> ## Documentation Index
> Fetch the complete documentation index at: https://docs.unifygtm.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sequence enrollments

> Add people to sequences and manage their progress.

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## Overview

An enrollment tracks one person's progress through a sequence, including their
sending mailbox, completed steps, upcoming work, and outcome. Use enrollments
to follow up on individual people and resolve issues that prevent their next step.

You can enroll people manually or automatically through a
[play](/reference/plays/overview). For
[agentic sequences](/reference/sequences/agentic-sequences), review and approve
the generated recipient drafts in chat before their enrollments begin.

## Add a person to a sequence

Publish the sequence and connect a
[sending mailbox](/reference/deliverability/mailbox-configuration) before adding
people. The sequence's [ruleset](/reference/sequences/rulesets), applicable
[exclusions](/reference/sequences/exclusions), and
[engagement policies](/reference/engagement-policies/engagement-policies)
determine who is eligible.

<Steps>
  <Step title="Open the person">
    Open a person's record and click **Add person to sequence** in the action
    bar beside their details.
  </Step>

  <Step title="Choose the sequence and sender">
    Select the published sequence, then choose the mailbox or mailbox group
    that will send the emails.

    <ThemedImageFrame lightSrc="/images/reference/sequences/add-sequence-enrollment-light.png" darkSrc="/images/reference/sequences/add-sequence-enrollment-dark.png" alt="The Add to sequence dialog with a published sequence and sending mailbox selected for Avery Chen." />
  </Step>

  <Step title="Enroll the person">
    Click **Add to sequence**. Unify checks the person's eligibility and starts
    the enrollment. Automatic emails follow the
    [send schedule](/reference/sequences/send-schedules); manual steps create
    [tasks](/reference/tasks/overview) for the assigned user.
  </Step>
</Steps>

If the person already has an active enrollment, the sequences' simultaneous
enrollment settings determine whether they can join another sequence.
[Re-enrollment settings](/reference/sequences/rulesets#re-enrollment) govern
returning after a previous enrollment ends.

## Track progress

Open the sequence's **Enrollments** tab to see each person's status, mailbox,
and current step. Filter by status or step to find people who need attention,
or search for a specific person. Open their row to inspect the enrollment.

<ThemedImageFrame lightSrc="/images/reference/sequences/sequence-enrollments-light.png" darkSrc="/images/reference/sequences/sequence-enrollments-dark.png" alt="A sequence enrollment table showing completed, replied, opted-out, and bounced outcomes." />

### Enrollment statuses

In-progress enrollments appear as queued, started, blocked, or paused. Finished
enrollments show their outcome, with an additional reason where applicable.

| Status | Meaning |
| - | - |
| Queued | No step has completed yet. The enrollment may be waiting for its first step, a send window, or mailbox capacity. |
| Started | At least one step has completed and the enrollment has more work to do. |
| Blocked | An issue with the email content or mailbox prevents the enrollment from continuing. |
| Paused | The enrollment is on hold. |
| Completed | The enrollment ended after at least one step completed. A reason such as Replied or Opt-out explains why it ended early. |
| Bounced | An email bounced after sending. |
| Bounce stopped | Email validation stopped outreach because the address was invalid or had a high bounce risk. |
| Canceled | The person was removed before a step completed. |
| Excluded | An applicable exclusion stopped the person before a step completed. |
| Finished | The enrollment ended without one of the more specific outcomes above. |

An agentic enrollment awaiting approval has a Draft status. Review it in the
chat enrollment queue described in [Agentic sequences](/reference/sequences/agentic-sequences).

### Pause a sequence

To hold outreach for everyone in a sequence, turn off the switch beside
**Edit** and confirm **Pause**. To continue, turn the switch back on and confirm
**Unpause**. Enrollments resume, with emails still subject to their send schedule
and mailbox limits.

### Remove people

Select the people in the enrollment table, choose **Remove from sequence**,
and confirm the removal. Their enrollment history remains available. An
enrollment that already completed a step can appear as Completed with a
cancellation reason.

## Update existing enrollments

Each enrollment uses a published sequence version. When you change a sequence,
decide whether existing people should receive the updated steps as well as new
enrollees.

Select the relevant enrollments and choose **Upgrade to latest version**.
Review the eligible count before confirming. An enrollment cannot be upgraded
when the new version removes a completed step or inserts a step between steps
it has already completed. Update agentic enrollments through chat.

To change the sender before outreach begins, select the enrollments and choose
**Reassign mailbox**. Reassignment applies to eligible enrollments that have
not yet been emailed. Choose the replacement mailboxes and review the count;
Unify distributes the eligible enrollments across them.

## Resolve blocked enrollments

Filter the enrollment table to **Blocked** and open a person to inspect the
email and its warning. Use the warning to identify what needs to change:

* Missing or invalid variables: correct the highlighted personalization in the
  email. See [handling missing data](/reference/sequences/personalization/template-variables#handling-missing-data)
  for ways to prevent the same issue in future enrollments.
* A paused mailbox: resume it in
  [mailbox settings](https://app.unifygtm.com/dashboard/settings/deliverability/mailboxes).
* An unauthorized mailbox: reconnect it from mailbox settings.

After the issue is resolved, Unify can reschedule the step. Check the enrollment
again to confirm that it is ready to continue.

## Enrollment problems

<AccordionGroup>
  <Accordion title="The person is already enrolled or was enrolled recently">
    Open their existing enrollment and review the sequence rulesets. A person
    can have only one active enrollment in the same sequence. Simultaneous
    enrollment settings govern other active sequences; re-enrollment settings
    govern previous outreach and any waiting period.
  </Accordion>

  <Accordion title="The person is excluded or engagement is restricted">
    Review the person's exclusions and engagement explanation. Correct the
    underlying eligibility issue before trying again. Exclusions and policies
    can also stop outreach after enrollment.
  </Accordion>

  <Accordion title="The person has opted out or is marked Do Not Email">
    Review their email preference data and consent before further outreach.
    Change the source data only if the status is incorrect.
  </Accordion>

  <Accordion title="The sequence or mailbox is unavailable">
    Confirm that the sequence is published and choose a connected mailbox
    you can use. Reconnect an unauthorized mailbox from mailbox settings.
  </Accordion>

  <Accordion title="The previous enrollment is still ending">
    Wait for the earlier enrollment to finish stopping, then try again.
  </Accordion>
</AccordionGroup>


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