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.

Placeholder media

• Screenshot placeholder: add an annotated screenshot of enroll customers in a sequence with customer names, emails, counts, and private campaign data blurred.
• Video placeholder: add a short walkthrough that starts from Engagement, shows the manual path, then shows the review step before any journey, broadcast, newsletter, or sequence goes live.

Related help

• Create an email sequence
• Pause or stop a sequence for a customer
• Preview Audience counts before sending