Saved Responses is a time-saving solution that lets you create and reuse commonly used phrases in your 1:1 emails. In eduCRM, you can create multiple Saved Responses and organize them by category.
Take Note
- It is not possible to use Saved Responses in Campaigns or Campaign Templates.
- Saved responses cannot include images
Creating Saved Response categories
Categories will help keep your Saved Responses organized in your account. For example, you can use categories to group similar Saved Responses together, like signatures or common follow-up responses from admission counselors,
To create a Saved Response category:
- Click Settings (gear icon) > Saved Responses.
- Click the "Manage Categories" button.
- Click the "Add Category" button in the Manage Categories modal window.
- Type the category's name into the field provided and click "Add."
- Click the "Done" button.
The category will be available for you to select when creating a Saved Response.
Creating a Saved Response
- Click Settings (gear icon) > Saved Responses.
- Click the "Add a Saved Response" button.
- A modal window will appear:
- Provide the name of the Response in the field provided
- Click the "Category" dropdown and select a category
- Click the "Next" button
- Type a subject line and message in the Saved Response composer.
- Note the bold, italics, and strikethrough styling options on the lower left of the composer. To add bullet points, insert a link, remove a link, or switch from html to a plain text email, click the three dots located on the right side of the styling options.
- To insert a personalization tag for a contact or deal field, type the percentage symbol (%) into the body of the message. You’ll be presented with a menu of fields you can insert. Note that only customers on a Plus, Professional, or Enterprise plan can use personalization tags for deal fields. After selecting the field, you’ll see a blue placeholder.
- When finished, click the "Add" button in the "Add New Saved Response" modal.