Overview
When setting up Customer-level workflows, you may want to avoid sending automated emails to customers who already receive messages through a Customer Group workflow.
To help with this, you can use the new “Customer group has active workflow” filter.
How It Works
This filter lets you include or exclude customers based on whether their Customer Group is currently part of an active workflow.
Equals
True: Shows customers whose group is currently part of an active workflow.
Equals
False: Shows customers whose group is not currently part of any workflow.
The filter checks this status live, meaning there’s no delay—you always see the up-to-date workflow state when applying the filter.
💡 Use this filter when you want to avoid overlapping automations and ensure customers only receive one set of automated communications.
Example Use Case
You’re setting up an automated Customer-level workflow for payment reminders, but some of your customer groups already have a Group-level workflow sending similar emails.
To prevent duplicate messages:
Add a filter condition:
Customer group has active workflow → Equals → FalseThe workflow will now only run for customers not already covered by a group workflow.