AI Email Enrollment Warnings and Errors

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When launching your AI Email (AIE) campaign, you may encounter errors or warnings during the contact enrollment process.

Note: If you have reached your enrollment quota for the month, contact enrollments will be queued to resume after your quota is refreshed. In the interim, the enrollments’ status will remain as “Processing” in the Enrollment History menu.

Contact enrollment warning

  • Missing value for merge tag

Contact enrollment errors

  • contact has ongoing conversation

  • contact was in current campaign

  • contact was in current topic

  • Missing value for merge tag without fallback

  • Excluded due to suppression lists

For some enrollments, “preview” figures may be inaccurate. For example, if a contact appears in the Contacts interacted within last 1 month suppression list, but your campaign is scheduled 1 month in the future, by the start of the campaign they will no longer be excluded.

During the enrollment process, you can choose to proceed with enrolling contacts with warnings by selecting the associated warning categories. This is in contrast with flagged errors, where no contacts with errors will be enrolled.

Locate and download warnings and errors

To locate your unenrolled contacts, go to People > Enrollment history.

The Enrollment history tab shows each past enrollment. Select a Details record in a row to review more details.

To download the unenrolled contacts:

  1. Locate the row for the relevant enrollment.

  2. Select More (three dots) > Download unenrolled file.

AIE downloads a CSV file with all of the contacts that were not enrolled. The CSV file contains the following information:

  • type: Error or Warning

  • Message

  • First name

  • Email

For the unenrolled contacts with warnings, you can address these contacts’ warnings, re-import the CSV file, then continue launching your campaign with these updated contacts.

For the unenrolled contacts with errors, you can see the errors from the CSV file downloaded.

Your AI email agent can only engage contacts:

  • When all previous conversations with the contact are completed; and

  • As part of a new campaign.

Completed conversations are defined as conversations that have reached a final touchpoint, with the conversation marked as either Qualified, Not Interested, Cancelled, Stopped Responding or Unresponsive.

When you attempt to have your AI email agent engage a contact that is a part of an ongoing conversation, an error will be returned during the campaign launch process and the contact is marked as Unenrolled.

The ongoing conversation remains uninterrupted.

If your account exceeds the contact quota

The number of conversations that can be started by your AI email agent each month is capped by your contact quota.

If you have exceeded the contact quota during the campaign launch, the excess contact will only be enrolled when your quota refreshes in the next cycle.

To see your existing quota, go General settings > Account settings.

  • The top panel shows the AI assisted conversations quota:

  • Number of conversations started this month

  • Percentage of quota used

  • Number of unused from the previous month

  • The date when the quota refreshes

AIE also shows the total daily limit and percentage used.