Steps that add or remove contacts and companies from lists, enroll them in campaigns, or block them
Use these steps to organize the contacts and companies already in your workflow — file them into lists, enroll them in a campaign, pause their conversations, or block them from future outreach.
Adds the companies that reach this step to a list.Use it to collect companies from a search or enrichment path into a list you can act on elsewhere in Enginy.Settings
Setting
Required
What it controls
List
No
The existing list to add the companies to.
Create new list
No
Creates a new list instead of picking an existing one.
New list name
No
Name for the new list, used when creating one.
Pick an existing list, or turn on Create new list and give it a name — one of the two is required.
Output: the companies, continuing to the next step.
Adds the contacts that reach this step to a list.Use it to collect contacts from a search or enrichment path into a list you can act on elsewhere in Enginy.Settings
Setting
Required
What it controls
List
No
The existing list to add the contacts to.
Create new list
No
Creates a new list instead of picking an existing one.
New list name
No
Name for the new list, used when creating one.
Pick an existing list, or turn on Create new list and give it a name — one of the two is required.
Output: the contacts, continuing to the next step.
Blocks the contacts that reach this step so they’re excluded from every list, search, count, and campaign.Use it to auto-block contacts synced from your CRM — customers, for example — so they never re-enter outreach.Settings
Setting
Required
What it controls
Reason
Yes
The reason recorded for the block (defaults to Customer).
Output: the contacts, continuing to the next step.
Blocks the companies that reach this step so they’re excluded from every list, search, count, and campaign.Use it to auto-block companies synced from your CRM — customers, for example — so they never re-enter outreach.Settings
Setting
Required
What it controls
Reason
Yes
The reason recorded for the block (defaults to Customer).
Output: the companies, continuing to the next step.
Temporarily pauses every active conversation for the contacts that reach this step — no further campaign messages go out until the conversations are resumed.Use it to put outreach on hold without losing the conversation — for example, when a contact asks to be contacted later. When future outreach should stop permanently, use Add contacts to blocklist instead.Output: the contacts, continuing to the next step.
Temporarily pauses every active conversation for contacts at the companies that reach this step.Use it to put outreach to an entire account on hold — for example, while a deal is in negotiation. When future outreach should stop permanently, use Add companies to blocklist instead.Output: the companies, continuing to the next step.
Removes a company from a specific list.Use it to keep a list current when companies no longer belong there — for example, after they’re disqualified further down the workflow.Settings
Removes a contact from a specific list.Use it to keep a list current when contacts no longer belong there — for example, after they’re disqualified further down the workflow.Settings
Setting
Required
What it controls
List
Yes
The list to remove the contact from.
Output: the contact, continuing to the next step.
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https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/add-leads-to-blocklist.svg?w=840\u0026fit=max\u0026auto=format\u0026n=spdphGKAygQftEq3\u0026q=85\u0026s=5405663f0dda2b61b471ce5b1d821e51 840w, https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/add-leads-to-blocklist.svg?w=1100\u0026fit=max\u0026auto=format\u0026n=spdphGKAygQftEq3\u0026q=85\u0026s=463f5799740c620b439a1fbed27df885 1100w, https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/add-leads-to-blocklist.svg?w=1650\u0026fit=max\u0026auto=format\u0026n=spdphGKAygQftEq3\u0026q=85\u0026s=48b5bb0891c0dea84204257f55a3733b 1650w, https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/add-leads-to-blocklist.svg?w=2500\u0026fit=max\u0026auto=format\u0026n=spdphGKAygQftEq3\u0026q=85\u0026s=567d6d456955c1bf3ecff8e0a4d4a482 2500w`}),`\n`,_jsx(_components.p,{children:`Blocks the contacts that reach this step so they’re excluded from every list, search, count, and campaign.`}),`\n`,_jsx(_components.p,{children:`Use it to auto-block contacts synced from your CRM — customers, for example — so they never re-enter outreach.`}),`\n`,_jsx(_components.p,{children:_jsx(_components.strong,{children:`Settings`})}),`\n`,_jsxs(Table,{children:[_jsx(_components.thead,{children:_jsxs(_components.tr,{children:[_jsx(_components.th,{children:`Setting`}),_jsx(_components.th,{children:`Required`}),_jsx(_components.th,{children:`What it controls`})]})}),_jsx(_components.tbody,{children:_jsxs(_components.tr,{children:[_jsx(_components.td,{children:`Reason`}),_jsx(_components.td,{children:`Yes`}),_jsx(_components.td,{children:`The reason recorded for the block (defaults to Customer).`})]})})]}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Output`}),`: the contacts, continuing to the next step.`]}),`\n`,_jsx(Heading,{level:`2`,id:`add-companies-to-blocklist`,children:`Add companies to blocklist`}),`\n`,_jsx(`img`,{src:`https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/add-companies-to-blocklist.svg?fit=max\u0026auto=format\u0026n=spdphGKAygQftEq3\u0026q=85\u0026s=e875847d52da69fa5680b6237056e84d`,alt:``,width:`260`,height:`96`,noZoom:true,\"data-og-width\":`260`,\"data-og-height\":`96`,\"data-path\":`images/workflows/blocks/add-companies-to-blocklist.svg`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/add-companies-to-blocklist.svg?w=280\u0026fit=max\u0026auto=format\u0026n=spdphGKAygQftEq3\u0026q=85\u0026s=27997f24fa3aa12c938bd242d7be3e19 280w, https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/add-companies-to-blocklist.svg?w=560\u0026fit=max\u0026auto=format\u0026n=spdphGKAygQftEq3\u0026q=85\u0026s=7ff8ef5e7c3cbc93e256fb7c6c6dabf2 560w, https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/add-companies-to-blocklist.svg?w=840\u0026fit=max\u0026auto=format\u0026n=spdphGKAygQftEq3\u0026q=85\u0026s=ca15bcc4c9f6248b1c9404ba831b1ed2 840w, https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/add-companies-to-blocklist.svg?w=1100\u0026fit=max\u0026auto=format\u0026n=spdphGKAygQftEq3\u0026q=85\u0026s=3c7cb140231fad8b2b5c7d2d48bbf27c 1100w, https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/add-companies-to-blocklist.svg?w=1650\u0026fit=max\u0026auto=format\u0026n=spdphGKAygQftEq3\u0026q=85\u0026s=f5bfbeea3c6b54fb62677f0566cfb749 1650w, https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/add-companies-to-blocklist.svg?w=2500\u0026fit=max\u0026auto=format\u0026n=spdphGKAygQftEq3\u0026q=85\u0026s=60d311fc38c135b1e6484702e1e59ccf 2500w`}),`\n`,_jsx(_components.p,{children:`Blocks the companies that reach this step so they’re excluded from every list, search, count, and campaign.`}),`\n`,_jsx(_components.p,{children:`Use it to auto-block companies synced from your CRM — customers, for example — so they never re-enter outreach.`}),`\n`,_jsx(_components.p,{children:_jsx(_components.strong,{children:`Settings`})}),`\n`,_jsxs(Table,{children:[_jsx(_components.thead,{children:_jsxs(_components.tr,{children:[_jsx(_components.th,{children:`Setting`}),_jsx(_components.th,{children:`Required`}),_jsx(_components.th,{children:`What it controls`})]})}),_jsx(_components.tbody,{children:_jsxs(_components.tr,{children:[_jsx(_components.td,{children:`Reason`}),_jsx(_components.td,{children:`Yes`}),_jsx(_components.td,{children:`The reason recorded for the block (defaults to Customer).`})]})})]}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Output`}),`: the companies, continuing to the next step.`]}),`\n`,_jsx(Heading,{level:`2`,id:`pause-leads-conversations`,children:`Pause all contact conversations`}),`\n`,_jsx(`img`,{src:`https://mintcdn.com/genesyai/8xDK9zzNPsjVWlz3/images/workflows/blocks/pause-leads-conversations.svg?fit=max\u0026auto=format\u0026n=8xDK9zzNPsjVWlz3\u0026q=85\u0026s=ea83e2539ebd477491ba9aef81df8c78`,alt:``,width:`260`,height:`96`,noZoom:true,\"data-og-width\":`260`,\"data-og-height\":`96`,\"data-path\":`images/workflows/blocks/pause-leads-conversations.svg`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/genesyai/8xDK9zzNPsjVWlz3/images/workflows/blocks/pause-leads-conversations.svg?w=280\u0026fit=max\u0026auto=format\u0026n=8xDK9zzNPsjVWlz3\u0026q=85\u0026s=4c38856c421f3728f221abd97978c47a 280w, https://mintcdn.com/genesyai/8xDK9zzNPsjVWlz3/images/workflows/blocks/pause-leads-conversations.svg?w=560\u0026fit=max\u0026auto=format\u0026n=8xDK9zzNPsjVWlz3\u0026q=85\u0026s=39640cac1da32b320630522f8442d6ab 560w, https://mintcdn.com/genesyai/8xDK9zzNPsjVWlz3/images/workflows/blocks/pause-leads-conversations.svg?w=840\u0026fit=max\u0026auto=format\u0026n=8xDK9zzNPsjVWlz3\u0026q=85\u0026s=7e8564db38cd0c9a4fe273ebd8093239 840w, https://mintcdn.com/genesyai/8xDK9zzNPsjVWlz3/images/workflows/blocks/pause-leads-conversations.svg?w=1100\u0026fit=max\u0026auto=format\u0026n=8xDK9zzNPsjVWlz3\u0026q=85\u0026s=942909dfdb5382a55d630f65ff84c0f3 1100w, https://mintcdn.com/genesyai/8xDK9zzNPsjVWlz3/images/workflows/blocks/pause-leads-conversations.svg?w=1650\u0026fit=max\u0026auto=format\u0026n=8xDK9zzNPsjVWlz3\u0026q=85\u0026s=7e0758560f44f3c791e3616f21f076cd 1650w, https://mintcdn.com/genesyai/8xDK9zzNPsjVWlz3/images/workflows/blocks/pause-leads-conversations.svg?w=2500\u0026fit=max\u0026auto=format\u0026n=8xDK9zzNPsjVWlz3\u0026q=85\u0026s=fddc0c94bb69e148615045bff480a683 2500w`}),`\n`,_jsx(_components.p,{children:`Temporarily pauses every active conversation for the contacts that reach this step — no further campaign messages go out until the conversations are resumed.`}),`\n`,_jsxs(_components.p,{children:[`Use it to put outreach on hold without losing the conversation — for example, when a contact asks to be contacted later. When future outreach should stop permanently, use `,_jsx(_components.a,{href:`#add-leads-to-blocklist`,children:`Add contacts to blocklist`}),` instead.`]}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Output`}),`: the contacts, continuing to the next step.`]}),`\n`,_jsx(Heading,{level:`2`,id:`pause-companies-conversations`,children:`Pause all company conversations`}),`\n`,_jsx(`img`,{src:`https://mintcdn.com/genesyai/8xDK9zzNPsjVWlz3/images/workflows/blocks/pause-companies-conversations.svg?fit=max\u0026auto=format\u0026n=8xDK9zzNPsjVWlz3\u0026q=85\u0026s=460c05d4c9f0aff525c8ea612755dca0`,alt:``,width:`260`,height:`96`,noZoom:true,\"data-og-width\":`260`,\"data-og-height\":`96`,\"data-path\":`images/workflows/blocks/pause-companies-conversations.svg`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/genesyai/8xDK9zzNPsjVWlz3/images/workflows/blocks/pause-companies-conversations.svg?w=280\u0026fit=max\u0026auto=format\u0026n=8xDK9zzNPsjVWlz3\u0026q=85\u0026s=e99ebd7832d79a2f83c98b253d0527dd 280w, https://mintcdn.com/genesyai/8xDK9zzNPsjVWlz3/images/workflows/blocks/pause-companies-conversations.svg?w=560\u0026fit=max\u0026auto=format\u0026n=8xDK9zzNPsjVWlz3\u0026q=85\u0026s=a99037a691911ad294131aecd3bd75b2 560w, https://mintcdn.com/genesyai/8xDK9zzNPsjVWlz3/images/workflows/blocks/pause-companies-conversations.svg?w=840\u0026fit=max\u0026auto=format\u0026n=8xDK9zzNPsjVWlz3\u0026q=85\u0026s=38492ca74a840e19e49b52ffb490054b 840w, https://mintcdn.com/genesyai/8xDK9zzNPsjVWlz3/images/workflows/blocks/pause-companies-conversations.svg?w=1100\u0026fit=max\u0026auto=format\u0026n=8xDK9zzNPsjVWlz3\u0026q=85\u0026s=3d4870603d257d8586209d6b8213f0af 1100w, https://mintcdn.com/genesyai/8xDK9zzNPsjVWlz3/images/workflows/blocks/pause-companies-conversations.svg?w=1650\u0026fit=max\u0026auto=format\u0026n=8xDK9zzNPsjVWlz3\u0026q=85\u0026s=368cfaf2e081cb62924ce545d7fd1c5f 1650w, https://mintcdn.com/genesyai/8xDK9zzNPsjVWlz3/images/workflows/blocks/pause-companies-conversations.svg?w=2500\u0026fit=max\u0026auto=format\u0026n=8xDK9zzNPsjVWlz3\u0026q=85\u0026s=9ad573127fe69ba5cf8b3f921e5103f3 2500w`}),`\n`,_jsx(_components.p,{children:`Temporarily pauses every active conversation for contacts at the companies that reach this step.`}),`\n`,_jsxs(_components.p,{children:[`Use it to put outreach to an entire account on hold — for example, while a deal is in negotiation. When future outreach should stop permanently, use `,_jsx(_components.a,{href:`#add-companies-to-blocklist`,children:`Add companies to blocklist`}),` instead.`]}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Output`}),`: the companies, continuing to the next step.`]}),`\n`,_jsx(Heading,{level:`2`,id:`remove-company-from-group`,children:`Remove companies from a list`}),`\n`,_jsx(`img`,{src:`https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/remove-company-from-group.svg?fit=max\u0026auto=format\u0026n=spdphGKAygQftEq3\u0026q=85\u0026s=919ae36d0fecabf5886f3d44630f9b53`,alt:``,width:`260`,height:`96`,noZoom:true,\"data-og-width\":`260`,\"data-og-height\":`96`,\"data-path\":`images/workflows/blocks/remove-company-from-group.svg`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/remove-company-from-group.svg?w=280\u0026fit=max\u0026auto=format\u0026n=spdphGKAygQftEq3\u0026q=85\u0026s=bc963e64d033bfb5dfb9ca5d822cc7bc 280w, https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/remove-company-from-group.svg?w=560\u0026fit=max\u0026auto=format\u0026n=spdphGKAygQftEq3\u0026q=85\u0026s=ceeb229da576d590b2ba7ff29c842864 560w, https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/remove-company-from-group.svg?w=840\u0026fit=max\u0026auto=format\u0026n=spdphGKAygQftEq3\u0026q=85\u0026s=f44dc3a9b65376f780cc374bb4febe0a 840w, https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/remove-company-from-group.svg?w=1100\u0026fit=max\u0026auto=format\u0026n=spdphGKAygQftEq3\u0026q=85\u0026s=9dc31b734daf4348f45118481d0f29d8 1100w, https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/remove-company-from-group.svg?w=1650\u0026fit=max\u0026auto=format\u0026n=spdphGKAygQftEq3\u0026q=85\u0026s=5ef2a56d1afbe7dd121727b125ba14dc 1650w, https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/remove-company-from-group.svg?w=2500\u0026fit=max\u0026auto=format\u0026n=spdphGKAygQftEq3\u0026q=85\u0026s=f9844d9638154dad9f79de77393b1b62 2500w`}),`\n`,_jsx(_components.p,{children:`Removes a company from a specific list.`}),`\n`,_jsx(_components.p,{children:`Use it to keep a list current when companies no longer belong there — for example, after they’re disqualified further down the workflow.`}),`\n`,_jsx(_components.p,{children:_jsx(_components.strong,{children:`Settings`})}),`\n`,_jsxs(Table,{children:[_jsx(_components.thead,{children:_jsxs(_components.tr,{children:[_jsx(_components.th,{children:`Setting`}),_jsx(_components.th,{children:`Required`}),_jsx(_components.th,{children:`What it controls`})]})}),_jsx(_components.tbody,{children:_jsxs(_components.tr,{children:[_jsx(_components.td,{children:`List`}),_jsx(_components.td,{children:`Yes`}),_jsx(_components.td,{children:`The list to remove the company from.`})]})})]}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Output`}),`: the company, continuing to the next step.`]}),`\n`,_jsx(Heading,{level:`2`,id:`remove-lead-from-group`,children:`Remove contacts from a list`}),`\n`,_jsx(`img`,{src:`https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/remove-lead-from-group.svg?fit=max\u0026auto=format\u0026n=spdphGKAygQftEq3\u0026q=85\u0026s=a78b48a0b57c7e407dd9b5d8b7f655b8`,alt:``,width:`260`,height:`96`,noZoom:true,\"data-og-width\":`260`,\"data-og-height\":`96`,\"data-path\":`images/workflows/blocks/remove-lead-from-group.svg`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/remove-lead-from-group.svg?w=280\u0026fit=max\u0026auto=format\u0026n=spdphGKAygQftEq3\u0026q=85\u0026s=1012d89aa5657b421f8bb5dfecf13e63 280w, https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/remove-lead-from-group.svg?w=560\u0026fit=max\u0026auto=format\u0026n=spdphGKAygQftEq3\u0026q=85\u0026s=a8583705b86a195264ced697b5a8fdc8 560w, https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/remove-lead-from-group.svg?w=840\u0026fit=max\u0026auto=format\u0026n=spdphGKAygQftEq3\u0026q=85\u0026s=a02d55cb8f12362439bfaed353aef0bc 840w, https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/remove-lead-from-group.svg?w=1100\u0026fit=max\u0026auto=format\u0026n=spdphGKAygQftEq3\u0026q=85\u0026s=8c8c99f93492336db00378fa0243efd5 1100w, https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/remove-lead-from-group.svg?w=1650\u0026fit=max\u0026auto=format\u0026n=spdphGKAygQftEq3\u0026q=85\u0026s=d4f1b7cd980baec7b363f4a424568b2e 1650w, https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/remove-lead-from-group.svg?w=2500\u0026fit=max\u0026auto=format\u0026n=spdphGKAygQftEq3\u0026q=85\u0026s=d991894a3fa2dda8dd2cf0765651c7b5 2500w`}),`\n`,_jsx(_components.p,{children:`Removes a contact from a specific list.`}),`\n`,_jsx(_components.p,{children:`Use it to keep a list current when contacts no longer belong there — for example, after they’re disqualified further down the workflow.`}),`\n`,_jsx(_components.p,{children:_jsx(_components.strong,{children:`Settings`})}),`\n`,_jsxs(Table,{children:[_jsx(_components.thead,{children:_jsxs(_components.tr,{children:[_jsx(_components.th,{children:`Setting`}),_jsx(_components.th,{children:`Required`}),_jsx(_components.th,{children:`What it controls`})]})}),_jsx(_components.tbody,{children:_jsxs(_components.tr,{children:[_jsx(_components.td,{children:`List`}),_jsx(_components.td,{children:`Yes`}),_jsx(_components.td,{children:`The list to remove the contact from.`})]})})]}),`\n`,_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Output`}),`: the contact, continuing to the next step.`]})]})}function MDXContent(props={}){const{wrapper:MDXLayout}={..._provideComponents(),...props.components};return MDXLayout?_jsx(MDXLayout,{...props,children:_jsx(_createMdxContent,{...props})}):_createMdxContent(props)}return{default:MDXContent};function _missingMdxReference(id,component){throw new Error(`Expected `+(component?`component`:`object`)+\" `\"+id+\"` to be defined: you likely forgot to import, pass, or provide it.\")}","frontmatter":{},"scope":{"config":{},"pageMetadata":{"title":"Lists, campaigns \u0026 blocklist","description":"Steps that add or remove contacts and companies from lists, enroll them in campaigns, or block them","icon":"list-check","href":"/workflows/actions/lists-and-campaigns"}}},"mdxSourceWithNoJs":null},"mdxExtracts":{"tableOfContents":[{"title":"Add companies to a list","slug":"add-companies-to-group","depth":2,"children":[]},{"title":"Add contacts to a list","slug":"add-leads-to-group","depth":2,"children":[]},{"title":"Add to campaign","slug":"add-leads-to-campaign","depth":2,"children":[]},{"title":"Add contacts to 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