You can quickly create, store, find, and send saved replies to leads and customers, cutting down on response time while efficiently addressing common client questions and messages.
Learn how to use Saved Replies below:
Sending a Saved Reply
When viewing a conversation in the inbox, select the + symbol on the left and choose “Used a Saved Reply”.
A popup will appear, showing available saved replies.
Select a saved reply to use for your conversation. The text for the selected saved reply will auto-populate in the conversation message box. You can make edits before sending or simply send-as-is.
Managing Saved Replies
Saved Replies can be managed under Settings > Saved Replies.
By default, three saved replies will be pre-loaded into each account:
- Appointment reminder
- Request mobile number
- Thanks for the review
Editing Saved Replies
To edit a saved reply, select the pencil icon on the right. An editor popup will appear with the option to edit both the title and the message.
Deleting Saved Replies
To delete a saved reply, select the trash icon on the right. A warning popup will appear, asking if you’re sure.
Creating New Saved Replies
There are two ways to create a saved reply:
- Choose the “New” link in the upper right or
- Choose the “Create a new reply” button in the lower right
This will open a popup with a blank saved reply template. Add a title and message, then save the reply to the list in settings.
Using Custom Tags
Saved replies include the ability to use custom tags, which can be added to the message of the saved reply.
Currently, we support the following custom tags:
- Customer First Name (e.g. Lindsay)
- Customer Full Name (e.g. Lindsay Li)
- Business Name (e.g. The Town Auto Shop)
- Business Street Address (e.g. 409 13th St)
- Business Full Address (e.g. 409 13th St, Oakland, CA 94612)
When viewing save replies in Settings, we will always show the tag as a variable, surrounded by {{ curly brackets }}
When adding a saved reply to a conversation, the custom tags will reveal the actual content behind the brackets.