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Create templates tailored to your specific offer, audience, and voice.

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Step-by-Step Template Creation

1

Navigate to Templates

Click Templates in the sidebar
2

Click Create Template

Click the Create Template button
3

Fill in Basic Details

  • Name: Descriptive identifier (e.g., “SaaS Pain Point Hook”)
  • Category: Select or type custom
  • Output Column Name: What the result column will be called
4

Write Your Prompt

Enter your AI instructions with {{variables}}
Write a personalized opening line for {{First Name}}, 
who is {{Job Title}} at {{Company}} in {{City}}.

Focus on challenges in the {{Industry}} industry.
Keep it under 150 characters. Don't use "I hope this finds you well."
5

Configure Constraints

  • Character limit: Max characters (optional)
  • Word limit: Max words (optional)
  • Forbidden words: Words to never include (optional)
6

Set AI Parameters

  • Model: gpt-4o-mini (default, recommended)
  • Temperature: 0.7 (default, 0 = focused, 1 = creative)
  • Max Tokens: 150 (default output length)
7

Save Template

Click Create Template to save

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Writing Effective Prompts

❌ “Write something about their company”✅ “Write a 1-sentence opening hook mentioning their company’s recent growth”
Don't use:
- "I hope this finds you well"
- Questions in the opening
- The word "excited"

Keep it under 150 characters.
Maximum 2 sentences.
One short paragraph only.

Example output style:
"Scaling a SaaS sales team in Austin's competitive market is no small feat—"

We offer fast business funding with 24-hour approval.
Tie the hook to how quick capital could help their situation.

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Output Column Name

The Output Column Name determines:
  • What the new CSV column will be called
  • How you reference it in template chaining
  • What variable name appears in your sending tool
Use clear, descriptive names like Hook, Pain_Point, CTA rather than generic names like Output1.

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Character and Word Limits

Set constraints to control output length:
SettingEffect
Character LimitAI tries to stay under X characters
Word LimitAI tries to stay under X words
BothAI respects whichever is more restrictive
Limits are guidelines for the AI, not hard cutoffs. Outputs may occasionally exceed limits slightly. The quality flag system will catch these.

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Forbidden Words

Add words that should never appear in outputs:
  • Enter as comma-separated list or tags
  • Common uses: competitor names, banned phrases, overused words
  • Outputs containing forbidden words get flagged
Example forbidden words: 
loan, synergy, circle back, touch base, I hope this finds you well

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AI Model Settings

SettingDefaultRecommendation
Modelgpt-4o-miniKeep default for best cost/quality
Temperature0.7Lower (0.3) for consistent, higher (0.9) for creative
Max Tokens150Increase for longer outputs

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Testing Before Use

After creating a template, test it before running a full job:
  1. Open the template
  2. Select a file to test with
  3. Click Test
  4. Review outputs and quality flags
  5. Iterate on the prompt if needed
Template tests count toward your monthly usage!