Remove People from a Flow
People leave a Flow in one of three ways:
- Default: when the flow ends for them.
- Forcefully: using the End Flow step.
- Forcefully: through a filter step.
- Forcefully: manually remove a person on a Wait step.
- Forcefully: manually remove a person from a flow (even when not on a Wait step)
Let's explore each one separately.
When the flow ends for the person
Keep in mind that people can still continue to newly added steps after the flow has ended for them.
Using the End Flow step
The End Flow Action Step can eject people from the current Flow and/or other Flows. By default, the End Flow Step is configured to eject people from the current Flow only.
Let's say you have an onboarding email sequence and you want to stop sending onboarding emails when people upgrade their subscriptions. To do that you could create a separate sub-flow with Trigger Tag Added "paying-user" → End Flow.
It's important to note that the End Flow Step will remove people from the whole Flow. If you have two or more paths that are not connected, the person will be removed from all of them. For instance, in the scenario below the person will be removed both from the onboarding sequence (on the left) and the other sequence (on the right):
Important note: People can re-enter a Flow even when they pass through the End Flow step. Learn how people can enter and re-enter a Flow.
Using a filter step
If a person does not satisfy the conditions of a filter step (and depending on how the filter step is connected to the rest of the flow) he or she will leave the Flow.
Filter Steps put people into different paths based on meeting or not meeting the conditions of the step. If a path does not have a link to other Steps, the person will leave the Flow.
Let's examine the flow below:
We're using a Check Condition filter step to put people into different paths based on their country. If the country is "US", we send them down the email sequence. Otherwise, we create a deal in HubSpot.
Now, let's examine the exact same Flow but without the link to the Create HubSpot Deal Step.
If a person is from the US, they would still continue down the Flow. However, if the person is not from the US, the flow will end for them on the Check Condition filter step, simply because there's no path for them to continue in the Flow.
Removing a specific person from a flow using a filter step
One way to remove a specific person from a Flow is to use a Filter Step.
The Check Condition filter step allows you to be very specific with whom you filter out. For instance, you can use the Email address field to target a specific person and remove them from the flow after a certain step or even at the beginning of the flow (if you add the Check Condition filter step after the trigger step):
Manually remove a person on a Wait step
You can manually remove a person from a flow if they are currently on a Wait step. Click on the Wait step where the person is waiting, then select the People tab on the right. Then select "People that are here". Click on the three dots icon to the left of the person and "Remove from step". The person will not continue to the next steps. When removed, they are removed from "People who are here" and the step metrics, they also won't show under "People who were here".
Manually remove a person from a flow
You can manually remove a person from a flow even if they are not on a Wait step. To do that, click on the burger icon at the bottom right of the flow, next to the activation switch, and select "Remove person from flow":
Then select the person you want to remove from the flow:
Once removed, the person will leave the flow at the last step he entered. They are also removed from "People who are here" and the step metrics. They also won't show under "People who were here".
You can also remove a person from a flow on the Flows page. Go to https://app.encharge.io/flows, then click on the three-dot icon to the left of the flow name, and select "Remove person from flow":
How to find how many people have ended a flow?