Email Templates
Email Templates let you define your cold outreach messaging — your company description, value proposition, pain points, and tone — so Cleanlist can generate personalized emails for each prospect.
Creating a Template
Navigate to a lead list and open the email template dialog. 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 | Character limit for generated emails | 200 |
Using Templates
- Open a lead list with enriched contacts
- Select contacts you want to email
- Open the email template dialog
- Choose a saved template or create a new one
- AI generates personalized emails using the template + each contact's profile data
Template Tips
- Be specific in your value proposition — Generic pitches get ignored. 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 — Cold emails under 200 characters 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 shared across your organization
- Set one template as default for quick access
- Edit or delete templates anytime
- Each template stores your messaging framework — reuse across campaigns
Learn More
- Manual enrichment guide — Enrich contacts before emailing
- Exporting data — Export contacts with email templates applied