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  1. FAQs/Troubleshooting

How to Exclude Competitors from My Segments in Reo.Dev?

PreviousFAQs/TroubleshootingNextHow to Sync a Segment to Salesforce/HubSpot?

Last updated 12 days ago

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When creating account segments in Reo.Dev, you may want to exclude competitor accounts from your targeting. This can be easily done by uploading a competitor account list and applying it as a filter when building segments.


Step 1: Upload Your Competitor Account List

Before excluding competitors in segments, you need to upload a list of competitor domains to My Lists in Reo.Dev.

Use this sample CSV format when creating and uploading your competitor domain list. Ensure that the "Company Domain Name" column includes all competitor domains you want to exclude from your account segments.

How to Upload the List:

  1. Navigate to My Lists in Reo.Dev.

  2. Click Import List → Select Accounts as the list type.

  3. Name the list (e.g., "Competitors").

  4. Upload a file containing competitor account domains (CSV file type).

  5. Map the Account Domain field and complete the upload.

Click Done to save the list.


Step 2: Exclude Competitor Accounts from a Segment

Once your competitor list is uploaded, follow these steps to exclude these accounts when creating a segment:

How to Apply the Filter:

  1. Go to Create Segment in Reo.Dev.

  2. Choose Segment Type → Accounts.

  3. Under Segment Criteria (Basic):

    • Under Source → Click on Lists → Select Accounts.

    • Select Does not Include from the dropdown.

    • Check the box for your uploaded Competitor List name from the dropdown.

  4. Add any additional filters as needed.

  5. Click Save Segment.

Tip: When building account segments, you can choose to always exclude competitor accounts to focus only on high-intent prospects.


By following these steps, you can create cleaner, more targeted account segments in Reo.Dev while avoiding engagement with competitors.

Reference Guide:

How to Upload a List in Reo.Dev