Hi there!
To set up an exclusion or “do not contact” list, here’s a quick way to do it:
1. Create an Exclusion Table: Start by creating a table specifically for your exclusion list.
2. Send Data with Write to Table: Use the Write to Table integration to add data to this exclusion table. Here’s a quick guide on how to set it up: Write to Table Overview.
3. Use Lookup for Cross-Referencing: In your main table, use the Lookup feature to check if records are in the exclusion list. Here’s a helpful video on using lookups: Lookup Tutorial.
4. Set Conditional Formulas: Once you have the lookup set, apply conditional formulas to prevent enrichment or further actions on those excluded rows. Here’s more on setting up AI formulas: AI Formulas Guide.
Let us know if you need further assistance with any of these steps! 😊
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