Exclude records from segments

To prevent specific records from being added to a segment based on filter criteria, you can add exclusions. Records that are selected as exclusions will not be included in the segment even if they meet the filter requirements. You can also set up filters to exclude records based on certain criteria.

For example:

• You have a segment of disqualified contacts. You can exclude the segment of disqualified contacts from being added to your segment of good leads, even if the contacts otherwise meet the other criteria.

• You have a segment of contacts from an event but want to exclude your own employees that attended. Set up the following criteria to exclude them: Email doesn't contain exactly [company domain name].

Exclude records when setting up segment filters

You can select individual records and entire segments to exclude, or set up filters to exclude records based on certain criteria.

To exclude records from a segment while setting up or editing a segment's filters:

1. In your HubSpot account, navigate to CRM > Segments.
2. Create a new segment or edit an existing segment's filters.
3. To exclude records based on criteria, you can do either of the following:
   • In the same segment, add filters with negative operators (e.g., is none of, doesn't contain exactly). For example, Associated company domain is none of [company domain to exclude] .
   • Create a separate segment with criteria of records to exclude, then select that segment when using the Exclude [records] option. For example, create a segment of all your employees based on email domains, then exclude that segment to stop internal contacts from being added to a marketing segment.
4. To select specific records and segments to exclude:
   • Toggle the Exclude [records] switch on.
   • Click the dropdown menus to select segments or records you want to exclude from the segment. You can exclude up to five segments or 25 records from a segment. 
   • Continue creating or editing your segment. Records that were individually selected or included in selected segments will not be added to the segment moving forward, even if they meet the segment filter criteria.

Learn more about creating and editing segments.

Exclude records already in a segment

If records are already included in a segment, to exclude them moving forward:

1. In your HubSpot account, navigate to CRM > Segments.
2. Click the name of a segment.
3. In the segment, select the checkboxes of records to exclude.
4. At the top of the table, click Exclude from segment.
5. In the dialog box, click Exclude and reprocess to confirm.

The segment will be reprocessed and the selected records will be removed. The records will not be added to the segment moving forward, even if they meet the segment filter criteria.