Email Template Asset List

The following table contains a list of all of the CoPilot Email Template Assets that are currently available in Vault. Click the asset name to open the asset preview window in Gainsight. If you are not currently logged in to Gainsight, you will be directed to login. From the preview window, you can also download the asset into your org.

Folder
Sub-folder
Email Title
Operationalize Customer Lifecycle
Lifecycle Design
Welcome Email
Operationalize Customer Lifecycle
Lifecycle Design
Go Live Email
Operationalize Customer Lifecycle
Lifecycle Design
Product Release Email
Operationalize Customer Lifecycle
Lifecycle Design
Pre-Implementation Workshop Email
Operationalize Customer Lifecycle
Lifecycle Design
Event Invite Email
Operationalize Customer Lifecycle
Lifecycle Design
Pre-Event Program Connectivity Email
Operationalize Customer Lifecycle
Lifecycle Design
Upcoming Renewal Email
Operationalize Customer Lifecycle
Lifecycle Design
Survey Reminder Email
Operationalize Customer Lifecycle
Lifecycle Design
Executive Sponsor Survey Announcement
Operationalize Customer Lifecycle
Lifecycle Design
Monthly Uptime Report Email
Operationalize Customer Lifecycle
Lifecycle Design
Rollout Plan Email
Operationalize Customer Lifecycle
Lifecycle Design
Implementation Project Delay Email
Operationalize Customer Lifecycle
Lifecycle Design
Implementation Project Status Email
Operationalize Customer Lifecycle
Lifecycle Design
New Beta Feature Participation Email
Operationalize Customer Lifecycle
Executive Business Reviews
EBR Scheduling
Operationalize Customer Lifecycle
Executive Business Reviews
Notify Management of Upcoming EBR
Manage Customer Risk
Sentiment Risk
NPS Detractor Response
Manage Customer Risk
Sentiment Risk
NPS Passive Response
Manage Customer Risk
Sentiment Risk
Re-engagement after No Contact
Manage Customer Risk
Sentiment Risk
Internal - NPS Notification to CSMs
Manage Customer Risk
Sentiment Risk
NPS Survey email
Manage Customer Risk
Company Risk
Sponsor Change Email
Manage Customer Risk
Company Risk
Executive Re-Sell
Manage Customer Risk
Habits Risk
Habits Improvement (Yellow to Green)
Manage Customer Risk
Habits Risk
Habits Decline (Green to Yellow)
Manage Customer Risk
Habits Risk
Severe Habits Decline (Yellow to Red)
Manage Customer Risk
Support Risk
Support Ticket Acknowledgement
Manage Customer Risk
Support Risk
Outage Report
Drive Expansion & Advocacy
Finding Customer Advocates
NPS Promoter Response
Drive Expansion & Advocacy
Finding Customer Advocates
Customer Reference Request
Drive Expansion & Advocacy
Finding Customer Advocates
Logo Permission
Drive Expansion & Advocacy
Upsell Identification
Product Overage
Drive Expansion & Advocacy
Upsell Identification
Campaign Ending Soon
Demonstrate Value
Management Visibility
Notify Management of Upcoming EBR
Demonstrate Value
Management Visibility
Notify Management of New Flagged Risk >100k ARR
Enable Cross-functional Visibility
Health Scoring
Send Health Scores (format & directions)
Admin
n/a
Blue Fish (format-only)
Admin
n/a
Green Eggs (format-only)
Admin
n/a
Very Wide (format-only)
Admin
n/a
Meet Your Executive Team (format-only)
Admin
n/a
Webinar Recording (format-only)
Admin
n/a
Internal - Gainsight Training Invitation
Admin
n/a
Webinar Line-up Announcement
Admin
n/a
Gainsight Feature Overview: Cockpit
Admin
n/a
Gainsight Feature Overview: Report Builder
Admin
n/a
New in Gainsight Update
Admin
n/a
Internal Gainsight 5.0 UI Release
Admin
n/a
Emergency Notification
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