How people join a sequence
People enter when they join the list, when they get a tag, when you add them, or when another sequence hands them on.
A sequence only mails people who are in it, and people only get in through a door you choose. You pick the door in the sequence's Settings, under Starts when. Every door applies the same rules, so nobody slips in twice or against their wishes.
When someone joins the list
Choose Someone joins the list. Everyone who signs up from then on enters. If you have forms, Only for these forms limits it to people who sign up through the forms you pick; choose none to start it for everyone who joins.
With double opt-in on a form, a person enters when they confirm their address, not when they first fill in the form.
When someone gets a tag
Choose Someone gets a tag and pick the Trigger tag. Whenever that tag is added to someone, they enter. A tag can come from many places:
- A form that adds tags when someone signs up. See Signup forms.
- A tag rule that tags people when they open a mail, click a link, or submit a form. See Tags and tag rules.
- A sale, which tags the buyer with what they bought.
- You, adding the tag to someone by hand.
This is how a click in one sequence can move someone into the next, and how a purchase can start an onboarding series.
When you add someone
Choose You add someone for a sequence only you fill. On the sequence page, under People, type an address in Add someone by address and click Add. Their first mail goes on schedule. You can add someone by hand to any live sequence, whatever its start.
From another sequence
A sequence can hand people on. In Settings, When they finish, add them to names the next sequence; people move on at the moment their last mail goes. An exit can also name a sequence to move people to. The whole flow panel shows these under Comes from.
Things to know
- A person enters a given sequence at most once, ever. Someone who finished it or was taken out of it is not added again.
- Only a live sequence takes people in. Going live adds nobody who joined or got the tag before.
- Someone who left the sequence from their preference page cannot be added by you. Only they can rejoin.
- Someone holding one of the sequence's exit tags is refused.
- Imports never add anyone to a sequence.
- If an address is refused, the page says why.