Enrol and unenrol contacts in a sequence

A sequence is paced follow-up: several messages, spaced out, sent without anyone remembering. Enrolment is how a person enters that flow.

The safety behaviour built into it is the reason sequences are usable at all.

Who this is for

Reps running outreach and anyone managing follow-up cadences.

Before you start

• A sequence with its steps written.
• A connected sending mailbox.
• Contacts with valid email addresses — enrolling bad addresses generates bounces.

A reply stops the sequence immediately
When a contact replies, their sequence halts at once. This is the single most important behaviour in the feature: without it, someone who answers your first email would keep receiving 'just following up' messages, which is the fastest way to lose a conversation you had already started.

Manage enrolment

1. Check the sequence before enrolling anyone
   Read every step in order as a recipient would. Steps written weeks apart often do not read as one coherent arc.
2. Enrol the right people
   Enrol deliberately rather than enrolling a whole list because it is easy. A sequence sent to people it was not written for is just noise with delays.
3. Let replies stop it automatically
   You do not have to unenrol someone who answers — the sequence halts on reply so you can take the conversation over.
4. Unenrol manually when circumstances change
   If someone becomes a customer, or asks you to stop through another channel, take them out yourself rather than waiting for a step to land badly.
5. Watch per-step results
   Opens, clicks and replies are broken out by step, which tells you exactly which message is doing the work and which one people stop at.
6. Rewrite the step people quit on
   A step with a sharp drop is a specific, fixable problem — far more useful than a general sense that the sequence underperforms.

What you get

• Follow-up that happens on schedule without anyone remembering.
• Automation that gets out of the way the moment a human replies.
• Per-step data showing which message works.
• Manual control when circumstances change.

Frequently asked questions

What happens if someone replies mid-sequence?

Their sequence stops immediately. That is deliberate — it stops automation talking over a live conversation.

Can I enrol someone in two sequences at once?

Think hard before doing it. Two cadences to one person reads as spam even when each was reasonable on its own.

How do I know which step is failing?

Per-step tracking shows opens, clicks and replies for each message, so you can see exactly where people stop rather than guessing.

Should I unenrol someone who becomes a customer?

Yes. A prospecting cadence landing on a new customer is a bad experience and an easy one to avoid.