Knowledge Base

Accounts & People

• Introducing Accounts and People
• Managing Accounts
• Managing People
• Account Dashboard
• Account Roles

Playbooks & Plays

• Introducing Playbooks and Plays
• Navigating the Plays app
• Creating Playbooks
• Managing Playbooks
• Managing Plays
• Tutorial: Create an onboarding playbook

Administration

• Blacklist
• Bulk Data Jobs
• Email Integration
• Integrations
• Team Management

Customization

• Creating Email Templates
• Custom Properties
• Managed Properties
• Managing Email Templates
• Notifications
• Profile Dashboard & Favorite Properties

See all 7 articles

Be Productive with Amity

• Engagements
• Filter Operators Reference
• Links
• Marketing Dashboard
• Notes
• Open Email View

See all 12 articles

Rules

• Introducing Rules
• Creating Rules
• Managing Rules
• Tutorial: Add a tag to accounts with a rule
• Tutorial: Send a "one-time" email
• Tutorial: Notify the CSM when a support ticket is opened

Health & Insights

• Introducing Health and Insights
• Creating Insights
• Managing Insights
• Overriding Health with Insights
• Predefined Insights
• Tutorial: Mark an inactive account as unhealthy

Reports

• Introducing Reports
• Reporting Periods
• Portfolio Health Report
• Portfolio Summary Report
• Team Activity Report

Tasks

• Navigating the Tasks app
• Creating Tasks
• Managing Tasks
• Tasks Administration

Best Practices

• Building Customer Success Emails with Amity
• Email Template Use Cases

Activities

• Activity Tracking API