Email Assist feature helps Customer account owners to engage with customers over email with the right template assistance based on the email to be sent.
For example, you would want to make a playbook to ensure that your CSM / AM sends out a Birthday greetings to all the budget owners with a hyper personalized email.
Email Templates :
Templates can be defined by admin or manager to standardise some of the email engagement. Such templates will be available to the CSM/AMs to assist them while sending out email to customer.
There are 2 types of email templates that are supported.
Static Templates with Variables
Hyper Personalized CGPT Templates with Variables
Static Templates
Static templates are mostly static text which can be used to send out some of the standard customer communications. E.g - Sending out email reminder for pending invoice.
Subject: Reminder: Outstanding Invoice Payment Due
Dear {firstName},
I hope this email finds you well. I am reaching out to remind you about the outstanding invoice for {productName}, which is currently overdue.
As your dedicated Account Manager, I understand the importance of ensuring that all financial matters are promptly addressed to maintain a smooth and mutually beneficial partnership. The invoice in question was due on {dueDate}, and we have yet to receive payment.
Please kindly review your records and prioritize the settlement of this invoice at your earliest convenience. If you require any assistance or have any questions regarding the payment process, please do not hesitate to reach out to me directly.
Thank you for your attention to this matter, and I look forward to your prompt action.
Thanks and Regards,
Hyper Personalized CGPT Templates
CGPT templates are used to hyper personalize an email sent to a customer. Below is one example of a CGPT template for sending out a B'day greeting.
Generate a email to wish a birthday for a customer with below details
Name : {firstName}
Birthday : {birthday}
Location : {city}
Profile : {profileTags}
Tone: Formal
The above templates can be used by the CSM from AppEQ widgets manually or through Nudges & Playbook tasks automation.