Creating, Editing and Inserting Canned Responses
In this tutorial you will see how to create, edit and insert a canned response in Squeegee.
Squeegee Team
16 steps
3 minutes
Sqg
Sqgee
Please note this feature is only available on the ***Ultimate*** plan and up.
Creating and Editing Canned Responses
1
Go to Settings > Notifications & Messages.
2
Then click into 'Canned Responses'.
3
Here you can see a list of any canned responses that you have already made, search for specific responses if needed and filter by category.
4
You can also create new canned responses here by clicking the corresponding button.
5
Click the 'Categories' field to add the canned response directly into an existing category.
6
Click the 'Title' name to enter the name of this canned response.
7
Enter the content into the 'Message' field. You can use the available message tokens within the message also. Click 'SAVE' once you're happy.
Canned Response Using Block Editor
8
You can also create canned responses using existing SEND campaign templates. Simply click into the 'Canned Response Block Template' option. If you choose this option, when available, the template will be used in place of the standard plain text message. For example, emails sent using this template can include rich text formatting and images. If this template is not set, the plain text message will be used instead.
9
You can then use the drop down menu to select your desired block template.
10
Finally, click 'SAVE'.
Using the Canned Response
11
For this example I will send it from the 'Inbox', but you can insert these using any message view.
12
Click into 'New Message' and select your customer.
13
Once the message template appears, click 'Canned Responses' - this will work for both email and SMS.
14
You can then select which canned response you would like to use from the list.
15
And choose whether you would like to insert the response into the existing message or replace it entirely.
16
You can then 'Schedule' the message or 'Preview' and 'Send' straight away.
Creating, Editing and Inserting Canned Responses
In this tutorial you will see how to create, edit and insert a canned response in Squeegee.
Squeegee Team
16 steps
3 minutes
Sqg
Sqgee
Please note this feature is only available on the ***Ultimate*** plan and up.
Creating and Editing Canned Responses
1
Go to Settings > Notifications & Messages.
2
Then click into 'Canned Responses'.
3
Here you can see a list of any canned responses that you have already made, search for specific responses if needed and filter by category.
4
You can also create new canned responses here by clicking the corresponding button.
5
Click the 'Categories' field to add the canned response directly into an existing category.
6
Click the 'Title' name to enter the name of this canned response.
7
Enter the content into the 'Message' field. You can use the available message tokens within the message also. Click 'SAVE' once you're happy.
Canned Response Using Block Editor
8
You can also create canned responses using existing SEND campaign templates. Simply click into the 'Canned Response Block Template' option. If you choose this option, when available, the template will be used in place of the standard plain text message. For example, emails sent using this template can include rich text formatting and images. If this template is not set, the plain text message will be used instead.
9
You can then use the drop down menu to select your desired block template.
10
Finally, click 'SAVE'.
Using the Canned Response
11
For this example I will send it from the 'Inbox', but you can insert these using any message view.
12
Click into 'New Message' and select your customer.
13
Once the message template appears, click 'Canned Responses' - this will work for both email and SMS.
14
You can then select which canned response you would like to use from the list.
15
And choose whether you would like to insert the response into the existing message or replace it entirely.
16
You can then 'Schedule' the message or 'Preview' and 'Send' straight away.
