Creating saved messages

When replying to leads on GigSalad, response time is incredibly important. To save you time and make the process much easier, you can create saved messages in advance to use for a quick reply.

IN THIS ARTICLE:

Create a new saved message

There are probably several responses you find yourself writing over and over again when replying to leads. Rather than starting from scratch each time, save the replies you use the most often. You can do this one of two ways:

From your tools page...

To create some message templates in advance:

1
Log in to your control panel and go to Tools, then select Manage Saved Messages.
2
Click on Create a new message.
3
Create a title for your message. This title will not be visible to clients. It's only used for you to identify which saved message to choose when replying to a lead.
4
Write your message and attach any photos, documents, or audio files. Use the shortcodes provided and we'll fill in the correct information for each potential client. 
5
Click  Save.
6
Repeat steps 2-5 for as many saved messages as you'd like to have.

From the message thread...

As you're responding to a lead, if you type a message that you would like to re-use later or save for further editing, you can do so by clicking the checkbox next to "Save this message." Once you select this checkbox and add a title, your message will be saved as soon as you click Send.


Edit a saved message

To make changes to one of your existing saved messages:

1
Log in to your control panel and go to Tools, then select Manage Saved Messages.
2
Select the saved message from the drop-down menu that you wish to edit.
3
Make any changes to the title or message content, or add/change your attachments.
4

Click Update Message.

5

Repeat steps 2-5 for as many saved messages as you'd like to edit.


Delete a saved message

To delete any of your existing saved messages:

1
Log in to your control panel and go to Tools, then select Manage Saved Messages.
2
Select the saved message from the drop-down menu that you wish to remove.
3
Click Delete Message
4

Repeat for as many saved messages you'd like to delete.


Add shortcodes

Shortcodes allow you to have saved messages that include certain details specific to the lead you're responding to. For example, if you use the [date] shortcode, the message will automatically fill in the event date where you've placed that code.

A full list of shortcodes available to use will be displayed when adding or editing a message. As you're writing your message, you can type the bracketed code or you can just click on the appropriate code and it will be added to the message.


Respond with a saved message

Once you've created one or more saved messages, you'll be shown a dropdown list (identified by the titles you added) to choose from when you reply to a lead with a message. Select the one you want, make any necessary edits, or add further personalization, then send it! 


Pro tip: Check out these helpful suggestions and examples to get you started with creating various message templates for your business.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us