> ## Documentation Index
> Fetch the complete documentation index at: https://help.clientx.in/llms.txt
> Use this file to discover all available pages before exploring further.

# Email Outreach Sequences and Nurture Automation

> Set up automated email outreach sequences in ClientX. Connect Gmail, Outlook, or SMTP to send personalized follow-ups to leads from your own email address.

ClientX sends outreach emails from your own email address — not a shared sending domain — so replies land directly in your inbox and deliverability stays high. Every email in a sequence comes from a real person at your company, which means leads can reply naturally and your domain reputation remains yours to protect.

## Connect Your Email Account

ClientX supports three email connection methods:

<CardGroup cols={3}>
  <Card title="Gmail" icon="google">
    OAuth via **Integrations > Gmail**. Authorizes ClientX to send on your behalf using the Gmail API. Replies appear in your Gmail inbox as normal.
  </Card>

  <Card title="Outlook / Microsoft 365" icon="microsoft">
    OAuth via **Integrations > Outlook**. Works with personal Microsoft accounts and Microsoft 365 business accounts.
  </Card>

  <Card title="Custom SMTP" icon="server">
    Any SMTP provider via **Integrations > Email (SMTP)**. Enter your host, port, username, and password.
  </Card>
</CardGroup>

### Connect Gmail

<Steps>
  <Step title="Go to Integrations > Gmail">
    In your ClientX dashboard, navigate to **Integrations**, then select **Gmail**.
  </Step>

  <Step title="Click Connect Google Account">
    You will be redirected to Google's OAuth consent screen.
  </Step>

  <Step title="Authorize ClientX to send email on your behalf">
    Review the requested permissions and click **Allow**. ClientX only requests the `gmail.send` and `gmail.readonly` scopes — it can send email and read your inbox for reply detection, but cannot modify or delete messages.
  </Step>

  <Step title="Confirm your sending address">
    You are returned to the dashboard with your Gmail address shown as the active sending account. All outreach sequences now send from this address.
  </Step>
</Steps>

### Connect Custom SMTP

<Steps>
  <Step title="Go to Integrations > Email (SMTP)">
    Select **SMTP** from the email provider list.
  </Step>

  <Step title="Enter your SMTP credentials">
    Fill in the following fields:

    <ParamField body="Host" type="string" required>
      Your SMTP server hostname, e.g. `smtp.yourprovider.com`.
    </ParamField>

    <ParamField body="Port" type="number" required>
      Typically `587` (STARTTLS) or `465` (SSL/TLS).
    </ParamField>

    <ParamField body="Username" type="string" required>
      Your SMTP login username — usually your email address.
    </ParamField>

    <ParamField body="Password" type="string" required>
      Your SMTP password or app-specific password. Stored encrypted at rest.
    </ParamField>
  </Step>

  <Step title="Send a test email">
    Click **Send Test** to confirm the connection. ClientX sends a test message to your address and shows a confirmation when it succeeds.
  </Step>
</Steps>

## Email Sequences

Email sequences in ClientX are multi-step automated campaigns with configurable delays between each message.

<AccordionGroup>
  <Accordion title="Creating a sequence">
    Go to **Outreach > Campaigns** and click **New Campaign**. Select **Email** as the channel. You can start from scratch or describe your goal and let the AI Campaign Builder generate the steps for you.
  </Accordion>

  <Accordion title="Step timing and delays">
    Each step has a configurable `delay_days` value — the number of days to wait after the previous step before sending. Step 1 always sends on day 0 (immediately after enrollment). A typical sequence:

    | Step | Timing    | Angle                                           |
    | ---- | --------- | ----------------------------------------------- |
    | 1    | Day 0     | Intent hook — references the pages they visited |
    | 2    | Day 3–5   | Value proof — one concrete case study or stat   |
    | 3    | Day 9–12  | Soft ask — low-commitment next step             |
    | 4    | Day 18–22 | Breakup or completely new angle                 |
  </Accordion>

  <Accordion title="AI personalization">
    Before each email sends, the AI fills in personalization using:

    * Lead enrichment data (company, title, industry, funding stage)
    * Pages the lead visited on your site
    * Their conversation history with your website chat widget
    * Previous emails already sent in the sequence

    The result is a message that references something specific to the lead — not a mail-merge with a first name.
  </Accordion>

  <Accordion title="Automatic stop on reply">
    When a lead replies to any step in the sequence, ClientX immediately pauses all remaining steps. You will see the enrollment status change to **Replied** in the Outreach dashboard. The lead's reply lands in your inbox as a normal email — you take it from there.
  </Accordion>
</AccordionGroup>

## Nurture Sequences

Nurture sequences are long-term re-engagement campaigns for leads who visited your site, showed some interest, but did not convert during initial outreach.

The ClientX nurture agent evaluates each lead on a configurable schedule and decides whether to re-engage — and with what angle — based on:

* Days since the last touchpoint
* Email engagement history (opens, clicks, replies)
* Previous angles already tried (to avoid repetition)
* The lead's original conversation from your website widget

<Tip>
  The nurture agent evaluates each lead's engagement history and conversation context before deciding whether — and how — to re-engage. Leads with low ICP fit and no email engagement are automatically disqualified so your sending reputation stays clean.
</Tip>

## Email Verification and Deliverability

ClientX verifies every lead's email address before sending to protect your sender reputation.

| Check                           | Behavior                                    |
| ------------------------------- | ------------------------------------------- |
| Invalid / undeliverable address | Flagged in lead profile — sequence skipped  |
| Disposable email domain         | Blocked — never enrolled in sequences       |
| Previously hard-bounced         | Suppressed — excluded from all future sends |

<Note>
  Email tracking events (opens and clicks) are available in **Leads > Email Events**. You can filter by event type, date range, and sequence to understand which steps are performing and which subject lines need work.
</Note>