Saved Replies can help create a consistent look and feel for your communications and streamline common responses. To add, edit, copy, or delete a Saved Reply, go to the Content Library menu, then click on Saved Replies. To add a Saved Reply, click the Add button. To edit an existing Saved Reply, click the name. To copy an existing Saved Reply, click the Duplicate link. To delete a Saved Reply, click the name of the Saved Reply, then scroll down and click the Delete Saved Reply button. When adding or editing a Saved Reply, there are the following fields: Saved Reply Name: this is the name of the saved reply that only shows for you. Subject: this is the text that will pre-fill into the Subject box once you choose the Saved Reply. Note that you can always edit this subject line before sending. Body: this is what will pre-fill into the message body. Again, this may be edited before sending, so you can just add filler text and/or images if you'd like to use it as a template. If you'd like to personalize the message with tags, click the icon that looks like the speech bubble next to the Body box: From there, you can click the field you'd like to insert, such as Contact First Name, to personalize the message. Finally, save the Saved Reply. Saved Replies then may be used throughout the system in various places, such as when sending a bulk email. There will be a Saved Replies link where you can choose a specific Saved Reply and then edit it before sending.

Saved Replies

Last updated on November 6, 2023 at 6:19 PM

Saved Replies can help create a consistent look and feel for your communications and streamline common responses.

To add, edit, copy, or delete a Saved Reply, go to the Content Library menu, then click on Saved Replies. To add a Saved Reply, click the Add button. To edit an existing Saved Reply, click the name. To copy an existing Saved Reply, click the Duplicate link. To delete a Saved Reply, click the name of the Saved Reply, then scroll down and click the Delete Saved Reply button.

When adding or editing a Saved Reply, there are the following fields:

Saved Reply Name: this is the name of the saved reply that only shows for you.
Subject: this is the text that will pre-fill into the Subject box once you choose the Saved Reply. Note that you can always edit this subject line before sending.
Body: this is what will pre-fill into the message body. Again, this may be edited before sending, so you can just add filler text and/or images if you'd like to use it as a template.

If you'd like to personalize the message with tags, click the icon that looks like the speech bubble next to the Body box: From there, you can click the field you'd like to insert, such as Contact First Name, to personalize the message.

Finally, save the Saved Reply.

Saved Replies then may be used throughout the system in various places, such as when sending a bulk email. There will be a Saved Replies link where you can choose a specific Saved Reply and then edit it before sending.