How to Choose the Default Sequence

Summary

Overview: The default sequence is the one Pippin uses to follow up automatically when a lead goes quiet. Only one sequence can be the default. It is also the one picked first when someone starts a sequence by hand.

Prerequisites:

• You are the Admin of the workspace.
• You have at least one sequence. See How to Create a Follow-Up Sequence.

How Pippin Decides

About every 15 minutes, Pippify looks for leads to enroll in the default sequence. A lead is enrolled when all of these are true:

1. The default sequence is turned on.
2. Your side sent the last message, and the lead has been quiet for at least the first step's wait.
3. The lead went quiet after the sequence was created.
4. The lead is not marked won or lost, not archived, and not taken over by a person.
5. The lead has not unsubscribed or asked to pause or stop follow-ups.
6. No reply or quote for the lead is waiting for approval.
7. The lead is not already on a sequence, and has not already been enrolled automatically twice.
8. At least one step can reach the lead.
9. The lead did not come from web chat. (You can still start a web chat lead on a sequence yourself.)

When a lead is enrolled, the first message goes out at once, or at the next opening of your sending window.

Limits

• Only one default at a time.
• If the default is turned off, or you delete it, no lead is enrolled automatically until you choose another default. Deleting the default doesn't pick a new one for you.
• Automatic enrollment never adds a lead more than twice. Starting a sequence by hand doesn't count toward this.

Step-by-Step Instructions

Step 1: Open Sequences

1. In the left menu, click Sequences.
2. The default sequence has a filled star and a Default label next to its name. Hover over the star to see Default sequence — auto-enrollment uses this one.

Step 2: Make another sequence the default

1. Find the sequence you want.
2. Hover over its empty star. It says Make default.
3. Click the star. It fills in, and the old default's star empties.

Step 3: Check that the default is on

1. Make sure the switch on the default sequence's card is on. A sequence that is off shows a Disabled label.

2. If it is off, turn it on. Otherwise automatic follow-ups won't run.

3. When automatic follow-up is off, a notice at the top of the page says why:

   • Automatic follow-up is off: no sequence is the default. Star a sequence to make it the default.
   • Automatic follow-up is off: the default sequence “…” is switched off. Switch it on to resume.

   Sales Managers and Sales Reps see the same notice, ending with Ask a client admin to pick a default sequence. or Ask a client admin to switch it on. The notice goes away once an enabled sequence is the default.

Verify It Worked

Success criteria:

• The sequence you chose shows the filled star.
• Its card, and its View leads page, show a Default label.
• No Automatic follow-up is off notice shows on the Sequences page.
• In a lead's Follow-up section, and in Add Lead, the sequence list shows it with (default) and picks it first. These lists show only sequences that are turned on.

Troubleshooting

Common errors

• The stars can't be clicked: you are not the Admin. Fix: ask your Admin.
• "Could not change the default sequence.": Fix: refresh the page and try again.
• No leads are being enrolled: the default may be turned off, or your leads went quiet before the sequence existed. Fix: turn the default on. For older quiet leads, start the sequence by hand (see How to Put Leads on a Sequence).

Limitations & considerations

• Changing the default doesn't move leads who are already on another sequence. They finish the one they're on.
• New sequences only pick up leads who go quiet after the sequence was created.

Next Steps & Related Resources

• Next steps:
  • How to Set the Follow-Up Sending Window
  • How to See Who Is on a Sequence and Why It Stopped
• Related articles:
  • How to Create a Follow-Up Sequence
  • How to Put Leads on a Sequence
  • Why Didn't My Follow-Up Go Out?

Need more help? For more information and assistance, please send an email to support@pippify.ai.

Last Updated: 10/15/2026