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Overview

Managing cohort exclusions allows you to control which of your audience signals participate in Permutive’s curation offering. This is critical for preventing channel conflict with direct-sold campaigns and protecting proprietary audience segments.
Prerequisites:
  • Standard or Custom Cohorts enabled for Curation
  • Curation Order Form signed
  • Admin or appropriate permissions to manage cohort settings

Understanding Cohort Exclusions

Permutive provides two mechanisms for excluding cohorts from curation:
  • Standard Cohorts: Use UI toggles to quickly include or exclude standard cohorts from curation
  • Custom Cohorts: Apply a special curation_exclusion tag to prevent custom cohorts from being included in curated deals

Steps

1

Managing Standard Cohort Exclusions

Standard Cohorts can be managed directly through the Permutive UI:
  1. Navigate to Cohorts > Standard Cohorts in the Permutive dashboard
  2. Review the list of Standard Cohorts
  3. Use the toggle switches in the Curation column to enable/disable individual cohorts
2

Managing Custom Cohort Exclusions

Custom Cohorts require applying a special tag to exclude them from curation:
  1. Navigate to Cohorts > Custom Cohorts
  2. Identify the cohorts you want to exclude from curation
  3. Click on each cohort to edit it
  4. Add the tag curation_exclusion (exact spelling, case-sensitive)
  5. Save the cohort
Important notes:
  • The tag name must be exactly curation_exclusion (no spaces, underscores required)
  • Disabled cohorts are automatically excluded (no tag needed)
3

Bulk Managing Custom Cohort Exclusions

For organizations with many custom cohorts, Permutive Technical Services can help with bulk exclusions:
  1. Export your custom cohorts list from Cohorts > Custom Cohorts > Export
  2. Review the list and identify cohorts to exclude
  3. Mark cohorts for exclusion in a spreadsheet (add column “Excluded from Curation?”)
  4. Submit a request to Technical Services with the spreadsheet
  5. Technical Services will apply the curation_exclusion tag in bulk
This is especially useful during initial curation setup when you need to review many cohorts at once.
4

Verify Exclusions

After configuring exclusions, verify they are working correctly:
  1. Check that excluded cohorts have the curation_exclusion tag applied
  2. Monitor for 24-48 hours to ensure excluded cohorts are not appearing in curation reporting
  3. Contact your Customer Success Manager if excluded cohorts continue appearing in curated deals

Next Steps