How do I enroll and manage contacts in sequences?

Last updated: June 18, 2026

Context

When managing sequences, you may need to view all enrolled participants and remove specific individuals from the sequence queue.

How to view sequence enrollments

To view and manage sequence enrollments:

  1. Navigate to the "Sequence" tab

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  1. Click on "Enrollments" to see a list of all enrolled participants

  2. Use the search field at the top to search for specific participants by name

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Note: The search functionality currently only supports searching by participant name. To remove participants based on other criteria (such as title), you will need to manually review the enrollment list.

How do I unenroll a contact from my sequence?

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  1. Navigate to the sequences tab.

  2. Click into the sequence the contact is enrolled in.

  3. Navigate to the enrollments tab and select the contact to unenroll. Click on the 'Unenroll' button at the bottom right - this should indicate the number of contacts you're unenrolling. You can use the step and status filters to bulk select specific contacts - for example, you may want to unenroll all contacts with Status = Blocked.

  4. If you refresh the page and search the contact again, they should no longer be queued up in the sequence. They will no longer be searchable in the enrollments tab or outbox and be removed from the scheduled sends.