About Saved Responses

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Saved Responses is a time-saving solution that lets you create and reuse commonly used phrases in your 1:1 emails and chats and emails that come in through Conversations. In ActiveCampaign, you can create multiple Saved Responses and organize them by category. 

It is not possible to use Saved Responses in Campaigns or Campaign Templates.

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. Note that you don't need to create categories for a Saved Response. 

To create a Saved Response category:

  1. Click Settings > Saved Responses on the left menu. 
  2. Click the "Manage Categories" button.
  3. Click the "Add Category" button in the Manage Categories modal window.
  4. Type the category's name into the field provided and click "Add."
  5. Click the "Done" button.

The category will be available for you to select when creating a Saved Response. 

Creating a Saved Response

  1. Click Settings > Saved Responses on the left menu. 
  2. Click the "Add a Saved Response" button.
  3. 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
  4. Type a subject line and message in the Saved Response composer.
  5. 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. 
  6. 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.
  7. When finished, click the "Add" button in the "Add New Saved Response" modal.

The Saved Response will be added to your Saved Responses page and can be used in 1:1 emails and conversations.

Use AI in your Saved Response

Available with connected emails only.

You can use AI while creating Saved Responses to help write and enhance your message.

To use this option:

  1. Click Settings > Saved Responses or click Deals > Saved Responses on the left menu.
  2. Click the "Add a Saved Response" button.
  3. Click the AI icon at the bottom right.
    AI Icon.jpg
  4. In the modal field, provide a prompt. For example, you can type “A thank you for following up and telling them I’ll reach out to them.” The more specific you can be, the better the results you’ll receive.
  5. Click the “Submit” button.
  6. Click the green check mark to add the suggested text to your 1:1 email, or click the red “X” to discard the suggested text.
  7. If the suggestion is not what you are looking for, you can:
    • Click the circle arrow icon to retry
    • Click into the “Ask AI to change it” field and choose to make the text longer, shorter, or change the tone. You can also type more specific feedback, like “Make it funny,” into the space provided.
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