Auto-Generated Outreach Drafts
Personalized email drafts created the moment a contact is identified
When ClearView identifies an individual contact visiting your site, it automatically generates a personalized outreach email draft. These drafts use the visitor's name, job title, company, and the pages they viewed to create relevant, contextual messages your sales team can review and send in seconds.
How Draft Generation Works
Draft generation is triggered automatically whenever ClearView resolves a visitor to a known contact with an email address. The system pulls together behavioral data (which pages were visited, how many sessions, lead score) and enrichment data (name, title, company) to produce a ready-to-send email.
Drafts appear in your ClearView dashboard under the Outreach tab within seconds of a contact being identified. Each draft is tied to the specific contact and visit session that triggered it, so your reps always have full context.
Template Types
ClearView uses two template strategies based on the visitor's behavior. The template is selected automatically – your team does not need to choose.
High-Intent Template
Used when the contact viewed high-intent pages such as pricing, demo request, or trial signup. These drafts are more direct and action-oriented.
Tone: Direct, solution-focused
CTA: Book a demo, start a trial
Trigger: Pricing, demo, contact, signup, trial pages
Exploratory Template
Used when the contact browsed content pages such as blog posts, case studies, or feature pages without visiting high-intent URLs. These drafts are softer and content-driven.
Tone: Helpful, educational
CTA: Share a resource, offer a conversation
Trigger: Blog, docs, features, case study pages
What Data Goes into a Draft
Every draft is personalized using the following data points pulled from the contact record and the visit session:
| Data Point | Source | Example Usage in Draft |
|---|---|---|
| First Name | Contact enrichment | "Hi Jane," |
| Job Title | Contact enrichment | "As a VP of Engineering, you might find..." |
| Company Name | Company record | "I noticed someone from Acme Corp was exploring..." |
| Pages Visited | Session data | "I saw you checked out our pricing page..." |
| Lead Score & Tier | Company record | Determines template type and CTA urgency |
Example Generated Draft
Below is an example of a high-intent outreach draft generated when a contact visited the pricing and demo pages:
Hi Jane,
I noticed you were exploring our pricing and demo pages earlier today. As VP of Engineering at Acme Corp, I imagine you are evaluating tools to help your team get more visibility into site visitors.
I would love to give you a quick 15-minute walkthrough tailored to engineering-led SaaS companies like Acme. We have helped similar teams cut their lead response time by over 60%.
Would any time this week work for a quick call?
Best,
[Your Name]
Draft Review Workflow
Draft is generated
When a contact is identified, ClearView creates a draft and it appears in your Outreach tab. You will see the contact name, company, and a preview of the subject line.
Review the draft
Open the draft to review the full subject line and body. Check that the personalization is accurate before you send.
Copy or mark as sent
Click Copy to copy the subject + body to your clipboard for pasting into your email client or sequencer. Click Mark Sent once you have sent the email so it moves out of the Pending queue.
Or dismiss
Click Dismiss to archive a draft you don't intend to send. Dismissed drafts stay accessible under the Dismissed tab for reference.
Personalization Best Practice
API Reference
You can list, retrieve, and manage outreach drafts via the API. This is useful for integrating ClearView drafts into your existing email sending tools or CRM.
List Drafts
curl -X GET "https://app.democlearview.com/api/dashboard/outreach?status=pending" \ -H "Authorization: Bearer YOUR_API_KEY"# status defaults to "pending" if omitted; valid values: pending, sent, dismissed.# Response{ "drafts": [ { "id": "draft_abc123", "subject": "Quick question about your visit to our pricing page", "body": "Hi Jane, …", "templateType": "high-intent", "status": "pending", "createdAt": "2026-04-10T14:35:00Z", "contact": { "id": "contact_xyz789", "firstName": "Jane", "lastName": "Smith", "email": "jane.smith@acme.com", "jobTitle": "VP Marketing", "company": { "name": "Acme Corp", "domain": "acme.com" } } } ]}Generate a Draft for a Contact
curl -X POST "https://app.democlearview.com/api/dashboard/outreach" \ -H "Authorization: Bearer YOUR_API_KEY" \ -H "Content-Type: application/json" \ -d '{ "contactId": "contact_xyz789" }'# Response{ "draft": { "id": "draft_abc123", "subject": "...", "body": "..." }}# 422 if the contact has no name or email — populate the contact first.Mark a Draft as Sent or Dismissed
# Mark as sentcurl -X PATCH "https://app.democlearview.com/api/dashboard/outreach" \ -H "Authorization: Bearer YOUR_API_KEY" \ -H "Content-Type: application/json" \ -d '{ "id": "draft_abc123", "status": "sent" }'# Dismiss the draftcurl -X PATCH "https://app.democlearview.com/api/dashboard/outreach" \ -H "Authorization: Bearer YOUR_API_KEY" \ -H "Content-Type: application/json" \ -d '{ "id": "draft_abc123", "status": "dismissed" }'# Response{ "updated": true }Plan Availability
AI outreach drafts are included on the Growth, Pro, and Partner plans. Customers on Free or Starter plans can upgrade from Settings > Billing to enable this feature.
How drafts get sent