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'''Navigation:''' [[Main_Page]] > [[Account, Billing, & Setup]] > [[Get Started with Account Settings]] > Saved Responses
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'''Navigation:''' [[Main_Page]] > [[Settings]] > Saved Responses


= Saved Responses =
== About Saved Responses ==


== Introduction ==
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''' 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:
'''Saved Responses''' is available for the following plan types: Starter, Plus, Pro, and Enterprise.
* [[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:
 
== How to Access the Saved Responses Feature ==
To access Saved Responses in ActiveCampaign, use one of the navigation methods below depending on your preferred workspace:
 
=== From the Settings Menu ===
1. Log into your ActiveCampaign account.
1. Log into your ActiveCampaign account.
2. Click '''Settings''' from the menu on the left.
2. On the left menu, click on '''Settings'''.
3. Select '''Saved Responses'''.
3. From the dropdown, select '''Saved Responses'''.
 
=== From the Deals Menu (alternate path) ===
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.


== Step-by-Step Instructions ==
== Step-by-Step Instructions ==


=== Creating Saved Response Categories ===
=== Creating Saved Response Categories ===
Although not required, categories help you organize your Saved Responses efficiently, especially when managing a high volume of reusable text.
Categories help in organizing your '''Saved Responses''' effectively. Although creating categories is optional, they can simplify the management of similar responses.  


To create a category:
To create a Saved Response category:
# Navigate to '''Settings > Saved Responses'''.
1. Click on '''Settings''' > '''Saved Responses''' from the left menu.
# Click the '''Manage Categories''' button.
2. Click the '''Manage Categories''' button.
# In the modal that appears, click '''Add Category'''.
3. Click the '''Add Category''' button in the Manage Categories modal window.
# Enter a name for the category.
4. Enter the name of the category in the field provided and click '''Add'''.
# Click the '''Add''' button.
5. Click the '''Done''' button.
# Finish by clicking '''Done'''.


Categories will now be available in the dropdown menus when creating or editing Saved Responses.
The newly created category will now be available when you create a '''Saved Response'''.


=== Creating a Saved Response ===
=== Creating a Saved Response ===
To create and save a response:
To create a '''Saved Response''', perform the following steps:
# Go to '''Settings > Saved Responses'''.
1. Click on '''Settings''' > '''Saved Responses''' from the left menu.
# Click the '''Add a Saved Response''' button.
2. Click the '''Add a Saved Response''' button.
# A pop-up modal will appear. Provide the following:
3. A modal window will appear prompting you to:
## '''Name of the response'''
  - Provide the name of the Response in the field provided.
## Select a '''Category''' from the dropdown (optional)
  - Select a category from the '''Category''' dropdown.
## Click '''Next'''
  - Click the '''Next''' button.
# Compose your response:
4. In the Saved Response composer, type the subject line and message.
## Enter a '''Subject Line'''
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.
## Enter the '''Message Body'''
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.
## Use formatting tools for bold, italics, or strikethrough.
7. Once you have finished composing your message, click the '''Add''' button in the '''Add New Saved Response''' modal.
## 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.
Your '''Saved Response''' will now be added to your '''Saved Responses''' page and can be used in 1:1 emails and conversations.


=== Using AI in Your Saved Response ===
=== Using AI in Your Saved Response ===
If you have connected emails, you can leverage AI to generate or enhance Saved Responses.
This feature is available only with connected emails. You can use AI to help draft and enhance your '''Saved Responses'''.  


To use the AI feature:
To utilize AI while creating a '''Saved Response''':
# Go to '''Settings > Saved Responses''' or '''Deals > Saved Responses'''.
1. Click '''Settings''' > '''Saved Responses''' or navigate through '''Deals''' > '''Saved Responses''' on the left menu.
# Click '''Add a Saved Response'''.
2. Click the '''Add a Saved Response''' button.
# Click the '''AI icon''' located in the bottom-right of the composer.
3. Click the AI icon at the bottom right of the modal.
# Provide a specific prompt (e.g., “A thank you message for following up and let them know I’ll reach out.”)
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.
# Click '''Submit'''.
5. Click the '''Submit''' button.
# You’ll receive a generated suggestion. You can:
6. Review the suggested text. To accept the suggestion, click the green check mark; to reject it, click the red "X".
## Click the '''Green check mark''' to insert it
7. If the suggestion does not meet your expectations, you can:
## Click the '''Red X''' to discard
  - Click the circle arrow icon to retry.
## Click the '''Retry icon''' or enter custom modification prompts like "Make it more casual" or "Add humor"
  - Use the "Ask AI to change it" field to modify the text length or tone, or provide specific feedback, such as "Make it funny."
 
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:
When creating and managing '''Saved Responses''', you will encounter several configuration options:


* '''Category Management''': Create and assign categories to keep similar responses grouped together.
- **Categories**: Organize your '''Saved Responses''' for easy access and management.
* '''Formatting Options''': Use rich text formatting, bullet lists, or switch to HTML / plain text modes.
- **Subject Line**: Add a relevant subject line to your '''Saved Response''' for clarity.
* '''AI Assistance''': Use natural language prompts to generate content.
- **Personalization Tags**: Insert custom tags to personalize responses based on contact or deal information.
* '''Personalization Tags''': Insert custom fields for contacts or, on supported plans, deals.
- **Styling Options**: Use options for bold, italics, and strikethrough to format your messages.
 
Permissions and feature support may vary by plan level:
* Deal field personalization is limited to Plus, Professional, and Enterprise plan holders.
* AI features require connected email accounts.


== 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 ==
- Use categories effectively to group similar responses; this makes finding specific replies easier.
=== 1. Sales Follow-Up ===
- Utilize the AI feature to help brainstorm and refine your messages, especially for repetitive phrasing.
**Scenario:** A lead asked for more information after a demo.
- 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.


'''Saved Response:'''
== Common Use Cases ==
> Subject: Thanks for your interest!
>
> Hi %FIRSTNAME%, 
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 ===
1. **Customer Support**: Use '''Saved Responses''' to quickly respond to frequently asked questions such as billing inquiries or product issues.
**Scenario:** Addressing a ticket submission.
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.
'''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!”


== Troubleshooting ==
== Troubleshooting ==


=== I can’t use my Saved Response in a campaign. ===
If you encounter issues with '''Saved Responses''', consider the following:
Saved Responses are **not supported** in [[Campaigns]] or [[Campaign_Templates]]. Use them only in 1:1 emails or Conversations.
- 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.
=== Deal field tags don’t appear. ===
- Verify that your connected emails are active when using the AI feature to generate responses.
Make sure your plan level is Plus, Professional, or Enterprise. Deal field tags aren’t available to Starter plan users.
 
 
For comprehensive assistance, check with ActiveCampaign's support resources.
=== 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]]
* [[Conversations]]
* [[Deals]]
* [[Email_Marketing]]
* [[AI]]
* [[Settings]]


== FAQ ==
== Frequently Asked Questions (FAQs) ==
=== 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? ===
=== 1. Can I use Saved Responses in Campaigns? ===
No. Saved Responses are available only for one-on-one emails and Conversations interactions.
No, '''Saved Responses''' cannot be utilized in Campaigns or Campaign Templates.


=== Who can use deal personalization fields in Saved Responses? ===
=== 2. How do I organize my Saved Responses? ===
Only users on Plus, Professional, or Enterprise plans have access to personalization tags for deal fields.
You can create categories to group similar '''Saved Responses''' together, helping keep them organized.


=== How can I generate my Saved Response using AI? ===
=== 3. What plans support the Saved Responses feature? ===
Click the AI icon when creating a Saved Response, then enter a prompt. Accept the suggestion or customize further before inserting it.
The feature is available on Starter, Plus, Pro, and Enterprise plans.


=== Are Saved Response categories required? ===
=== 4. Is it possible to personalize my Saved Responses? ===
No. Categories are optional but help in organizing your Saved Responses logically.
Yes, you can use personalization tags to customize your messages based on contact or deal information.


=== Do Saved Responses support formatting? ===
=== 5. Can I use AI to help with my Saved Responses? ===
Yes. You can use bold, italics, strikethrough, bullet lists, links, and switch between HTML/plain text formats.
Yes, if you have connected emails, you can use AI to assist in crafting your responses.


=== Can multiple users share the same Saved Responses? ===
=== 6. What should I do if my Saved Responses don't appear? ===
Yes. Saved Responses created in the account are available to users with sufficient permissions.
Check your category settings and ensure that you're viewing the correct section under '''Settings''' > '''Saved Responses'''.


== See Also ==
=== 7. Are there any limitations to using AI in Saved Responses? ===
* [[1:1 Emails]]
The AI feature is enabled only when using connected emails, so ensure your email integration is properly set up.
* [[Conversations]]
* [[AI]]
* [[Email_Marketing]]
* [[Settings]]
* [[Account, Billing, & Setup]]
* [[Get Started with Account Settings]]


[[Category:Account, Billing, & Setup]]
You can further explore the capabilities of ActiveCampaign to enhance your marketing strategies and customer interactions.
[[Category:Get Started with Account Settings]]
```

Revision as of 08:07, 3 November 2025

``` Navigation: Main_Page > Settings > 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 available for the following plan types: Starter, Plus, Pro, and Enterprise.

How to Access This Feature

To access the Saved Responses feature, follow these steps: 1. Log into your ActiveCampaign account. 2. On the left menu, click on Settings. 3. From the dropdown, select Saved Responses.

Step-by-Step Instructions

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: 1. Click on Settings > Saved Responses from the left menu. 2. Click the Manage Categories button. 3. Click the Add Category button in the Manage Categories modal window. 4. Enter the name of the category in the field provided and click Add. 5. Click the Done button.

The newly created category will now be available when you create 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. 2. Click the Add a Saved Response button. 3. A modal window will appear prompting you to: 

  - Provide the name of the Response in the field provided.
  - Select a category from the Category dropdown.
  - Click the Next button.

4. In the Saved Response composer, type the subject line and message. 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. 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. 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.

Using 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: 1. Click Settings > Saved Responses or navigate through Deals > Saved Responses on the left menu. 2. Click the Add a Saved Response button. 3. Click the AI icon at the bottom right of the modal. 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. 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". 7. If the suggestion does not meet your expectations, you can: 

  - 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

When creating and managing Saved Responses, you will encounter several configuration options:

- **Categories**: Organize your Saved Responses for easy access and management. - **Subject Line**: Add a relevant subject line to your Saved Response for clarity. - **Personalization Tags**: Insert custom tags to personalize responses based on contact or deal information. - **Styling Options**: Use options for bold, italics, and strikethrough to format your messages.

Best Practices and Tips

- Use categories effectively to group similar responses; this makes finding specific replies easier. - 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

1. **Customer Support**: Use Saved Responses to quickly respond to frequently asked questions such as billing inquiries or product issues. 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.

Troubleshooting

If you encounter issues with Saved Responses, 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. - Verify that your connected emails are active when using the AI feature to generate responses.

For comprehensive assistance, check with ActiveCampaign's support resources.

Frequently Asked Questions (FAQs)

1. Can I use Saved Responses in Campaigns?

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

2. How do I organize my Saved Responses?

You can create categories to group similar Saved Responses together, helping keep them organized.

3. What plans support the Saved Responses feature?

The feature is available on Starter, Plus, Pro, and Enterprise plans.

4. Is it possible to personalize my Saved Responses?

Yes, you can use personalization tags to customize your messages based on contact or deal information.

5. Can I use AI to help with my Saved Responses?

Yes, if you have connected emails, you can use AI to assist in crafting your responses.

6. What should I do if my Saved Responses don't appear?

Check your category settings and ensure that you're viewing the correct section under Settings > Saved Responses.

7. Are there any limitations to using AI in Saved Responses?

The AI feature is enabled only when using connected emails, so ensure your email integration is properly set up.

You can further explore the capabilities of ActiveCampaign to enhance your marketing strategies and customer interactions. ```

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