Saved Response

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```mediawiki Navigation: Main_Page > Campaigns > Emails > Saved Response

How to use a saved response in a 1:1 email[edit | edit source]

ActiveCampaign's Saved Responses feature is a time-saving tool designed to streamline email communication through the reuse of commonly used phrases in your 1:1 emails. This feature allows users to maintain consistency and save time, especially when communicating with clients or contacts frequently. Being able to send tailored messages quickly can significantly enhance your efficiency and responsiveness in professional communications.

The ability to send 1:1 emails from different parts of the platform varies depending on your ActiveCampaign plan, making it essential to understand the limitations of your current subscription.

How to access this feature[edit | edit source]

To access the Saved Responses feature, you must navigate through your ActiveCampaign interface to the appropriate record type from which you would like to send an email.

Step-by-step instructions[edit | edit source]

Follow these steps to use a saved response in a 1:1 email:

  1. Go to the Contact, Deal, or Account record from which you want to send a 1:1 email.
  2. Click the Send an email button or use the Action dropdown arrow located at the top right of your record.
  3. The message composer will open. Click the Saved Responses icon to view your saved responses.
  4. Select the desired Saved Response you wish to use in your email.
  5. Click the Send button to dispatch the email to your contact.

When using saved responses, it is important to be aware of the personalization tags included in your message. If personalization tags appear blue, they will automatically populate with values from the contact's record or associated data. However, if any personalization tags are highlighted in red, it signifies that the contact does not have a value for that particular field. In this case, you must add a value for the field before successfully sending the message.

Configuration options and settings[edit | edit source]

While using the Saved Responses feature, the following configuration options are essential:

  • Send from: Depending on your account type, you can send emails from a Contact record, Account record, or Deal record.
  • 1:1 email send options: These options vary based on your ActiveCampaign plan level, as indicated below:

||Send from || Enterprise || Professional || Plus || Starter || |----------------|----------|----------|--------|-------| |Contact record | ✅ | ✅ | ✅ | ✅ | |Account record | ✅ | 🚫 | 🚫 | 🚫 | |Deal record | 🚫 | 🚫 | 🚫 | ✅ | |1:1 email action in automation | 🚫 | 🚫 | 🚫 | 🚫 |

Refer to this chart to determine the features available under your current plan type.

Best practices and tips[edit | edit source]

To maximize the effectiveness of your saved responses in 1:1 emails, consider the following best practices:

  • **Personalization**: Always utilize personalization tags to make your emails feel more tailored to the recipient. This increases engagement and fosters better communication.
  • **Test messages**: Before sending important or sensitive messages, send a test email to yourself to ensure that all personalization tags are working correctly and that the message appears as intended.
  • **Regular updates**: Periodically review and update your saved responses to ensure they are relevant and reflect current information or branding guidelines.
  • **Contextual consideration**: Select saved responses that are appropriate for the context of the interaction with the recipient to ensure relevance and professionalism.

Troubleshooting[edit | edit source]

If you encounter issues while using the Saved Responses feature, consider the following troubleshooting steps:

  • **Red personalization tags**: If you see any personalization tags highlighted in red, you need to add appropriate values for these fields in the recipient's record before sending your message.
  • **Plan limitations**: Be aware of the restrictions associated with your ActiveCampaign plan to ensure that you are utilizing the feature correctly. If you cannot access a specific option, consult your plan details or upgrade if necessary.

FAQ[edit | edit source]

  • What is a Saved Response?
 A Saved Response is a pre-defined phrase that can be reused in 1:1 emails to save time and maintain consistency in communication.
  • How do I create a Saved Response?
 While the documentation does not cover the creation of saved responses, you can usually create them in the email composer interface, where you can save frequently used phrases.
  • Can I personalize Saved Responses?
 Yes, saved responses can include personalization tags which will automatically fill in values related to the contact when the email is sent.
  • What should I do if a personalization tag appears in red?
 If a tag appears in red, check the recipient's information to ensure that all fields are completed with the necessary values.
  • Which plans allow for 1:1 email sends?
 The ability to send 1:1 emails varies by plan, as outlined in the configuration options section above. 
  • Can I send a 1:1 email from a Deal record?
 Yes, but this option is only available in certain plan levels. Check your plan specifics for availability.
  • Is there a limit to the number of saved responses I can create?
 The documentation does not specify a limit, however, it's advisable to keep the saved responses relevant and manageable for efficiency.

Utilizing the Saved Responses feature can significantly enhance how you communicate via 1:1 emails in ActiveCampaign, making processes more efficient and ensuring that your messages are engaging and professional. ```