How to become a Customerly Community Author

Get exposure to 100K+ prospects annually by creating community templates for emails, surveys, chat triggers, and canned responses.

Get exposure to 100K+ prospects annually by creating community templates for emails, surveys, chat triggers, and canned responses.

Goal

The community templates aim to create valuable templates from the community to share with our community of customer support reps, marketing managers, customer success managers, or founders.

The templates bring plenty of value to people kickstarting their communications with their customers.

We also wanted to create community author pages to share with you the possibility of acquiring customers for your SaaS-related services.

What is Customerly, and what's in for you?

Customerly is a complete suite used by dozens of thousands of Businesses (Usually SaaS) worldwide to communicate via chat, email, and surveys. 

In the last 12 months, we had a coverage of 107,480 users. Our 3K weekly active users seek help to improve their communication with clients. 

We have been asked now and then to suggest someone expert set up an efficient marketing communication strategy on Customerly.

While we can help Enterprises one2one to achieve such a thing, we need your help to help our customers at scale. 

What's in for you?

Our current customers and prospects will be able to find your help (initially with templates) and then on your Anatomy of a Community Author page.

This means you can achieve the following:

  • A backlink to your website with DR73

  • A public page you can share with your clients to provide value with templates

  • More clients for your agency or freelancer services organically brought for you from us


What can you create and share?

To become an author, you must create at least one template of the following list. Each of them will be in front of different employers or decision-makers.

We have templates for the following:

  • Surveys [link]: Used by Customer Success Managers

  • Chat triggers [link]: Used by Marketing Managers

  • Email Messages [link]: Used by Marketing Managers

  • Canned Responses [link]: Used by Support Managers or Reps

  • Workflows [Coming soon]: Used by Marketing managers.

Each template will be published under our lading page on customerly.io/templates and in each related section in Customerly. 

For instance, you can find the canned response templates in your Customerly Project Settings -> Inbox -> Canned Responses -> Templates.

What will you get?

Your templates will have visibility on different Customerly pages:

  • Community author page

  • Public facing templates page

  • Blog posts like this one

  • In-app experience when is mostly needed

This will be the best place to advertise if you help customers set up email marketing, customer services best practices, user research, or chat messages.

This is an example of a community author page.

We will use your Customerly account id, account profile, account bio presentation, project name, and project domain to populate these fields. Be sure to optimize them all before asking for a review.

How to create and submit your templates

To create a template, submit it to the public, and reach our current customers, you will need to follow the next steps:

  • Create a Customerly account if you do not already have one

  • Be sure you upload the profile picture you want to have on the public pages

  • Update your Profile Bio under your name. It will be used for your public profile intro.

  • Update also your project name and domain under general project settings. This will be used to create your Community Profile page.

  • Create the templates

  • Ask for review and publication.

Anatomy of a template

Each template has its mandatory fields before going public. 

Email Template

For an Email template (like this one), we need to have the following:

  • Title

  • Description

  • Author ID

  • Author Name

  • Subject

  • Body

Create and submit an Email Template

Creating an email template is super easy:

Step 1

Go to your Customerly project, create an email from the Outbound section, click on emails, and then new.

Step 2

Create an email as if it was an actual email marketing campaign.

Available fields to use that we'll replace automatically:

  • {{name}} to replace the name of the contact

  • [YOUR_NAME] to replace the Customerly user account

  • [YOUR_COMPANY] to replace the Customerly Project Name.

The name of the email campaign will be used as the title for the template.

Step 3

Add the subject and preview text; they will be used in the template.

Step 4

Once you have created the email, save it as a draft.

Step 5

Open a chat with us, mentioning the community template you want to publish, and we'll review it and publish it.

After the review

We'll let you know when your templates are approved and published.

Once published, you can find them under your personal author page, the email templates page, and the community templates section under the Customerly app.

Survey template

A survey template has the exact shared requirements as for the email template:

  • Title

  • Description

  • Author ID

  • Author Name

  • Survey

Create and submit a Survey Template

Creating a survey template for the community is super easy.

Step 1

Go to your Customerly Project, click on the Feedback section, then Surveys, and click on Create New.

Step 2

Create the survey with all the logic and questions and give it a title. The Name will be used for the Template Title.

Step 3

Save it as a draft

Step 4

Open a chat with us, mentioning the Surveys you want to have published.

After the review

We'll let you know when your templates are approved and published.

Once published, you can find them under your personal author page, the survey template page, and the community templates section under the Customerly app.

Canned Response Template

A canned response template has the exact shared requirements as for the others template:

  • Title

  • Description

  • Author ID

  • Author Name

  • Canned Response

Create and submit a Canned Response Template

Creating a canned response template for the community is super easy.

Step 1

Go to your Customerly Project, click on the Project settings, then Inbox, Canned Responses, and click on Create Canned Response.

Step 2

Create the canned response and give it a title and a shortcut. The Name will be used for the Template Title.

Step 3

Please save it

Step 4

Open a chat with us, mentioning the Canned Responses you want to have published.

After the review

We'll let you know when your templates are approved and published.

Once published, you can find them under your personal author page, the canned responses page, and the community templates section under the Customerly app.

Chat Trigger Template

A chat trigger template has the exact shared requirements as for the others template:

  • Title

  • Description

  • Author ID

  • Author Name

  • Canned Response

Create and submit a Chat Trigger Template

Creating a chat trigger template for the community is super easy.

Step 1

Go to your Customerly Project, click on the Outbound, Chats and click on Create Chat.

Step 2

Create the chat message with conditions, triggers, audience, and localization, and give it a title. The Name will be used for the Template Title.

Step 3

Please save it as a draft.

Step 4

Open a chat, mentioning the Chats you want to have published.

After the review

We'll let you know when your templates are approved and published.

Once published, you can find them under your author page, the live chat templates, and the community templates section under the Customerly app.

We look forward to seeing your templates helping thousands of people around the world and helping you get more clients from our worldwide customer base.

If you have any questions, please get in tough through the chat and we'll love to help you out.