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:

  1. Select all the leads you want to add to the sequence

    Use a batch action to subscribe more than one lead to a sequence
  2. Click the Action drop-down in the top right and select Subscribe to sequence
  3. 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.

    Select a sequence and the step to subscribe the lead to
  4. Click Subscribe in the top right corner to finish the action

Subscribe one lead

From the leads dashboard:

  1. Click on the lead’s name to open their profile
  2. Click Sequences in the menu near the top of the profile

    Sequence subscription details are found in a lead's 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.
  3. 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.
  4. Click Add to complete the action.