Saved replies give you a fast and straightforward way to reply to common responses from within the Salesmsg web, mobile, and chrome extension.
As an admin, you can create Saved replies for your members and share this with your team or keep it private to yourself. As a member, you can create your own private Saved replies as well.
Step 1: Setting Up Your Saved Reply
Head over to Settings > Personal Settings > Saved Replies to create your message. You can also access saved reply right from your conversation.
Step 2: Create Your Saved Reply
Title
The name of your Saved Reply to easily find the message.Share With Everyone
As an admin, you can choose to share this saved reply with your team members.Integration
Salesmsg gives you the option to insert your CRM merge fields into the canned message.Message
Type in your text message along with merge fields, emojis, even MMS pictures and gifs.
Step 3: Insert Your Saved Replies
From the chat area, select the Saved Reply you want to insert and select "Add to Conversation".
Then once you select "Add to Conversation" the test will appear in your text box
Organize Saved Replies
You can organise saved replies by doing search, selecting a sorting or adding some saved replies to your favourite list. Favourite saved replies will show up on top of the others and you will have quick access to them. Search and sorting works for both lists.
Trigger Saved Replies
Your saved replies can be easily triggered in a few simple steps, giving you possibility to automate frequently used replies. To create a trigger with a saved reply, simply click on the "Saved Replies" icon when you create a new trigger, select the desired reply, and it will automatically populate in the message field. Additionally, if you have integrated Salesmsg with your CRM or other systems, you can also trigger saved replies from those integrations, making it even more convenient for you to respond to customer inquiries in a timely and personal manner.
Pro Tip: "/" Shortcuts
When you are composing a message, if you want to insert your saved reply, access the menu by pressing the forward-slash key "/" which will open the saved reply modal. Start typing the title of your saved reply and once you're focused on it select "enter". This will populate the saved reply in the message file at the spot where you invoked the "/" shortcut.
Saved replies with media
It is also possible to attach images, videos, gifs, documents or audio files to your saved replies.
Click the + button and you can Send media using Upload Image, Upload File, Record Audio, Record Video, and Recently Sent Media.
Frequently asked questions
I don't see the Saved Replies I created, where are they?
If you created a saved reply and have selected an Integration, then this saved reply will only appear when the contact is linked to that integration.
For example, a HubSpot-based saved reply will only be available on a HubSpot-linked contact.
Why can't I create an Organizationwide saved reply?
Only an Admin is able to create saved replies that can be shared with the entire organization. Members can create saved replies for themselves, but not for others in the organization.
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