Behavioral Exit Conditions & Sequence Re-Entry

Automated nurture sequences should automatically halt when a customer takes the intended action (such as booking an appointment, purchasing a product, or sending a direct WhatsApp reply).

1. What are Exit Conditions?

An Exit Condition is a rule evaluated before each step in an automated sequence. If the condition is met, the contact is immediately unenrolled from the sequence and marked as `GOAL_REACHED`.

Common Exit Triggers

• Tag Applied: e.g., Unenroll if contact receives the customer or paid-user tag.
• Link Clicked: Stop follow-ups once the lead clicks the *"Book Strategy Call"* link.
• Form Submitted: Remove from cold sequence if they submit the onboarding questionnaire.
• Inbound WhatsApp Message: Automatically stop promotional messages if the lead messages your WhatsApp inbox directly.

2. Configuring Sequence Exit Rules

1. Navigate to Automations > Sequences (/app/automations/sequences or /app/emails/sequences).
2. Select your sequence and click Settings & Exit Conditions.
3. Under "Unenroll Contact If", define your rules:
4. Match: ANY condition (OR) or ALL conditions (AND).
5. Condition: Select Has Tag, Joined List, or Replied via WhatsApp.
6. Choose post-exit action:
7. Optional: Apply tag converted-from-drip.
8. Optional: Transfer contact into a customer onboarding sequence.

3. Re-Entry Policies

Control whether a contact can re-enter a sequence in the future:

• Never (Default): Contacts can only travel through this sequence once in their lifetime.
• Allow Re-Entry: Useful for transactional notifications, abandoned carts, or recurring seasonal campaigns. Set an optional cooldown period (e.g., minimum 30 days between enrollments).