Quick tipHow toMarketing HubSmart CRM

Keep specific contacts out of an active segment

You don't remove people by hand. You exclude them with a filter.

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Segment access
Time
3 min · Beginner
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Short answer

HubSpot's KB on excluding records from segments: exclude a segment of disqualified contacts, use property filters like Lifecycle stage is none of Customer, or turn on Exclude non-marketing contacts. Active segments can also be converted to static, after which members are only added or removed manually.

1. Exclusion filters

A segment in my demo portal with exclusions.

Segment filters: Email hard bounce reason is unknown, Unsubscribed from all email is not equal to True, Lifecycle stage is none of Evangelist or Customer, Last contacted is more than 14 days ago
Bounces (1), unsubscribes (2), customers (3), and recent contact (4).

2. Active vs static

See active vs static.

3. Related

Send list exclusions.

Sources

New field notes by email

One email when a new article publishes.

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