Manual enrollment
Enroll from a record
1
Open the contact
Navigate to the client, prospect, or person you want to enroll.
2
Find enrollment option
Look for Add to sequence in the actions menu or sidebar.
3
Select the sequence
Choose which sequence to enroll them in.
4
Confirm enrollment
Click Enroll to start the sequence.
Bulk enrollment
Enroll multiple contacts at once:1
Select contacts
From a list view, select the contacts you want to enroll.
2
Choose bulk action
Click Actions → Add to sequence.
3
Select sequence
Choose the target sequence.
4
Confirm
Review the selection and click Enroll.
Automated enrollment
Use workflows to enroll contacts automatically based on triggers:Common automation triggers
- Tag added — Enroll when “Hot lead” tag is applied
- Household created — Start a welcome sequence for new prospects
- Meeting completed — Begin post-meeting follow-up
- Opportunity stage changed — Nurture based on pipeline movement
Set up workflow enrollment
1
Create a workflow
Navigate to Automations → Workflows and create a new workflow.
2
Choose a trigger
Select what event should start enrollment.
3
Add enrollment action
Add the Add to sequence action.
4
Select the sequence
Choose which sequence enrollees should enter.
5
Publish the workflow
Activate to start automatic enrollment.
Enrollment limits
Slant limits active sequence enrollees to protect email deliverability:| Limit | Value |
|---|---|
| Total active enrollees | 100 across all sequences |
| Per sequence | No specific limit (shares the 100 total) |
Check current enrollment
View your enrollment count in Automations → Sequences. Each sequence shows its active enrollee count.Manage enrollees
View enrolled contacts
1
Open the sequence
Navigate to Automations → Sequences and select your sequence.
2
View enrollees
Click the Enrollees tab to see all active and completed enrollees.
3
Filter by status
Filter to see active, completed, or exited enrollees.
Enrollee statuses
| Status | Meaning |
|---|---|
| Active | Currently receiving the sequence |
| Completed | Received all emails successfully |
| Exited | Removed before completion |
| Paused | Temporarily stopped |
Remove an enrollee
To stop someone from receiving further emails:1
Find the enrollee
Open the sequence and locate them in the Enrollees list.
2
Click Exit
Click Exit or Remove next to their name.
3
Confirm
Confirm removal. They won’t receive any remaining emails.
Automatic exit conditions
Enrollees automatically exit when:- They reply — Any reply to a sequence email exits them
- Email bounces — Hard bounces remove the contact
- They unsubscribe — Clicking unsubscribe exits them
- Sequence completes — After receiving all emails
Re-enrolling contacts
Contacts who completed or exited a sequence can be enrolled again:- Completed contacts — Can re-enroll immediately
- Exited contacts — Can re-enroll unless they unsubscribed
Troubleshooting enrollment
”Cannot enroll” error
Cause: You’ve reached the 100 active enrollee limit. Fix: Wait for current enrollees to complete, or manually exit low-priority enrollees to make room.Emails not sending
Causes:- Sequence is not activated (still in draft)
- Outside business hours (emails queue for next business day)
- Contact has no valid email address