Segment / workflow question

Hi @p1forferrari,

That’s a great question — updating a segment that’s linked to an active workflow can definitely impact how that workflow behaves, so it’s good you’re checking before making changes. Here’s what you need to know:

1. Impact of segment updates on workflow triggers

• Changes in Segment: Updating existing segment rules can cause customers to re-enter or exit the same segment. If the segment is tied to a workflow with a trigger such as “contact enters/exits the segment,” that contact may re-trigger the workflow.
• Risk of Duplicate Messages: As a result, contacts who re-enter or exit a segment may receive messages they’ve already received in the past.

2. Avoiding duplicate messages

To prevent duplicate messages when editing segments:

Enable the Frequency Setting in the workflow associated with that segment. This ensures that a contact can trigger the workflow only once or within a specific timeframe.

How to enable it:

1. Open the workflow associated with the segment.
2. Click on the Trigger block.
3. Scroll down to the Frequency Setting section.
4. Enable the toggle and select one of the following options:
   – Anytime in the Past: Ensures the contact will not trigger the workflow again
   – In the Last X Hours, Days, or Weeks: Prevents re-triggering within your chosen time frame.

3. Recommendations for editing segments

• Review Associated Workflows: Before making any changes, check which workflows are connected to the segment.
• Enable Frequency Settings: Apply the Frequency Setting to workflows where you want to prevent re-triggering.

By reviewing and adjusting these settings before editing your segment, you’ll keep your automations running smoothly and avoid sending duplicate messages to the same contacts. If you’d like, we can help review your setup to make sure everything’s configured as intended.