# Manage Email Sequences in ATZ CRM

> Enroll and unenroll candidates or contacts from ATZ CRM email sequences, check eligibility, customize steps, choose sender email, and monitor active enrollments.

Source: https://atzcrm.com/help/email-and-calendar/sequences/manage-email-sequences/

Sequences

# Manage Email Sequences in ATZ CRM

Enroll and unenroll candidates or contacts from ATZ CRM email sequences, check eligibility, customize steps, choose sender email, and monitor active enrollments.

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Quick Answer

To manage an email sequence, open the sequence details page, click Enroll Contacts or Candidates, select eligible records, preview placeholders, choose the sender email and starting step, customize content if needed, and confirm enrollment. Records can be unenrolled manually, by reply, or by opt-out.

After creating an email sequence, you can enroll eligible candidates or contacts, customize pending steps, track enrollment status, and unenroll records when needed.

## Quick Answer

Open the sequence details page, click **Enroll Contacts/Candidates**, select records, review eligibility, choose sender email and starting step, customize pending steps if needed, and confirm enrollment.

## Availability and Permission Requirements

Sequencing is available on the **Business plan**. Free and Pro users can create only **1 sequence**.

Only account owners, admins, and users with the right custom role permissions can create and manage sequences.

The enrolling user must have an email account connected to ATZ CRM.

## Enroll Candidates or Contacts

Open the sequence details page and click **Enroll Contacts/Candidates**. Select the records you want to enroll.

You can also enroll from the Jobs page, which includes the primary contacts associated with the job.

## Review Eligibility

ATZ CRM shows selected records and excludes records that cannot be enrolled.

Excluded records include:

-   Records that opted out of emails.
-   Records already enrolled in another sequence.
-   Records without an email address.

## Edit Sequence Steps Before Enrollment

Click the down arrow next to a sequence step to edit timing, subject, body, or other step details.

## Preview Placeholders

Preview dynamic placeholders, such as `{{First Name}}`, before enrolling records.

Placeholders may appear highlighted in red in the preview but not in the actual email. For bulk enrollments, the preview uses data from the first selected record.

## Choose Sender Email and Starting Step

If you have multiple email accounts connected, choose which email address should send the sequence.

Use **Start Sequence From** to begin from a later step if earlier steps should be skipped.

## Customize Each Enrollment

Before confirming enrollment, you can edit subject, body, attachments, and content for each contact or candidate.

Customization applies only to steps that have not yet been executed.

## Track Enrollment Status

After enrollment, a banner appears on the candidate or contact profile showing the sequence name and current status.

## Unenroll Contacts or Candidates

A record is automatically unenrolled when:

1.  The recipient replies to any email in the sequence.
2.  The recipient opts out with the unsubscribe link.
3.  A user manually unenrolls the record.

You can also unenroll from the candidate or contact detail page.

## Manage Active Enrollments

The sequence detail page shows:

-   Total currently enrolled records.
-   Remaining quota for new enrollments.
-   Sequence-level and step-level stats.

## Troubleshooting

### Sequence Cannot Be Triggered

Confirm the enrolling user has a connected email account. Sequence emails use that user’s email settings.

### Records Are Missing from Enrollment

Check whether they opted out, lack email addresses, or are already enrolled in another sequence.

### Edits Did Not Affect Existing Enrollments

Edits to a sequence apply only to new enrollments.

## FAQs

### Can I enroll candidates and contacts from jobs?

Yes. You can enroll from the Jobs page, which includes primary contacts associated with that job.

### Can I customize a sequence for one recipient?

Yes. You can edit pending step content before confirming enrollment.

### How do I monitor quota?

Use the Email Sequence Detail Page to view current enrollments and remaining quota.

## Related guides

[Email Sequencing](https://atzcrm.com/help/email-and-calendar/sequences/email-sequencing/) [Email Sequence Analytics](https://atzcrm.com/help/email-and-calendar/sequences/email-sequence-analytics/) [Email and Calendar Integration](https://atzcrm.com/help/email-and-calendar/integration/email-calendar-integration/)

Need help?

## Talk to the ATZ CRM team

Use the in-app chat for product support, or book a demo if you want to see this workflow with your recruiting data.

[Request demo](https://calendly.com/armaan-atzcrm/30min) [Start free trial](https://secure.talenticx.com/sign-up?token=A7K9X2M4Q8P1Z6R3T5WY)

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