What this feature does and when to use it?
The Sequence Enrollment feature allows you to enroll one or multiple candidates or contacts into a predefined multi-step email sequence and customize the timing, sender email address, content, and starting step during enrollment. It supports bulk enrollment and un-enrollment, automatically pauses and removes records from a sequence when a recipient replies, and lets you track active enrollments and remaining capacity.
This feature is useful when you want to:
Run structured multi-step email outreach campaigns.
Enroll multiple candidates or contacts into a sequence in bulk.
Automatically stop follow-ups when a recipient replies.
Monitor active enrollments and remaining sequence capacity.
Before you begin:
This is a Business Plan feature and above, and in the Pro/Free plan, users will have access to create only 1 sequence. Only the account owners, admins, and users on custom roles with access to sequencing can create a sequence.
Enrolling Candidate/Contacts in a sequence
Navigate to the Candidates or Contacts list page and select the record(s) you want to enroll in a sequence. Click Enroll In Sequence from the header bar at the top of the list.
In the pop-up window, select the sequence you want to use. You can search for a sequence by name or use filters to quickly find the right one.
Once selected, the system will display the records eligible for enrollment and automatically exclude:
Records that have opted out of emails
Records already enrolled in a sequence
Records without an email address
Please note- If a record is missing an email address, you can add or update it directly from this screen by clicking the edit (pencil) icon. Any changes made here will also be saved to the record.
Click Continue and review the sequence steps. To customize a specific step for this enrollment, click the pencil icon beside the step.
Configure the sequence as needed:
Adjust the number of days between steps
Set the preferred execution timing for each step
Select the connected email address that should send the sequence (if multiple email accounts are connected)
If you want to execute the first stage of the sequence today, then click on the "Send Today" button and the rest of the steps will be rolled out accordingly.
Optionally, customize the content of each step by editing the email subject, body, and attachments.
Note- The customization is limited to steps that haven't been executed yet.
To begin the sequence from a later step, use the Start Sequence From dropdown and select the desired step. Any preceding steps will be skipped.
While enrolling records in the sequence, you'll be able to see a preview of the placeholders used in each step.
The placeholders will be highlighted in yellow in the preview, but not in the email sent in the sequence.
If you're enrolling multiple records in the sequence, the placeholders will reflect the information of the first person enrolled.
9. Once you're satisfied with the configuration, confirm your settings and hit the "Enrol in sequence" button
10. You can also enroll candidates or contacts directly from the Sequences section. Simply open the desired sequence and click the Enroll button to add records to it.
You can also enroll records in a sequence from the jobs page. This will enroll all the primary contacts for that job in the selected sequence.
Unenrolling Candidates/Contacts from the sequence
You can bulk unenroll candidates or contacts from a sequence by opening the desired sequence and navigating to the Enrollments tab. From there, select the records you want to remove and unenroll them in bulk.
Alternatively, you can unenroll an individual candidate or contact directly from their detailed profile page if you only need to remove a specific record from the sequence.
The user who has initiated the enrollment process should have his/her email settings connected with Recruit CRM. This is mandatory since the emails will be sent out using the enrolled user’s email settings.
Tracking the number of active enrollments
You can see how many records you currently have enrolled in a sequence inside your Recruit CRM mailbox in the "My Sequence Enrollments" tab.
This section provides a clear overview of the number of candidates and contacts currently enrolled in active sequences, as well as how many you can still enroll.
Troubleshooting
Problem: A candidate/contact does not appear in the enrollment list
Problem: A candidate/contact does not appear in the enrollment list
Likely cause: The record has opted out of emails, is already enrolled in a sequence, or does not have an email address.
What to check: Verify that the record has a valid email address, has not opted out of email communication, and is not already enrolled in another sequence.
Resolution: Add a valid email address if one is missing, update email preferences if consent has been obtained, or un-enroll the record from the existing sequence before enrolling them in a new one.
FAQs
What happens if I edit a sequence that already has active enrollments?
What happens if I edit a sequence that already has active enrollments?
Changes made to a sequence will only apply to future enrollments. Candidates or contacts who are already enrolled will continue following the version of the sequence they were enrolled in.
What happens when a candidate or contact replies to a sequence email?
What happens when a candidate or contact replies to a sequence email?
When a recipient replies to an email in the sequence, the sequence is automatically paused and the candidate or contact is unenrolled to prevent further automated follow-ups.
Conclusion:
Using sequence enrollment in Recruit CRM, you can automate structured outreach, customize messages at enrollment time, and stay in control of who is enrolled and when. If you need more help with a specific sequence or enrollment scenario, please reach out to Recruit CRM support for further assistance.