Inputs
Outputs
Reference the result downstream as
{{ steps.enroll_in_sequence.enrolled_successfully }}.
Behavior
The block takes one person record and enrolls it into the chosen sequence. It sends from the chosen sender’s mailbox. It returns a single boolean that reports whether enrollment succeeded. Enrollment is idempotent for a person who is already enrolled. Idempotent means running it again has no extra effect. When the recipient is already in the sequence, the block does not add a duplicate, and the run does not fail. A re-trigger therefore does not produce a second round of emails. The block acts on one recipient per run. To enroll a set of people, loop over them. Use the Loop block and place Enroll in sequence inside the loop body. Each person then enrolls in its own iteration.Gotchas
- Recipient must be a person record. Passing a company record, a list entry, or any non-person object stops the block. A list entry is a row that links a record to a specific list. Resolve to the person record first, then wire that record into the Recipient input.
- Sender lacks delegated sending. Delegated sending is the permission that lets the workflow send on a member’s behalf. When the chosen sender has not enabled it for the sequence, enrollment cannot send, and the block fails. Enable delegated sending in the sequence’s sender settings, or select a sender who already has it.
- No consent filter precedes the block. Without a gate, you can email people who opted out or who sit on a suppression list. A suppression list is the set of people you have promised not to contact. Add a Filter block that checks consent and suppression before enrollment. Only continue the path for recipients who pass.
- Re-triggering a duplicate is not an error. When a person is already enrolled, the block does not add a second enrollment, and the run still does not fail. Do not treat a re-trigger as a failure path. No error is raised for an already-enrolled recipient.
Examples
Enrolling a qualified lead after consent
Enroll a person into a nurture sequence once they are ready. The trigger here is that their lead status reachesReady for outbound. Run it only after a consent and suppression check passes.
Priya Sharma is added to the
Outbound nurture sequence from Jane’s mailbox, and enrolled_successfully returns true.
Enrolling a list of people with a loop
Enroll every person returned by an earlier lookup. Wrap the block in a Loop so it runs one enrollment per iteration.Re-engagement Q3 from Jane’s mailbox. Any person already enrolled is skipped without failing the run.