Enrollments and failures
A plan that is on is not a plan that is done.
Turning the plan on is half the work. This lesson is how to read what is happening and what to do when something does not run.
The enrollments
Every person who goes through a plan is an enrollment, with its status: «Active», «Paused», «Completed», «Cancelled» or «Failed». You see which step they are on, when the next one goes out, and why it stopped — «paused because they replied» or «completed by stage change».
- You can pause, resume or cancel one specific enrollment without touching the plan.
- The plan card sums up how many are active, paused and completed.
- Dry-run enrollments are marked as tests, so you never confuse them with clients.
The «Failures» tab
When a step cannot run it shows up there with the lead, the step, the type and the reason. And something worth knowing: the plan CONTINUES after a failure. An email that did not go out does not stop the next six steps; the trail stays there for you to retry.
What it tells you without being asked
- If a plan has been on for days and no lead has matched it, the card tells you to check the filter.
- The card shows how many replied and how many moved stage while the plan was running.
- And how many messages were sent, delivered and not delivered.
The first warning is the one that saves the most work. A plan that is on and never fires looks like it is working, and it is the most expensive kind precisely because nobody looks at it.
Turning off is not deleting
Turning a plan off stops it and keeps everything: its enrollments, its history and its texts. Deleting it also deletes the enrollments. When in doubt, turn it off.