Enroll Your First Participant

Now that you have connected your email, It’s time to add your first Participant. Follow the instructions below to add a Lead or Contact to a Sequence and start seeing Actions for that individual.

Add a participant to a sequence

1. Open a Lead or Contact record in Salesforce.
2. In the record, find the Participant Overview module.

3. Next to the sequence you want, click Associate.
4. In the confirmation prompt, click Yes, associate!.

After confirmation, the record is enrolled as a participant in that sequence.

Before you enroll

The sequence must be active, the record must match the sequence entrance criteria, and the record cannot already be in another active sequence.

Need bulk enrollment or participant removal?

For list-view bulk adds, bulk removals, and more participant management options, see Add and Remove a Participant.

Automatic Sequences

If a sequence does not appear when you try to associate a record, it may use automatic enrollment. In that case, the system enrolls participants when they satisfy entrance criteria and do not satisfy exit criteria, and you cannot add them manually. Open the Sequences tab, select the sequence, and review its entrance criteria on the detail page.