A Guide to Building Customer Success Emails with Amity

October 23, 2017 Mathilde Augustin

A Guide to Building Customer Success Emails with Amity

Amity's email templates and rules engine are the power couple of proactive Customer Success Management. Learn how to create beautiful email templates to drive adoption and reduce churn at scale. 

Creating an Email Signature

Adding email signatures to your templates is a great way to personalize your customer communications and build personal relationships at scale.

Under email templates, click on “signature” to create your own.

With simple styling, create a signature with all of the important contact information your customers might need.




For additional formatting, you’re able to insert images such as headshots and social buttons, or use a table to build a structured email signature.


Email templates - complex.png


To drive consistency across all of your accounts, you can set up email signatures using entirely placeholders and use them across all Amity users on your team.




Using Placeholders for Simple Emails

Write emails templates and automate them with Amity’s rules engine. With simple placeholders, you’re able to talk to your entire user base at scale (from high to low value) and still build relationships with a personable approach.


Using Placeholders for Advanced Emails

Take advantage of placeholders to fetch data points with custom and default properties directly from your Amity account. For instance, automate your low-touch last chance save emails for customers who have failed to pay their overdue invoice.



Value Emails

Keeping your customers in the loop by setting up value emails. Every week, send your customers a measure of the value they’re achieving with your software. This ensures that your customers know what exact value they are achieving from using your software, making sure your hard work to make them successful doesn’t go unnoticed.


value email version 1.png


NPS and CSAT Emails

NPS is a simple one-question survey in which you ask your customer “How likely are you to recommend our product to friends or colleagues?” Because NPS is a strong indicator of customer satisfaction across support, product, success, and more, it’s meaningful for all departments. Not only does it indicate how loyal your customers are, it also helps you gauge the entire company’s customer centricity.


One reason why Customer Success teams pay close attention to NPS is that low, decreasing NPS indicates an existing risk of churn. Integrate Amity with a customer feedback platform like Wootric to easily automate feedback emails.


CSAT Onboarding.png


For more information about how the survey was set up in Wootric and exported into the Amity email editor, refer to this article.


Customer Marketing Emails

Design beautiful emails to let your customers know about all of your newest features and product updates.


Product Update.png

To download the templates presented above and use them in your own Amity instance, click here.

See Amity in Action

About the Author

Mathilde Augustin

<a href="https://ca.linkedin.com/in/augustinmathilde">Mathilde</a> is the Manager of Digital Marketing at Amity. After moving from France to complete a degree in Political Science from McGill University, she made her way to Toronto in order to pursue her passion for Marketing and Tech.

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