Manage the contacts enrolled in your sequence

On the sequence enrollments page, keep track of which contacts are currently enrolled in the sequence by monitoring their enrollment status. You can also re-enroll contacts who may have been unenrolled because of an error.

To create a filter or list of contacts currently active in a sequence, you can use the Now in sequence property. If you need to temporarily pause a sequence, learn how to pause and resume sequences. 

Review your sequence enrollments

On the individual sequence enrollment page, you can view which contacts are currently enrolled in your sequence.

1. In your HubSpot account, navigate to Sales > Sequences.
2. Click the name of your sequence.
3. At the top, click Enrollments. 
4. In the upper right of the sequence summary page, you can take the following actions:
   • If you want to clone the sequence, delete the sequence, or move the sequence to a folder, click the Actions dropdown menu.

1. • If you want to enroll more contacts in your sequence, click Enroll contacts.
     
     

5. In the left sidebar menu, click the status name to review all enrollments currently in that status in the sequence. This includes the following statuses: Scheduled, In progress, Paused, Finished, and Error. 
6. At the top of the page, use the filters to view enrollment data from a specific time range or for a specific user. Learn more about reporting on sequences.
   
7. The sequence summary page also includes a table with information about the enrolled contacts. The table includes the following:
   • Contact: the name of the contact.
   • Company: the name of the company that the contact is associated with.
   • Enrolled: the date and name of the user who enrolled the contact.
   • Engagement: any open and clicks from the contact
   • Latest step: the latest step the contact has received in the sequence.
   • Status: the status of the sequence.
   • Details: the progress details of the sequence.
8. Hover over the contact name and click the Actions dropdown menu to edit the enrollment, or pause, resume, unenroll or reenroll the contact.
9. To navigate to the contact's record to view more details, click the contact's name.

If you need to make changes to a sequence enrollment, learn more about editing an active sequence.

Re-enroll a contact in the sequence

If a contact is unexpectedly unenrolled from your sequence, you can manually re-enroll them from the sequence summary page. To re-enroll a contact, the inbox used for the contact’s original enrollment must still be connected.

1. In your HubSpot account, navigate to Sales > Sequences.
2. Click the name of your sequence.
3. Hover over the contact you want to re-enroll and click the Actions dropdown menu, then select Reenroll.

1. Modify the sequence in the dialog box if needed, then click Send.

Create saved filters/lists using the 'Now in Sequence' contact property

You can create a list or filter to keep track of all of your contacts who are enrolled in sequences. You can use the Now in Sequence contact property to create a saved filter of contacts who are or are not currently enrolled in a sequence:

If you have a HubSpot Marketing Hub Professional subscription, use the Now in Sequence contact property to create lists of contacts currently enrolled in a sequence. Learn more about the other available sequences contact properties that can be used when making filters and lists.