Re-Enrollment Settings for Sequence Campaigns

The Re-Enrollment Settings feature allows contacts to go through a sequence campaign more than once — ideal for recurring renewal or engagement campaigns.

Previously, each contact could only go through a campaign once. Now, you can control how and when they’re eligible to re-enter manually or via a connector workflow.

Re-Enrollment is off by default for all sequence campaigns — including both existing and new ones.

You’ll need to enable it manually for any campaign where you want contacts to be eligible to re-enter.

1. Go to your Sequence Campaign.

2. Click the Settings tab.

3. Scroll down to Re-Enrollment Settings.

4. Toggle Allow Re-Enrollment → On.

5. Choose your delay window (e.g., 1 year, 90 days, etc.).

6. Save your changes.

You decide when a contact becomes eligible to re-enroll:

• Default: 1 year (recommended for renewals)

• Custom: Set any delay you like (e.g., 1 week, 30 days, 6 months)

⏳ After this time passes, contacts can be re-enrolled manually or automatically via a connector or workflow.

This feature does not automatically re-enroll contacts; it simply makes them eligible again.

• Once eligible, contacts can re-enter via:

  • A manual re-enrollment, or

  • A connector or workflow trigger

• Re-enrollment starts the campaign from the beginning.

• The system overrides the default “one-time only” campaign restriction after the set delay.

• Re-enrolling a contact creates a new enrolled record.

• The previous enrollment remains visible but inactive.

• There’s no special “Re-enrolled” label, but you can distinguish cycles using Enrolled Date.

If your lists use filters like “has ever been asked” or “answered yes,” note that re-enrolled contacts might bring in prior responses.

If you’re suppressing by static dates (e.g., “Renewal Date > Jan 1 2026”), update annually.

Instead, use rolling date logic such as “Renewal Date > 200 days from now” to keep suppression rules evergreen.

✅ Use relative date logic in both suppression and conversion lists.

✅ Keep campaign delays shorter than 1 year if re-enrollment is active.

✅ Test it first by setting a 1-day window, adding yourself to the campaign, and confirming behavior next day.

✅ Communicate to your team that clients no longer need to duplicate renewal campaigns annually — simply enable re-enrollment instead.