New Contact Review: Exclusion List

Data Stewards can exclude specific domains from which contacts should not be updated or created. This Exclusion List helps respect end-user privacy and maintain data quality.

Data Stewards have the ability to add up to 10 excluded domains.

• People contacts added to the Exclusion List must have a business email address on their contact record to be excluded from contact updates.
• Company contacts must have a unique website (domain) specified in the website field of the contact record for InterAction+ IQ Signature Capture to determine if the domain, or people associated to that domain are excluded from contact updates.

To add a user or company contact to an exclusion list:

1. Go to Data Management > IQ > Exclusion List
2. Click Add Contacts.
3. Search by Company Name, Last Name, Phone or Email for the person or company contact you wish to exclude from updates.
4. Click the to add contacts, then click Add Selection.
5. A notification will pop up to confirm that you have added the contacts to the Exclusion list.

To remove a user or company contact from the exclusion list:

1. Go to Data Management > IQ > Exclusion List
2. Click on the checkbox next to the contacts you wish to remove from the list.
3. Click Remove Contacts.