Vault Use Case Library: Email Engagement, Events, and Other
This article presents groups of Vault assets that support different email engagement, event, and other use cases.
Email Engagement
How to Manage Email Engagement (CoPilot):
- Set up some CTAs to alert you when:
- An email bounces
- Take care of it with this playbook
- A customer unsubscribes
- A customer has not been opening emails for a specific outreach or the past month
- A customer has been opening lots of emails
- An email bounces
Advanced Email Engagement Assets:
- You can set up an Email Engagement Scorecard based on CoPilot statistics. Use this rule to clear the scores and this rule to set them.
- Want to re-engage with your customers? Use this rule to load the dates of the last CoPilot emails you sent to each customer, and use these dates in a Power List to determine who will receive your re-engagement email.
Events
Other
How to Segment Your Customers / CSMs:
How to Track & Socialize Your Health Scores:
How to Change CSMs:
How to Handle Flagged Risks:
- Create CTAs based on weekly flagged risk Chatter updates with this rule.
- Notify management of flagged risks affecting high-ARR customers with this email.
- Report on flagged risks by reason.
- You can also report on flagged risks by risk type (see Product Risks, etc.)
How to Handle Other Types of Risks:
How to Get Creative with Email Templates:
- Here’s a blue-and-white email template.
- Here’s a green email template.
- Here’s a very wide email template.
How to Communicate Webinars:
How to Get Feedback on Teammate Success:
How to Get Internal Feedback:
- Use this survey to get internal feedback on Product Marketing content.
- Use this survey to get internal feedback on Sales Training.
- Ask your own CSMs about their product usage or their satisfaction pre-implementation and post-adopting.
How to Manage a Product Release:
- First, send this email to announce your new product release.
- You can conduct a beta release on a new feature, soliciting participation and feedback.
- After the release, send this survey to solicit feedback on the product release.
How to Get Customer Feedback:
- Ask your prospects about what they expect from a demo.
- After the sale, ask your customers about their sales expectations.
- Ask your customers about your product, regarding its current and future form, and its workflow.
- Ask your Customer Advisory Board with this survey.
- Ask your customers for their feedback on customer service and customer effort to resolve issues.
- Ask your customers about their satisfaction with their CSMs with this or this.
- Ask your customers about their overall satisfaction.
How to Manage Unexpected Incidents:
- Send an email to your customers if they experience an unexpected issue or service outage.
- Send an email to report uptime every month.
How to Track Success Plans:
- Look at Success Plan metrics such as:
- Overdue and non-overdue Success Plans.
- New, completed, and overdue objectives by assignee.
- Completed objectives per week.
- Look at a list of overdue and upcoming objectives.
View the complete list of Vault assets.