Contacts can be manually subscribed to a sequence at any time. Subscription can be managed in an individual lead profile or as a batch action from the Leads dashboard.
Both options are available from Communications > Leads
Subscribe multiple leads
From the leads dashboard:
- Select all the leads you want to add to the sequence
- Click the Action drop-down in the top right and select Subscribe to sequence
- In the pop-up, select a sequence and the step where you want the leads to start. Once subscribed, they will progress through the rest of the sequence from that step.
- Click Subscribe in the top right corner to finish the action
Subscribe one lead
From the leads dashboard:
- Click on the lead’s name to open their profile
- Click Sequences in the menu near the top of the profile
- All current and past sequences the lead has been subscribed to appear here
- You can see the name of each sequence, the step they are currently on, the date of subscription, the date of unsubscription (if applicable), and a button to unsubscribe or resubscribe.
- Select a new sequence from the drop-down menu at the bottom of the profile window, then the step where you want the lead to start. Once subscribed, they will progress through the rest of the sequence from that step.
- Click Add to complete the action.