Enrolling recipients to sequences

Add recipients to your sequences manually or automate their enrollment with workflows.


What we’ll be covering

  • Manual enrollment
    Search for and enroll recipients from within your sequence settings.

    Use the 'Enroll to sequence' button on People records, objects or lists.

  • Automated enrollment
    Create workflows that automatically add recipients to workflows as they engage with your company and move through your GTM funnel.

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