Exclusion Lists

Freshpaint doesn’t have a built‑in “exclude audience” control. Here are two simple ways to achieve exclusions with Freshpaint. This guide walks through how to:

• Build a “not yet converted” audience in Freshpaint

• Exclude a separate “already converted” audience in your ad platform

• Maintain compliance while refining ad efficiency

1. Understand how exclusions work

Exclusions help you avoid showing ads to people who already completed your goal, so you can focus spend on those who haven’t.

Example: A healthcare marketer wants to advertise appointment scheduling to users who have not yet booked. They can either:

• Include only users who haven’t scheduled yet (built in Freshpaint).

• Exclude a separate “Scheduled Appointment” audience inside the ad platform.

💡 Important: Exclusions happen either by including only “not yet converted” users in Freshpaint, or by excluding a separate “already converted” audience inside your ad platform.

2. Prepare your audiences

2.1 Build a “Not yet converted” audience in Freshpaint

Use this when you can define “who should NOT receive ads” with conditions in the builder.

• Go to Audiences → Segments and click Create Segment.

• Add who you want to reach (your targeting criteria using filters).

  • Add a condition that represents “has not converted” (for example: has not submitted the form / has 0 of the conversion event in the last 30–180 days).

• Name the audience and add an internal description (remains inside Freshpaint).

• Click Create Audience.

• Open the new Audience details page.

• Click Send Audience, choose your destination, review the privacy‑safe Ad Platform Alias (no health context), and confirm Send.

Result: Only people who haven’t converted are included, so no separate platform exclusion is needed.

2.2 Create an “Already converted” exclusion audience (for your ad platform)

Use this when you keep a list of converted users or need a clean “already converted” audience.

• Option A (Segment)

  • Go to Audiences → Segments and click Create Segment.

  • Define your “Already Converted” criteria (example: “Scheduled Appointment”).

  • Name and describe the audience.

  • Click Create Audience.

  • Open the Audience details page → Send Audience → choose destination → confirm Send.

• Option B (Import)

  • Go to Audiences → Imported Audiences and click Import CSV.

  • Upload a file with a single email column labeled “email”.

  • Name and describe the audience.

  • Click Create Audience.

  • Open the Audience details page → Send Audience → choose destination → confirm Send.

⚠ Critical: Only import identifiers that are approved for marketing use within your organization.

3. Apply the exclusion

• If you built “Not yet converted” (2.1): You’re done. Send that audience and use it directly in your campaigns.

• If you created a separate “Already Converted” audience (2.2):

• Send your inclusion audience (who you want to reach).

• Send your “Already Converted” audience.

• In your campaign/ad set targeting, choose Exclude and select the “Already Converted” audience you synced from Freshpaint.

Result: The ad platform removes those users from delivery.

4. Send the audience to a destination

• Open the Audience details page in Freshpaint.

• Click Send Audience next to your destination.

• Confirm settings, review the Ad Platform Alias (no health context), and click Send.

💡 Tip: It may take up to 24–48 hours for ad platforms to fully process audience updates.

Reminder: Look for anonymized names in your ad platforms

• Freshpaint sends an anonymized, platform‑safe name for every audience you sync. This is the name you’ll see downstream.

• Your internal Freshpaint name won’t appear in the ad platform. Search for the anonymized name when attaching audiences to campaigns.

• Note the platform‑facing name on the Audience details → Send Audience flow and keep it handy for campaign setup.

Best practices & reminders

• Keep lists current: Refresh imported audiences so new conversions are excluded.

• Check size: Ensure your final audience (after exclusions) meets platform minimums (often 1,000+).

• Give it time: Platforms may take 24–48 hours to fully process updates.

• Good naming helps: Use clear internal names like “Prospects – Not Submitted” and “Converted – Submitted Form.” Remember, internal names aren’t sent to the ad platform.

What’s next?

• Use “Not yet converted” (2.1) if you can express “has not converted” directly in the builder.

• Use the ad‑platform exclusion (2.2) if you rely on a static/CRM list or prefer managing exclusions in the ad platform.

Need help? If you’re unsure how to structure your exclusion setup or safely manage conversions, contact [email protected].