Saved Responses

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

Saved Responses

Introduction

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:

• 1:1 Emails
• Conversations (chat and email via Conversations)

They are not available for use in Campaigns or Campaign Templates.

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.

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. 2. Click Settings from the menu on the left. 3. 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

Creating Saved Response Categories

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

To create a category:

1. Navigate to Settings > Saved Responses.
2. Click the Manage Categories button.
3. In the modal that appears, click Add Category.
4. Enter a name for the category.
5. Click the Add button.
6. Finish by clicking Done.

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

Creating a Saved Response

To create and save a response:

1. Go to Settings > Saved Responses.
2. Click the Add a Saved Response button.
3. A pop-up modal will appear. Provide the following:
   1. Name of the response
   2. Select a Category from the dropdown (optional)
   3. Click Next
4. Compose your response:
   1. Enter a Subject Line
   2. Enter the Message Body
   3. Use formatting tools for bold, italics, or strikethrough.
   4. Use bullet points, insert links, switch to HTML/plain text via the three-dot menu on the right.
5. To insert a personalization tag:
   1. Type % into the message body.
   2. Select a contact or deal field from the dropdown. (Deal fields are only available on Plus plan or higher.)
6. 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.

Using AI in Your Saved Response

If you have connected emails, you can leverage AI to generate or enhance Saved Responses.

To use the AI feature:

1. Go to Settings > Saved Responses or Deals > Saved Responses.
2. Click Add a Saved Response.
3. Click the AI icon located in the bottom-right of the composer.
4. Provide a specific prompt (e.g., “A thank you message for following up and let them know I’ll reach out.”)
5. Click Submit.
6. You’ll receive a generated suggestion. You can:
   1. Click the Green check mark to insert it
   2. Click the Red X to discard
   3. 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

Users can configure their Saved Responses using these features:

• 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:

• Deal field personalization is limited to Plus, Professional, and Enterprise plan holders.
• AI features require connected email accounts.

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

1. Sales Follow-Up

• • Scenario:** A lead asked for more information after a demo.

Saved Response: > 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

• • 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!”

Troubleshooting

I can’t use my Saved Response in a campaign.

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
• Conversations
• Deals
• Email_Marketing
• AI
• Settings

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?

No. Saved Responses are available only for one-on-one emails and Conversations interactions.

Who can use deal personalization fields in Saved Responses?

Only users on Plus, Professional, or Enterprise plans have access to personalization tags for deal fields.

How can I generate my Saved Response using AI?

Click the AI icon when creating a Saved Response, then enter a prompt. Accept the suggestion or customize further before inserting it.

Are Saved Response categories required?

No. Categories are optional but help in organizing your Saved Responses logically.

Do Saved Responses support formatting?

Yes. You can use bold, italics, strikethrough, bullet lists, links, and switch between HTML/plain text formats.

Can multiple users share the same Saved Responses?

Yes. Saved Responses created in the account are available to users with sufficient permissions.

See Also

• 1:1 Emails
• Conversations
• AI
• Email_Marketing
• Settings
• Account, Billing, & Setup
• Get Started with Account Settings