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Year in review email template for SaaS apps

People like seeing what they got done. A year-in-review email turns the data you already hold into a thank-you, and this one ends on a single habit to try next year, so the recap points forward as well as back.

Example subject line
Your year in review: 1,842 reports and one habit worth keeping
Preview text
A quick look back at your year, plus what we're building for the one ahead.
Use this template Opens in the drag-and-drop editor, ready to edit.

What's in this template

  1. Oversized headline, greeting and the button: See the full recap
  2. Lime strip with two headline totals
  3. Violet band with one large number and a line of context
  4. 2 smaller stats side by side
  5. Biggest win with 3 mini figures
  6. Tip for next year with an icon and a link
  7. Customer quote
  8. Lime closing band with the button: View my full recap

When to use it

December, or a customer's account anniversary, works best, for people who have used the product enough to have numbers worth showing. SaaS tools, fitness apps and analytics products already hold the data, so filling it in is quick.

Make it yours

  • Replace every figure with a real one. Per-customer totals can come from custom fields.
  • Pick the one win you can honestly claim, and give it its own three mini figures.
  • Put a real customer's words in the quote, or cut it.

Use this template