Managing List Members
Add, remove, exclude, and track how every contact joined
What It Is
Once a list is created, you manage its membership through the list view page. The view shows all current members in a table with their details, addition method, sequence status (if a sequence is attached), and action buttons.
Access a list’s member view by clicking on any list from Sales > CRM > Lists.
Why It Matters
Member management is where the operational value of lists lives. You need to know not just *who* is in the list, but *how* they got there, *when* they were added, and *what their status is*. A contact added manually by a team member requires different attention than one added automatically by a Dynamic filter. A contact enrolled in a sequence needs visibility into their enrollment status.
The distinction between remove and exclude is particularly important for Dynamic and Hybrid lists — it determines whether the filter can re-add the contact.
How It Works
The List View Page
The list view shows:
- List header — Name, description, type badge (Static/Dynamic/Hybrid), status badge (Active/Paused/Archived), contact count (active + excluded), attached sequence name
- Dynamic filter display — For Dynamic/Hybrid lists, shows the current filter conditions
- Contact table — Each row shows: contact info (name, email, test badge), added date, addition method badge, sequence enrollment status, membership status, and action buttons
Addition Methods
Each membership records how the contact was added:
- Manual — Added by a team member through the UI
- Dynamic Filter — Added automatically by filter condition match
- API — Added via the Zyntro API
- Import — Added during a contact import
Adding Contacts
For Static and Hybrid lists, click the Add Contacts button. A search modal lets you find contacts by name, email, or phone. Contacts already in the list are indicated. Select one or more contacts and add them.
For Dynamic lists, contacts are added exclusively by filter match — there is no manual add option.
Removing vs. Excluding
Two types of membership termination:
Remove (soft) — The contact leaves the list. Their status is set to `removed`. For Dynamic and Hybrid lists, the contact *can be re-added* if they match the filter conditions on the next evaluation. Use this for temporary removals or when the contact’s data may change to match again.
Exclude (permanent) — The contact is permanently excluded from the list. Their status is set to `excluded`. Even if they match the filter conditions, they will not be re-added. The only way to reinstate an excluded contact is explicit manual reinstatement. Use this when you definitively do not want someone in this list.
Reinstating Excluded Contacts
Excluded contacts can be reinstated from the list view. Filter by membership status = Excluded, find the contact, and click Reinstate. The contact re-enters the list and becomes eligible for filter-based population again.
Bulk Operations
Select multiple contacts using checkboxes, then use the bulk actions bar:
- Remove selected — Soft remove all selected contacts
- Exclude selected — Permanently exclude all selected contacts
- Reinstate selected — Reinstate excluded contacts
Sequence Enrollment Status
If a sequence is attached, each contact row shows their enrollment status: Pending, Active, Paused, Completed, or Stopped. You can see which step they are on and when the next send is scheduled.
Remove vs. Exclude
| Remove | Exclude | |
|---|---|---|
| Status | removed | excluded |
| Can filter re-add? | Yes — if conditions match on next evaluation | No — permanently blocked from filter re-addition |
| Can be manually re-added? | Yes | Only via explicit Reinstate action |
| Sequence impact | Stops active sequence (if exit rules configured) | Stops active sequence immediately |
| Best for | Temporary removals, data changes expected | Definitive exclusions, contacts who should never be in this list |
