Enrolling Contacts in Sequences

What Is an Enrollment?

An enrollment is the combination of one contact and one sequence. When you enroll a contact, Revrep begins sending them the emails in that sequence according to the configured timing and delays.

How to Enroll Contacts

1. Navigate to the sequence you want to enroll contacts in
2. Click the Enroll button
3. Step 1 — Select an Inbox: Choose which inbox to send from. Each inbox displays:
   • Warmup state (Cold, Warm, or Hot)
   • Daily sending limit
   • Emails sent today
   • Remaining capacity
   Only inboxes in the Warm or Hot phase can send cold emails. Cold inboxes are still warming up and will not appear as eligible.
4. Step 2 — Select Contacts: Filter and select the contacts you want to enroll. You can filter by:
   • Search (name or email)
   • Tags
   • Company
   • Insight tags (from enrichment data)
   Options to exclude contacts who are already enrolled in a sequence or who had recent activity (default: last 30 days) are available.
5. Click Start Enrollment

Enrollment States

Each enrollment has one of four states:

Auto-Pause on Failures

If an enrollment hits 5 consecutive send failures, Revrep automatically pauses it. This prevents further damage to your sender reputation and gives you a chance to investigate.

Common causes of send failures:

• SMTP credentials are no longer valid (password changed, account locked)
• The inbox has been suspended or disabled by the email provider
• Network connectivity issues with the SMTP server
• The inbox's daily limit has been reached (the enrollment reschedules in this case, but persistent limits can accumulate failures)

After fixing the issue, you can manually resume the enrollment from the sequence's enrollments tab.

Skipped Contacts

Some contacts may be skipped during the enrollment process. This happens when:

• The contact is already enrolled in the same sequence
• The contact's status is not active (bounced, unsubscribed, or complained contacts cannot be enrolled)
• The contact is flagged as bad data
• The contact is on the suppression list

Skipped contacts are reported after enrollment with the reason they were skipped.

Managing Active Enrollments

From the sequence's Enrollments tab, you can:

• View all enrollments with their current state, step progress, and next send time
• Pause individual enrollments or pause all at once
• Resume paused enrollments
• Cancel enrollments you no longer want to continue

Pausing and resuming picks up where the enrollment left off — it does not restart the sequence from the beginning.

What Happens During Enrollment

Behind the scenes, Revrep processes enrollments every minute. For each active enrollment whose next email is due, the system:

1. Checks that it's within the sending window (default: 9 AM – 5 PM Central, Mon–Fri)
2. Checks that the inbox has remaining daily capacity
3. Validates the contact is still eligible (not bounced, unsubscribed, etc.)
4. Generates the email content (including AI personalization if configured)
5. Sends the email via SMTP
6. Advances the enrollment to the next step (or marks it completed if it was the last step)

If any check fails (outside window, inbox at capacity), the email is rescheduled for the next eligible time. See Sending Limits & Scheduling for details.