Enrolling Contacts in a Sequence

Contacts can be enrolled in a Sequence in a few ways:

Enroll an individual Contact from the Lead page
Bulk enroll a list of Leads or Contacts from a Clear View
Enroll an individual Contact as a follow-up to an email thread
You will have the option to enroll the first Contact on the Lead or all Contacts on the Lead.

Enrolling Contacts Individually

To enroll a Contact from the Lead page, simply hover over the Contact name, select “More Options” and then “Send an Email Sequence”.

Enrolling Contacts in Bulk

To enroll Contacts in bulk, simply build out your search query or select a Clear View and click “Email” then select “Send an Email Sequence” from the drop-down menu.

Enrolling Contacts as a follow-up to an email

Enrolling a Contact to a Sequence as a follow-up to an initial, unique email. If your prospect doesn’t reply after a certain time period, they are automatically enrolled in the Sequence of your choice.

You can set this up the same way that you would create a follow-up reminder on an individual email.

Before sending your email:

Check the box to remind you to follow-up
Pick a timeframe
Select “send an Email Sequence” from the drop-down menu
Choose your Sequence
Press send and you are all set!