How do I add or remove specific individuals from an audience?

Last updated: February 25, 2026

Context

When managing audiences, you may need to include or exclude specific individuals based on their email addresses, rather than using broader filtering criteria.

Answer

You can add or remove specific individuals from an audience by using the email-based OR statements in your audience criteria. Here's how:

  1. Navigate to Settings > Exclusions

  2. Edit your existing exclusion (or create a new one) and add a filter condition using the OR operator

  3. To include specific individuals:

    • Use `EMAIL is equal to email@domain.com`

  5. Choose the appropriate operator based on your needs:

    • To include specific individuals: Use `EMAIL is equal to email@domain.com` for single emails, or `EMAIL is one of` for multiple emails

    • To exclude specific individuals: Use `EMAIL is not equal to email@domain.com` for single emails, or `EMAIL is not one of` for multiple emails

Using Groups for Complex Filtering

For more complex filtering scenarios beyond individual email addresses, you can use groups to combine multiple criteria with AND/OR logic:

  1. To create OR conditions for other criteria (like personas, locations, etc.):

    • Click "+ Add Group"

    • Select "OR" for the group type

    • Inside the group, add multiple conditions

    • Example: Matches persona Accounting Manager OR Matches Persona Finance Manager

  2. Understanding filter relationships:

    • Company-level and contact-level filters work together with AND logic

    • Only people from companies that match company filters AND who also meet person-level criteria will appear in the audience

    • Within groups, you can mix AND/OR conditions as needed

    • OR logic must be applied at the group level - you cannot use OR directly between individual filter conditions

Note: Groups allow you to overcome the limitation of simple AND/OR statements by creating nested logical conditions for more sophisticated audience targeting. OR logic must be applied at the group level by first creating a group and setting that group's logic to OR before adding your conditions within it.

Bulk Upload Method

For managing multiple individuals at once, you can use the CSV upload feature:

  1. Navigate to Settings > Exclusions

  2. Look for the “Upload exclusions from a CSV” tab

  3. Upload a CSV file containing the email addresses of contacts you want to exclude

You can add multiple email conditions within your OR group to include or exclude several individuals as needed. Each person's email address should be added as a separate condition within the group. For multiple individuals, you have two efficient options: use the “is one of” or “is not one of” operators (simply copy and paste all email addresses into the field), or use the CSV upload feature in Settings > Exclusions for bulk contact management.