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_exclusiontag to prevent custom cohorts from being included in curated deals
Steps
Managing Standard Cohort Exclusions
Standard Cohorts can be managed directly through the Permutive UI:
- Navigate to Cohorts > Standard Cohorts in the Permutive dashboard
- Review the list of Standard Cohorts
- Use the toggle switches in the Curation column to enable/disable individual cohorts
Managing Custom Cohort Exclusions
Custom Cohorts require applying a special tag to exclude them from curation:
- Navigate to Cohorts > Custom Cohorts
- Identify the cohorts you want to exclude from curation
- Click on each cohort to edit it
- Add the tag
curation_exclusion(exact spelling, case-sensitive) - Save the cohort
- The tag name must be exactly
curation_exclusion(no spaces, underscores required) - Disabled cohorts are automatically excluded (no tag needed)
Bulk Managing Custom Cohort Exclusions
For organizations with many custom cohorts, Permutive Technical Services can help with bulk exclusions:
- Export your custom cohorts list from Cohorts > Custom Cohorts > Export
- Review the list and identify cohorts to exclude
- Mark cohorts for exclusion in a spreadsheet (add column “Excluded from Curation?”)
- Submit a request to Technical Services with the spreadsheet
- Technical Services will apply the
curation_exclusiontag in bulk
Verify Exclusions
After configuring exclusions, verify they are working correctly:
- Check that excluded cohorts have the
curation_exclusiontag applied - Monitor for 24-48 hours to ensure excluded cohorts are not appearing in curation reporting
- Contact your Customer Success Manager if excluded cohorts continue appearing in curated deals