Enable and disable sequences
Enable a sequence
Toggle the Enable sequence switch in the top-right corner of the sequence detail page. Only enabled sequences can accept new enrollments and execute steps.Disable a sequence
Toggle the Enable sequence switch off. Disabling a sequence:- Pauses all active enrollments
- Prevents new enrollments
- Does not delete or remove any data
Manage enrollments
View enrollments
- Open the sequence
- Click the Enrollments tab
- Select an enrollment from the list to view its details
- Who enrolled the household and when
- Each step’s status (completed, scheduled, or skipped)
- The scheduled date for the next step
- The sending account for this enrollment
Enrollment statuses
| Status | Meaning |
|---|---|
| Active | Currently progressing through the sequence |
| Paused | Temporarily stopped — can be resumed |
| Finished | Completed all steps or exited early |
Enrollment status reasons
When an enrollment finishes early, a reason is displayed:| Reason | What happened |
|---|---|
| Email reply received | The recipient replied to a sequence email |
| Meeting scheduled | A meeting was scheduled with the household |
| Manual exit | Someone manually exited the enrollment |
| Unsubscribed | The recipient unsubscribed from emails |
| Sequence disabled | The sequence was disabled while the enrollment was active |
Pause an enrollment
- Open the sequence and go to the Enrollments tab
- Select the enrollment
- Click Pause
Resume an enrollment
- Select the paused enrollment
- Click Resume
- Confirm in the dialog
Exit an enrollment
- Select an active or paused enrollment
- Click Exit
Delete an enrollment
Only finished enrollments can be deleted.- Select a finished enrollment
- Click Delete
- Confirm in the dialog
Duplicate a sequence
Create a copy of a sequence with all its steps but no enrollments.- From the sequences list, click the three-dot menu on the sequence
- Select Duplicate sequence
- Enter a name for the copy
- Click Duplicate
Activate and deactivate from the list
From the sequences list, click the three-dot menu on any sequence and select Activate or Deactivate to toggle its status without opening it.Delete a sequence
Delete a sequence permanently from the Settings tab.- Open the sequence and go to the Settings tab
- Click Delete sequence in the danger zone
- Confirm the deletion
Sequences list
The sequences list page shows all sequences in your book with key information:| Column | Description |
|---|---|
| Sequence | The sequence name |
| Status | Active or inactive |
| Active enrollments | Number of currently active enrollments |
| Total enrollments | Total enrollments including finished |
| Last enrollment | When the most recent enrollment was created |
Troubleshooting
Emails not sending
- Verify the sequence is enabled (not disabled)
- Check that the enrollment is active (not paused or finished)
- Confirm it is within business hours
- Verify an email integration is connected