Smart Filters & Exclusions are available only for the Account Lists created through the Command Center. They allow you to filter out your accounts. A common use case is to exclude the accounts that do not show intent from the ones that do.
Smart Filters
Smart Filters help you remove accounts from your list, such as accounts already existing in your CRM, those with Marketing or Sales Activity in the last 30 days, or those showing intent in the last 30 days.
This option allows you to exclude the Accounts that already exist in your CRM instance.
This option allows you to exclude the Accounts that have Marketing or Sales Activity. For this RollWorks looks at the systems you have integrated (Salesforce, HubSpot, or Marketo).
| CRM/MAP | What Marketing and Sales Activities are included? |
|---|---|
| Salesforce |
We ingest default Salesforce Activity tracked in the Salesforce Activity Timeline. For example, Email Sent, Call, Meeting, Event, Opportunity created, etc. Additional custom activity based on your own Salesforce customizations may be available. |
| HubSpot | We ingest default HubSpot Activity. For example, Email Sent, Email Reply, Call, Meeting, Deal created, etc. |
| Marketo |
We ingest default Marketo Activity. For example, Email Sent, Email Opened, Click Link, Form Fill, etc. |
| Pardot |
We don't ingest Activity data from Pardot directly. However, we ingest all Activity from Salesforce through the RollWorks<>Salesforce integration. If your Pardot and Salesforce instances are integrated, RollWorks will ingest Pardot activity via the RollWorks<>Salesforce integration. |
This option allows you to exclude the Accounts that are showing intent. That includes RollWorks Keyword Intent, Bombora Company Surge® Intent.
General Exclusions
General Exclusions enable you to exclude current customers, competitors, and coworkers from your RollWorks efforts. Click here to learn more about the General Exclusions and how to edit them.
Custom CSV Exclusion
Custom CSV Exclusion allows you to exclude a list of any unwanted Accounts listed in the CSV file. They will be excluded from the Account List, even if they meet the criteria based on the applied logic.
When creating your Account List exclusion CSV make sure to follow the file requirements below:
- Prepare a CSV file including a list of website domains
- Make sure your CSV file is a single column of website domains
- Delete any headers Delete any additional columns
- Don't include subdomains, subpaths, or URLs, only use main website domains ie. netxroll.com
Do not use http://netxroll.com or www.netxroll.com