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Find answers to the most common questions about using Clodura AI, organized by topic. If you don’t find what you’re looking for here, visit the Clodura Help Center or reach out to Clodura Support.

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Email & SPF/DMARC

The general rule is to include every application that sends emails on your behalf using its own SMTP server — not yours. For example, if you use Google Workspace to send email from your domain, add Google to your SPF. If you also use Outlook and Mailchimp for newsletters, include both of those too.The key is to audit every service that originates email from your domain and make sure each one is represented in your SPF record. Google’s SPF setup guide is a good starting point.
No. Clodura uses your SMTP server to send your emails — it acts more like a powerful online email client than a mass-sending service. Because Clodura doesn’t send mail from its own SMTP infrastructure, it doesn’t need to appear in your SPF record.That said, your email deliverability still depends on your domain’s reputation. Setting up SPF and DMARC correctly protects that reputation and improves the overall deliverability of emails sent through Clodura.
DMARC has three policy levels:
  • None — Reports suspicious messages but allows all mail to reach the inbox. Displayed in orange as a warning in Clodura.
  • Quarantine — Emails that fail SPF/DKIM are sent to the spam or junk folder. Also displayed in orange.
  • Reject — Emails that fail SPF/DKIM are dropped entirely and never delivered. Displayed in green and represents the highest level of security.
Both Quarantine (p=quarantine) and Reject are acceptable policies. For maximum protection, Reject is recommended.For a deeper dive, see the Email Deliverability documentation.
This is a known HTML email rendering quirk. To fix it: use Backspace to merge the next paragraph onto the end of the first one, then press Shift+Enter to insert a soft line break instead of a full paragraph break. Save the template and send a test email to verify the spacing.
  1. Log in to the Gmail account you’ve configured in Clodura.
  2. Go to Settings → See all Settings.
  3. Click Forwarding and POP/IMAP.
  4. Under the IMAP Access section, select Enable IMAP.
  5. Save your settings.
In Settings → Email Setup, use the Select Folders option to choose every folder where bounced emails or replies might land — including Inbox, Spam, Junk, and any custom folders. Clodura monitors the folders you select and updates contact statuses accordingly.
No. Alias emails cannot be configured in Clodura. Attempting to do so will produce an “invalid credentials” error from Google — this is a Google-side restriction, not a Clodura limitation. All emails are sent from the primary email address you’ve configured, and all IMAP/SMTP settings are tied to that address.
This happens when Clodura requests permissions that require IT admin approval for an Office 365 account.If the “Request Approval” button is visible:
  1. Click Request Approval to send the request to your IT administrator.
  2. Your admin reviews and approves it via: Review admin consent requests
If no “Request Approval” button appears:
  1. Your admin first needs to configure the approval workflow: Configure admin consent workflow
  2. Then enable user consent: Enable user consent
  3. Add Clodura.AI as an Enterprise Application and assign your user to it.
Once the request is approved, the approval prompt will not appear again.
For a new domain and email address, follow this gradual warm-up approach:
  • Warm-up (days 1–30): Start with 10–20 emails per day, increasing volume slowly over 15–30 days. Send to internal teams or existing clients first to generate positive engagement.
  • Safe sending volume: Factor in your sender reputation, email content quality, and recipient engagement history before scaling up.
  • Provider limits: Check your email service provider’s daily sending cap — Clodura doesn’t impose its own limit.
  • Weekly health checks: Monitor your domain at MXToolbox every week to catch blacklisting or misconfigured records early.

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Contact Search and Filters

To save a search:
  1. Apply your desired filters and click Search.
  2. Just above the results panel, click the Save Search button.
To access saved searches: Click the triangle (▼) icon on the Search button. A dropdown appears listing all your saved searches.
An Intent Filter identifies contacts and companies that are actively showing buying signals within your Total Addressable Market (TAM). It surfaces low-hanging sales opportunities by highlighting prospects who currently need what you offer — enabling you to prioritize outreach toward those most likely to convert.
  • HQ Location ON — retrieves contacts or companies from all office locations associated with the company, giving you a broader dataset across branches and subsidiaries.
  • HQ Location OFF — shows only contacts and companies in the specific geographic area you’ve defined in your filters.
Currently, Clodura does not automatically cap the number of contacts returned per company. If you need to limit results to a specific number of individuals per organization, you’ll need to do that manually after running your search.
Yes. Clodura supports CSV upload of website domains through the Suppression List filter. After uploading, you can layer on additional filters — such as job title (CEO, Director), Direct Dial Present, or location — to get enriched contact records with names, emails, LinkedIn URLs, and phone numbers.For a walkthrough, watch the Clodura CSV Upload Tutorial.
Data is refreshed on a 60-day cycle. If you need the most current data for a specific contact, you can use the Clodura Chrome extension to retrieve or update information directly from LinkedIn or Sales Navigator in real time.
Not currently. The platform supports CSV uploads of email addresses and website domains for enrichment, but LinkedIn URL upload and enrichment is not supported at this time.
Yes. The Clodura Chrome extension works on LinkedIn profiles, Sales Navigator, company LinkedIn pages, and regular websites. It lets you extract contact data from any of these sources directly in your browser.

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Credits and Downloads

No. If a contact has already been unlocked and still exists in your My Contacts tab, unlocking them again or adding them to another list will not consume any additional credits. The platform recognizes the duplicate and skips the charge.
Download credits are counted only for contacts with verified email confidence. Contacts with guessed or not-found email addresses are not counted toward your download credits. Additionally, downloading the same contact more than once does not consume additional credits.
By default, Clodura exports only verified contacts. To include guessed or not-found emails, check the Add Guessed box in the Export to CSV options popup before exporting.
Exporting the same contacts to CSV or CRM multiple times only counts as a single download credit usage. You won’t be charged repeatedly for the same contact.
When you enable Exclude Exported Contacts, the search results show only contacts you haven’t downloaded yet. This prevents accidental re-downloading of contacts you’ve already exported and helps you make the most of your download credits.
This warning can appear even with credits remaining if you’ve made multiple bulk unlock requests on the same day. It’s triggered by Clodura’s Fair Usage Policy (FUP), which applies daily limits to bulk unlocking to ensure fair access for all users. These limits reset daily — your full unlock access will be restored after the reset.
Hover over the progress circle icon labeled Show Verification Status in the navbar. This icon is only visible when you have an active batch in progress. It shows the real-time processing status for each submitted bulk request.
There are two ways:
  1. Clodura Direct Dials (free) — Apply the Direct Dial Present filter in your search. Direct dial numbers are shown when you unlock an email for qualifying contacts at no extra cost.
  2. Partner Search (paid) — Access direct dials via a partner data service at $0.50 per contact. To use this, you need to be on the Starter or Enterprise plan (AppSumo plans do not include Partner Search access).
By default, Clodura exports only verified contacts. The 19 missing contacts likely had guessed or not-found email statuses. To include them, check Add Guessed in the Export to CSV popup.After exporting, the file is sent to your email and also available in the Downloads section of the navbar. You can also use the Filter Exported Contacts option with a date range to review what was exported during a specific window.
If you click the phone icon and see a “no credits” message, your account doesn’t have Search Partner credits. Direct dial access through a partner service requires a monthly plan subscription plus a separate partner service add-on at $0.50 per contact. Check your credit balance by clicking your name initials in the upper-right corner.
FeatureMonthly SubscriptionLifetime (AppSumo)
Search Partner CreditsSeparate purchase at $0.50/contactNot available
Company download creditsUnlimited (FUP applies); Starter: 100/mo; Enterprise: 2,000/mo1,000/mo per code
Contact download creditsUnlimited (FUP applies); Starter: 100/mo; Enterprise: 2,000/mo1,000/mo per code
Bulk unlock selectionStarter: 25; Enterprise: 10,0001,000
A single lifetime code stack provides 1,000 credits each for: unlocking contacts, adding companies, downloading contacts, and downloading companies.

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Cadence / Sequences

  1. Click Cadence in the navbar.
  2. Go to Templates and click Create Template.
You have three editor options:
  • Rich text editor — a standard WYSIWYG interface.
  • Drag-and-drop editor — visual block-based layout builder.
  • HTML import — paste or upload a raw HTML file.
No — file attachments are not supported in email templates. However, you can include links and images in your templates.
The new timezone applies to all future scheduled contacts. Contacts that have already been scheduled retain the original timezone. Always align your machine’s local timezone with the setting you configure in Clodura to avoid scheduling mismatches.
Phase 2 automatically includes all contacts from Phase 1 except those who bounced, unsubscribed, or replied. When you set up Phase 2, Clodura shows you exactly which contacts are active for that phase.
Clodura itself does not impose a sending limit. Your effective limit is whatever your email server or domain allows. You can configure your own daily email sending cap in Settings → Email Setup → Daily email sending limit.
No. Once a contact is marked as not interested, no further emails will be sent to them from any active cadence phase.
Yes, and Clodura won’t warn you when it happens. Some users intentionally add the same contacts to multiple cadences for different messaging strategies. If you want to prevent this, you’ll need to manage it manually.
No — the “finished” status cannot be manually changed. To re-engage a finished contact, add them to a new cadence. Note that if you add a Phase 2 or Phase 3 to an existing cadence after a contact has finished Phase 1, their status will transition from “finished” for that phase onward.
  1. Go to Cadences and click Show Contacts at the top.
  2. Apply any filters you need to narrow the results.
  3. Export the filtered contact list. This gives you open, click, bounce, and reply data across multiple cadences in a single export.
No. Clodura processes cadences sequentially based on their scheduled date and time. It completes sending for one cadence before moving to the next. There’s no built-in per-cadence splitting of a shared daily limit.
The cadence system handles this automatically. If an email in any phase bounces, is unsubscribed, or receives a reply, that contact is excluded from all subsequent phases. All other contacts progress sequentially through Phase 2, Phase 3, and so on.
Each license supports one outreach email address at a time. You can change it as needed, but the system always sends from your currently confirmed address — frequent changes are not recommended. If you need to run outreach from multiple email addresses simultaneously, add more licenses and configure a separate email within each one.
Go to Settings → Email Setup → Daily email sending limit and set your preferred cap. This becomes your effective sending ceiling — Clodura will not exceed it regardless of how many cadences are running.
  1. Go to Settings → Email Setup.
  2. Configure your email connection in the Settings tab.
  3. Switch to the Signature tab and set your signature there.
Yes. Go to the List module, click Upload Recipients CSV, and select your file. Download the sample CSV format first to ensure your data is structured correctly. Once uploaded, the list will be available for use in your cadences.
Yes. Hover over the list name and click on it. A popover will appear where you can type the new name and save it.

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CRM and Integrations

Clodura supports integration with seven CRM platforms: HubSpot, Zoho, Freshsales, Pipedrive, Insightly, Salesforce, and Dynamics 365. No other CRM integrations are currently available.To connect a CRM, go to Settings → CRM Integration.
After integrating your CRM, select the contacts or companies you want to transfer in Clodura, then choose the option to add to CRM directly. Note that there is no automatic data sync — you must explicitly select contacts each time you want to push them to your CRM.
Clodura is a sales intelligence and lead generation platform — it excels at discovering, enriching, and qualifying prospects. A CRM is a customer relationship management platform — it centralizes customer interactions, tracks sales pipelines, and manages ongoing relationships.Integrating the two lets you move prospects from discovery in Clodura directly into your sales pipeline in your CRM, without manual data entry or CSV files.
Add the companies you want to track to My Companies from a search. Once companies are in My Companies, Clodura automatically fetches sales trigger events for them (job changes, funding rounds, news mentions, etc.), so you can follow up at the right moment.

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Extension and LinkedIn

Yes. You can install the Clodura Chrome extension in two ways:
  • From the Clodura interface — look for the extension download option in your account settings or the Help section.
  • From the Chrome Web Store — search for “Clodura” in the Chrome Web Store and click Add to Chrome.
The extension works on:
  • Individual LinkedIn contact profiles
  • Company LinkedIn pages
  • LinkedIn Sales Navigator
  • Any website
To retrieve contact details, navigate to a LinkedIn profile and click the Unlock button in the extension panel.
The extension is designed to work on individual LinkedIn profiles — it does not function when you apply search filters on standard LinkedIn. However, it does work when filters are applied in LinkedIn Sales Navigator.
Clodura’s extension has limited support for non-English LinkedIn interfaces. To resolve this:
  1. Go to LinkedIn → Settings and Privacy → Account Preferences → Language and change your language to English.
  2. Refresh the contact page and try again.
  3. If the issue persists, the contact may not have correctly linked their company profile to their personal profile — in that case the system won’t recognize them as a valid contact.
Work through these troubleshooting steps in order:
  1. Update Chrome — make sure your browser is on the latest version.
  2. Clear cache and cookies — Open Chrome → ⋮ menu → More Tools → Clear Browsing Data → select “All time,” check “Cookies and other site data” and “Cached images and files” → click Clear data.
  3. Check cookie settings — Go to chrome://settings/cookies. Ensure Allow all cookies is enabled and Block third-party cookies is disabled.
  4. Switch LinkedIn to English — Go to LinkedIn → Settings → Account Preferences → Language → English.
  5. Disable other extensions — Temporarily disable all other Chrome extensions to see if one of them is causing a conflict.
  6. Contact support — If the issue persists, share the LinkedIn URL(s) where it’s failing with Clodura Support for further investigation.
This error means the extension can see company information on the page but can’t find user profile data. Try the following steps:
  1. Clear your browser cache.
  2. Log out of Clodura and log back in.
  3. Make sure you’re using an up-to-date version of Chrome.
  4. Try reinstalling the Clodura extension.
  5. Confirm that cookies are enabled in Chrome: go to Settings → Advanced → Privacy and Security → Site Settings → Cookies and turn cookies on.
  6. If the issue continues on a specific profile, share that LinkedIn URL with Clodura Support — it may indicate the contact hasn’t properly linked their company profile to their personal profile.

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Account and Billing

Clodura currently accepts Visa and Mastercard credit cards only. Debit cards and PayPal are not supported.
Yes, but it requires support assistance. Contact the Clodura support team with your current username and the desired new username, and they will update it from the backend.
Visit https://app.clodura.ai/#/auth/signup/appsumo/YourCode, replacing “YourCode” with your actual code.
  • Existing Free Forever account: Use your existing email. The system will recognize your account and prompt you to upgrade.
  • New user: Register a new account, verify your email, and then log in.
On the AppSumo platform, you can also use the Redeem Code / Redeem Now option to initiate the process.
  1. Log in to Clodura.
  2. Click your name initials in the upper-right corner to open the profile menu.
  3. Select Stack Code and enter your additional code.
Note: If you’re stacking on an existing lifetime account, an alert will inform you that the new AppSumo campaign policies apply — credits no longer roll over and reset on your signup date instead.
Clodura’s first AppSumo campaign allowed credits to roll over month-to-month when stacking codes. The second campaign changed this — credits now reset on your signup date without rollover. If you try to stack a new code onto an existing lifetime account, the system will display an alert confirming the updated policy applies. Consider stacking the code on a new account if you prefer the original rollover behavior.
The key differences are in Search Partner Credits (not available on lifetime plans), company and contact download credit limits, and bulk unlock selection caps. Monthly Enterprise plans offer the largest limits and full feature access, while lifetime plans offer a fixed 1,000 credits per credit type per code per month.See the Credits and Downloads section above for a full comparison table.

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Troubleshooting

Try the following steps in order:
  1. Open Clodura in Incognito mode to rule out extension or cache interference.
  2. Clear your browser cache and perform a hard reload (Ctrl+Shift+R or Cmd+Shift+R).
  3. Ensure your Chrome browser is updated to the latest version.
  4. Check for pop-up blockers, security software, or antivirus applications that might be blocking the Clodura URL.
Work through these steps:
  1. Verify connectivity — confirm other sites and apps are working normally to isolate the issue to Clodura.
  2. Clear cache and cookies — cached or corrupted data can interfere with Clodura’s connection.
  3. Disable browser extensions — ad blockers and proxy extensions can block Clodura’s requests. Disable all extensions and retry.
  4. Try Incognito mode — rules out interference from stored browser data.
  5. Test from a different device or network — isolates whether the issue is device/network-specific.
  6. Check browser developer tools — open the Network tab in DevTools to look for specific error codes or failed requests that could point to the cause.
  7. Contact Clodura Support — if none of the above resolves it, share the details with support. They may be aware of an ongoing issue.
Two main factors contribute to high bounce rates:Data currency: If a contact has updated their LinkedIn profile since our last data refresh, the change will be captured in the next 60-day update cycle. If you spot specific outdated records, share them with Clodura Support and they’ll prioritize correcting them.Data validation:
  • Clodura has a built-in email validator, but catch-all email addresses are difficult to validate reliably. SMTP validators often flag them as risky, though Clodura manually spot-checks catch-all samples to reduce that risk.
  • Guessed emails are inherently unvalidated — downloading them is not recommended if deliverability is a priority.
No. Clodura automatically handles duplicates when adding contacts to a list. If the contact is already in the list, it will not be added again.