Sequence Statuses in Unify

When a prospect is enrolled in a sequence, their enrollment moves through a series of statuses. These statuses tell you where the enrollment stands - whether it's actively sending, waiting to start, or has ended (and why).

Active Statuses

These enrollments are still in the sequence and haven't reached a terminal state.

• In Progress – Queued: The enrollment has been created but no emails have been sent yet. The prospect is waiting in line to receive their first step.

• In Progress – Started: At least one email step has been sent and the enrollment is actively moving through the sequence. Not paused or blocked.

• In Progress – Paused: The enrollment has been temporarily paused. No further steps will send until it's resumed.

• In Progress – Blocked: At least one step has been sent, but something is preventing the enrollment from continuing (e.g., the prospect is already in another active sequence).

Successfully Completed

• Completed: The enrollment ran through all of its steps successfully. No bounces, no invalid emails — it finished the full sequence as designed.

Ended Early

These enrollments stopped before completing all steps. The status tells you why.

• Finished: The enrollment ended, but didn't complete all steps cleanly. This is a catch-all for enrollments that finished without meeting the "Completed" criteria (e.g., a bounce occurred partway through).

• Excluded: The prospect was removed from the sequence by an exclusion rule (e.g., a suppression list, filter, or play-level rule) before or during execution.

• Opted Out: The prospect unsubscribed or opted out of communications.

• Bounced: An email in the sequence bounced — the recipient's mail server rejected the message.

• Bounce Stopped (Email Invalid): The enrollment was stopped because the prospect's email address was flagged as invalid. This is different from a regular bounce — it means the address itself is bad, not just a temporary delivery failure.

• Canceled: The enrollment was manually canceled by a user or programmatically stopped by a system rule.

• Replied: The prospect replied to an email in the sequence. Note: this can overlap with other statuses (e.g., a prospect can be both "Finished – Completed" and "Replied").

How to think about grouping

If you're building reports or analyzing performance, a useful way to group these is:

• Active = In Progress (Queued + Started + Paused + Blocked)

• Completed successfully = Finished – Completed

• Terminated early = Excluded, Opted Out, Bounced, Bounce Stopped, Canceled, Finished (non-completed)

• Engaged = Replied (cross-cuts the above — a prospect can reply and still be in any terminal state)