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SequencesManaging Sequences

Managing Sequences

Sequences are enrolled and managed through workflows, not manually. This gives you full control over who enters a sequence and when.

Enrolling Contacts

To enroll a contact in a sequence, use these workflow blocks:

1. Account Switch Block

Select which WhatsApp phone number will send the sequence messages. This must come before the Schedule Sequence block.

2. Schedule Sequence Block

Enroll the contact in a specific sequence. Configure:

  • Sequence — Select which sequence to enroll them in
  • The contact begins receiving messages according to the sequence’s timing

Cancelling a Sequence

To remove a contact from an active sequence, use the Cancel Sequence block in a workflow. This stops all remaining messages in the sequence for that contact.

Common reasons to cancel:

  • The contact replied and no longer needs the drip campaign
  • The contact made a purchase (goal achieved)
  • The contact opted out of messages

The One Sequence Rule

Remember: a contact can only be in one sequence at a time. If a workflow enrolls a contact in a new sequence while they’re already in one, the old sequence is automatically cancelled.

Monitoring Sequences

From the Sequences page, you can:

  • View all sequences and their configurations
  • Edit sequence content and timing
  • See the sequence flow visually

A common pattern is to use a workflow trigger to detect replies from contacts in a sequence, then cancel the sequence and transfer to live chat for a human conversation.