You can create an email template with rich HTML formatting, rather than plain text. Email templates provide a list of the fields from database tables that are available for constructing an email message. With email notifications, you can use import export maps to leverage information about records and integrate with Outlook or another calendar. In the Object field, select Service Request from the drop-down list.
To add any attachments, click the plus icon, browse to the file location, and select the file. A template is active by default. To disable the template, clear the Active option. You can use SR field names in the subject. Edit the message HTML as required. If you're interested, I want to extend an offer for a free trial, as it can be tough to commit to a product from a mere description.
Our free trial lasts 30 days and lets you navigate all premium features. It's a great chance to see which product is right for you and how much it can benefit you and your clients. If you're interested, email me back or give me a call. I can talk you through all the details and get you set up. However, it's hitting days, and they haven't mentioned any interest in renewing their subscription. That's the perfect opportunity to send a renewal reminder email.
There's a high possibility they simply forgot. Or, it could be that they're on the fence about it. Either way, a gentle reminder could steer them in the right direction.
I hope everything is going well with you and that you've had a great year navigating your product. I noticed that your annual subscription is expiring on [date of expiration]. Are you interested in renewing your subscription? If you're weighing your options, I'd love to chat further with you to help you come to a decision. If you'd like to upgrade to a new product, we can discuss that, as well. Now that you've built a solid relationship with a customer, it's about time to ask them nicely for a referral.
If they've had a very positive experience with your company, it's natural that they'll want the same for their family, friends, and colleagues in similar fields. For more information on this, check this post on how to ask for referrals. Helping our customers help their customers has always been our goal.
Since I've loved getting to work with you these past few months, I was wondering if there was anyone you know who might benefit in a similar way?
It would be a pleasure to help them achieve their goals. If you've worked with a customer for a while and helped them achieve results with your product or service, you may want to ask them to review your product, service, business, or you personally. Reviews help increase ratings on review sites, which are one of the most trustworthy ways prospects research companies or products before making a purchase.
Timing-wise, it might make sense for you to send this email within a chain you've already started with the customer about the good results or a successful project you collaborated with them on. You can either copy this template directly into a chain, or use the exact wording to start a new thread from scratch. If you sell a physical product that your customer personally uses, you might reach out days after the product is delivered to ask them how it's going.
I hope you're having a great week so far! I saw you've started [details about how they're using your product] — it looks like you've achieved some impressive [details of the results they've achieved]. How are you enjoying working with the tool? If you have any feedback or questions, don't hesitate to give me a call or shoot me an email, and I'll help you out!
If you'd like to share your experience using [Your company's tool], here are our pages on [review site] and [review site], where you can give us a rating and share your feedback to help other customers like you. Don't worry, it's not you. But it's also not them. They aren't upset or frustrated like the customers above. They simply don't enjoy the product or find a good use for it. For instances like this, it's good to respond to a refund with an email expressing that there are no hard feelings and that you hope to do business with them again in the future.
I've processed your refund, and you should expect to see the amount appear in your bank account in the next couple of business days. I'm sorry to hear that you didn't love your new product.
I completely understand that it isn't for everyone. If you're still on the search for the right choice for you, let me know. I'd be happy to talk you through some of our other options and see if any of them feel like a good fit. Thank you for your time and for giving us a try. Fortunately, not every unhappy customer will ask for a refund. Some may regularly purchase your product, so they know that one poor experience doesn't represent your brand.
However, that also means they know what to expect from your product and will still be upset that it didn't perform up to their standards.
They won't be angry enough to churn, but they will expect you to make things right. This is where this letter comes in handy. Thanks for letting us know about this faulty product. We'll do our best to assess the problem and determine exactly what went wrong with your [product name]. In the meantime, please accept this replacement product that I've personally assessed for performance. We'd like to offer our sincerest apologies for any inconvenience this may have caused.
We hope you continue to enjoy using our product and we are happy to answer any questions or concerns you may have. Please feel welcome to contact our support team at [phone number], or reply to this message and we'd be more than happy to help. When it comes to refunds, not every company has the same policy.
Some may not offer product exchanges or full compensation for specific products or services. Others may require proof of purchase to issue a refund and can only provide store credit without it. For these cases, your business may offer a small promotion so the customer will have a discount the next time they shop at your store. It's not the refund the customer is looking for, but it's better than leaving them empty-handed. Unfortunately, we can't offer a refund at this time.
I've checked with my manager to confirm this policy, and while we can't offer a full refund, we can provide you with a discount of [discount amount] for the next time you shop in our stores.
We sincerely appreciate your understanding in this matter. Please feel welcome to reach out to me with any questions you may have and I would be more than happy to help. In some cases, your customer service team won't be able to provide any type of refund or discount. This can lead to an awkward or stressful situation with the customer, especially if they feel like your company is in the wrong. While you should personalize every apology, this message can be a baseline to work from when you need to take responsibility for your company's mistakes.
We sincerely apologize for the inconvenience this has caused and we appreciate your understanding in the matter. We know that [problem] has prevented you from achieving [customer's goal], and that we have fallen short of your expectations. I have relayed this feedback to the rest of my team and can assure you that this mistake won't happen in the future.
That said, if there's anything else that I can help you with at the moment, please feel welcome to reach out and I would be more than happy to help. Depending on your business model, customers may have to pay for a product or service upfront and are reimbursed later if they paid more than they needed to.
This either requires you to send them a check or wire the money via a direct deposit. Regardless of how it's transferred, customers will want to know where this money is coming from. While they'll be happy to accept the return, they'll be dubious of its origin if you don't notify them ahead of time. You'll also want to take credit for this refund as it shows your intention to provide an honest transaction.
Upon review of your transaction, we've determined that the amount you have paid is more than what was required for this product or service. The actual amount that was due was [payment amount], thus leaving you with a credit of [credit amount].
Please find a [check amount or notice of deposit] enclosed in this letter. We strongly believe in providing an honest experience for our customers and can assure you that we are working constantly to prevent potential fraud.
We hope this message resolves any concerns you may have about this transaction and are more than happy to answer any additional questions. There are times where customers are eligible for a refund, but just don't know it. While you shouldn't be eager for them to return products, it'd be dishonest not to notify customers when they qualify to do so. This type of proactive customer service builds trust with your customer base and creates a delightful support experience.
We are reaching because you qualify for a refund for your purchase of [product name]. This refund is eligible for [period of time] and can be initiated by calling or messaging our customer service team. Please feel welcome to reply to this email with any questions you may have and I would be more than happy to help. To avoid any hiccups in the refund process, it'd be helpful to let your customer know the status of their refund once it's en route to their account. Your refund has been deposited into your card ending in [last four digits of card].
You should see the amount credited to your account in about 3 to 5 business days. If you don't see the refund in your account, respond to this email, and I'll look into it for you. In the meantime, please let me know if I can answer any additional questions — I'd be happy to help! If your customer hasn't received a refund and reached out to you about it, you should act as if you're responding to a customer complaint: with empathy, sincerity, and clear intentions to resolve the problem.
Most of the time, the delay is on the bank's end. In this instance, gently remind the customer that a few more business days may pass before the refund is processed. If the message body for the template is to be formatted using a predefined email layout , select the layout. Select the name of the table involved.
Enter a subject line that explains the purpose of the email. Message HTML. Enter the content of the email template message. Message Text. Enter the notification message to send in plain text.
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