Once you have at least one Saved Reply set up, you can pick it from the message composer whenever you send a message to one member or a group of members. This article walks through how to use Saved Replies in the composer, including how to pair them with contact list filters for fast bulk sends.
Note: the Saved Replies picker only appears in the composer after you have created at least one saved reply. To set up your first saved reply, see Creating and managing Saved Replies.
Picking a Saved Reply in the composer
Whenever you open the message composer to send a message to a member or group of members, you will see the Saved Replies picker next to the subject line.
Click the Saved Replies picker
Search or scroll to find the saved reply you want to use
Select it. The composer automatically fills in the subject and the message.
Edit the message if you need to. You can change anything before sending.
Send the message as normal
The composer picks the right content from your saved reply depending on how you are sending the message. Email sends use the email content (subject and rich-text message). SMS, push, and in-app sends use the plain content (title and plain message).
Using Saved Replies for fast bulk sends
Saved Replies are especially powerful when paired with the contact list filters. Filter the contact list to the members you want to message, open the composer, pick a saved reply, and you are seconds away from sending. Some common patterns:
Trainer called in sick
From the class or activity, choose to message the attendee list
In the composer, pick your Class cancelled saved reply
Edit in the time and date of the cancelled class
Send
Chasing missed payments
From Contacts, filter to members with overdue or unpaid balances
Open the bulk message composer for that filtered list
Pick your Payment chaser saved reply
Review and send
Re-engaging sleeping members
From Contacts, filter to members who have not visited in a defined period
Open the bulk message composer
Pick your We miss you saved reply
Send
Where else you can use Saved Replies
Saved Replies are available across all the places you send messages, not just the one-to-one and bulk composers:
Smart Workflows: the Send Message step has a Saved Replies picker, so you can drop a pre-written template straight into an automated message rather than writing it from scratch.
Group broadcast: the group message view has the Saved Replies option, so you can pick a template when messaging a whole group.
Bulk member-action send: when you message members as part of a bulk action, you can pick a Saved Reply in the same way.
A saved reply you create once is therefore reusable everywhere you communicate, whether you are sending by hand or through a workflow. For more on automated messaging, see Smart Workflows: getting started with automation.
Editing a saved reply before sending
Everything filled in by a saved reply is editable in the composer:
Change the subject line
Edit the message body
Add member-specific personalisation, such as name or membership number
Add or remove members from the recipient list
A saved reply is a starting point, not a fixed template. You can adapt it for the specific situation before sending.
š” Helpful tip: Saved Replies pair brilliantly with contact list filters. Routine jobs that used to take 20 minutes of writing collapse to under a minute: filter, pick, send.
Have more questions about using Saved Replies?
If you have a question that is not covered here, our Customer Success team is happy to help. Reach out via the orange chat button at the bottom right of your ClubRight dashboard.
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