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When you enroll a household in a sequence, Slant schedules each step and tracks progress automatically. You can monitor, pause, resume, or exit enrollments at any time.

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Enroll a household

1

Open an active sequence

Go to the sequence from the Sequences page and make sure it’s enabled.
2

Click Enroll household

Click + Enroll household in the top-right corner.
3

Select a sending account

Choose which connected email account sends email steps. If the sequence contains SMS steps, also choose Send SMS from.
4

Search for a household

Type to search and select the household you want to enroll.
5

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. Select Add team member to include a teammate, then choose their recipient type. At least one household member or team member must be a To recipient.
6

Click to enroll the household

The enrollment appears on the Enrollments tab.
Every selected email recipient needs an email address. A household member does not need to be a To recipient when a team member is selected as To. A phone integration and eligible phone recipient are required when the sequence has SMS steps.

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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.

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Bulk enroll households

To enroll multiple households at once from the clients or prospects list:
1

Select households

Check the boxes next to the households you want to enroll.
2

Choose the bulk action

Select Add to sequence from the bulk actions bar.
3

Select a sequence and sending accounts

Choose the email sender and, for sequences with SMS steps, Send SMS from.
4

Confirm

Review the enrollment count and confirm.
Review the recipient mapping before a bulk enrollment. Only households with the required email addresses and phone numbers can be enrolled.

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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.

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Enrollment statuses

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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.
  • Inbound call received — Someone in the household or contact called the firm after they were enrolled, and the sequence has Finish on inbound call turned on.
  • Manual exit — A user manually removed the household from the sequence.
  • Unsubscribed — The household unsubscribed from emails.

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Enrollment timeline

Click an enrollment to see a visual timeline in the right panel. Each step shows:
  • The step type (email, automated SMS, or task) with an icon
  • Whether it has been completed, is pending, or was skipped
  • The scheduled or completed date
For pending email steps, you can view and edit the content before it sends. Completed steps link to the sent email, automated SMS, or created task.

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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.

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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.

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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.

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Enrollment limits

Each connected email account can have up to 500 active enrollments across all sequences and books that send from that account. Capacity is additive: a book with five available email accounts can have up to 2,500 active enrollments if the enrollments are distributed across those accounts. The current combined count and capacity for your available email accounts is displayed at the top of each sequence page. Paused and finished enrollments do not count toward the limit. If an email account reaches its limit, choose another account with capacity, wait for existing enrollments to finish, or exit some manually before enrolling more households.

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FAQ

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.
The sequence picks up where it left off. Remaining steps are rescheduled from the current date, maintaining the original day spacing between steps.
Yes. On the enrollment timeline, click a pending email step to view and edit its content before the scheduled send time.
Yes. The limit applies to all active enrollments that send from the selected email account, including enrollments in other sequences or books. The bulk enrollment form shows an error if the selected households would exceed that account’s remaining slots.

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Next steps

Create a sequence

Build a new sequence with email and task steps.

Household sequences

View sequence enrollments from a household’s record.