Why can’t I enroll a Contact in a Playbook?

Sometimes when you try to enroll a contact in a Playbook, they'll fail to be engaged. This articles explains why and how to solve it.

Common Reasons Why you Can't Enroll a Contact or Deal in a Playbook

1. One Playbook per Contact at a Time: The primary contact within the Deal is already in a Playbook; contacts can only be enrolled in one playbook at a time so any contact already in a playbook will be skipped.

2. Unverified Emails: The email status of contacts being enrolled may be Unverified or Invalid. This can cause contacts skip all steps and be immediately ejected - appearing as though the contact was never enrolled.

3. No Email Address: If your Playbook only contains email steps and the contact doesn’t have an email address, they will skip all email steps and be marked as ‘Finished’.

Common Solutions

1. If the contact is already in another Playbook, eject them and you will now be able to enroll them in a Playbook.

2. If you'd like to contact unverified emails, turn on the first Playbook safety setting "Send Emails to Unverified Emails (Avoid for Cold Outreach)". Invalid emails will always skip straight through a Playbook unless you manually edit it.