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Enroll customers in a sequence

Updated Jun 10, 2026 3 min read

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Enrollment controls who receives a sequence. Use preview and Customer 360 context before adding people, especially when the sequence is promotional or time-sensitive.

What this guide helps you do

  • Enroll customers from a safe source.
  • Preview eligibility and exclusions.
  • Use AI to prepare enrollment lists without starting them automatically.

Before you start

  • Know the sequence purpose and who should enter.
  • Confirm sender and subscription preferences.
  • Review whether customers already received similar communication.

Do it manually

  1. Open the sequence.
  2. Choose the enrollment source: Audience, People list, form activity, or selected customers.
  3. Preview count and sample members.
  4. Check exclusions for unsubscribed, missing-email, converted, or already-enrolled customers.
  5. Enroll only after review.
  6. Monitor early deliveries and customer activity.

Ask Faster AI

  • Prepare an enrollment preview for leads from the webinar list who have not booked.
  • Find customers eligible for this onboarding sequence and explain why they qualify.
  • Review this sequence enrollment for duplicates and people who should be excluded.

Review before saving, sending, or starting

  • Do not enroll people just because they are on a broad list.
  • Check conversion, unsubscribe, and recent communication history.
  • Keep enrollment reasoning clear for teammates.

Common issues and fixes

  • If too many people qualify, narrow the Audience.
  • If no one qualifies, check list membership and required fields.
  • If someone was enrolled by mistake, pause or stop the sequence for that customer.

After customers enter the sequence

  • Review active enrollments and upcoming messages so customers who convert or opt out do not keep receiving follow-up.
  • Use Customer 360 to check whether sequence activity is creating useful replies, bookings, purchases, or tasks.
  • Adjust the Audience or exit rules when too many people need manual removal.
  • Keep notes on what the sequence is meant to accomplish before changing timing or content.

Welcome email examples

For examples of when a new subscriber should enter a short sequence, read the welcome email sequence examples. Welcome Email Sequences That Turn Signups into Customers.

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