Enroll a household
Open an active sequence
Go to the sequence from the Sequences page and make sure it’s enabled.
Select a sending account
Choose which connected email account to send from. This defaults to the sequence’s default sending account if one is set.
Configure email recipients
The head of household and spouse or partner default to the To field. For each person, choose To, CC, BCC, or None from the dropdown. At least one To recipient is required.
The household’s head of household must have an email address on file. Households without an email are skipped during enrollment.
Enroll from a household record
You can also enroll a household directly from its record:- On the household’s Records tab, scroll to the Sequences section and click Enroll household.
- From the menu on the household header, select Enroll in sequence.
Bulk enroll households
To enroll multiple households at once from the clients or prospects list:Bulk enrollment sends emails only to the head of household. To include spouses or other household members, enroll each household individually.
Track enrollment progress
The Enrollments tab on a sequence page shows a two-panel view:- Left panel — A list of all enrollments with the household name, enrollment date, status, and when the next step is scheduled.
- Right panel — Detailed view of the selected enrollment, including a visual timeline of every step.
Enrollment statuses
| Status | Meaning |
|---|---|
| Active | The sequence is running and steps are being executed on schedule. |
| Paused | The enrollment has been paused. No steps run until resumed. |
| Finished | The enrollment completed — either all steps ran, or it was finished early by a trigger or manual action. |
Finished reasons
When an enrollment finishes early, the status shows the reason:- Email reply received — The household replied to an email in the sequence.
- Meeting scheduled — A meeting was scheduled with someone in the household.
- Manual exit — A user manually removed the household from the sequence.
- Unsubscribed — The household unsubscribed from emails.
Enrollment timeline
Click an enrollment to see a visual timeline in the right panel. Each step shows:- The step type (email or task) with an icon
- Whether it has been completed, is pending, or was skipped
- The scheduled or completed date
Pause and resume an enrollment
To pause an active enrollment, select it on the Enrollments tab and click Pause. All remaining steps are held until you resume. To resume a paused enrollment, select it and click Resume. The sequence continues from where it left off — remaining steps are rescheduled based on the current date while preserving the original spacing between steps.Exit an enrollment
To remove a household from a sequence before it finishes, select the enrollment and click Exit. This marks the enrollment as finished with the reason “Manual exit.” Emails already sent and tasks already created are not affected.Delete an enrollment
After an enrollment has finished, you can delete it to remove it from the list. Select the finished enrollment and click Delete.Only finished enrollments can be deleted. Active or paused enrollments must be exited first.
Enrollment limits
Each book can have up to 100 active enrollments across all sequences. The current count is displayed as a badge in the top-right corner of each sequence page (for example, “12/100 contacts enrolled”). Paused and finished enrollments do not count toward this limit. If you reach the limit, you need to wait for existing enrollments to finish or exit some manually before enrolling more households.FAQ
Can I enroll the same household in the same sequence twice?
Can I enroll the same household in the same sequence twice?
Not at the same time. A household can only have one active or paused enrollment per sequence. After an enrollment finishes, you can enroll the household again.
What happens if I pause an enrollment and resume it later?
What happens if I pause an enrollment and resume it later?
The sequence picks up where it left off. Remaining steps are rescheduled from the current date, maintaining the original day spacing between steps.
Can I edit an email before it sends?
Can I edit an email before it sends?
Yes. On the enrollment timeline, click a pending email step to view and edit its content before the scheduled send time.
Do bulk enrollments count toward the 100-enrollment limit?
Do bulk enrollments count toward the 100-enrollment limit?
Yes. The limit applies to all active enrollments across all sequences in the book. The bulk enrollment form shows an error if the selected households would exceed the remaining slots.
Next steps
Create a sequence
Build a new sequence with email and task steps.
Household sequences
View sequence enrollments from a household’s record.