Now that you have connected your email, it’s time to add your first participant. Follow the steps below to add a Lead or Contact to a sequence and begin receiving actions for that participant.

Add a participant to a sequence

1. Open a Lead or Contact record in Salesforce.
2. Find the Participant Overview module.

3. Click Add to Sequence to display the available sequences.
4. Find the sequence you want to add the participant to, then click Associate.

5. 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 after you click Add to Sequence, it may use automatic enrollment. The system enrolls participants in these sequences when they satisfy the entrance criteria and do not satisfy the exit criteria. You cannot add participants manually to automatic sequences.

To review a sequence’s entrance criteria, open the Sequences tab, select the sequence, and review its detail page.