Saved Responses: Difference between revisions

From Activepedia
Jump to navigation Jump to search
(SEO-optimized content from ActiveCampaign documentation)
 
(SEO-optimized content from ActiveCampaign documentation)
 
(One intermediate revision by the same user not shown)
Line 1: Line 1:
'''Navigation:''' [[Main_Page]] > [[Account, Billing, & Setup]] > [[Get Started with Account Settings]] > Saved Responses
```mediawiki
'''Navigation:''' [[Main_Page]] > [[Settings]] > [[Email]] > Saved Responses


= Saved Responses =
= About Saved Responses =


== Introduction ==
Saved Responses is a time-saving feature available in ActiveCampaign that allows users to create and reuse commonly used phrases in their 1:1 emails and chats, including emails that come through Conversations. This feature is beneficial for streamlining communication and ensuring consistency when replying to contacts. It is available for the following plan types: '''Starter''', '''Plus''', '''Pro''', and '''Enterprise'''.  
'''Saved Responses''' in ActiveCampaign provide a convenient way to insert frequently used phrases, messages, or email replies into your 1:1 emails and Conversations. This feature is designed to save time, promote consistency across communications, and improve productivity by reducing repetitive typing.


Saved Responses are only available in one-on-one interactions, such as:
It is important to note that Saved Responses cannot be used in Campaigns or Campaign Templates.
* [[1:1 Emails]]
* Conversations (chat and email via Conversations)


They are '''not available''' for use in [[Campaigns]] or Campaign Templates.
== How to Access This Feature ==


Supported across all plan tiers—including Starter, Plus, Pro, and Enterprise—Saved Responses can be organized using categories and enhanced using built-in AI assistance for drafting and editing. Users on the Plus, Professional, or Enterprise plans can also leverage personalization tags for deals within their responses.
To access the Saved Responses feature, follow these steps:
1. Navigate to the '''Settings''' menu located on the left panel of your ActiveCampaign account.
2. From there, click on '''Email''' and then select '''Saved Responses'''.


== How to Access the Saved Responses Feature ==
== Step-by-Step Instructions ==
To access Saved Responses in ActiveCampaign, use one of the navigation methods below depending on your preferred workspace:
 
Creating and managing Saved Responses involves a few distinct steps. Below are detailed instructions on how to create categories for your Saved Responses and how to create an actual Saved Response.


=== From the Settings Menu ===
=== Creating Saved Response Categories ===
1. Log into your ActiveCampaign account.
2. Click '''Settings''' from the menu on the left.
3. Select '''Saved Responses'''.


=== From the Deals Menu (alternate path) ===
Categories help in organizing your Saved Responses. Here's how to create a Saved Response category:
You may also navigate to:
1. Click '''Deals''' on the left menu.
2. Select '''Saved Responses'''.


This will open the Saved Responses management page, where you can create, edit, or delete responses and categories.
1. Click on '''Settings''' > '''Email''' > '''Saved Responses''' on the left menu.
2. Click the '''Manage Categories''' button.
3. In the Manage Categories modal window, click the '''Add Category''' button.
4. Type the '''category's name''' into the field provided and click '''Add'''.
5. Finally, click the '''Done''' button.


== Step-by-Step Instructions ==
Once created, these categories will be available for selection when creating a new Saved Response.


=== Creating Saved Response Categories ===
=== Creating a Saved Response ===
Although not required, categories help you organize your Saved Responses efficiently, especially when managing a high volume of reusable text.


To create a category:
Follow these steps to create a new Saved Response:
# Navigate to '''Settings > Saved Responses'''.
# Click the '''Manage Categories''' button.
# In the modal that appears, click '''Add Category'''.
# Enter a name for the category.
# Click the '''Add''' button.
# Finish by clicking '''Done'''.


Categories will now be available in the dropdown menus when creating or editing Saved Responses.
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.


=== Creating a Saved Response ===
Once saved, the new response is available for use in your 1:1 emails and conversations.
To create and save a response:
# Go to '''Settings > Saved Responses'''.
# Click the '''Add a Saved Response''' button.
# A pop-up modal will appear. Provide the following:
## '''Name of the response'''
## Select a '''Category''' from the dropdown (optional)
## Click '''Next'''
# Compose your response:
## Enter a '''Subject Line'''
## Enter the '''Message Body'''
## Use formatting tools for bold, italics, or strikethrough.
## Use bullet points, insert links, switch to HTML/plain text via the three-dot menu on the right.
# To insert a personalization tag:
## Type '''%''' into the message body.
## Select a contact or deal field from the dropdown. (Deal fields are only available on Plus plan or higher.)
# When finished, click the '''Add''' button to save your new response.


The Saved Response now appears in your Saved Responses list and is available when composing supported messages or replying in Conversations.
=== Use AI in Your Saved Response ===


=== Using AI in Your Saved Response ===
If you have connected emails, you can enhance your Saved Responses using AI:
If you have connected emails, you can leverage AI to generate or enhance Saved Responses.


To use the AI feature:
1. Click on '''Settings''' > '''Email''' > '''Saved Responses''' or navigate through '''Deals''' > '''Saved Responses'''.
# Go to '''Settings > Saved Responses''' or '''Deals > Saved Responses'''.
2. Click the '''Add a Saved Response''' button.
# Click '''Add a Saved Response'''.
3. Select the AI icon at the bottom right.
# Click the '''AI icon''' located in the bottom-right of the composer.
4. Enter your prompt in the modal field (e.g., “A thank you for following up and telling them I’ll reach out to them”). Being specific yields better results.
# Provide a specific prompt (e.g., “A thank you message for following up and let them know I’ll reach out.”)
5. Click the '''Submit''' button.
# Click '''Submit'''.
6. Review the suggested text. You can click the green check mark to add it or the red "X" to discard it.
# You’ll receive a generated suggestion. You can:
7. If the suggestion needs tweaking, use the circle arrow icon to retry or use the ''Ask AI to change it'' field to alter the length or tone, giving specific instructions such as "Make it funny."
## Click the '''Green check mark''' to insert it
## Click the '''Red X''' to discard
## Click the '''Retry icon''' or enter custom modification prompts like "Make it more casual" or "Add humor"
 
Using AI improves speed while preserving clarity, tone, and brand consistency across messages.


== Configuration Options and Settings ==
== Configuration Options and Settings ==


Users can configure their Saved Responses using these features:
The Saved Responses feature includes several options for customization, namely:
 
* '''Category Management''': Create and assign categories to keep similar responses grouped together.
* '''Formatting Options''': Use rich text formatting, bullet lists, or switch to HTML / plain text modes.
* '''AI Assistance''': Use natural language prompts to generate content.
* '''Personalization Tags''': Insert custom fields for contacts or, on supported plans, deals.


Permissions and feature support may vary by plan level:
* '''Categories''': Organize your responses by creating categories, allowing for easier management and retrieval.
* Deal field personalization is limited to Plus, Professional, and Enterprise plan holders.
* '''Subject Line and Message''': Define the message and subject of your response within the composer, with options for formatting.
* AI features require connected email accounts.
* '''Personalization Tags''': Use % personal fields to dynamically insert information about contacts or deals.


== Best Practices and Tips ==
== Best Practices and Tips ==
Here are key tips for getting the most from Saved Responses:
* **Use clear naming conventions** – This makes it easier for teammates to recognize the content before inserting.
* **Group responses by context** – Create categories for things like 'Sales Follow-ups', 'Customer Support', or 'Lead Nurturing'.
* **Keep it short and personal** – Saved Responses should feel human. Use personalization tags for this.
* **Leverage AI prompts smartly** – Clearly define expectations when using AI to optimize its suggestions.
* **Review saved content periodically** – Update Saved Responses to reflect updates in tone, product changes, or policies.


== Common Use Cases with Examples ==
Here are some best practices to consider when using Saved Responses:
=== 1. Sales Follow-Up ===
**Scenario:** A lead asked for more information after a demo.


'''Saved Response:'''
* **Categorize Your Responses**: Create specific categories to group similar responses, making it easier to find them during high-traffic communication times.
> Subject: Thanks for your interest!
* **Utilize Personalization**: Whenever possible, use personalization tags to tailor messages to specific contacts, which can increase engagement.
>
* **Leverage AI**: Take advantage of the AI functionality to enhance your writing and save time, especially for routine replies.
> Hi %FIRSTNAME%,
* **Regular Updates**: Periodically review and update your Saved Responses to ensure that they are relevant and reflect your current communication style or business needs.
Thanks again for joining the demo today! I've attached the product guide you asked for. Looking forward to hearing your thoughts.
Best, 
%DEAL_OWNER_FIRSTNAME%


=== 2. Customer Service Acknowledgement ===
== Common Use Cases with Examples ==
**Scenario:** Addressing a ticket submission.
 
'''Saved Response:'''
> Subject: We've received your request 
>
> Hey %FIRSTNAME%, 
Thanks for reaching out. We’ve received your support request and will follow up shortly. 
Cheers, 
The Support Team
 
=== 3. Chat Bot Preload ===
**Scenario:** Use within a chat conversation to pre-load a standard reply to FAQs.


> “Thanks for reaching out! Our working hours are Monday to Friday, 9 AM - 5 PM CT. We'll get back to you asap!”
* **Customer Follow-Ups**: Use Saved Responses to quickly reply to customer inquiries or follow up after a purchase using pre-defined phrases.
* **Appointment Reminders**: Create a category for appointment reminders that can be reused for new clients.
* **Feedback Requests**: Save common responses used for requesting feedback after services or meetings.


== Troubleshooting ==
== Troubleshooting ==


=== I can’t use my Saved Response in a campaign. ===
If you face issues while using the Saved Responses feature, consider the following:
Saved Responses are **not supported** in [[Campaigns]] or [[Campaign_Templates]]. Use them only in 1:1 emails or Conversations.
 
=== Deal field tags don’t appear. ===
Make sure your plan level is Plus, Professional, or Enterprise. Deal field tags aren’t available to Starter plan users.
 
=== AI feature is not working. ===
Verify that your '''email account is connected'''. AI assistance is available only when email is connected.
 
=== Category assignment isn’t available. ===
Ensure you’ve created categories prior to adding a new Saved Response. Categories can’t be assigned retroactively.
 
== Related Features ==
Saved Responses are closely related to several other features within ActiveCampaign that streamline communication:


* [[1:1 Emails]]
* Ensure you have the appropriate plan that supports this feature. Saved Responses are not available in all plans.
* [[Conversations]]
* Check your internet connection if responses are not saving properly or if you're experiencing lag when using the feature.
* [[Deals]]
* If the AI feature is not displaying, verify that your email account is properly connected.
* [[Email_Marketing]]
* [[AI]]
* [[Settings]]


== FAQ ==
== FAQ ==
=== What is a Saved Response in ActiveCampaign? ===
A Saved Response is a reusable message snippet you can insert into a 1:1 email or Conversations reply. It speeds up communication and ensures consistent messaging.


=== Can I use Saved Responses in Campaigns or Campaign Templates? ===
=== What types of accounts can use Saved Responses? ===
No. Saved Responses are available only for one-on-one emails and Conversations interactions.
Saved Responses are available on the Starter, Plus, Pro, and Enterprise plans.


=== Who can use deal personalization fields in Saved Responses? ===
=== Can I use Saved Responses for Campaigns? ===
Only users on Plus, Professional, or Enterprise plans have access to personalization tags for deal fields.
No, Saved Responses cannot be used in Campaigns or Campaign Templates.


=== How can I generate my Saved Response using AI? ===
=== How many Saved Responses can I create? ===
Click the AI icon when creating a Saved Response, then enter a prompt. Accept the suggestion or customize further before inserting it.
You can create multiple Saved Responses and organize them by category according to your needs.


=== Are Saved Response categories required? ===
=== Are there formatting options when creating Saved Responses? ===
No. Categories are optional but help in organizing your Saved Responses logically.
Yes, you can use bold, italics, and strikethrough, along with bullet points, links, and more.


=== Do Saved Responses support formatting? ===
=== Can I integrate personalization tags in my Saved Responses? ===
Yes. You can use bold, italics, strikethrough, bullet lists, links, and switch between HTML/plain text formats.
Yes, personalization tags can be used in your messages, but deal field tags are only available for Plus, Professional, or Enterprise plan users.


=== Can multiple users share the same Saved Responses? ===
=== How do I access the AI writing feature for Saved Responses? ===
Yes. Saved Responses created in the account are available to users with sufficient permissions.
You can access the AI feature when you click to add a new Saved Response and select the AI icon in the modal.


== See Also ==
=== What should I do if I can't find a saved response? ===
* [[1:1 Emails]]
Make sure you are looking under the correct category or use the search feature to locate your response.
* [[Conversations]]
* [[AI]]
* [[Email_Marketing]]
* [[Settings]]
* [[Account, Billing, & Setup]]
* [[Get Started with Account Settings]]


[[Category:Account, Billing, & Setup]]
By following this guide, you can make the most of the Saved Responses feature in ActiveCampaign, enhancing your email communication efficiency.
[[Category:Get Started with Account Settings]]
```

Latest revision as of 10:17, 3 November 2025

```mediawiki Navigation: Main_Page > Settings > Email > Saved Responses

About Saved Responses[edit | edit source]

Saved Responses is a time-saving feature available in ActiveCampaign that allows users to create and reuse commonly used phrases in their 1:1 emails and chats, including emails that come through Conversations. This feature is beneficial for streamlining communication and ensuring consistency when replying to contacts. It is available for the following plan types: Starter, Plus, Pro, and Enterprise.

It is important to note that Saved Responses cannot be used in Campaigns or Campaign Templates.

How to Access This Feature[edit | edit source]

To access the Saved Responses feature, follow these steps: 1. Navigate to the Settings menu located on the left panel of your ActiveCampaign account. 2. From there, click on Email and then select Saved Responses.

Step-by-Step Instructions[edit | edit source]

Creating and managing Saved Responses involves a few distinct steps. Below are detailed instructions on how to create categories for your Saved Responses and how to create an actual Saved Response.

Creating Saved Response Categories[edit | edit source]

Categories help in organizing your Saved Responses. Here's how to create a Saved Response category:

1. Click on Settings > Email > Saved Responses on the left menu. 2. Click the Manage Categories button. 3. In the Manage Categories modal window, click the Add Category button. 4. Type the category's name into the field provided and click Add. 5. Finally, click the Done button.

Once created, these categories will be available for selection when creating a new Saved Response.

Creating a Saved Response[edit | edit source]

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.

Use AI in Your Saved Response[edit | edit source]

If you have connected emails, you can enhance your Saved Responses using AI:

1. Click on Settings > Email > Saved Responses or navigate through Deals > Saved Responses. 2. Click the Add a Saved Response button. 3. Select the AI icon at the bottom right. 4. Enter your prompt in the modal field (e.g., “A thank you for following up and telling them I’ll reach out to them”). Being specific yields better results. 5. Click the Submit button. 6. Review the suggested text. You can click the green check mark to add it or the red "X" to discard it. 7. If the suggestion needs tweaking, use the circle arrow icon to retry or use the Ask AI to change it field to alter the length or tone, giving specific instructions such as "Make it funny."

Configuration Options and Settings[edit | edit source]

The Saved Responses feature includes several options for customization, namely:

  • Categories: Organize your responses by creating categories, allowing for easier management and retrieval.
  • Subject Line and Message: Define the message and subject of your response within the composer, with options for formatting.
  • Personalization Tags: Use % personal fields to dynamically insert information about contacts or deals.

Best Practices and Tips[edit | edit source]

Here are some best practices to consider when using Saved Responses:

  • **Categorize Your Responses**: Create specific categories to group similar responses, making it easier to find them during high-traffic communication times.
  • **Utilize Personalization**: Whenever possible, use personalization tags to tailor messages to specific contacts, which can increase engagement.
  • **Leverage AI**: Take advantage of the AI functionality to enhance your writing and save time, especially for routine replies.
  • **Regular Updates**: Periodically review and update your Saved Responses to ensure that they are relevant and reflect your current communication style or business needs.

Common Use Cases with Examples[edit | edit source]

  • **Customer Follow-Ups**: Use Saved Responses to quickly reply to customer inquiries or follow up after a purchase using pre-defined phrases.
  • **Appointment Reminders**: Create a category for appointment reminders that can be reused for new clients.
  • **Feedback Requests**: Save common responses used for requesting feedback after services or meetings.

Troubleshooting[edit | edit source]

If you face issues while using the Saved Responses feature, consider the following:

  • Ensure you have the appropriate plan that supports this feature. Saved Responses are not available in all plans.
  • Check your internet connection if responses are not saving properly or if you're experiencing lag when using the feature.
  • If the AI feature is not displaying, verify that your email account is properly connected.

FAQ[edit | edit source]

What types of accounts can use Saved Responses?[edit | edit source]

Saved Responses are available on the Starter, Plus, Pro, and Enterprise plans.

Can I use Saved Responses for Campaigns?[edit | edit source]

No, Saved Responses cannot be used in Campaigns or Campaign Templates.

How many Saved Responses can I create?[edit | edit source]

You can create multiple Saved Responses and organize them by category according to your needs.

Are there formatting options when creating Saved Responses?[edit | edit source]

Yes, you can use bold, italics, and strikethrough, along with bullet points, links, and more.

Can I integrate personalization tags in my Saved Responses?[edit | edit source]

Yes, personalization tags can be used in your messages, but deal field tags are only available for Plus, Professional, or Enterprise plan users.

How do I access the AI writing feature for Saved Responses?[edit | edit source]

You can access the AI feature when you click to add a new Saved Response and select the AI icon in the modal.

What should I do if I can't find a saved response?[edit | edit source]

Make sure you are looking under the correct category or use the search feature to locate your response.

By following this guide, you can make the most of the Saved Responses feature in ActiveCampaign, enhancing your email communication efficiency. ```

Retrieved from "https://activepedia.com/index.php?title=Saved_Responses&oldid=331"