How to skip current CRM profiles by company name

You can skip or blacklist profiles that already exist in your CRM by company name.

There are two options available to exclude current CRM company names when running Dux-Soup.

Firstly, you can export a list of company names from your CRM and create a regular expression to exclude profiles.

Alternatively, you can include company names in the People filter and enroll profiles on the blacklisted campaign.

Regular Expression

Goal: export a list of company names from your CRM and create a regular expression to exclude profiles with Dux-Soup.

The most efficient way to create a regular expression is to use AI tools like ChatGPT to generate a regular expression that you can then paste into Dux-Soup. Here's an example of a ChatGPT prompt:

Please create a regex pattern using the following list of company names. Deduplicate any repeated names and ensure that two consecutive words are treated as one unit by adding a \W value between them. Finally, wrap the regex pattern with the specified format: (^|>)[^<]?(?:ibm|Microsoft|National\WTrust)[^<]?(<|$)

ChatGPT can process around 3000 characters at a time. For extensive lists, you may need to work in batches and use another prompt:

Please create a regex pattern using the following list of company names. Deduplicate any repeated names and ensure that two consecutive words are treated as one unit by adding a \W value between them. Finally, wrap the regex pattern with the specified format: Ibm|Microsoft|National\WTrust

If you work in batches, copy and paste the AI output into Notepad or a document. Once you run through the entire list, add regex opening (^|>)[^<]?(?: and closing )[^<]?(<|$). You can also create it using Excel or Google Sheets formulas.

Next, enable the expert user interface and paste the formula into the Skipping tab next to the ‘Skip profiles that match pattern’ option:

Websites such as https://regex101.com/ can help you test the regular expression.

If you use this method, Dux-Soup will exclude profiles that match the pattern when enrolling profiles on campaigns.

Blacklisted campaign

Goal: Blacklist everyone who works for a certain company.

Dux-Soup can blacklist profiles as soon as they are enrolled in a campaign you create on the Drip Campaigns page.

To ensure immediate enrollment, you need to use the regular People search on free LinkedIn or the Lead search on Sales Navigator.

Regular LinkedIn will display the most relevant 1000 profiles, while Sales Navigator will show 2500. If you have a large target audience, you might need to work in batches to ensure everyone is blacklisted.

Then, ensure that you tick the option to ‘tag profiles with ID when enrolling':

Subsequently, return to your search of individuals by company names, locate the Dux-Soup icon, and then proceed to select ‘Enroll’ > opt for the blacklisted campaign.

Dux-Soup will enroll and blacklist everyone in minutes so you can start working on a different list.