> ## Documentation Index
> Fetch the complete documentation index at: https://docs.unifygtm.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sequence enrollments

> Understand how Sequence enrollments work.

## 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](/reference/plays/overview) 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.

## 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.

## 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.

## 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.

## Enrollment statuses

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

| Status             | What it means                                                                                                                                                                       |
| ------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **In progress**    | A summary status for enrollments that are still active. Active enrollments can also appear as Queued, Started, Blocked, or Paused.                                                  |
| **Queued**         | The enrollment has been accepted, but no step has completed yet. It may be waiting for the first step, a send window, or mailbox capacity.                                          |
| **Started**        | At least one step has completed successfully and the Sequence may still have additional steps to run.                                                                               |
| **Blocked**        | The enrollment cannot continue until a user fixes an issue. Common causes include missing or invalid template variables, a paused mailbox, or a mailbox that needs reauthorization. |
| **Paused**         | The enrollment is paused and will not continue until it is resumed.                                                                                                                 |
| **Finished**       | The enrollment has ended and no more Sequence steps will run. This is a broad finished status used when a more specific finished reason is not shown.                               |
| **Completed**      | The Sequence has completed after at least one step ran. The enrollment details may show additional context, such as Replied, Opt-out, Canceled, or Excluded.                        |
| **Bounced**        | An email sent by the Sequence bounced.                                                                                                                                              |
| **Bounce stopped** | Unify automatically stopped the enrollment because the email address had a high bounce risk or was identified as invalid before sending.                                            |
| **Canceled**       | A user removed or unenrolled the person from the Sequence before it completed.                                                                                                      |
| **Excluded**       | The person matched exclusion criteria that apply to Sequences, so Unify stopped the enrollment.                                                                                     |

## 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](/reference/sequences/personalization/template-variables#enrollment-blocking).

## Enrollment failure reasons

<AccordionGroup>
  <Accordion title="This person is already enrolled in an active Sequence.">
    A person can only have one active Sequence enrollment at a time. Remove the active enrollment or wait for it to finish before enrolling the person again.
  </Accordion>

  <Accordion title="This person is already enrolled in another Sequence.">
    The person has an existing Sequence enrollment that blocks this enrollment. Open the person record to inspect the current Sequence.
  </Accordion>

  <Accordion title="This person is already enrolled in this Sequence.">
    Re-enrollment in the same Sequence is not allowed for this person under the current re-enrollment settings. Review the previous enrollment and the re-enrollment rules.
  </Accordion>

  <Accordion title="This person was recently enrolled in a Sequence.">
    Your re-enrollment waiting period has not elapsed. Wait until the configured period passes or update the Sequence re-enrollment settings if the person should be eligible sooner.
  </Accordion>

  <Accordion title="This person meets the exclusion criteria for the Sequence.">
    The person or their company matches an exclusion that applies to Sequences. Review the relevant exclusion before enrolling them.
  </Accordion>

  <Accordion title="This person has opted out of emails.">
    The person cannot be enrolled in email outreach while opted out. Review the person's consent and email preference data.
  </Accordion>

  <Accordion title="This person is not allowed to receive emails.">
    The person is marked *Do Not Email* or otherwise blocked from email outreach. Update the source data only if that status is incorrect.
  </Accordion>

  <Accordion title="Sequence is not published.">
    Publish the Sequence before enrolling people into it.
  </Accordion>

  <Accordion title="Mailbox not found.">
    Choose a valid mailbox or mailbox group. If the mailbox was removed or disconnected, select another sender.
  </Accordion>

  <Accordion title="Missing variables or Invalid variables">
    Open the blocked enrollment, edit the email, replace the highlighted values, and save.
  </Accordion>

  <Accordion title="Mailbox paused">
    Unpause the mailbox from mailbox settings. The enrollment resumes automatically after the mailbox can send.
  </Accordion>

  <Accordion title="Mailbox unauthorized">
    Reauthorize the mailbox from mailbox settings. The enrollment resumes automatically after authorization succeeds.
  </Accordion>

  <Accordion title="Email failed validation or Bounce stopped">
    Review or replace the person's email address before trying to enroll them again.
  </Accordion>

  <Accordion title="Previous enrollment is still ending">
    Wait a moment and try again. Unify may still be finishing the previous unenrollment process.
  </Accordion>
</AccordionGroup>
