Prospect Enrollment in Saleshandy

Hello there, Saleshandy users!

Let’s see how you can use prospect enrollment flow in your sequences. We're about to break down everything you need to know about how prospects get enrolled into your sequences and when those enrollments happen. Let's dive in!

Prospect Enrollment is the process of adding prospects into Step 1 of your sequence. It controls when and how many prospects enter your email sequence based on your configured limits and schedule.

It automatically manages the flow of prospects into your sequence by:

Step 1: Go to your Saleshandy sequence -> Settings -> Prospect Enrollment

Step 2: Toggle on the Prospect Enrollment feature

Step 3: Set your desired limits by day, week or month, and your sequence will only enroll the set number of prospects into your sequence.

Here's something super important to remember: enrollment only happens at Step 1 of your sequence. Think of Step 1 as the gateway to your entire sequence journey. New prospects need to enter through this door, and this door alone. The enrollment flow will only kick into action when new prospects are added to that very first step.

Enrollment happens automatically when certain conditions are met. Here are the specific trigger points:

1. Enrollment Sequence Setting Turned ON

When you turn on the enrollment setting, Saleshandy knows you're ready to start enrolling prospects into your sequence.

2. Enrollment Sequence Setting Limit Increased

When you increase your enrollment limit, it triggers enrollment for the additional slots you've opened up.

3. Sequence Activated

Activating your sequence allows enrollment to begin.

4. Prospect Imported

When you import new prospects into your sequence, it will trigger enrollment.

5. CRON Job

This is an automated process that runs according to your enrollment window and sequence schedule settings. It checks regularly whether new prospects should be enrolled based on your configured timing.

What Happens When You Change Your Enrollment Limit?

Let's talk about adjusting those enrollment numbers, because it's not quite as simple as just changing a digit.

Increasing the Limit

When you increase your enrollment limit, the available limit grows immediately. If there are schedule slots available for today, new prospects will be enrolled right away. It's like opening up more seats at a concert—people can fill them immediately if the show is happening today.

Decreasing the Limit

Here's where things work a bit differently. If you decrease the limit, nothing dramatic happens in the moment. The system doesn't kick anyone out or make immediate changes. Instead, your new lower limit will be implemented from the next enrollment cycle onwards. It's a gradual transition, not an instant change.

Got a paused sequence? Enrollment won't happen while it's sitting idle. But here's the good news: when you resume your sequence, enrollment will trigger—but only if the enrollment for that day hasn't already been completed. The system keeps track so you don't double up.

Want to know a quick trick? If you turn off the enrollment setting entirely, all your prospects will be enrolled automatically. Sometimes the fastest way forward is to remove the restrictions altogether.

Here's something that catches people by surprise: there's no automatic unenrollment flow when a prospect becomes unusable.

Let's paint a picture. Say you've set a limit of 5 prospects, and all 5 get enrolled. But then, before the emails go out, one of those prospects gets unsubscribed, deleted, marked as finished, bounced, or removed from the system. You might think another prospect would automatically take their place, right? Actually, that's not how it works.

The system won't enroll a replacement prospect in that empty spot. New prospects will wait until the next scheduled enrollment time to get their turn.

The Workaround

Don't worry, there's a solution! You can manually increase your enrollment limit, which will immediately enroll that many additional prospects. Once they're in, you can decrease the limit again for future enrollment cycles. It's a bit manual, but it gets the job done when you need to fill those gaps.

Here's a question we get a lot: "If my email accounts are disconnected, will enrollment still happen?"

The short answer: Yes, enrollment will continue.

Here's why: enrollment is a property of the sequence itself, not the email account. As long as your sequence isn't paused, enrollment will keep running. If your sequence is paused, then enrollment stops—but that's about the sequence status, not the email account status.

In practice, most of the time, when all your email accounts in a sequence are paused, you'll probably pause the sequence too. This means you'll typically have at least one active email account in your sequence ready to send emails.

This is where things get interesting. Let's say your Step 1 is set for Day 3, and you added prospects on October 29th, 2025. When will those prospects actually be enrolled, and when will the enrollment run?

The Four Factors

Your enrollment date is calculated based on four key things:

Case 1: Working Around Weekends

Imagine your enrollment window is set to every 1 day. The last enrollment happened on October 30, 2025, at 5:00 PM Asia/Kolkata (Thursday), and your sequence schedule is Monday through Friday. The next enrollment will kick off on October 31, 2025, at 12:00 AM Asia/Kolkata (Friday).

Case 2: Why Saturday Gets Skipped

After the enrollment on Friday, you might expect the next one on Saturday, November 1st. But it won't happen. Why? Because Saturday isn't in your Monday-to-Friday schedule. If the system enrolled prospects on Saturday when no emails would be sent, you'd end up with three times more emails to send on Monday than your set limit. The system is smart enough to avoid that backlog.

The Relative Day Concept

Here's where it gets really nuanced. Let's say today is October 28th, and you just turned your sequence on with an enrollment window of every 1 day. Your schedule is set for Monday through Sunday, 00:00 to 23:59, all day in the Asia/Kolkata timezone.

In this scenario, enrollment will run every day at around 12:00 AM Asia/Kolkata. But even though you imported prospects on October 28th, they won't be enrolled on the 28th or 29th. They'll be enrolled on the 30th.

Why the delay? Because if the system enrolled them on the 28th, their emails wouldn't go out due to the relative day condition. The fundamental principle here is simple: Saleshandy only enrolls prospects on days when their emails can actually be sent according to your sequence schedule.

Understanding enrollment flow is all about knowing the rules of the game. Enrollment happens at Step 1 only. It's triggered by specific actions. It respects your limits and schedules. And most importantly, it's designed to ensure your prospects enter your sequence at the right time—when you can actually send them emails.

The system is working to keep your outreach smooth, organized, and effective. Once you understand these enrollment mechanics, you'll be able to plan your sequences with confidence and know exactly when your prospects will start their journey through your carefully crafted email sequence.

If my email accounts are disconnected, will enrollment still happen?

Yes! Enrollment is tied to your sequence, not your email accounts. As long as the sequence is active, enrollment will continue.

What happens if I decrease my enrollment limit?

Nothing immediate. The new lower limit will apply to the next enrollment cycle, not the current one.

Why aren't my prospects enrolling on the same day I import them?

The system only enrolls prospects on days when their emails can be sent according to your sequence schedule and relative day settings. If the timing doesn't align, they'll wait for the next appropriate enrollment window.

Can I force prospects to enroll immediately to replace unusable ones?

While there's no automatic replacement, you can increase your enrollment limit temporarily, which will enroll additional prospects immediately if schedule slots are available. Then decrease the limit again for future cycles.

Mission accomplished—you've got the complete picture of how enrollment flow works in Saleshandy!

Wishing you a delightful experience!

Happy Selling.