Saved Responses

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About Saved Responses

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

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

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

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

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

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

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

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

• **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

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

What types of accounts can use Saved Responses?

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

Can I use Saved Responses for Campaigns?

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

How many Saved Responses can I create?

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

Are there formatting options when creating Saved Responses?

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

Can I integrate personalization tags in my Saved Responses?

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?

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?

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. ```