Excluding Company Contacts from Lists

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Creating Company Lists

You can create rule-based lists that dynamically add your company's contacts to them.

Creating New Company Lists

You can create company lists as needed. To create a company list, do the following:

1. Click Lists in the left toolbar.
2. Create a rules-based list. 
   
   
   
   
3. Click the Dynamic List toggle in the Settings panel.
4. Click the Apply to the contacts already in your database checkbox in the Settings panel.
   
   
   
   Important: Dynamic lists without rules cannot be saved.

Setting Company List Name Rules

You will need to configure the company name parameters for rule-based list rules. This will add any contact with the company name in their contact record to the list.

To set company name rules on a rules-based list, edit an existing company list's settings:

1. Click Create Rule.
   
    
2. Select has the field, located under Lead.
   
    
3. Select Company Name from the Select Field drop-down menu.
4. Enter the company name in the Text goes here field.
5. Select exactly from the conditional drop-down menu.
6. Select When Any from the of the following is true drop-down menu.
7. Click Save.
   
    

Setting Company Email Domain Rules

You will need to configure company email domain parameters for rule-based list rules. This will add any contact with the company's email domain in their contact record to the list.

To set company email domain rules on a rules-based list, edit an existing company list's settings:

1. Click Add Group.
   
   

    

    
2. Select has the field, located under Lead.
   
    
3. Select Email from the Select Field drop-down menu.
4. Enter the company email extension in the Text goes here field.
   • Note: Company email extensions usually appear similar to @companyname.com.
5. Select included from the conditional drop-down menu.
6. Select Any from the of the following is true drop-down menu.
7. Select Any from the group conditions are met drop-down menu.
8. Click Save.
   
   

    

Creating Exclusion Lists

Once you have created a rules-based list that houses company contacts, you can make an accompanying exclusion list that prevents those contacts from being included in other lists.

Creating New Exclusion Lists

To create an exclusion list, do the following:

1. Click Lists in the left toolbar.
2. Create a rules-based list. 
   
   
   
   
3. Click the Dynamic List toggle in the Settings panel.
4. Click the Apply to the contacts already in your database checkbox in the Settings panel.
   
   
   
   Important: Dynamic lists without rules cannot be saved.

Setting Exclusion Rules for Names

You can set rules-based lists to exclude contacts based on field information in their contact records. One such field deals with their first names.

To set exclusion lists to exclude contacts based on their first names, edit an existing exclusion list's settings: 

1. Click + Add Group. 
   
   
   
   
2. Select has the field, located under Lead.
   
   
    
3. Select First Name or Last Name from the Select Field drop-down menu.
4. Enter the desired first or last name in the Text goes here field.
5. Select not exactly from the conditional drop-down menu.
6. Click Add Rule.
   
    
7. Select is not a member of the list, located under List.
   
   
    
8. Select the desired company contact list from the Select list drop-down menu.
9. Optionally, click the Include unsubscribes and bounces checkbox.
10. Select All from the the of the following is true drop-down menu.
11. Click Save.
    
    

     

Setting Exclusion Rules for Email

You can set rules-based lists to exclude contacts with entire email addresses or just email domains. To add email rules to an exclusion list, edit an existing exclusion list's settings:

1. Click + Add Group.
   
   

    

    
2. Select has the field, located under Lead.
   
   
    
3. Select Email from the Select Field drop-down menu.
4. Enter the desired email address in the Text goes here field.
5. Select not exactly from the conditional drop-down menu.
6. Click Add Rule.
   
   

    

7. Select is not a member of the list, located under List.
   
   
    
8. Select the desired company contact list from the Select list drop-down menu.
9. Optionally, click the Include unsubscribes and bounces checkbox.
10. Select All from the of the following is true drop-down menu.
11. Select Any from the of the group conditions are met drop-down menu.
12. Click Save.
    
    

     

Understanding the Exclusions Tab

Excluded contacts will appear on a list's Exclusions tab. Be aware that the Exclusions tab will only have hard-bounced and unsubscribed contacts.

To access a list's Exclusions tab, do the following:

1. Click Lists in the left toolbar.
2. Locate and click the desired list.
   
   
   
   
3. Click the Exclusions tab.
   
   
   
   

The information on exclusions is as follows:

When viewing information in the Exclusions tab, be aware of the following:

• A list's Exclusions tab counter will display the total number of leads currently excluded from the list. This number will increase or decrease depending on how you address list exclusions.
   
• Leads that are hard-bounced will appear in the Exclusions tab. This is to help protect your email sender statistics.
   
• Unsubscribed contacts will be removed from a list's Members tab and moved to the Exclusions tab. A red unsubscribed tag will be to the immediate left of the contact's email.
   
• Leads that are removed from lists will not show in the Exclusions tab. Only invalid emails and unsubscribes will show. Removed leads will still have the list appear in the Memberships page of their profile. The list will appear as removed.
   
• Leads restored to lists do not appear in the Exclusions tab. These leads will appear in the list as manually added and will be nested under the Manually Added tab.