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Sometimes one customer should leave a sequence while the sequence continues for everyone else. Pause or stop that customer from their record or the sequence enrollment view.
What this guide helps you do
- Remove one customer from automated sequence messages.
- Preserve internal context for why the sequence stopped.
- Avoid sending irrelevant or unwanted follow-up.
Before you start
- Know why the customer should pause or stop.
- Open Customer 360 or the sequence enrollment record.
- Check whether the customer converted, opted out, bounced, complained, or needs manual handling.
Do it manually
- Open the customer record or the sequence report.
- Find the active sequence enrollment.
- Pause, stop, or exit the customer according to the available action.
- Add an internal note explaining why.
- Create a manual task if a teammate should follow up instead.
- Confirm no further sequence emails are scheduled for that customer.
Ask Faster AI
- Review this customer and tell me whether they should be removed from the nurture sequence.
- Stop sequence follow-up for this customer and create an internal task for manual outreach after I confirm.
- Find customers in this sequence who already booked and should be reviewed for exit.
Review before saving, sending, or starting
- Do not remove customers from a sequence without recording the reason.
- Respect unsubscribe and complaint signals immediately.
- Check whether another active journey or broadcast may still contact the customer.
Common issues and fixes
- If messages continue, check other journeys or broadcasts, not just the sequence.
- If the customer should re-enter later, use a pause or task rather than permanent removal when available.
- If many people need removal, adjust the sequence Audience or exit rule.
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 why buyers, bookers, and active conversations should exit a welcome sequence cleanly, read the welcome email sequence examples. Welcome Email Sequences That Turn Signups into Customers.
Connected workflows
- Preview Audience counts before sending
- Respect unsubscribe and contact preferences
- Create a lead capture form
- Review campaign performance
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- 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.