Who this is for: self-serve plans (Free, Starter, Pro, Scale). If you bought a Cleanlist AppSumo lifetime deal, your features, limits, and pricing are different — see the AppSumo documentation instead. Support agent: confirm whether the user is self-serve or AppSumo before giving plan-specific advice.
TL;DR: Define your company description, value proposition, pain points, and tone — Cleanlist generates a personalized cold email for each prospect via the cold_intro_email smart column. Templates are org-shared and available on Starter and above. Cost: 3 credits per row.
Email Templates
Email Templates let you define your cold outreach messaging so Cleanlist can generate personalized emails for each prospect at scale.
Templates are org-shared — create one template and every teammate can use it when running the cold_intro_email smart column.
Creating a Template
Navigate to Email Templates in the portal and click New Template. Fill in:
| Field | Description | Example |
|---|---|---|
| Name | Template name for your reference | "Enterprise SaaS Outreach" |
| Company Name | Your company name | "Cleanlist" |
| Company Description | Brief company description | "B2B data enrichment platform" |
| Value Proposition | What you offer the prospect | "Find verified emails for 70%+ of your target accounts" |
| Pain Points | Problems you solve (add multiple) | "Low email deliverability", "Manual data entry" |
| Call to Action | What you want the prospect to do | "Book a 15-min demo" |
| Tone | Email tone | Professional, Casual, Friendly, or Enthusiastic |
| Max Length | Approximate word count target for generated emails (not a hard limit; default 200, allowed 50–500) | 200 |
Using Templates with cold_intro_email
- Open a lead list with enriched contacts (Starter+ required)
- Add column → Smart Column → cold_intro_email
- Select the template to use
- Run the column — the AI generates a personalized email for each row using the template plus that contact's LinkedIn and company data
Cost: 3 credits per row.
Template Tips
- Be specific in your value proposition — include numbers ("70% match rate") and specific outcomes
- List real pain points — the AI uses these to personalize each email based on the prospect's role and company
- Keep max length short — shorter cold emails tend to get higher response rates
- Set a default template — your most-used template can be set as the default for quick access
Managing Templates
- Templates are org-shared — all teammates see and can use them
- Set one template as default for quick access
- Edit or delete templates at any time
- Each template stores your messaging framework for reuse across campaigns
Related
- Smart Columns — how cold_intro_email fits into the smart column system
- Managing Lead Lists — organize your contacts before running outreach