Robin Philibert
Exclusions
Exclusions
Robin Philibert
Learn how to effectively manage exclusions before launching outbound campaigns. Discover Topo's two methods: dynamic exclusions via HubSpot integration and static exclusions directly within Topo. Ensure clean and intentional exclusion lists to avoid contacting existing customers, competitors, or companies already in your pipeline.
Chapters
00:01
Define Exclusions
00:21
Manage Exclusions
01:15
Dynamic Exclusions via HubSpot
02:42
Warning on Dynamic Lists
03:10
Static Exclusions in Topo
04:23
Domain Exclusion Details
05:32
Stop Active Sequences
Transcript
00:00
Let's talk about exclusions before running outbound at scale, it's important to define who you should never contact typically existing customers, partners, competitors, or companies already in your pipeline.
00:12
Topo gives you two ways to manage exclusions and you can actually use both at the same time.
00:19
So the first option Dynamic exclusions using the HubSpot integration, You can connect dynamic company list from from HubSpot, for example, all companies with open opportunities, all companies with status customers.
00:33
And once connected, Topo automatically excludes those companies using their domain name.
00:39
This means new companies added to the list are, excluded automatically without any manual work.
00:45
One important warning Be careful with dynamic lists.
00:47
For example, if you create a list like Companies with recent sales activity, you might accidentally include companies currently being contacted by Topo.
00:57
That would instantly stop active sequences.
00:59
So make sure your exclusion lists are clean and intentional.
01:02
The second option is static exclusion.
01:04
Directly inside Topo, you can exclude individual contact or entire companies.
01:10
You can add them one by one, or you can import a CSV.
01:14
To exclude a contact, we only need their email address.
01:18
To exclude the company, we need the the company domain.
01:20
Important Detail about Domains Some large companies use multiple domains.
01:25
For example walmart.com, walmart US.
01:28
If you only exclude one domain, the other, one will not be excluded.
01:32
Topo does not infer domains automatically, so make sure all relevant domains are included in your exclusion list.
01:40
One last thing.
01:40
If a lead is already in a sequence and you realize they should be excluded, you can stop it immediately by clicking on the lead and from the lead view, click the Stop sequence button.
01:52
You can choose to stop the outreach for this lead only or.
01:56
Or to exclude the entire company from all future campaigns.