Summary
Excluding an account in Accoil removes all of that account’s data—including its users and events—from engagement and other metrics in the selected profile. This is useful for eliminating internal orgs, test workspaces, bots, or non-customer accounts from your analytics without deleting the data.
Why Exclude an Account?
Keeps internal/testing data from skewing engagement scores
Ensures customer health metrics reflect only active, real accounts
Helps Sales and Customer Success focus on high-value targets
Allows you to maintain account history without deleting data
🧠 Note: Excluding an account is non-destructive—you can reverse it at any time.
What Happens When You Exclude an Account
The account and all associated tracked users no longer affect:
Profile-level engagement scores
Activation or adoption metrics
Reporting dashboards
The account will not appear in segments, lists, or filters based on score or engagement
All data remains in Accoil and can be restored by re-including the account
How to Exclude an Account
Navigate to the Account Detail Page
Click the Options button in the top right
Select Exclude from Profile
That's it—Accoil will immediately stop using this account’s data in engagement scoring and metric calculations for the profile.
How to Re-Include an Account
If you excluded an account and want to reverse the action:
Use the search bar to find the account by name
Open the Account Detail Page
Click Options and select Include in Profile
The account and its user activity will begin contributing to engagement metrics again.
Tip: Use Exclusion Strategically
Consider excluding:
Your own internal company account
QA or development environments
Accounts created for demo purposes
Training or onboarding test accounts
FAQs
Does this delete any data?
Does this delete any data?
No. All data remains in Accoil—it’s just removed from scoring and analytics.
Does this affect other profiles?
Does this affect other profiles?
Exclusion is profile-specific. The account may still contribute to metrics in other profiles unless excluded there as well.
Can I still see excluded accounts?
Can I still see excluded accounts?
Yes, by searching for them directly by name or ID.