How to Create an Exclusion

1. Excluding current customers
2. Exclude people who have unsubscribed from outbound campaigns

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How to create an exclusion

Let’s walk through how to exclude all Active Salesforce accounts.

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1. Go to Exclusions in Settings

Navigate to Settings > Exclusions and click New exclusion

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2. Select Companies or People

Select Companies in this case

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3. Define criterion to filter

In this example, we’re creating an exclusion called Current Customers that excludes companies with Salesforce Account Status equal to Active

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4. Hit Save

Here you’ll see an overview of your new exclusion. These lists will automatically be excluded from targeting.