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Blocklist Section

Updated over 2 months ago

In the Blocklist section we can add those companies and contacts that we do not want to be shown in the lists, to be exported to the CRM or to interact with them through the campaigns (in the case of contacts).

This section has two tabs, Contacts and Companies:

In both we can filter the Blocklist, which is only one although it is segmented in the part referring to contacts and the other referring to companies. The filters are:

  • Search bar → Quick search filter by keywords.

  • Source → Source to the Blocklist.

    • All

    • Blocklist

    • Inbox

    • Workflow

    • Campaign

    • List

  • Reason → Reason for adding to the Blocklist.

    • All

    • Not interested

    • Competitor

    • Customer

    • Not target

    • Other

    • Churn

  • User → User who added the companies or contacts.

The fields visible for the Blocklist are identical for both Blocklists except for the first one:

  • Email / LinkedIn URL: only for the Contacts one. Contacts can be blocked by Email and/or LinkedIn URL.

  • Domain / LinkedIn URL: only for the Companies Blocklist. Companies can be blocked by Domain and/or by LinkedIn URL.

All other fields are the same:

  • Date added → You can change the order (ascending or descending).

  • Source

  • Reason

  • User

  • Actions → 'Unblock' (remove from Blocklist) or 'Edit' (edit the Email or LinkedIn URL that has been blocked).

At the top right there is a button, located in the same place for both tabs: in the Contacts tab for 'Add Email / LinkedIn URL', and in the Companies tab for 'Add Domain / LinkedIn URL', one or several at a time.

Finally, comment that from the Lists, in the bottom bar there is a record of the Contacts or Companies that are in the Blocklist (for each list). It appears as a number indicating the quantity right next to an icon of a small rectangle with an x in its center.

Clicking on the number or icon opens a pop-up with all the rows of Contacts or Companies in the Blocklist. From here you can select and remove the ones you do not want to be there.

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