Templates for SaaS

Any of the 58 templates in the Customerly template library will jumpstart your customer communications. From canned responses, to workflows, email and chat messages templates, you’ll immediately know how to communicate at your best.

Templates for Email Marketing

Enjoy 5 ready-to-use email marketing templates. Get inspired by the most successful email campaigns in the world.

Churn survey

Churn survey

This email template will let you understand why your customers are churning in a quick and effective way. Use this template with a workflow to automate the survey every time someone cancel its plan

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Onboarding email with personalized GIF

Onboarding email with personalized GIF

Use this email template to onboard your new users with personalized messages

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Your trial is ending Email Template  with personalised GIF

Your trial is ending Email Template with personalised GIF

Send this email with a personalised touch whenever the trial your user started is about to end

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New email to get feedback on why a user didn’t upgrade

New email to get feedback on why a user didn’t upgrade

Gather user feedback when the trial ends and they didn't upgrade

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Why did you cancel email template

Why did you cancel email template

Ask your customers why your product didn't work out with this personalised email template

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Live Chat Trigger Templates

The 5 Best ready-to-use live chat trigger templates to engage, convert and retain more customers.

👋
Are you new here? Just look around and I’ll be here in case you need help.

Welcome first time visitors

Catch your first time visitors attention by welcoming them the right way

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🥳
I'm glad to see you back! Can I help you with anything today?

Repeat visitors

Engage with visitors that are coming back, they are most likely to convert the second time

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👋
Hi there 👋
My name is Luca, your primary point of contact in ACME

I'm here to help you get started with your account 🚀

It would be a great help to me if you could answer this question:

How are you planning to use ACME?

Welcome user

Say hi to your new users with a welcome message only for those who sign up

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💰
Do you have any questions about our plans?

Recover pricing page abandons

Recover people on your pricing page that are about to leave with a catchy message

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🤨
Haven’t find the solution to your issue? Chat with us.

Help Center issue

Ask to the people staying too long if they need any help

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Canned Response Templates

Top 5 Best Canned Responses Templates for Customer Service. Improve your Customer service with Quick Canned Responses

👋

Hello {{name}}.
My name is [YOUR_NAME].

It will be my pleasure to help you with your issue.

Let me look into this quickly and I will get back to you in a moment with all the helpful information I can find.


Meanwhile, if you have any additional information please let me know. 😊

First reply

Personalize the first reply and take time to check into the issue

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🫶️
Hi {{name}}, thank you so much for reaching out. I'm [YOUR_NAME] and I'm here to help you.

Thank you

Use this as intro first reply to thank your customers and present yourself

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✌️️
You are most welcome! I hope you find my recommendations useful! I am going to archive this chat now, but do not hesitate to get back to us whenever you will need our assistance! If you enjoyed my assistance, please rate this chat. It would be very appreciated. Thank you and have a lovely end of the day!

You are welcome

Use this message as closure when the matter was solved

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⏳️

Currently, I am not able to provide a certain timeframe but stay tuned for future updates as new features are introduced daily.

ETA

When you don't know what's the ETA on a certain product release

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🙏️

Hi {{name}}, thanks for contacting us.

We appreciate user feedback and always encourage suggestions to make our platform more efficient. I will forward this to our team for review.

Please let us know if there is anything else I can assist you with.

Appreciate Feedback

Show your customers you appreciated their feedback

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Survey Templates

Gather valuable feedback from your users thanks to the 5 best ready-to-use Survey Templates.

🚶‍
How did you hear about [YOUR_COMPANY]?

Source of acquisition

Ask your new users where did they get to know you

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🧐
How easy was your onboarding today?

Customer Effort Score

Measures how much effort a customer has to put in to use your product

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👀
Are you using our product/service for Personal or Business use?

Discover your customer persona

Easily define the avatar that is purchasing your product

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🔥
How would you feel if you could no longer use [YOUR_COMPANY]?

Find your Product Market Fit

From SuperHuman CEO the survey to find your product market fit

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Help us to improve our product

B2B SaaS Usability Survey Template

Easily define the avatar that is purchasing your product

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