You make the rules, we’ll send the Email! Customer Success automation

August 19, 2015 Jodi Schechter

Amity has added some great new capabilities to its Customer Success Management solution. You can now set up rules to automatically send emails to your customers. Also, we’ve made it easier to manage accounts, find and add people, and designate key contacts.

New! Automatically engage your customers

Now Amity lets you send an email to account contacts when a rule is triggered.

Screen Shot 2015-08-19 at 1.08.16 PM

 

Example: If an insight is added to an account indicating that the customer’s subscription is expiring shortly, an email can automatically be sent to the customer introducing them to the renewal process and letting them know you’ll be in touch.

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You can personalize your message with placeholders. When the email is sent, Amity will automatically substitute the appropriate text in each placeholder.

Every email that is sent by Amity will automatically be recorded as an engagement.

New! Designate Key Contacts and Search

To give you more control over who receives automated emails, you can designate certain people as key account contacts.

In the account profile, you can click on the star icon beside the person’s name to indicate they are a key contact.

Screen Shot 2015-08-19 at 1.11.26 PM

 

Improved! Finding and Adding New People

We’ve streamlined the process for adding new people into Amity. Same-page multiple entries allow you to check for existing contacts, add new ones, and associate new contacts with an account.

Screen Shot 2015-08-19 at 1.13.21 PM

 

Also, you can now search for a person by name or email. Just type in the search box to quickly find the person you are looking for.

Are you interested in seeing these new features in action? Contact us at sales@getamity.com.

Our features and functionality are built with input from our customers. Please continue to send your feedback and suggestions – as always they are invaluable to the Amity team.
Thank you!


You make the rules, we'll send the Email! #CustomerSuccess automation #GrowthHacking
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