Context

Sometimes you may need to move leads that are currently queued in one sequence to a different sequence. This can be useful when restructuring your outreach campaigns or updating your sequence strategy.

Answer

To reassign queued leads from one sequence to another, follow these steps:

1. Navigate to the original sequence and filter the enrollments by "queued" status

2. Select all queued leads and click "Unenroll"

3. Important: When contacts are re‑enrolled into a sequence after being unenrolled, they resume at their next step in the sequence, not from the beginning. If you need contacts to start from step 1, you must enroll them in a different sequence or duplicate the original sequence.

4. Create a new audience with the following criteria:

   • Person Enrolled in [Original Sequence Name]

   • Anytime

   • Where Status is equal to cancelled

5. Navigate to your target sequence and use the newly created audience to enroll these leads

If the Original Sequence Was Already Deleted

If you deleted the original sequence before unenrolling leads, the enrollments may still be active and blocking re‑enrollment. You have two options to move these contacts:

Option A - Using Enrollment History:

1. Create an audience with these criteria:

   • Person Enrolled in [Original Sequence Name]

   • Anytime

   • Where Status is equal to cancelled

2. In Settings > Organization > Sequences > Rulesets, enable “Allow re‑enrollment into Sequences” and set the wait to 0 days for immediate re‑enrollment

3. Create a new play that enrolls the audience from step 1 into your target sequence

   Note that re‑enrolled contacts will resume at their next step in the sequence rather than starting from the beginning.

Option B - Using CSV Export:

1. Export or compile a CSV of the contacts you want to move

2. Upload the CSV — this will create a new list (not an audience)

3. In the list view, select all contacts using the top left checkbox

4. Click "Add to sequence" at the bottom right

5. If needed, enable re‑enrollment rules in Settings > Organization > Sequences > Rulesets and set the wait to 0 days for immediate re‑enrollment

Note: CSV uploads now create lists rather than audiences. You can enroll contacts directly from the list view without creating a play.

Note: Deleting a sequence does not automatically unenroll contacts, which can prevent them from joining new sequences due to re‑enrollment restrictions.

Selectively Unenrolling Queued Leads

When reassigning queued leads, you can selectively unenroll specific contacts based on shared criteria rather than unenrolling all queued leads at once. Use search/filters (e.g., by persona, company, or other shared traits) to select the specific queued leads you want to reassign, then click “Unenroll”. The system processes unenrollments in batches of approximately 100 contacts at a time. Wait 10‑15 minutes for the full unenrollment to complete — you do not need to re‑trigger the job.

Keep in mind that if you re‑enroll these contacts later, they will resume at their next step in the sequence rather than starting from the beginning.

This allows you to move only the contacts that meet your criteria into a new sequence while leaving others in the original sequence.

Troubleshooting Enrollment Issues

If not all leads successfully enroll in the target sequence, check for these common blockers:

Note: Contacts may appear as "queued" even if they match exclusion criteria. Exclusions are checked at send time, not at queue time, so queued contacts matching your exclusion rules will be automatically skipped when the sequence runs. This is expected behavior and does not indicate a problem with your exclusion settings.

• Re‑enrollment restrictions: By default, contacts cannot be enrolled in a new sequence for 75 days after their last enrollment. To override this, go to Settings > Organization > Sequences > Rulesets and toggle off the re‑enrollment rule.

  Sequences marked “complete” due to any reply, including automated out‑of‑office messages, also trigger the 75‑day re‑enrollment restriction.

• Opted out contacts: Leads who have opted out of communications will be automatically excluded from enrollment.

• Existing exclusion rules: Contacts matching your organization's exclusion criteria will not be enrolled. Note that organization-level global exclusions (found in Settings > Organization > Exclusions) can have sequence exclusion toggled on, which will block enrollment even if exclusions are disabled at the audience level. Additionally, exclusions can be applied to specific sequences through rulesets — if a contact appears "Excluded" but you don't see exclusions on their contact or company record, check whether the sequence has a ruleset enabled that includes exclusion rules. You can verify this in the sequence's Settings tab under Rulesets. Check both audience‑level and organization‑level exclusion settings if contacts are unexpectedly excluded.

• Re‑enrollment after exclusions are lifted: Once a contact no longer meets exclusion criteria, they can automatically enroll in sequences again as soon as they meet the audience criteria and the audience is actively enrolling. This happens automatically on the next sync after the exclusion change. The "Allow re‑enrollment into the same sequence" setting is only required if the contact was previously enrolled in that exact same sequence—if they were never enrolled in that sequence before, this setting is not needed. Allow 15-45 minutes for exclusion changes to propagate before expecting new enrollments.

• Already enrolled: Leads currently enrolled in other active sequences may be blocked from enrollment.

• The re‑enrollment toggle only controls the waiting period between sequential enrollments and does not permit a contact to be enrolled in multiple sequences at the same time.

• Contacts already enrolled in other active sequences must be unenrolled from those sequences before they can be assigned to a new sequence.

• Plays do not automatically retry contacts that were blocked by re‑enrollment restrictions after the restriction period ends; you must manually duplicate and re‑run the play targeting the “Recently enrolled” audience.

• Modifying the re‑enrollment setting may require admin permissions and can auto‑revert on page refresh; contact your admin if you encounter this behavior.

• After properly unenrolling contacts, verify that no re‑enrollment rules or other settings are still blocking enrollment; if issues persist, reach out to support.

Organization-Level Exclusion Granularity

• Separate entry and exit criteria: Organization-level exclusions have distinct controls for preventing enrollment versus removing contacts from active sequences. Entry criteria block contacts from enrolling in sequences, while exit criteria determine whether contacts are automatically unenrolled when their exclusion status changes mid-sequence (e.g., when an opportunity is opened for their account).

  To enable automatic unenrollment when exclusion criteria change, navigate to Settings > Organization > Sequences > Rulesets and toggle on the "unenroll from sequences" option for the specific exclusion rule. This is separate from the main exclusion toggle that controls entry.

  When to keep automatic unenrollment disabled: Some exclusion criteria should only block entry but not trigger automatic unenrollment. For example, "last sales activity" exclusions are commonly used to prevent contacts from entering sequences, but if Unify itself triggers a sales activity during the sequence, you wouldn't want the contact automatically removed — this would make the entire sequence ineffective. Evaluate each exclusion rule individually to determine whether automatic unenrollment is appropriate.

Example: To exclude recently contacted people (e.g., within the last month) from new sequence enrollments without affecting contacts already active in sequences, create an exclusion with criteria like “Last Activity Date is less than 1 month ago” and keep the “unenroll from sequences” toggle OFF. With the toggle OFF, matching contacts are blocked from new enrollments but anyone already enrolled remains active.

Sequence-Level Exclusion Independence

• Complete independence and precedence: Sequence-level exclusions operate entirely independently from organization-level settings, take precedence over organization-level rules, and will block enrollment even when organization-level exclusions are disabled. Both levels must be checked and configured separately — disabling organization-level exclusions does not affect sequence-level exclusion rules. If a contact is blocked by sequence-level exclusions, you may need to adjust those exclusions or use a different sequence without that exclusion rule.

To identify which contacts weren't enrolled and why, check the Metrics section of your enrollment play and click into the "unenrolled" count for a detailed breakdown.

Note: Evaluate opted-out and excluded contacts on a case-by-case basis before overriding restrictions, as they may have valid reasons for being excluded from outreach.

This process ensures that all previously queued leads are properly transferred to the new sequence without losing track of any contacts.