Create and Manage Saved Replies for Fast Answers
A saved reply is a snippet of text that can be quickly added to the editor when replying to a customer. Using saved replies is a great way to tackle those issues that require a standard or simple response. This article will walk you through creating, using, and managing saved replies in Help Scout.
All users can add saved replies from the conversation editor. Help Scout Account Owners and Administrators have permission to edit and manage existing saved replies by default, and can grant that permission to Users. User Roles and Permissions has more information on permissions and how to change them.
In this article
Create Saved Replies
There are two ways to create a new saved reply.
All users can create a saved reply from the conversation editor. Just type in the text that you want to save as a reply, click the saved replies menu button, then choose Save This Reply …. Give your saved reply a name, then click Save Reply.
Account Owners and Administrators, and Users with permissions to do so, can create saved replies from the mailbox settings as well.
Head over to Manage > Mailbox(es), choose your mailbox, then click Saved Replies from the left sidebar.
Click on New Saved Reply at the top of the page.
Give your new reply a name, then compose your response in the text editor. You can also create a chat version if chat is enabled on the mailbox. Click Save Reply when you're happy with the saved reply.
Images in a Saved Reply
Create your saved reply from the conversation editor to save it with images. The images will be inline images in your reply.
Or create it from the saved reply editor in settings, and use HTML to reference images that you're hosting elsewhere instead of sending inline images.
Note: You cannot attach other files to saved replies. You can add links to files hosted on a website or filesharing service, but keep in mind that will be the same link that goes out to everyone that gets that saved reply.
Use a Saved Reply in Email
Click on the Saved Reply icon on the editor toolbar. If you have more than 15 saved replies, you'll see a search bar at the top of the dropdown menu. Start typing to search the titles of saved replies or scroll, then click to insert the saved reply.
To learn more about using saved replies with chat, see Saved Replies for Chat.
Manage and Organize Saved Replies
Edit Saved Replies
Head to Manage > Mailbox(es), choose your mailbox, then click Saved Replies from the left navigation menu. Click on the saved reply you wish to edit, and make your changes. Click Save Reply when you're happy with it.
Delete Saved Replies
Head to Manage > Mailbox(es), choose your mailbox, then click Saved Replies from the left navigation menu. Click on the saved reply you wish to delete then click the trash can icon on the bottom right of the reply.
Copy Saved Replies to Another Mailbox
Head to Manage > Mailbox(es), choose your mailbox, then click Saved Replies from the left navigation menu. Click the saved reply you want to copy, then look for the Copy button in the bottom right corner, and choose the mailbox you want to copy to.
Organize Saved Replies
Saved replies are displayed in alphanumeric order, both in the saved reply menu in the conversation editor and the settings page. There’s no option to manually rearrange replies.
Use numbers in the names of your saved replies to control ordering of the list.
If you have groups of replies that are similar, you can easily bunch them together using a naming convention. Start typing the group name in the search box to return the replies in that group only.