This article will help you:
Automatically exclude contacts you've already downloaded.
Adjust email verification settings to optimize data quality.
Ensure compliance with regulatory requirements such as GDPR.
In this article, you’ll find:
How to Access Your Exclusion and Verification Preferences
Follow these steps to access your preferences:
Navigate to the bottom-left corner of the screen.
Click the > button and select Profile.
Scroll to the Preferences section.
Locate the Exclusion Preferences and Email Verification Preferences sections.
Key Considerations
💡 Best Practice: Regularly review your exclusion settings to ensure they align with your workflow and avoid unnecessary duplicates.
⚠️ Common Mistake: Forgetting to update verification preferences before downloading contacts can lead to lower deliverability rates in outreach campaigns.
Understanding Exclusion Preferences
Exclusion Preferences help you filter out contacts you already have, prevent redundant data, and comply with regulatory requirements.
Automatically Exclude My Previous Downloads
✔️ Prevents contacts you’ve already downloaded from appearing in future searches. ✔️ Helps maintain a clean and updated dataset.
Automatically Exclude "Team Name" Previous Downloads
✔️ Excludes contacts downloaded by your team members. ✔️ Reduces overlap and avoids duplicate outreach.
Automatically Exclude EU Contacts & Companies
✔️ Ensures compliance with GDPR. ✔️ Excludes EU-based contacts from appearing in search results.
Tip: Adjust these settings based on your workflow. If you target a global audience, you may want to leave EU contacts enabled.
Understanding Email Verification Preferences
Email Verification Preferences allow you to control the quality and deliverability of email addresses in your searches. UpLead categorizes emails into three groups:
Valid: Deliverable email addresses.
Accept All: Domains that accept all emails but don’t guarantee deliverability.
Invalid: Undeliverable emails flagged as invalid.
Step-by-Step Process
Step 1: Choose a Verification Option
Select the preferred email verification setting:
✅ Valid → Only includes confirmed, deliverable emails. Best for high deliverability.
✅ Valid + Accept All → Includes “Accept All” emails, balancing quality and quantity.
✅ Valid + Accept All + Invalid → Includes all emails, including invalid ones, maximizing volume but reducing deliverability.
✅ Ask Each Time → Prompts you to choose settings each time you download contacts.
Step 2: Save Your Preferences
Once selected, your settings automatically apply to future searches and downloads.
Tip: For high deliverability rates, select Valid or Valid + Accept All.
Frequently Asked Questions
Q: Can I override these settings for specific searches?
A: Yes! Selecting Ask Each Time allows you to choose different preferences for each search.
Q: How do I know if a contact was excluded from a search?
A: Excluded contacts won’t appear in your results. Check your Exclusion Preferences in the Profile Page or the Exclusion Filter in the search menu.
Q: Can I exclude other regions or groups besides the EU?
A: Currently, UpLead offers global exclusions for EU contacts and team downloads. For more control, use search-specific filters.
Next Steps
Still need help? Contact UpLead Support for assistance.