Overview
There may be times when you need to manually remove a contact from a sequence. For example, let's say you enroll multiple contacts from the same company in a sequence. If one of those contacts responds and you close the deal, you may want to remove the other contacts from the sequence.
Not ready to remove a contact from a sequence just yet? Fear not! You can manually pause a contact in a sequence at any time. Please read the Pause a Contact in a Sequence article for further information.
Refer to the following sections for the steps to remove or mark a contact as finished in a sequence.
Manually Remove a Contact from a Sequence
To manually remove a contact from a sequence:
- Launch Apollo and click Engage > Sequences.
- Click the sequence from which you want to remove a contact.
- Click Contacts. Then, click the checkbox(es) next to the contact(s) you want to remove from the sequence.
- Click the Remove From Sequence icon.
- Apollo displays a Remove Sequence pop-up. If you are sure that you want to remove a contact from the sequence, click — Remove.
- You have now removed a contact from a sequence.
Easy Does it!
Please note, when you remove a contact from a sequence you agree to bypass the safety checks that notify you if you are about to re-deploy the contact to the same or another sequence, or to more than one sequence at a time. Apollo recommends you use your power with caution! If a contact replies to an email or unsubscribes, Apollo recommends you mark them as finished instead. Refer to the following section for further instructions.
(Reminder) If you remove a contact from a sequence and then re-add them, Apollo remembers their progress and adds them back to the same step in the sequence. If you want the contact you removed to start from step 1 again, you need to clone that sequence first and then add the contact to the newly cloned one instead.
Manually Mark a Contact as Finished in a Sequence
By default, sequences end when a contact replies to an email. However, there are certain situations when you may want to manually mark a contact as finished. For example, if you changed the default trigger settings for sequences and a contact wishes to unsubscribe or if a contact changes jobs.
For more information on how to change the default trigger settings for a sequence, please refer to the Prevent Replies From Ending a Sequence article.
To manually mark a contact as finished in a sequence:
- Launch Apollo and click Engage > Sequences.
- Click the sequence from which you want to mark a contact as finished.
- Click Contacts and then click the checkbox(es) next to the contact(s) that you want to mark as finished in the sequence.
- Click the Mark Sequence As Finished icon.
- Apollo displays a Finish Sequence pop-up. Click the Why Mark as Finished? drop-down to select the reason.
- Then, click Mark Finished.
- Now, you have marked a contact as finished in a sequence.