Overview
Exclusions identify companies or people that should be kept out of outreach. Use them to avoid prospecting into existing customers, open opportunities, competitors, or your own team. Their filters match records as data changes, so your team can maintain criteria instead of a static list. Create exclusions in workspace settings and enable the relevant ones in each sequence ruleset. For example, an existing-customer exclusion can apply to prospecting sequences while remaining disabled for customer follow-up sequences. For users governed by an engagement policy, configure exclusion restrictions in their policy. The policy’s exclusions replace sequence ruleset exclusions for those users.Create an exclusion
You need permission to manage workspace exclusions. An administrator can create an exclusion or update its criteria for the team.1
Name the exclusion
Open Settings → Exclusions
and click New exclusion. Enter a name that identifies who it matches,
such as “Existing customers.”
2
Choose companies or people
Under Conditions, choose the type of records to match. A company
exclusion also excludes people associated with those companies. Use a
person exclusion when the criteria apply to individual contacts.
3
Set the criteria and review matches
Add conditions for the records you want to exclude. For a customer
exclusion, use the CRM field that identifies customers; for a fixed group
of companies, you can filter by domain.Review the preview to confirm that the filters match the intended records.
In this example, a domain filter selects the company Beacon
Analytics.
4
Apply it to rulesets
Click Create exclusion. In Apply exclusion to rulesets?, select the
rulesets that should use it and review the estimated unenrollments before
confirming.Enabling an exclusion can stop active enrollments that match. Choose the
intended rulesets carefully, especially when prospecting and customer
outreach share the same workspace.