Remove a Contact From a Sequence

Article author
Sarah Malone
Updated

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.

 
No Rash Decisions Here!

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.

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Manually Remove a Contact from a Sequence

To manually remove a contact from a sequence:

  1. Launch Apollo and click Engage > Sequences.
  2. Click the sequence from which you want to remove a contact. Choose Sequence
  3. Click Contacts. Then, click the checkbox(es) next to the contact(s) you want to remove from the sequence. Contacts Tab
  4. Click the Remove From Sequence icon. Remove from Sequence
  5. Apollo displays a Remove Sequence pop-up. If you are sure that you want to remove a contact from the sequence, click — Remove. Remove Button
  6. 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.

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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.

 
Play By Your Own Rules!

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:

  1. Launch Apollo and click Engage > Sequences.
  2. Click the sequence from which you want to mark a contact as finished. Choose Sequence
  3. Click Contacts and then click the checkbox(es) next to the contact(s) that you want to mark as finished in the sequence. Contacts Tab
  4. Click the Mark Sequence As Finished icon. Mark As Finished
  5. Apollo displays a Finish Sequence pop-up. Click the Why Mark as Finished? drop-down to select the reason. Select Drop-Down Option
  6. Then, click Mark Finished. Mark Finished Button
  7. Now, you have marked a contact as finished in a sequence.

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