Bulk-enroll a static list of contacts into a sequence to kick off a campaign

Outcome. A curated list of contacts, built once (an event list, a re-engagement segment, an imported set), enrolls into a sequence in one pass instead of a rep clicking "enroll" one contact at a time.

Workflow map Enrollment, branches and actions at a glance sales-ops-029

flowchart TD
    A[Contact added to the campaign static list] --> B{In Do not sequence list?}
    B -->|Yes| C[Skip, no enrollment]
    B -->|No| D[Enroll in sequence]
    D --> E[Set Date entered sequence]

When to use it, when not to

• UseUse it for a one-time push: a conference list import, a segment pulled together for a specific campaign, or a re-engagement batch that does not need ongoing automatic enrollment.
• UseUse it when every contact on the list shares an owner assignment already, or when the sequence's sender logic (see sales-ops-001's owner-based sending) can resolve a sender for each of them.
• SkipDo not use it for an ongoing, always-on enrollment need; a static list is a one-time snapshot. If new contacts should keep entering the same sequence as they qualify, use an event-based or active-list-based workflow instead (see sales-ops-001).
• SkipDo not use it without checking the list for contacts already active in another sequence; those will not enroll (a contact can only be in one sequence at a time), and the workflow does not alert you to the skip on its own.