Email Sequences

Automated multi-step outreach with A/B testing, conditional logic, and smart scheduling.

Sequences are the engine that drives your outbound campaigns. A sequence is an ordered set of touchpoints — emails, SMS messages, LinkedIn actions, manual tasks, or calls — that execute automatically over time. Each lead enrolled in a campaign progresses through the sequence at their own pace, with behavior-driven branching that ensures the right message reaches the right person at the right time.

Building a Sequence

Sequences are created inside a Campaign during the campaign setup wizard, or standalone from the Sequences section.

Each sequence consists of steps. A step defines:

• Channel — Email, SMS, LinkedIn, Manual Task, or Call
• Delay — How long to wait after the previous step (e.g., 2 days, 4 hours)
• Content — The message template with personalization variables
• Conditions — Optional rules that control whether the step executes

Example Sequence

A typical cold outreach sequence might look like:

1. Day 0 — Initial cold email (personalized intro, value prop, soft CTA)
2. Day 3 — Follow-up email (different angle, social proof)
3. Day 5 — LinkedIn connection request (if no reply)
4. Day 7 — Third email (urgency or exclusive offer)
5. Day 10 — Manual task: Call the lead (if they opened 2+ emails)
6. Day 14 — Breakup email (friendly, leave the door open)

Personalization Variables

Every email template supports dynamic merge fields that are replaced with lead data at send time:

A/B Testing

Improve your outreach by testing different messages. Any email step can have multiple variants:

• Create 2-4 variants with different subject lines, body copy, or CTAs
• Clozup randomly assigns leads to each variant
• After a configurable sample size, the winning variant (highest open or reply rate) is automatically selected for remaining leads

Conditional Logic

Not every lead should receive every step. Use conditions to create intelligent branching:

• If opened → Send a more direct follow-up
• If clicked → Escalate to a call task
• If replied → Remove from sequence (auto-handled)
• If not opened → Retry with a different subject line
• If score > 70 → Fast-track to a personalized approach

Conditions are configured per-step in the sequence builder using a visual rule editor.

Multi-Channel Sequences

Don't limit yourself to email. Clozup sequences support multiple channels in a single flow:

• Email — Standard email with tracking, personalization, and scheduling
• SMS — Short text messages via Telnyx or Twilio
• LinkedIn — Connection requests and InMail (via browser extension)
• Manual Task — Reminds you or your team to take a specific action (e.g., call, send gift)
• Voice Call — Auto-scheduled call tasks with click-to-dial integration

Smart Scheduling

Clozup optimizes send times to maximize engagement:

• Timezone Detection — Emails are sent during the lead's business hours, not yours
• Sending Windows — Configure allowed days (e.g., Mon-Fri) and hours (e.g., 8am-6pm)
• Daily Limits — Set maximum sends per day per email account to protect deliverability
• Randomized Delays — Add jitter to avoid sending patterns that trigger spam filters

Sequence Analytics

Track performance at the sequence level and per-step:

• Funnel View — See drop-off between each step
• Step Metrics — Open rate, click rate, reply rate per step
• A/B Results — Compare variant performance with statistical confidence
• Lead Status — See where each lead is in the sequence

Sequence analytics are also surfaced in the Analytics dashboard and through the AI Assistant.