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How to Setup Saved Replies?

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Vibhor Agrawal
Updated 11 months ago

Saved Replies allow you to to make templates of the predetermined messages to common questions. They help you save your time and increase productivity.

Helpwise allows you to setup Saved Replies. Sending the same replies to many of your customers can be tricky because everyone has different names and email. So we came up with a solution.

To create a Saved Reply, simply go to the Automations menu and Click on the Saved Replies option.

A new screen will appear where all of your Saved Replies will appear. If you haven't created a saved reply, you'll be greeted with an option asking to create one. To create a new Saved Reply, simply click on the Create New Button.

This will open a new window where you can Add the name of the saved reply which will help you remember what the saved reply is to be used for. You can select the inbox for which the Saved Reply is to be available for. You can also set the Subject in a Saved Reply when using it to send an Email.

Variables

Variables are the feature that help you to get a step ahead and personalize your saved replies for your customers. Here is the list of variables that you can use in your saved replies:-

  1. {{recipient.firstname}} - First name of the person who is going to receive your email.
  2. {{recipient.lastname}} - Last name of the person who is going to receive your email.
  3. {{recipient.fullname}} - Full name of the person who is going to receive your email. If we can't figure out the name then we will replace this with the email of the recipient.
  4. {{recipient.email}} - Email Address of the person who is going to receive your email.
  5. {{mailbox.name}} - Name of the shared mailbox that's being used to send the email.
  6. {{mailbox.email}} - Email Address of the shared mailbox that's being used to send the email.
  7. {{user.firstname}} - First name of the colleague who sends the email.
  8. {{user.lastname}} - Last name of the colleague who sends the email.
  9. {{user.fullname}} - Full name of the colleague who sends the email. If we can't figure out the name then we will replace this with the email of the recipient.
  10. {{user.email}} - Email Address of the colleague who sends the email.

For Example, you can have a reply such as:

Hi {{recipient.fullname}}, 
Thanks for your email. You should receive a reply positively withing next 2-3 business hours.
Regards, {{user.fullname}}                 

After you've selected the appropriate variable and inserted it into the content of the saved reply, you can press on the Create button and it will create the Saved Reply for you.


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