Lists
Static, Dynamic, and Hybrid contact groups with entry/exit rules, sequence attachment, and automation
Lists are named collections of contacts used for targeted communication, segmentation, and automation. Unlike pipeline stages (which track journey position) or audience segments (which define persona types), lists are operational groupings — built for campaigns, broadcasts, sequences, and organized contact management.
Zyntro supports three list types: Static (manually curated), Dynamic (auto-populated from filters), and Hybrid (filters plus manual additions). Each list can have entry and exit rules that trigger actions when contacts join or leave, and sequences can be attached to automatically enroll members.
Access lists from Sales > CRM > Lists.
Key Concepts
Manually curated. Contacts are added and removed by hand. Best for one-time campaigns, hand-picked audiences, and curated broadcast groups.
Auto-populated from filter criteria. Contacts enter and exit as their data changes to match or no longer match the conditions. Filters are re-evaluated every 5 minutes. Best for living segments that stay current automatically.
Combines both approaches. Filter-based auto-population plus manual additions. Contacts can be added by filter match *and* by hand. Best when you want automated population with the ability to manually include or exclude specific contacts.
Triggers and actions that fire when contacts join or leave a list. Entry triggers: new contact created, pipeline stage matches, field conditions match. Entry actions: add tag, change field, update stage, notify owner.
An email or SMS sequence can be attached to a list. Contacts are automatically enrolled in the sequence when they join the list. When they leave, the sequence stops.
Contacts can be *removed* (soft — can be re-added by dynamic filter) or *excluded* (permanent — prevents re-addition even if filters match, until explicitly reinstated).
Capabilities
Three List Types
Static (manual), Dynamic (filter-based, auto-updating every 5 minutes), and Hybrid (filters + manual). List type is set at creation and cannot be changed.
Entry & Exit Rules
Define triggers (when to add/remove contacts) and actions (what to do when it happens). Entry: add tags, change fields, update stages, notify owners. Exit: stop sequences, remove tags, change fields, notify.
Sequence Attachment
Attach an email/SMS sequence to any list. Contacts are enrolled on entry and stopped on exit. Optional backfill to retroactively enroll existing members.
Member Management
Add, remove, and exclude contacts individually or in bulk. Each membership tracks who added the contact, when, and how (manual, dynamic filter, API, import).
Simulate & Test
Test sequences attached to lists using test contacts before launching. Preview enrollment, step progression, and timing.
Broadcast Integration
Select a list as the recipient group for email or SMS broadcasts. List membership defines the audience.
How It All Fits Together
Lists occupy a specific role in Zyntro’s contact organization hierarchy:
Pipeline stages — Where the contact is in the customer journey. Managed by SI and pipeline automation. One stage per contact.
Audience segments — Who the contact is (their persona type). Used by SI for personalization and by mandates for behavioral scoping.
Lists — Operational groupings for campaigns, broadcasts, sequences, and organized management. A contact can belong to multiple lists simultaneously.
Lists and SI work independently. SI does not read list membership when making engagement decisions — it reads the contact’s profile, engagement score, and audience segment instead. Lists are for *your* operational use: sending a broadcast to everyone who attended a webinar, enrolling new leads from a specific source into an onboarding sequence, or tracking a cohort through a campaign.
However, lists *can* affect pipeline stages through entry/exit rules — and pipeline stage changes do affect SI behavior. So lists can indirectly influence SI by moving contacts through the pipeline.
