Using an Automation Rule or Visual Automation, you can automate the addition and removal of subscribers from Email Sequences.
For a one-off manual addition or removal, though, setting up a temporary Rule or Visual Automation is more work than it's worth. The more convenient method is to use a bulk action.
This article covers how to add or remove subscribers from an Email Sequence in bulk, plus an alternative method for removing individual subscribers without a bulk action.
How to manually add subscribers to an Email Sequence
1. Select your subscribers
Go to the Subscribers page using the new navigation.
Then, click the Status button and choose Confirmed. Select the subscribers whom you want to manually add to your Email Sequence.
NOTE: Use the search bar on the right to search for the specific subscriber(s) first, if needed.
You can select individual subscribers, everyone in a certain Segment, with a certain Tag, or who purchased a certain product—or select all subscribers across multiple pages at once.
For a full walkthrough of each selection method, see How to use bulk actions.
2. Use a bulk action
After selecting your subscribers, click the three dots (⋮) option, followed by Add to Email Sequence.
A window will pop up for you to select the Email Sequence(s) your subscribers should be added to.
Select the relevant Email Sequence(s), and then click Save.
We'll add your subscribers to your chosen Email Sequence(s). Note that the following may occur as we do this:
If your Email Sequence is the trigger for any Automation Rules, these Rules will fire. To prevent this from happening, temporarily disable these Rules before adding subscribers to the Email Sequence.
If you add subscribers to an Email Sequence that can be restarted, any subscribers who had progressed through the Email Sequence, even partially, will receive the content again from the beginning (in other words, they will restart the Email Sequence).
How to manually remove subscribers from an Email Sequence
Bulk removal
To manually remove subscribers from an Email Sequence in bulk, complete the steps outlined above for selecting multiple subscribers at once.
After that, click the three dots (⋮) option, followed by Remove from Email Sequence.
A window will pop up for you to select the Email Sequence(s) that your subscribers should be removed from.
Choose the relevant Email Sequence(s), and then click Save.
The removal of subscribers from Email Sequences can trigger Automation Rules. In addition, for the purposes of Visual Automations, being removed from an Email Sequence counts as completing an Email Sequence.
This means that if the subscribers were receiving Email Sequence emails as part of a Visual Automation, removing them from this Email Sequence will progress them to the next step of the Visual Automation.
If you don't want certain Automation Rules or Visual Automations to run when you remove subscribers from an Email Sequence, temporarily disable these first.
Individual removal
Instead of using a bulk action, you can remove subscribers from an Email Sequence individually.
From the Subscribers page, click the relevant subscriber to open their subscriber profile page. Then, click the Email Sequences tab.
Click the trash can icon next to the Email Sequence from which you want to remove the subscriber, followed by OK to confirm the removal.
In the same way as mentioned previously, removing a subscriber from an Email Sequence will trigger relevant Automation Rules and Visual Automations. Be sure to temporarily disable any Rules or Visual Automations that shouldn't run when you remove an individual subscriber from an Email Sequence.
If you're looking to remove subscribers from a sales email sequence after they've bought your product, we suggest automating this process with a Visual Automation instead of doing it manually. Learn how in How to remove purchasers from a sales email sequence once they buy.