Customer Success Email Templates: How To Write & Examples

customer success email

Frequently Asked Questions

How to write a customer success email?
Need to write a customer success email? Here are 3 simple steps to get started:

1. Gather the information you need to know.

Before you write anything, you need to know who or what you're writing about. The more specific you are, the more personalized you can make your content.

Here's our suggestions for writing a customer success email:

User's name: [name of user]
Product name: [name of product]
User's goals: [e.g. travel the world, work from anywhere, meet new people, etc.]
How they have used the product to reach their goals: [e.g. joined online community, attended meetups, etc.]
Quick and useful way to jump into using more of the product's features: [e.g. sign up for a meetup, join an online community, etc.]
Further resources: [e.g. blog posts, how-to guides, etc.]
Touch point with reader: [e.g. weekly newsletter, monthly check-in, etc.]

2. Determine the structure of your output.

The structure of your content is just as important as the content itself. The structure of your content is how you're going to arrange the information in the content to make it easier for the readers to read and understand.

Address the reader
Thank them for using the product
Make them feel that their success is important to the company
Describe how they have used the product to reach their goals
Provide a quick and useful way to jump into using more of the product's features
Offer further resources for learning about the product
Establish a touch point with the reader in the near future

3. Write the content or use Copy.ai to help you get started. Once you have your structure down, you can start writing the content.
3 Examples of a customer success email
Example:

Hi [name],

We hope you are having a great day!

We just wanted to check in and see how you are doing with [product name]. Do you have any questions about how to use it? We'd love to hear from you!

Have you ever tried doing [something]? It's been really popular for our users who want to travel the world or work from anywhere!

If you need any more help, don't hesitate to reach out! We love hearing from our customers, and we're always happy to help.

Thanks so much for being part of our community!


Example:

Hey [name of user],

We wanted to reach out and let you know how much we appreciate you using [product name] to achieve your goals. We know it can be hard to find the time to stay on top of things, but we know you’re up to the challenge!

To help you stay on track, we’ve added a new feature that will help you easily jump into using more of the product’s features. You can sign up for a meetup, join an online community, or set up a weekly check-in with your coach.

We also wanted to let you know that we have some great new blog posts and how-to guides on our website. We hope this helps you learn more about how to use the product to reach your goals.

Thanks again for being such an important part of our community. We can’t wait to see what you do next!


Example:

Hi [name],

We've been so happy to see you using [product name] to reach your goals!

It's amazing to see how you've been using the product to travel the world, work from anywhere, and meet new people. We're so proud to be a part of your journey.

We wanted to let you know about a few features that we think will be really useful for you. If you're interested in learning more about these features, please let us know! We'd love to help.

We also recommend taking a look at some of these resources:

[resource 1]

[resource 2]

[resource 3]

We're looking forward to hearing from you soon!
Why should you write a customer success email?
1. Customer success emails help you build relationships with your customers and keep them coming back.

2. They show your customers that you value their business and want to help them succeed.

3. Customer success emails can help you increase customer loyalty and referrals.
Who needs to write a customer success email?
-Customer success managers
-People in customer support
-Founders of small businesses
-Marketing managers
Where can I learn more about copywriting?
Check out our blog!

You can learn how to write a blog post or even see examples of good Instagram captions.

If you're looking to start a business, you can discover side hustle ideas (or small business ideas), learn how to create your personal brand, create a content marketing plan, and even how to sell Notion templates!

How it works

Screenshot of Copy.ai feature
1
Enter what you need to write
Choose from emails, social posts, long-form blog posts, and more!
2
Give Copy.ai a bit of context
Enter a few sentences about your project/campaign.
Screenshot of Copy.ai feature
3
Sift through the results
Our AI content generator gives you multiple options for each campaign that you’re working on.
4
Edit, polish, and publish
Use Copy.ai’s editor to rewrite paragraphs and polish up sentences. Then, just copy and paste the work wherever you need it.

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