Sequence Management Overview
Navigate to Outreach → Automated Sequence in the navbar to open the Sequence Management page. If you haven’t created any sequences yet, you’ll see an empty state screen. Once you have sequences running, the page gives you a comprehensive command center with the following capabilities:Comprehensive Overview
See all your sequences alongside key performance statistics at a glance.
Efficient Search
Search by sequence name, contact email, contact name, or company name.
Show Contacts
View and analyze send statistics for multiple sequences simultaneously.
Export
Export comprehensive sequence performance data from the Overview tab.
Multi-Sequence Analytics
Analyze and compare performance across multiple sequences at once.
Team Analytics
Admins can monitor and evaluate performance across multiple teams.
Step 1: Create a Sequence
Open the creation dialog
Go to the Outreach tab and select Automated Sequence from the navbar. Click the Create Sequence button to open the sequence configuration window.
Fill in sequence details
Provide the following information:
- Name — A descriptive name that conveys the sequence’s purpose (e.g., “Q3 Cold Outreach – SaaS CTOs”).
- Tags — Click the Tags field and add tags to keep your sequences organized and filterable.
- Permitted Days — Select which days of the week the sequence is allowed to send emails.
- Start Date and Time — Specify when the first phase should begin. This anchors all send-delay calculations.
Step 2: Add Email Phases
Each phase represents one email in the sequence. You can add as many phases as you need, and each phase runs on its own delay schedule.Adding a Phase
Click Add Email Phase
Inside your new sequence, click the Add Email Phase button to start building your first email.
Set the send delay
Under Send Email In, choose the delay in days, hours, or minutes from the sequence start time.Click Add to proceed to the email content editor.
The sequence start date and time determine when each phase fires. For example, if the sequence starts on 22 Nov 2025 at 6:00 PM and you set a 2-hour delay, the first email sends at 8:00 PM on 22 Nov 2025.
Compose your email content
The editor opens with several options to build your message:
- AI Assistance — Generate suggested content using Clodura’s built-in AI writer. Edit the draft before saving.
- Use Saved Template — Load a pre-built template from the dropdown menu.
- Import HTML — Import an existing HTML file to use as the email body.
Email Phase Settings
Mapwords
Insert dynamic placeholders such as
FirstName, LastName, CompanyName, and Title in both the subject and body. You can configure mapwords independently for each field.Save as Template
Save the current email content as a reusable template for future sequences or Qwik Mail.
Email Me When Read
Check this box to receive a real-time notification the moment a recipient opens this email.
Add Unsubscribe Link
Check this box to automatically append a compliant unsubscribe link at the bottom of every email in this phase.
Include Original Text
When enabled, the email from the previous phase is appended to this phase’s email. For example, enabling this on Phase 2 appends the Phase 1 email content to the bottom.
CC / BCC
Add additional recipients in the CC (Carbon Copy) or BCC (Blind Carbon Copy) fields. BCC recipients remain invisible to other recipients.
Preview and Test
Before activating a phase, verify how the email looks and behaves:- Preview — Renders the email exactly as recipients will see it, with mapwords resolved to their actual values.
- Test Email — Sends a live test email to your account or to any other address you specify.
Manage Phase and Sequence Status
Use the toggle controls to manage whether a sequence or individual phase is active:| Control | What It Does |
|---|---|
| Pause Sequence | Temporarily halts all phases across the entire sequence. |
| Activate Sequence | Resumes a paused sequence. |
| Pause Phase | Suspends a single phase without affecting other phases. |
| Activate Phase | Resumes a paused phase. |
Step 3: Add Contacts to a Sequence
A sequence needs contacts before it can send. Navigate to the Contacts tab inside the sequence and click Add to choose how to import contacts.- Contact Search
- Select List
- Upload CSV
Select Take Me to Contact Search to use Clodura’s prospect search. Find and select contacts, including those you’ve already unlocked and saved to your Contacts library, then add them directly to the sequence.
Managing Contacts in a Sequence
The Contacts tab gives you granular control over individual contacts throughout the sequence lifecycle.Filtering and Selecting
- Show Filters — Apply filters to narrow down the contact list by various criteria.
- Search Recipients — Search for a specific contact by name in the search box.
- Status Filter — Filter by Active, Paused, Finished, or Skipped.
- Phase Filter — Focus on contacts currently in a specific phase (Phase 1, Phase 2, etc.).
- Stage Filter — Filter or view contacts by their assigned stage.
Bulk Actions
Select contacts using the checkboxes to apply bulk operations:Set Stage
Assign a funnel stage to selected contacts in bulk. Available stages: Cold, Approaching, Replied, Interested, Not Interested, Unresponsive, Do Not Contact, Bad Data.
Mark as Finished
Manually designate contacts as finished. Finished contacts no longer receive subsequent phases. The system also auto-marks contacts as Finished when they reply, unsubscribe, or bounce.
Pause Contact
Temporarily suspend an individual contact’s progress in the sequence.
Resume Contact
Resume progress for a previously paused contact. This does not affect contacts with a Finished status.
Remove
Permanently remove a contact from the sequence. Removed contacts are no longer part of the sequence.
Export
Export the contact list to CSV for use outside Clodura.
Managing the Emails Tab
The Emails tab shows every scheduled or sent email across all phases. Use it to fine-tune delivery timing, handle failures, and analyze results.Actions Available
Reschedule
Select emails and click Reschedule to move delivery to the next available day or a custom date and time.
Skip
Skip selected emails, bypassing the current phase and moving those contacts to the next one. You can also skip all subsequent phases for a contact.
Retry Undelivered
Retry sending emails that failed to deliver. Schedule the retry for the next available day or a custom time.
Delete
Remove an email from the sequence. The associated contact is automatically marked as Finished in the Contacts tab.
Mark Interested
Tag selected contacts as Interested directly from the Emails tab.
Export
Export emails with statistics to CSV, export link tracking counts, or push emails to your CRM.
Overview and Report Tabs
Overview Tab
The Overview tab displays key statistics for your sequence in real time, including email progress, engagement rates, completion percentages, and testing options for inbox placement.Report Tab
The Report tab is your deep-dive analytics center. It provides:- Key metrics — Sent, Read, Replied, and Link Click rates.
- Engagement trends — Open and reply rate trends over time.
- Negative signals — Bounce and unsubscribe counts to keep your list healthy.
- Audience insights — Breakdowns by contact location, seniority, and industry so you can see which segments respond best.
- Top contacts and companies — Open rate, reply rate, and link click rate for your highest-engagement contacts and companies.
Frequently Asked Questions
What phases get included when I add Email Phase 2 to a sequence?
What phases get included when I add Email Phase 2 to a sequence?
Phase 2 automatically includes all contacts from Phase 1, except those who have bounced, unsubscribed, or replied. When scheduling Phase 2, you’ll see exactly which contacts are active and eligible.
Is there a limit to how many emails I can send through a sequence?
Is there a limit to how many emails I can send through a sequence?
Clodura does not impose a sending limit. The limit you experience is determined entirely by the daily sending limit configured in your email server or domain settings. You can set your daily limit in Settings → Email Setup → Daily email sending limit.
If I mark a contact as Not Interested, will they still receive emails?
If I mark a contact as Not Interested, will they still receive emails?
No. Once you mark a contact as Not Interested, Clodura will not send the next scheduled email to that contact.
Can the same contact be in two sequences at the same time?
Can the same contact be in two sequences at the same time?
Yes. Clodura does not actively prevent contacts from being enrolled in multiple sequences, as some users intentionally do this for different outreach tracks. You will not receive a duplicate warning when adding a contact to a second sequence.
Can I change a contact's status from Finished back to active?
Can I change a contact's status from Finished back to active?
The Finished status cannot be manually reversed. To re-engage a finished contact, enroll them in a new sequence. Note that if a new phase is added after a contact finishes, the status may transition as new phases become active.
If I update the time zone in my email settings, does it affect already-scheduled contacts?
If I update the time zone in my email settings, does it affect already-scheduled contacts?
The new time zone applies to all contacts that have not yet been scheduled. Contacts that are already scheduled retain the time zone that was in effect when they were scheduled. Make sure your machine’s time zone is aligned accordingly.
How do I export performance data from multiple sequences at once?
How do I export performance data from multiple sequences at once?
From the Sequence Management page, click Show Contacts, apply any desired filters, and then export the filtered data. This gives you opens, clicks, bounces, and more across all selected sequences in a single export.
Why do extra paragraph spaces appear in my email when previewing or receiving test emails?
Why do extra paragraph spaces appear in my email when previewing or receiving test emails?
If you see extra whitespace between paragraphs in the editor but not in the preview, use the backspace key to merge the next paragraph to the end of the first, then press Shift+Enter to create a soft line break. Save and test again to verify the spacing.