Enrolling recipients

Enrolling adds a contact to a sequence so they receive its emails automatically. You can enroll recipients manually or through workflow automation.

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Manual enrollment

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Enroll from a record

The first email sends according to the sequence timing—immediately if within business hours, or the next business day.

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Bulk enrollment

Enroll multiple contacts at once: Note: Bulk enrollment counts against your 100 active enrollee limit. If you try to enroll more than the limit allows, some contacts won’t be enrolled.

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Automated enrollment

Use workflows to enroll contacts automatically based on triggers:

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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

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Set up workflow enrollment

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Enrollment limits

Slant limits active sequence enrollees to protect email deliverability: Example: If you have 60 people in Sequence A and 30 in Sequence B, you can only enroll 10 more people total until some complete or are removed.

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Check current enrollment

View your enrollment count in Automations → Sequences. Each sequence shows its active enrollee count.

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Manage enrollees

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View enrolled contacts

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Enrollee statuses

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Remove an enrollee

To stop someone from receiving further emails:

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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

This prevents continued outreach to people who have engaged or opted out.

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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

Note: Consider whether re-enrollment makes sense. Someone who didn’t respond to one sequence may not respond to the same sequence again.

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Troubleshooting enrollment

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”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.

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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

Check: Verify the sequence status and the contact’s email field.

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Duplicate enrollment

Contacts cannot be enrolled in the same sequence twice simultaneously. If they’re already active in a sequence, you’ll see an error when trying to enroll them again.

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Next steps