A Smarter Way to Control Your Automation Rules with Precision
Automation is a powerful tool - until it reaches the irrelevant contact. At Accountable, we understand that not every contact should be treated the same, especially when it comes to triggering automated workflows.
Not all contacts are created equal - and not all should follow the same automation path. Whether it’s internal testing, personal leads, or training scenarios, you now have the option to exclude specific users' contacts from triggering any automated actions.
Note: It's available only inside the company automation page.
Key Benefits:
✅ Maintain Clean Automation Pipelines – Eliminate test or internal contacts from entering customer-facing automations.
✅ Protect Data Integrity – Ensure performance reports and activity logs reflect true prospect engagement only.
✅ Centralized Oversight – Control exclusions at the company level to maintain consistent and compliant automation standards.
✅ Flexible for Real Use Cases – Perfect for sandbox testing, leadership contacts, or internal data that shouldn’t trigger marketing or sales campaigns.
With this feature, Company Admins can confidently manage automation logic across teams—ensuring the right message goes to the right contact, every time.
Steps to exclude a company user's contacts from triggering an automation:
From the top navigation bar, please select Admin.
On the Company page, click on Marketing.
Within the Marketing section, navigate to the Automation tab.
On the Automation page, click the New Automation button to start.
Enter a name for your automation and click Save.
Click the Add Trigger button, choose the appropriate trigger for your process, and then click Save.
Next, click the plus (+) icon to add an action. From the available actions, select any actions. Eg: Send Email to Contact.
A modal window will appear. Here, please select the Email Template. Once completed, click Add.
If needed, you can use the Exclude button to remove specific users from triggering this automation. Once a user has been added, you can easily remove them by clicking the trash icon.
Click the close icon to exit from the Exclude Users popup.
The Exclude Users count will displays on the Exclude Button.
Click the End Conditions button to stop the automation trigger if the conditions are met based on your preferences.
Switch the toggle from Inactive to Active to enable the automation.
Finally, click Save to apply and store your automation settings.
If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist..- Accountable Support