Saved Replies - Quick Templates for Faster Messaging
Saved Replies are reusable message templates you can create once and insert into your conversations in just a click. They help you respond faster to common questions and keep your messaging consistent—whether you’re on web, mobile, or using the Chrome extension.
What Saved Replies Do
Store prewritten messages you use often.
Insert them into conversations instantly.
Save time typing the same responses over and over.
Use merge fields (like contact name) for personal touch.
Admins can share Saved Replies with the whole team.
Members can create their own private ones.
How to Create a Saved Reply
1. Go to your Saved Replies
You have two ways to create a Saved Reply:
From settings:
Go to Settings → Personal Settings → Saved Replies.Directly from a conversation:
In the message textbox, click the Saved Reply icon, then select + Create. This lets you create a saved reply without leaving the conversation.
2. Add the details
Title: a short name to help you find it quickly.
Share With Everyone: turn this on if you want your team to use it (admins only).
Integration (optional): include CRM merge fields if applicable.
Message: type your text. You can include merge fields, emojis, MMS pictures, and GIFs.
How to Use a Saved Reply in a Conversation
Open the chat where you want to send the response.
Select the Saved Reply you want.
Click Add to Conversation - the message will appear in your message box ready to send.
Organizing Your Saved Replies
You can:
Search to find replies fast.
Sort by name or other options.
Mark replies as favorites to pin them at the top of your list.
Pro Tip: Use the “/” Shortcut
When composing a message, press / (forward slash) to open your saved replies list.
Start typing the title and press Enter to insert it right where you are writing.
Trigger Saved Replies
You can automatically send Saved Replies by using triggers, which is perfect for handling common messages without manual work.
How to use a Saved Reply in a trigger
Create a new trigger.
Click the Saved Replies icon in the message editor.
Select the saved reply you want to use.
The message will automatically populate in the trigger’s message field.
Once the trigger runs, that saved reply will be sent for you - no extra steps needed.
Use Saved Replies with integrations
If you’ve connected Salesmsg to your CRM or other integrations, you can also trigger Saved Replies from those systems. This makes it easy to send timely, personalized responses automatically based on events or actions in your tools.
Attach Media to Saved Replies
You can include:
Images
Videos
GIFs
Documents
Audio files
Just click the + button when editing your saved reply to upload or record media:
Frequently Asked Questions
I don’t see a saved reply I created - where is it?
If you added an Integration, the saved reply only shows up when the contact is linked to that integration (for example, HubSpot).
Why can’t I create a reply for the whole organization?
Only an Admin can make saved replies that everyone sees. Members can make replies for their own use only.
Need Help? ✋🏻
Contact us on live chat or send an email to us at [email protected].