Exclusions are checked when leads are imported, not when messages are sent. If a contact was already active in a sequence before you added the exclusion, their sequence will continue. Add exclusions proactively to ensure complete coverage.
Two Types of Exclusions
Contact Exclusions
Block a specific individual from receiving any outreach. Identified by email address, LinkedIn URL, or both. Use this for opted-out contacts, existing customers, or anyone who has explicitly asked not to be contacted.
Account Exclusions
Block an entire company domain from receiving outreach. For example, adding
competitor.com prevents anyone with an email at that domain from being imported. Use this for competitors, investors, partners, and current customers.Adding Exclusions Manually
Choose the exclusion type
Select the Contacts or Accounts tab depending on whether you’re blocking an individual or an entire domain.
Add the entry
Click Add Exclusion and fill in the details:
- Contact exclusion: enter the person’s email address and/or LinkedIn URL, select a reason, and optionally set an expiration date.
- Account exclusion: enter the primary domain (e.g.,
example.com), select a reason, and optionally set an expiration date.
Bulk Import via CSV
If you have a large list of contacts or domains to exclude, you can upload them all at once using a CSV file.- Contact Exclusions CSV
- Account Exclusions CSV
Your CSV file should include the following columns:
*At least one of
| Column | Required | Description |
|---|---|---|
email | ✅* | Email address to exclude |
linkedin_url | ✅* | LinkedIn profile URL to exclude |
reason | ✅ | Reason for exclusion (e.g., unsubscribed, competitor, contact_refused) |
message | ❌ | Optional note about this exclusion |
until | ❌ | Expiration date in ISO 8601 format (e.g., 2025-12-31) |
email or linkedin_url is required per row.Managing Exclusions via API
Exclusions can also be created, listed, updated, and deleted programmatically using the Topo public API. This is useful for automating exclusion management from your CRM or customer success tooling — for example, automatically excluding a contact when they become a customer.- Contact exclusions:
/v1/contact-exclusions - Account exclusions:
/v1/account-exclusions
Best Practices
Who should I add to exclusion lists?
Who should I add to exclusion lists?
The most common categories to add as soon as you set up Topo:
- Current customers — add their company domains to account exclusions so no one at a customer account is ever cold-contacted.
- Competitors — exclude their domains to prevent accidental outreach to rival companies.
- Investors and board members — avoid awkward outreach to your own backers.
- Opted-out contacts — anyone who has replied asking to be removed or who has unsubscribed should be added immediately.
- Partners and resellers — companies you have existing relationships with that shouldn’t receive cold outreach.
How do exclusions interact with CRM sync?
How do exclusions interact with CRM sync?
If you have a CRM connected, consider setting up an automated workflow to push opted-out or churned contacts directly to Topo’s exclusion list via the API. This ensures your exclusion list stays in sync with your CRM without manual updates.
Can I temporarily exclude someone?
Can I temporarily exclude someone?
Yes. Both contact and account exclusions support an optional expiration date via the
until field. After that date, the exclusion is lifted automatically and the contact or domain can be imported again in future lead searches. This is useful for contacts who asked to be re-engaged at a later date, or accounts you want to revisit after a cooling-off period.