Saved Responses: Difference between revisions

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'''Navigation:''' [[Main_Page]] > [[Settings]] > Saved Responses
'''Navigation:''' [[Main_Page]] > [[Settings]] > [[Email]] > Saved Responses


== About Saved Responses ==
= About Saved Responses =


Saved Responses is a time-saving feature in ActiveCampaign that enables users to create and reuse commonly used phrases in their 1:1 emails and chats, as well as emails received through Conversations. This functionality allows users to organize their responses into categories, thereby increasing efficiency and consistency in communication. It is important to note that '''Saved Responses''' cannot be utilized in Campaigns or Campaign Templates.
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''' 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 ==
== How to Access This Feature ==


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


== Step-by-Step Instructions ==
== Step-by-Step Instructions ==
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 ===
=== Creating Saved Response Categories ===
Categories help in organizing your '''Saved Responses''' effectively. Although creating categories is optional, they can simplify the management of similar responses.


To create a Saved Response category:
Categories help in organizing your Saved Responses. Here's how to create a Saved Response category:
1. Click on '''Settings''' > '''Saved Responses''' from the left menu.
 
1. Click on '''Settings''' > '''Email''' > '''Saved Responses''' on the left menu.
2. Click the '''Manage Categories''' button.
2. Click the '''Manage Categories''' button.
3. Click the '''Add Category''' button in the Manage Categories modal window.
3. In the Manage Categories modal window, click the '''Add Category''' button.
4. Enter the name of the category in the field provided and click '''Add'''.
4. Type the '''category's name''' into the field provided and click '''Add'''.
5. Click the '''Done''' button.
5. Finally, click the '''Done''' button.


The newly created category will now be available when you create a '''Saved Response'''.
Once created, these categories will be available for selection when creating a new Saved Response.


=== Creating a Saved Response ===
=== Creating a Saved Response ===
To create a '''Saved Response''', perform the following steps:
 
1. Click on '''Settings''' > '''Saved Responses''' from the left menu.
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.
2. Click the '''Add a Saved Response''' button.
3. A modal window will appear prompting you to:
3. A modal window will appear; provide the '''name of the Response''' in the field provided.
  - Provide the name of the Response in the field provided.
4. Click the '''Category''' dropdown and select a category from the list.
  - Select a category from the '''Category''' dropdown.
5. Click the '''Next''' button.
  - Click the '''Next''' button.
6. Within the Saved Response composer, type a subject line and message.
4. In the Saved Response composer, type the 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.
5. Utilize the bold, italics, and strikethrough styling options located on the lower left of the composer. You can also click the three dots on the right side of the styling options to access additional functionalities, such as adding bullet points, inserting a link, or switching from HTML to plain text email.
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.
6. To insert a personalization tag for a contact or deal field, type the percentage symbol (%) in the message body. A menu of fields will be presented for you to insert. Please note that only users on Plus, Professional, or Enterprise plans can utilize personalization tags for deal fields. After selecting a field, a blue placeholder will appear.
9. When finished, click the '''Add''' button in the '''Add New Saved Response''' modal.
7. Once you have finished composing your message, click the '''Add''' button in the '''Add New Saved Response''' modal.


Your '''Saved Response''' will now be added to your '''Saved Responses''' page and can be used in 1:1 emails and conversations.
Once saved, the new response is available for use in your 1:1 emails and conversations.


=== Using AI in Your Saved Response ===
=== Use AI in Your Saved Response ===
This feature is available only with connected emails. You can use AI to help draft and enhance your '''Saved Responses'''.


To utilize AI while creating a '''Saved Response''':
If you have connected emails, you can enhance your Saved Responses using AI:
1. Click '''Settings''' > '''Saved Responses''' or navigate through '''Deals''' > '''Saved Responses''' on the left menu.
 
1. Click on '''Settings''' > '''Email''' > '''Saved Responses''' or navigate through '''Deals''' > '''Saved Responses'''.
2. Click the '''Add a Saved Response''' button.
2. Click the '''Add a Saved Response''' button.
3. Click the AI icon at the bottom right of the modal.
3. Select the AI icon at the bottom right.
4. In the provided field, enter a prompt for the AI. For example, "A thank you for following up and telling them I’ll reach out to them." The more detailed your prompt, the better the result will be.
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.
5. Click the '''Submit''' button.
6. Review the suggested text. To accept the suggestion, click the green check mark; to reject it, click the red "X".
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 does not meet your expectations, 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 circle arrow icon to retry.
  - Use the "Ask AI to change it" field to modify the text length or tone, or provide specific feedback, such as "Make it funny."


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


When creating and managing '''Saved Responses''', you will encounter several configuration options:
The Saved Responses feature includes several options for customization, namely:


- **Categories**: Organize your '''Saved Responses''' for easy access and management.
* '''Categories''': Organize your responses by creating categories, allowing for easier management and retrieval.
- **Subject Line**: Add a relevant subject line to your '''Saved Response''' for clarity.
* '''Subject Line and Message''': Define the message and subject of your response within the composer, with options for formatting.
- **Personalization Tags**: Insert custom tags to personalize responses based on contact or deal information.
* '''Personalization Tags''': Use % personal fields to dynamically insert information about contacts or deals.
- **Styling Options**: Use options for bold, italics, and strikethrough to format your messages.


== Best Practices and Tips ==
== Best Practices and Tips ==


- Use categories effectively to group similar responses; this makes finding specific replies easier.
Here are some best practices to consider when using Saved Responses:
- Utilize the AI feature to help brainstorm and refine your messages, especially for repetitive phrasing.
- Regularly review and update your '''Saved Responses''' to keep them relevant to your audience and communication style.
- Test personalization tags to ensure they display correctly in emails before sending them out.


== Common Use Cases ==
* **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.


1. **Customer Support**: Use '''Saved Responses''' to quickly respond to frequently asked questions such as billing inquiries or product issues.
== Common Use Cases with Examples ==
2. **Sales Follow-Ups**: Have pre-written follow-up messages ready that can be personalized to increase engagement with potential clients.
 
3. **Event Invitations**: Create a '''Saved Response''' for inviting multiple contacts to webinars or events, streamlining communication efforts.
* **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 ==


If you encounter issues with '''Saved Responses''', consider the following:
If you face issues while using the Saved Responses feature, consider the following:
- Ensure you are using a compatible plan (Starter, Plus, Pro, Enterprise).
 
- Make sure your categories are properly set up if you're having trouble finding or organizing your responses.
* Ensure you have the appropriate plan that supports this feature. Saved Responses are not available in all plans.
- Verify that your connected emails are active when using the AI feature to generate responses.
* 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.
For comprehensive assistance, check with ActiveCampaign's support resources.


== Frequently Asked Questions (FAQs) ==
== FAQ ==


=== 1. Can I use Saved Responses in Campaigns? ===
=== What types of accounts can use Saved Responses? ===
No, '''Saved Responses''' cannot be utilized in Campaigns or Campaign Templates.
Saved Responses are available on the Starter, Plus, Pro, and Enterprise plans.


=== 2. How do I organize my Saved Responses? ===
=== Can I use Saved Responses for Campaigns? ===
You can create categories to group similar '''Saved Responses''' together, helping keep them organized.
No, Saved Responses cannot be used in Campaigns or Campaign Templates.


=== 3. What plans support the Saved Responses feature? ===
=== How many Saved Responses can I create? ===
The feature is available on Starter, Plus, Pro, and Enterprise plans.
You can create multiple Saved Responses and organize them by category according to your needs.


=== 4. Is it possible to personalize my Saved Responses? ===
=== Are there formatting options when creating Saved Responses? ===
Yes, you can use personalization tags to customize your messages based on contact or deal information.
Yes, you can use bold, italics, and strikethrough, along with bullet points, links, and more.


=== 5. Can I use AI to help with my Saved Responses? ===
=== Can I integrate personalization tags in my Saved Responses? ===
Yes, if you have connected emails, you can use AI to assist in crafting your responses.
Yes, personalization tags can be used in your messages, but deal field tags are only available for Plus, Professional, or Enterprise plan users.


=== 6. What should I do if my Saved Responses don't appear? ===
=== How do I access the AI writing feature for Saved Responses? ===
Check your category settings and ensure that you're viewing the correct section under '''Settings''' > '''Saved Responses'''.
You can access the AI feature when you click to add a new Saved Response and select the AI icon in the modal.


=== 7. Are there any limitations to using AI in Saved Responses? ===
=== What should I do if I can't find a saved response? ===
The AI feature is enabled only when using connected emails, so ensure your email integration is properly set up.
Make sure you are looking under the correct category or use the search feature to locate your response.


You can further explore the capabilities of ActiveCampaign to enhance your marketing strategies and customer interactions.
By following this guide, you can make the most of the Saved Responses feature in ActiveCampaign, enhancing your email communication efficiency.
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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. ```

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