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Enroll Existing Subscribers

When you create a sequence with a trigger (tag, list, or event), it only starts for new matches going forward. But what about subscribers who already match the criteria?

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The Problem

Imagine this scenario:

1. You have 500 subscribers with the tag past-due
2. You create a new “Past Due Recovery” sequence triggered by that tag
3. The sequence only runs for future subscribers who get the tag

Those 500 existing subscribers won’t receive your recovery emails.

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The Solution

Use the Enroll Existing Subscribers feature to retroactively add matching subscribers to your sequence.

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How to Use It

1. Open your sequence in the editor
2. Click the people icon in the header toolbar
3. Review the count of matching subscribers
4. Optionally exclude specific subscribers from enrollment
5. Click Enroll to add them to the sequence

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What You’ll See

The enrollment modal shows:

• Matching criteria - The trigger condition being matched
• Subscriber count - How many subscribers are eligible
• Subscriber list - Paginated list of matching subscribers
• Exclusion controls - Remove specific subscribers before enrolling

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Excluding Subscribers

You can exclude specific subscribers from batch enrollment:

1. Click the X button next to any subscriber
2. They’ll be marked as excluded (shown with strikethrough)
3. Click Undo to re-include them
4. The count updates to reflect exclusions

This is useful when you want to enroll most subscribers but skip a few specific ones.

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Trigger-Specific Behavior

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Tag Added (tag_added)

Matches all active subscribers who currently have the specified tag.

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Contact Added (contact_added)

• With specific list: Matches subscribers in that list
• Any list: Matches subscribers in any list

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Event Received (event_received)

Matches subscribers who received the event in the last 30 days.

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Enrollment Mode

The enrollment respects your sequence’s enrollment mode setting:

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Sequence Status

You can enroll subscribers even when the sequence is in draft or paused state:

• Subscribers will be added to the sequence
• They’ll start processing once the sequence is activated
• A warning is shown if the sequence isn’t active

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Common Use Cases

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New Sequence for Existing Tags

You’ve been tagging customers as churned for months. Now you want to create a win-back sequence:

1. Create the sequence with trigger: tag_added: churned
2. Use Enroll Existing Subscribers to add all currently churned customers
3. New churned customers will automatically enter going forward

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Onboarding Sequence Launch

You’re launching a new onboarding sequence for your product:

1. Create the sequence with trigger: tag_added: signed-up
2. Enroll existing signed-up users who haven’t completed onboarding
3. Exclude users who are already paying customers

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Re-engagement Campaign

Starting a re-engagement sequence for inactive users:

1. Create the sequence with trigger: event_received: session_started (inverted logic via tag)
2. Or use: tag_added: inactive-30d
3. Enroll all currently inactive subscribers

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Best Practices

1. Review before enrolling - Check the subscriber list to ensure you’re targeting the right people
2. Start with draft mode - Create and configure your sequence fully before enrolling
3. Use exclusions wisely - Exclude VIP customers or special cases that need manual handling
4. Check enrollment mode - Decide if subscribers should be able to re-enter the sequence