---
title: "Adding Contacts to a Sequence in Symbo"
description: "This article explains how to add contacts to sequences in Symbo using both manual and automated methods. It covers adding individual or bulk contacts from the People table, scheduling sequence start times, and automating enrollment using Call Outcome triggers and Sequence Outcome triggers."
url: https://help.symbo.ai/en/articles/10404559-adding-contacts-to-a-sequence-in-symbo
collection: "Sequences"
updated: 2026-11-05
language: en
---

# Adding Contacts to a Sequence in Symbo

This article explains how to add contacts to sequences in Symbo using both manual and automated methods. It covers adding individual or bulk contacts from the People table, scheduling sequence start times, and automating enrollment using Call Outcome triggers and Sequence Outcome triggers.

## Prerequisites

-   Admin access to edit **Call Outcomes** and **Sequence Outcomes** (for automated triggers)
    
-   At least one active sequence created
    
-   Contacts with valid email addresses and/or phone numbers
    

* * *

## Step 1: Add Contacts Manually from the People Table

You can add contacts individually or in bulk (up to **500 contacts per action**).

### Add an Individual Contact to a Sequence

-   From your Symbo dashboard navigate to your contacts the **People** table from the left sidebar
    
-   Add your desired contact to a sequence by clicking the **Engage in Sequence** button from the Row Actions on the right end of your contact row.
    

![](https://staticfiles.gleap.io/gattachments/RN7QwuM5XIRpk0vnjZMKXXK8d9bjIzhelERvxfXrpgGsl1SJUJHsZkkzgN9fGVl3c5NkJWdFEcO.png)

-   In the popup, search and select the sequence
    

-   Click **Engage** to add that contact to a sequence
    

Optional:

-   Click the arrow next to **Engage** → choose **Schedule Start**
    
-   Set a future date and time
    
-   Click **Confirm**
    

> Note: Scheduling a start overrides the first step’s original due date and time inside the sequence

* * *

### Add Multiple Contacts to a Sequence

-   From your Symbo dashboard navigate to your contacts the **People** table from the left sidebar
    
-   Filter your contact list and select using checkboxes the contacts you want to add to a sequence. Use **Select All** if you want to add all filtered results
    
-   Click **Add to Sequence** (top-right)
    
-   Select your sequence
    
-   Click **Engage** or **Schedule Start**
    
-   Confirm enrollment
    

> Note: Scheduling a start overrides the first step’s original due date and time inside the sequence.
> 
> ![](https://staticfiles.gleap.io/gattachments/XZ8sAQQhmejR7Rajc21oNUp0MkohEg0AIjakr5hNSNlgwL4hFtplUvRTXTLZA2aRjrJ8RRynl8j.gif)

* * *

### Verify Enrollment

-   From your Symbo dashboard navigate to your Sequences in the **Sequence Management** view from the left sidebar
    
-   You can confirm the number of contacts enrolled into each sequence under the **“People Engaged”** column
    

* * *

## Step 2: Automate Enrollment Using Call Outcome Triggers

This method enrolls contacts into a sequence automatically after a call based on the call outcome selected

### Configure your Call Outcome Trigger

-   From the Symbo Dashboard click on your **Profile Icon/Avatar** and open **Organization settings**
    
-   Go to **Outcomes → Call outcomes**
    
-   Edit an existing Call Outcome (pencil icon)
    
-   Click **Add trigger** → Select **Engage Sequence** and choose your target sequence e.g. _Follow-Up Sequence_
    

![](https://staticfiles.gleap.io/ghelparticle/EMzgImJFXLwYRrWfjrKyebBtSZ4jyYiXoUPNUb3BTh5O2epssMW0SLprOfrm5eeplhVEJwiPDIt.png)

![](https://staticfiles.gleap.io/ghelparticle/Oe9ezXTSGmIk7CWF0n9QWYVRSXqOx6it01dyVUSDgdteDtM06jUR17XXM2d02a4qUz4tAt8HxIW.png)

![](https://staticfiles.gleap.io/ghelparticle/m7Y0SI8R1yDIBFS78y4C6bBxMeyvxbKkP9hAG8zNF2DyOdNpvUMKI0lbULEZ5hszXmzuqdSJy60.png)

### How It Works

-   During a call, the user selects an outcome
    
-   If the outcome has an Engage Sequence trigger:
    
    -   The contact is automatically enrolled into the selected sequence
        

Example:

-   Outcome: **Positive Response**
    
-   Trigger: Engage **Demo Scheduling Sequence**
    

Result:

-   Contact is instantly enrolled after the call ends
    

* * *

## Step 3: Automate Enrollment Using Sequence Outcome Triggers

This allows you to chain sequences together based on completion or engagement.

### Configure a Sequence Outcome Trigger

-   From your Symbo dashboard navigate to your Sequences in the **Sequence Management** view from the left sidebar
    
-   Click on your **Sequence name** **→ Outcomes.** Create an new outcome or select an existing outcome.
    
-   **Add Trigger** → **Engage Sequence**. Choose the target sequence
    

![](https://staticfiles.gleap.io/gattachments/ZBUomJbLrE8anfjyaINd8q16SyAroQ0z7v3NV9FoemwEzFvLEXXJ47y1dSXP64mp4ACvhazqeHP.gif)

* * *

### How It Works

-   When a contact completes or meets conditions in one sequence
    
-   They are automatically enrolled into another
    

Example:

-   Completion of **Welcome Sequence**
    
-   Triggers enrollment into **Nurture Sequence**