How to manually enroll specific companies in a play

You can create a play that targets specific companies by using a custom audience with manually added domains. Here's how:

Creating a manual enrollment play

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

   

2. Add the desired company domains to this filter

3. Create a play and select this audience as the enrollment trigger

Any time you add new domains to the audience filter, those companies will automatically be enrolled in the play. This allows you to manually control which companies enter the play sequence, regardless of other qualification criteria.

Common enrollment limitations

Even with manual enrollment, some contacts in your audience may not be enrolled due to system rules:

Adding Companies to Existing Manual Enrollment Audiences

When you need to add more companies to an existing manual enrollment play, the process depends on how you originally created your audience:

Filter-based vs CSV-based Audiences

Filter-based audiences (using "Company domain is one of") can be edited at any time:

• Edit the existing audience

• Paste additional domains into the "Company domain is one of" filter

• Save the changes

• Newly added companies will automatically be enrolled in any plays using this audience

CSV-based audiences cannot be appended to:

• You cannot add more companies to an existing CSV‑uploaded audience

• Instead, you must upload a new CSV file (which creates a new audience)

• Update your play to use the new audience

Best Practice Recommendation

For ongoing manual enrollment needs, use the "Company domain is one of" filter approach rather than CSV uploads. This allows you to easily add more companies over time without recreating audiences or updating play configurations.

To troubleshoot enrollment issues:

1. Check the play's Logs tab to see the exact path for specific contacts and identify which node blocked enrollment, then review the Metrics section to see aggregate "Not Enrolled" reasons

2. If contacts are blocked due to existing sequence enrollments, you can remove them from their current sequences to allow enrollment in the new play

3. Review your sequence rulesets in Settings if you need to adjust re-enrollment timing

4. Verify exclusion settings at both the universal and audience levels – check that universal exclusions haven’t been toggled off in your audience configuration

5. If contacts show "no valid routing target", either add their titles to your personas or enable "route everyone else" in the sequence node to ensure all records get routed to a mailbox

6. For exclusion-related enrollment failures:

   • Turn off audience-level exclusions

   • Disable advanced settings in your exclusion configuration

   • Check Settings > Features > Exclusions to review which exclusion rules have sequence enrollment enabled

   • Enable "allow re-enrollment into the same sequence" if needed

   • Create a new play rather than rerunning an existing one (minimum rerun interval is 1 day)

   • Wait 30 minutes after disabling exclusions before re-running the play to allow the system to process updates

7. Review sequence-level exclusion settings in Settings > Organization > Exclusions if contacts are being unexpectedly filtered out

8. Remember that exclusion settings must remain disabled throughout the entire sequence duration, not just during enrollment