Create enrollment
Enroll a person in a sequence.
Overview
Create an enrollment to add a person to a published template sequence. The sequence’s ruleset determines enrollment eligibility.Examples
Enroll a trial signup
Enroll a trial signup
UNIFY_API_KEY
to your API key, replace the example IDs, and use an eligible connected sending
mailbox:Handle enrollment conflicts
When active enrollments prevent a new enrollment, the API returns409 Conflict. Inspect reason and active_enrollments; the response can also
include blocking_sequence_ids or unapproved_sequence_ids.
If user approval is required, present the active enrollments for review before
retrying with allowed_concurrent_sequence_ids. Those IDs record the user’s
approval. Enrollment must still satisfy the sequences’ simultaneous enrollment
policies.
Other eligibility failures return 400 Bad Request with a message explaining
the cause. Examples include an unpublished sequence, ineligible mailboxes,
opt-outs, exclusions, and re-enrollment restrictions. Resolve that cause before
retrying.
Agentic sequences use the workflow for generating drafts
in Unify. This endpoint returns 400 Bad Request for an agentic sequence. After
Unify generates the drafts, you can review and edit their copy with
List enrollment steps and
Update enrollment step, then
start each enrollment with Approve enrollment.Authorizations
Body
Request body for enrolling a person in a sequence.
String UUID value.
String UUID value.
Candidate mailbox addresses to send from. One is selected at enrollment time. At most 10 addresses are accepted.
1 - 10 elementsString value representing an email address.
Active sequence IDs that the caller explicitly approved for simultaneous enrollment. Omit this field unless the user reviewed those enrollments.
String UUID value.
Response
Response returned when an enrollment is created.
Response returned when an enrollment is created.
String UUID value.
String value representing an RFC 3339 datetime.
String value representing an RFC 3339 datetime.
Sequence details embedded in enrollment responses.
Person details embedded in enrollment responses.
Mailbox details embedded in enrollment responses.
The play that created the enrollment, if applicable.
Reply email message details embedded in enrollment responses.
Status of a sequence enrollment.
DRAFT is deprecated and never returned. Drafts waiting for approval are
IN_PROGRESS with is_draft_approval_pending set.
DRAFT, IN_PROGRESS, FINISHED True while an AI-drafted enrollment is waiting for approval. The enrollment does not start until it is approved.
String value representing an RFC 3339 datetime.
String value representing an RFC 3339 datetime.