’t want them to go through the campaign that triggers when users enter that segment. Anyone have a clever way to do that?

I was thinking I could create a new user property like “Skip X campaign” for just those users, and put a trigger condition on that campaign, but, it feels brittle and I’d like to avoid the cruft of maintaining a temporary property forever.

I also thought that maybe I could briefly pause the campaign, or switch it to “Queue drafts” instead of “Send immediately”, while I quickly manually enter those folks...but that feels dicey? Or maybe it’s not?

Anyway, any good ideas are appreciated - thanks!
TOM

Best answer by boostmyemail

My first thought was to stop the campaign, add people to the segment, then re-activate the campaign and make sure it only adds newly added members to the segment. 

If you go the attribute route, you always clear out those values once they’ve finished the campaign, then the attribute disappears. 

Several ways to skin a cat on this one, lesson is just take an extra second to think through anything you might’ve missed. :) 

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boostmyemail
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  • 43 replies
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  • December 3, 2024

My first thought was to stop the campaign, add people to the segment, then re-activate the campaign and make sure it only adds newly added members to the segment. 

If you go the attribute route, you always clear out those values once they’ve finished the campaign, then the attribute disappears. 

Several ways to skin a cat on this one, lesson is just take an extra second to think through anything you might’ve missed. :) 


divinetomedy
  • Author
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  • 17 replies
  • December 3, 2024

Good call - thanks Michael. 

Turns out I can’t stop the campaign, as it forces me to kick out the people currently in various phases within it. So, I think that leaves the attribute route. I’ll give it a try.

Thanks for the response!


boostmyemail

Strange, it should've given you the option to leave people in the campaign. I had just checked the docs to double check. 

Sorry to mislead!


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