Editing Saved Responses (section)

=== Creating a Saved Response ===

Follow these steps to create a new Saved Response:

1. Click on '''Settings''' > '''Email''' > '''Saved Responses''' on the left menu.
2. Click the '''Add a Saved Response''' button.
3. A modal window will appear; provide the '''name of the Response''' in the field provided.
4. Click the '''Category''' dropdown and select a category from the list.
5. Click the '''Next''' button.
6. Within the Saved Response composer, type a subject line and message.
7. Utilize the formatting options ('''bold''', '''italics''', '''strikethrough''') available on the lower left of the composer. To add bullet points, insert a link, remove a link, or change from HTML to plain text, click the three dots located on the right side of the styling options.
8. For personalization, type the percentage symbol (%) into the body of the message. A menu will show you the fields you can insert. Note that personalization tags for deal fields are available only for users on the '''Plus''', '''Professional''', or '''Enterprise''' plans. After selecting a field, a blue placeholder will appear in your message.
9. When finished, click the '''Add''' button in the '''Add New Saved Response''' modal.

Once saved, the new response is available for use in your 1:1 emails and conversations.