The idea here is to essentially create a list of Rejected prospects that you can exclude from communications by using a filter for Tag is not "do not contact".
Instructions for creating/uploading a do not call list:
- Prep a file by adding the following columns to a spreadsheet:
- Name (the name of the record, typically going to be the website URL in this case)
- Media Property URLs (the website)
- Stage: use the value of "rejected"
- Tags: Use value "do not contact" Or something that fits your needs
- Save the file as .csv (row limit 5,000 records at a time)
- Import the file into the Prospect workspace:
- Select Tools
- Select import .CSV
- Choose the button that says Upload
- Wait for it to process, if it returns errors, download the errors, If there are any that need fixed, fix these, delete the 2 error column and re-upload the rows that need fixed
- You can exclude these records from any out bound communication by using a filter for Tag is not do not contact.
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