Help guide

Enroll customers in a sequence

Updated June 10, 2026

Enroll customers in a sequence

Enrollment controls who starts a repeatable outreach sequence and when they should stop.

What this feature is for

  • Enrollment controls who starts a repeatable outreach sequence and when they should stop.

When to use it

  • You have a qualified list of prospects, customers, attendees, or leads.
  • You want consistent follow-up without manually sending every message.

Do it manually

  1. Open the sequence.
  2. Choose the Audience, list, or customer records to enroll.
  3. Review eligibility and unsubscribe rules.
  4. Start with a small test group when possible.
  5. Monitor replies and remove anyone who should not continue.

Ask Faster AI

Review this sequence enrollment. Check audience fit, unsubscribe rules, recent customer activity, and who should be excluded before I start it.

Review before saving or publishing

  • Preview the audience count and a few sample recipients.
  • Check sender, subject, links, unsubscribe behavior, and timing.
  • Use a readiness check before sending, starting, or publishing a customer-facing campaign.

Common mistakes and fixes

  • If the audience is empty, check list membership, rules, and contact email addresses.
  • If an email cannot send, confirm sender setup and subscription group readiness.
  • If reporting looks quiet, remember that recent delivery and open activity can take time to appear.

Placeholder media

  • Screenshot placeholder: Replace with an annotated screenshot of enroll customers in a sequence.
  • Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

Sunny Arora

Written by

Sunny Arora

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