How to manually add or enroll contacts in Unify

There are several ways to manually add contacts to an audience or enroll contacts into sequences in Unify, depending on whether the contact already exists in the system.

For an existing contact in Unify

1. Search for the contact in the People tab and open their record.

1. At the top right, click Sequence and choose the sequence to enroll them in and the mailbox to send from.

   

2. The contact is scheduled for the next available send slot. The email may not send immediately — it depends on the mailbox's existing backlog and your send schedule.

Reassigning queued enrollments to a different mailbox

If a contact is already queued and you need to move them to a different mailbox (e.g., to bypass a daily send cap):

1. Go to Email Backlog.

2. Scroll to Reassign Sequence Enrollments.

1. Click Reassign Enrollments for the target sequence.

2. Pick the new mailbox(es) and save.

Only queued enrollments can be reassigned. Already-sent or in-progress emails cannot.

For a contact not yet in Unify

You have three options:

Option A — Add the contact to your CRM

Add the contact to Salesforce or HubSpot. They will sync into Unify on the next sync cycle (typically 15–30 minutes, sometimes longer under heavy load). The contact must have a valid email address and the associated company must have a domain — missing either causes the sync to fail.

Option B — Upload a CSV via the People tab

Uploading a CSV creates a List in Unify. Lists are a distinct entity from Audiences:

• A List is a static set of contacts from a single upload.

• An Audience is dynamic and defined by filters.

To use a CSV List in sequences:

1. Upload the CSV in the People tab.

2. To enroll directly into a sequence: open the List, select contacts, click Add to sequence.

1. To turn the List into a filterable Audience: go to Audiences, create a new Audience with the condition "exists in list", and select your uploaded List.

For better data quality on CSV upload, enable the enrich email option and include First Name, Last Name, and either Company Domain or LinkedIn URL.

Option C — Use the Chrome extension

Use the Unify Chrome extension on a LinkedIn profile or company page to add and enrich an individual contact directly. HubSpot users can also enroll contacts in sequences from inside HubSpot via the extension.

Targeting specific companies with a Play

If you want a Play that enrolls only specific companies, use a custom audience with manually added domains:

1. Create a new audience with the filter "Company domain is one of".

2. Add the desired company domains to the filter.

3. Create a Play and select this audience as the trigger.

Any time you add new domains to the audience filter, those companies are automatically enrolled in the Play on the next evaluation cycle.

This approach is useful when you want to override broader qualification criteria for specific known accounts.

Filter-based audiences vs CSV-based audiences

• Filter-based audiences (using "Company domain is one of") can be edited at any time. Edit the filter, paste in additional domains, save. Newly added companies are picked up automatically.

• CSV-based audiences cannot be appended to. To add more companies, upload a new CSV (which creates a new audience), then update the Play to use the new audience.

Best practice: for ongoing manual enrollment, use the "Company domain is one of" filter rather than CSV uploads. It's editable and doesn't require recreating audiences.

When manually added contacts aren't enrolling

Republishing a Play with new companies added to its audience does not automatically re-run for companies that already passed through it. The system respects re-enrollment rules and the minimum 1-day Play re-run cooldown.

To enroll previously processed companies into the same Play:

• Duplicate the Play and run the duplicate (no cooldown applies to a new Play).

• Or, enable "Allow re-enrollment into the same sequence" in your sequence ruleset and wait for the cooldown to pass.

For per-contact enrollment failures, open the sequence's Enrollments → Not Enrolled view to see the specific reason for each contact.