> ## 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 rulesets

> Reuse enrollment and email settings across sequences.

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## Overview

A ruleset is a collection of settings that your team can reuse across sequences.
It controls enrollment eligibility, exclusions, and task assignment, along with
email verification, open tracking, and opt-out messages.

Use a shared ruleset for sequences that follow the same outreach rules. For
example, your prospecting sequences might exclude customers and prevent people
from receiving two sequences at once. A separate customer follow-up ruleset can
use different exclusions while keeping the same task assignment settings.

Each sequence uses one ruleset. Editing that ruleset affects the sequences that
use it, so review its **Used In** count before changing shared settings.

## Create and apply a ruleset

<Steps>
  <Step title="Create the ruleset">
    Open [**Settings → Sequences**](https://app.unifygtm.com/dashboard/settings/features/sequences?tab=Rulesets),
    select **Rulesets**, and click **New**. Give it a name that describes its
    purpose, such as “Outbound prospecting.”
  </Step>

  <Step title="Choose enrollment and email settings">
    Select the exclusions that should apply, decide whether people can enter
    multiple sequences or re-enroll, and review task assignment and email
    settings. The sections below explain these choices.

    Click **Create Ruleset** to save it. The ruleset appears in the list and is
    available to select in your sequences.
  </Step>

  <Step title="Apply it to a sequence">
    Open the sequence's **Settings** and select it under **Sequence ruleset**.
    Expand the selected ruleset to review its settings, then click
    **Save changes** and confirm the update.

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</Steps>

## Enrollment settings

### Exclusions

Expand **Exclusions** and select the workspace exclusions that should apply.
Checked exclusions are enabled for the ruleset. For example, enable your customer
exclusion in a prospecting ruleset to keep customers out of those sequences.

[Sequence exclusions](/reference/sequences/exclusions) explains how to create
exclusions, how they affect active enrollments, and where engagement policies
apply.

### Simultaneous enrollment

Choose whether a person can be active in this sequence and other sequences at
the same time:

| Setting | Effect |
| - | - |
| Allowed | People can enter another sequence manually or through an automation. |
| Manual only | A user must review and approve enrollment alongside existing active sequences. Automations cannot add the concurrent enrollment. |
| Not allowed | People must finish or leave their active sequence before entering another. |

Unify checks the ruleset of the sequence being added and every sequence the
person is already active in. The most restrictive setting applies. For example,
a new sequence set to **Allowed** cannot accept someone whose active sequence
uses **Not allowed**.

A person can have only one active enrollment in the same sequence.

<ThemedImageFrame lightSrc="/images/reference/sequences/sequence-ruleset-settings-light.png" darkSrc="/images/reference/sequences/sequence-ruleset-settings-dark.png" alt="A prospecting ruleset with an enabled exclusion and simultaneous enrollment set to Not allowed." />

### Re-enrollment

**Allow re-enrollment into sequences** controls whether people can return after
an earlier enrollment ends. Set the number of days they must wait after that
enrollment ends; use zero to allow enrollment without a waiting period.

The history check applies to finished enrollments with at least one completed
step. Turn off re-enrollment to prevent those people from entering sequences
that use this ruleset.

Enable **Allow re-enrollment into the same sequence** when people should be able
to repeat a sequence they previously progressed through. The waiting period
still applies.

## Task assignment

Choose task recipients separately for automatic and manual enrollments:

| Enrollment method | Assignment options |
| - | - |
| Automatic, such as a play | The sending mailbox's owner or a specific workspace user. |
| Manual | The user who enrolls the person, the sending mailbox's owner, or a specific workspace user. |

Unify selects the task assignee when it creates the enrollment. These settings
let you keep follow-up with the sender or route it to someone responsible for
working the tasks. Set each task's priority and due date in the
[step editor](/reference/sequences/sequence-step-types#task-assignment-and-timing).

## Email settings

### Email verification

Choose whether to send to catch-all, unverified, and role-based email addresses.
Catch-all domains accept addresses that may not correspond to a real inbox;
unverified addresses could not be validated; role-based addresses belong to
shared functions such as support or sales.

Unify checks the recipient before sending and stops an enrollment when the
address type is disallowed. Invalid addresses are always blocked.

### Open tracking

Enable **Track email opens** to include an open-tracking pixel in sequence
emails. Email clients can block or automatically load images, so an open does
not necessarily mean the recipient read the message.

### Opt-out message

Write the message to append to sequence emails. Surround the linked words with
`<%` and `%>`, for example: `Click <%here%> to stop receiving these emails.`

You can provide up to eight variants. Unify chooses randomly among the non-empty
variants when preparing the message.

## Maintain shared rulesets

Click a ruleset's name to edit it, then click **Update**. Review which sequences
use it first: changes affect future checks and messages in those sequences,
including active enrollments. Task assignment is selected at enrollment time.

Use the ruleset's actions menu to **Duplicate** it when one group of sequences
needs different settings. Choose **Set as default** to make a ruleset the
starting choice for new sequences.

To delete a ruleset, first select another ruleset for every sequence using it.
If it is the default, set another ruleset as the default before deleting it.


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