SequencesUpdated
Manage recipients
See everyone in a sequence and where they are, then pause, resume or remove people one at a time or in bulk, from the sequence or from a contact.
The Recipients tab of a sequence lists everyone in it, where each person is, and when their next email goes. From there you can pause, resume or remove people.
Before you start
- You need write access to the sequence, and your role needs permission to send email. Otherwise you can see recipients but not change them.
Things to know
Each recipient has a status:
- Active: getting the emails. The line after it says which step they're on, such as "Step 2 of 4".
- Paused: no emails until resumed. The reason shows after it, such as Paused by hand, Out of office, or a missing variable value.
- Completed: got every email.
- Exited: left the sequence. The reason shows after it: Replied, Event booked, Bounced, Unsubscribed, Removed or Sequence archived.
Spodus pauses people on its own too. An out-of-office reply pauses the person until the day after their return date, or for 7 days when there is no date.
Find a recipient
- Open the sequence and click the Recipients tab.
- Filter by All, Active, Paused, Completed or Exited.
- Type in Search by email to find someone.
The table shows each Person, Email, Status, Next email, Sender and the date they were Enrolled.
Pause, resume or remove one person
- Click the person's name. Their panel opens, with each email and when it was sent.
- Click Pause, Resume or Remove from sequence.
A resumed person picks up where they stopped. Their next email goes now if it was already due. A removed person gets no more emails from this sequence. You can enroll them again later.
If Ask Spodus couldn't write a person's personal lines, fill them in first: click the pencil in the Ask Spodus section, write the lines and click Save.
Change several people at once
- Tick the people in the table.
- Click Pause, Resume or Remove from sequence in the bar above it.
From a contact
Open a contact and go to its Sequences tab. It lists every sequence the person is in. Use a row's ⋯ menu to Pause, Resume or Remove from sequence.