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Updating block lists and understanding block list logs

Once you've created a block list, use this article to understand how it's working and make changes.

Table of Contents

Blocklist status
Errors
Pause blocking
Delete blocklist
Removing email addresses or domains from the blocklist

This article is assuming you have already created your block list in HubSpot or Salesforce and are actively syncing the data. 

Blocklist status

You can monitor the progress of your blocklists sync by viewing the count of items that have been synced (Items Were Synced), as well as the count that have not been synced from the list (Items Are Not Synced). 

OutboundSync keeps a log of the contacts stored, which can be viewed by navigating to History > Blocklists.

There you can search for specific blocklists or email addresses to view their status, sync date, and any associated errors that may have occurred.

Here you can view the details of those blocklists, including:

  • The List Name it is pulling from
  • The API Key it is sending the blocklist to
  • The Smartlead Client if one was selected
  • The Type of blocklist (Address or Domain)

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Blocklist status

Below is a list of different statuses that occur when using the Blocklist feature:

CREATED The blocklist has been created. If the user is approved for the blocklist, the status changes to FETCHING.
FETCHING Fetching all contacts or companies for the blocklist from HubSpot to OutboundSync's database. When this is done, the status changes to SYNCING.
SYNCING Sending emails or domains after FETCHING to Smartlead. When all contacts or companies are sent the status changes to SYNCING NEW CONTACTS.
SYNCING NEW CONTACTS Fetching only new contacts or companies from HubSpot and sending them to Smartlead.
PAUSED The user has temporarily paused the synchronization.
PAUSED PENDING UPGRADE Admin has paused the synchronization (user is not approved for blocklists)

Here's what it looks like in the application:

 

Errors

If any errors were to occur, an error log will be displayed.  Common errors include Invalid Access Token to your CRM or an Invalid API Key.

You may also receive an error if your account does not have access to the blocklists feature in OutboundSync.  If this is the case and you would like to upgrade, please contact service@outboundsync.com.

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Pause blocking

Click the Pause Blocking button to pause blocking anytime. You can later resume at any point.

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Delete blocklist

To delete the blocklist, click the Delete button. This action stops the blocklist from running and deletes the blocklist in OutboundSync. It does not remove contacts from the blocklist in your Sales Engagement Platform.

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Removing email addresses or domains from the blocklist

If you change your filter criteria, you can remove email addresses or domains from the blocklist with the following steps:

  1. Pausing campaigns in your Sales Engagement Platform.
  2. Delete the blocklist in OutboundSync and your Sales Engagement Platform.
  3. Update the source list in HubSpot or Salesforce.
  4. Re-run the blocklist in OutboundSync.
  5. Resume campaigns in your Sales Engagement Platform.

Remember to OutboundSync time to re-run your re-added blocklist. You can monitor your progress in the blocklist section of the application.

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