## Overview

As an enrollment advances, each step produces a **send record** with a status, forming the cadence
**funnel**: from how many contacts entered to how many replied or converted. In parallel, **exit
rules** decide when a cadence should stop before reaching the end — for example, as soon as the
contact replies.

Understanding the funnel and configuring exits well is what makes a cadence polite and effective: it
speaks enough to re-engage, but stops the moment it has met its goal.

## Prerequisites

- Enrollments in progress (see the enrollment article).
- Permission to view reports and manage sequences.
- For exit on goal: the linked record (charge, deal or appointment) tied to the enrollment.

## Step by step

1. Open the sequence and view the **enrollments** list and the per-step **funnel**.
2. On each enrollment, open the **timeline** to see the history of every step and event.
3. Set the sequence's **exit rules** (on reply, on resolution and/or on goal).
4. Publish the sequence to apply the exit rules to new enrollments.
5. Track the **reports** to measure replies, conversions and per-step performance.

## Settings & options

### Step statuses (funnel)

Each sent step moves forward through statuses, always forward (a later status never goes back):

| Status | Meaning |
|--------|---------|
| **Pending** | Waiting (includes AI drafts awaiting approval). |
| **Scheduled** | Queued to send at the step's time. |
| **Sent** | Message sent. |
| **Delivered** | Delivery confirmed. |
| **Read** | The contact read it. |
| **Replied** | The contact replied (usually triggers the exit). |
| **Skipped** | The step was skipped by a "skip" rule. |
| **Failed** | The send failed. |

### Exit rules

Exits decide when the cadence stops before the last step:

- **On reply** (on by default): if the contact replies, the cadence stops. This is the most important rule.
- **On resolution**: if the linked conversation is marked resolved, the cadence stops.
- **On goal**: the cadence stops when the goal is reached — for example, a charge **paid**, a CRM deal
  **won** or an appointment **completed**. The goal is checked even if it was reached outside the cadence.
- **At the end of the sequence**: completing the last step ends the enrollment naturally.

### Enrollment states

The enrollment itself can be **active**, **paused**, **completed** (reached the end), **exited** (an
exit rule stopped it) or **failed**. You can **pause**, **resume**, **skip a step** or **cancel**
enrollments manually.

### Reports

Reports show performance by **sequence**, by **step** and by **compose mode**, plus the distribution
of enrollments by state — useful for tuning waits, copy and the number of steps.

## Use cases

- Measure at which step most replies arrive and shorten the cadence from there.
- Ensure the billing cadence stops as soon as the payment lands (exit on goal).
- Spot steps with many failures and review the channel or message template.

## Tips, limits & best practices

- Keep **exit on reply** on by default — it's what avoids nagging someone who already answered.
- Use **exit on goal** for cadences tied to billing, CRM and Calendar.
- Use reports to cut low-return steps instead of only adding more.

## Troubleshooting

- **The cadence continued after a reply**: confirm exit on reply is enabled on the sequence.
- **Exit on goal didn't work**: check the enrollment is linked to the right record (charge, deal or
  appointment) and that its state changed to the goal.
- **A step shows as failed**: check the step's channel and whether an approved template is needed.

## See also

- [Follow-ups and cadences overview](/hc/ajuda/articles/follow-ups-overview-en)
- [Sequences, steps, channels and composition](/hc/ajuda/articles/follow-ups-sequencias-passos-canais-composicao-en)
- [Enrollment: manual, automation, event, inactivity and AI](/hc/ajuda/articles/follow-ups-inscricao-en)
- [AI with human approval](/hc/ajuda/articles/follow-ups-ia-com-aprovacao-humana-en)