Sequence enrollments

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Overview

A Sequence enrollment is the record of a person moving through a Sequence. Enrollments track which Sequence the person is in, which mailbox is sending, which steps have run, and why the enrollment is active, blocked, or finished. People can enter a Sequence in a few ways:

• A Play enrolls the person automatically with a Sequence action
• A user manually adds the person to a Sequence, such as from the person details screen, a list, or the browser extension

Each enrollment uses a sending mailbox or mailbox group. If Unify cannot safely continue the enrollment, it will stop or block the enrollment instead of sending an incomplete or risky message.

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Manually add a person to a Sequence

To manually add a person to a Sequence, follow these steps:

1. Open the person in Unify.
2. Click Sequence.
3. Select the Sequence to enroll the person into.
4. Select the mailbox or mailbox group that should send the emails.
5. Click Add to Sequence.

If the person is already in an active Sequence, you will need to unenroll them first before you can add them to a different Sequence. A person with a recent enrollment may also be blocked from enrollment depending on your re-enrollment settings. Certain conditions may prohibit enrollment. If the person meets any exclusion criteria that apply to Sequences, you will see a warning and need to confirm before enrolling them. Lastly, if the person has opted out of emails or has a “Do Not Email” status, new enrollments will be prohibited.

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Unenroll a person from a Sequence

A person who is actively enrolled in a Sequence can be removed by unenrolling them. This stops the active enrollment but preserves the historical enrollment information so you can still see what happened. After removal, the enrollment appears as either Canceled or as a completed enrollment with an unenrolled reason, depending on where the person was in the Sequence when they were removed.

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Re-enrollment rules

Unify prevents a person from being in multiple active Sequences at the same time. A previous enrollment can also prevent a new enrollment, depending on your organization’s Sequence re-enrollment settings. If re-enrollment is not enabled, a person who completed at least one step in a previous Sequence cannot be enrolled again. If re-enrollment is enabled, admins can configure whether people can be re-enrolled into Sequences after a waiting period and whether they can be re-enrolled into the same Sequence. When an enrollment fails because the person was already enrolled or recently enrolled, review the active or previous enrollment before changing the re-enrollment setting. The earlier enrollment may explain whether the person already replied, opted out, bounced, or was removed.

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Enrollment statuses

Sequence enrollment statuses are user-facing labels that appear in Sequence analytics, enrollment tables, person timelines, and related CRM sync fields.

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Blocked enrollments

Blocked enrollments are still active, but Unify will not continue them until the blocking issue is fixed. This prevents Unify from sending an email with missing personalization, an invalid value, or a mailbox problem. Common blocked reasons include:

• Missing variables: the email uses a template variable that has no value for the person or company.
• Invalid variables: a variable exists but cannot be used in the email as written.
• Mailbox paused: the selected mailbox is paused.
• Mailbox unauthorized: the mailbox needs to be reauthorized.
• Other mailbox issues: Unify cannot currently send from the selected mailbox.

To resolve a blocked enrollment, open the enrollment details. If the issue is a missing or invalid variable, edit the email, replace the highlighted value, and save. If the issue is a paused or unauthorized mailbox, go to mailbox settings and unpause or reauthorize the mailbox. Once the issue is fixed, Unify automatically unblocks and reschedules the step. For more detail on missing personalization, see Template variables.

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Enrollment failure reasons