Overview
Exclusions identify companies or people that your team should avoid contacting, such as customers, competitors, or companies with open opportunities. Their filters update the matches as your data changes. An administrator creates the exclusion once, then your team uses it in sequence rulesets, plays, or engagement policies. Each use determines where the restriction applies.Create an exclusion
1
Name the exclusion
Open Settings → Exclusions
and click New exclusion. Enter a name that describes the group, such as
“Existing customers.”
2
Choose the records and filters
Under Conditions, choose companies or people, then add filters for the
records you want to exclude. A company exclusion also applies to people
associated with the matching companies.For customers, use the CRM field that identifies their customer status.
For a fixed set of companies, use a domain filter. Review the preview to
confirm that the intended records match. The
filter builder guide explains how to combine
conditions and filter by related records.
3
Save and choose sequence rulesets
Click Create exclusion. Select the sequence rulesets that should use
the exclusion and review the estimated unenrollments before confirming.
Matching active enrollments can stop when you enable an exclusion.The saved exclusion appears in workspace settings, where you can review
its matching records or edit its filters.
Use the exclusion
Choose where the restriction should apply:- For sequences, enable it in the relevant rulesets. Sequence exclusions explains enrollment checks and the effect on people already in a sequence.
- For plays, configure exclusions in the trigger or its source audience, depending on the trigger type.
- For users assigned to an engagement policy, add it to the policy and choose its claiming and engagement restrictions.