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

How to create an exclusion

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

1. Go to Exclusions in Settings

Navigate to Settings > Exclusions and click New exclusion

Exclusions 1.png

2. Select Companies or People

Select Companies in this case


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

Exclusions 2.png

4. Hit Save

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

Exclusions 2.png