From inside any Sequence you have launched inside of Uptics, the Enrollment Tab will show a variety of high-level stages that your contacts are in (In-Queue, Active, and Complete), as well as a number of actions that the contacts in your sequence have taken.
Within each tab, you will also come to find out the latest Sequence Step they have received, as well as their enrollment status.
To get to the Enrollment Tab, simply open up any of your Sequences and proceed to the Enrollment Tab.
In addition to the tabs that show what stage the contacts are in and the actions they have taken, the Enrollment Tab is also where you can adjust your Auto-Enrollment and Auto-Unenrollment Smartlists, as well as manually add contacts to the sequence (see the top right of the screenshot above).
Below you will find an explanation on each tab within the Enrollment Section of the Sequence.
All Tab
This tab will show all of the contacts you have added to this particular sequence, regardless of whether they have started the sequence or completed the sequence. This number will be the total of the 'Active' tab, 'In-Queue' tab, and 'Complete' tab.
Active Tab
This tab will show all of the contacts that are not 'In-Queue' and not 'Complete'. If a contact has begun the sequence and has not yet received the last step of the sequence, and also has not been unsubscribed or unenrolled via manual or automated means, then the contacts will be under the 'Active' tab.
In-Queue Tab
This tab will show all of the contacts that are not 'Active' and not 'Complete'. If a contact has not yet begun the sequence, but you have added them to the sequence, the contact will appear under this tab. Your Daily Enrollment Setting, as shown below, will determine how many contacts move from the 'In-Queue' stage to the 'Active' stage each day you are running your sequence.
Complete Tab
This tab will show all of the contacts that are not 'In-Queue' and not 'Active'.
There are a few conditions that might cause a contact to fall into the 'Complete' tab. In any case, you will be able to determine the Sequence Completed reason for any contact by referring to both the Step # column and the Status column under the 'Complete' tab.
The Contact has completed all of the steps in the sequence.
If a Contact is Complete in the Sequence due to this reason, then the Step # will state 'Complete' and the Status will be 'Enrolled'.
The Contact has unsubscribed.
If a Contact is Complete in the Sequence due to this reason, then the Step # will state the last completed step they received before they unsubscribed, and the Status will be 'Unsubscribed'.
The Contact has been manually or automatically unenrolled from the sequence.
If a Contact is Complete in the Sequence due to this reason, then the Step # will state the last completed step they received before they were unenrolled, and the Status will show 'Unenrolled' and include the means by which the contact was unenrolled. This could be 'Unenrolled, manual', 'Unenrolled, auto', or 'Unenrolled, email bounced'.
In any instance, once the system determines it needs to stop sending the contact any communications, the contact will be moved into the 'Complete' tab.
Opened Tab
If you are sending emails out from your sequence and have the Track Email Opens setting enabled in your Sequence Settings, this tab will show all of the contacts that have opened any of the emails in the sequence.
You may also query these details on the Contact List pages by running filters like 'Number of Total Email Opens', 'Number of Email Threads Opened', etc. Furthermore, while present on any Contact Detail page, when you are viewing an email thread this data will appear in the top right next to the timestamp.
Clicked Tab
If you are sending emails out from your sequence and have the Track Link Clicks setting enabled in your Sequence Settings, this tab will show all of the contacts that have clicked any of the links in the emails in the sequence.
You may query these details on the Contact List pages by running filters like 'Number of Total Email Clicks', 'Number of Email Threads Clicked', etc. Furthermore, while present on any Contact Detail page, when you are viewing an email thread this data will appear in the top right next to the timestamp.
Replied Tab
If you have emails going out from your sequence and you receive a reply, this tab will show those contacts who have replied to an email from this particular sequence.
You may query these details on the Contact List pages by running filters like 'Number of Email Replies', or 'Recent sales email replied date'.
Any replies to your outbound emails will also show up inside of your Sales Inbox, and this is ideally where you will manage and conduct your replies back to the Contacts.
Deals Tab
If you are utilizing the Deals and Pipeline management features inside of Uptics, and a deal is associated to a particular sequence using the 'Sequence' field inside of your Deals, then those deals will appear under this tab.
Unsubscribed Tab
If a Contact you have added to a sequence unsubscribes at any point, before or after the beginning of the sequence, the Contact will appear under the 'Unsubscribed' tab.
Also, if an email to the Contact bounces, the system will automatically unsubscribe the Contact as well and they would fall under this tab.
You may query these details on the Contact List pages by running filters like 'Email Subscription' is Unsubscribed, or 'Email Bounce Status' is Yes, and run these with a 'Sequence' is filter to perform any bulk actions you may want to do from the Contact List page.
Furthermore, while present on any Contact Detail page, you will be able to view and manage the Contact's Email and SMS Subscription in the 'Subscriptions' section, highlighted below in the screenshot.
Issues Tab
The 'Issues' tab will show any Contacts you have entered into the sequence that have run into some roadblock that is preventing them from moving forward in the sequence.
On this tab, icons will appear to the right of your Contacts, and upon a hover over the icon, it will inform you of the Issue associated to that particular contact.
Imagine if you have an email sequence and a contact you enroll doesn't have an email address...this will show an issue that the contact does not have an email address. This issue is preventing the contact from moving forward in the sequence.
Each issue type may have its own course of action that is needed to resolve the issue. Or, in other instances, there may not be any course of action needed.
An example where no course of action may be needed would be if you enrolled a list of contacts without having validated their emails first, and you have your settings in the sequence to validate emails before sending but to only send to valid emails. In this instance, if the sequence validates an email address and it is invalid, unknown, etc., then the contact would move into the issues tab and have the issue that the 'email validation settings are preventing this contact from moving forward in the sequence.'
In most cases, the steps to take to clear up an issue are self-explanatory, but our Support Team is always available to assist if needed.
Please note: In the instance you do clear up an Issue, the Issue will not be cleared automatically, and the contact still may reside in that tab for some time. The reason for this is that the sequence will always try and prioritize enrolling the 'In-Queue' contacts first since it had already tried to enroll those contacts under the 'Issues' tab. Due to this, the system may not circulate back to re-check and resolve the issue until the contacts in-queue are cleared up first.
To prevent issues from building up in your sequence, it would be advised to run additional filters prior to enrolling your prospects into your sequences to eliminate the possibility of these issues arising.
For example...
If you are sending emails in a sequence, it would be advised to run a filter for 'Email' is not blank against the list of contacts you are going to enroll.
If you have an automated SMS message going out from the sequence, it would be advised to run a filter for 'Phone Number' is not blank against the list of contacts you are going to enroll.
If you have bulk validated your contact email addresses ahead of time, or have created a sequence workflow to automatically validate email addresses in a single standing sequence, it would be advised to run a filter for 'Email Validation' is valid and catch-all against the list of contacts you are going to enroll.
If you are going to utilize the AI Intro Lyne step in a sequence, it would be advised to run a filter for 'LinkedIn' is not blank against the list of contacts you are going to enroll, since this step needs a LinkedIn profile to generate the AI Intro Lyne and to complete that task.