Skip to main content

How To Create Canned Responses

You can create ready-made template responses for speedier communication with clients.

Written by Regine Garcia

How To Setup and Create Canned Responses (Admin View)

  1. On your Dashboard, head over to Settings > Modules and Extensions
    ​

  2. Select Requests

  3. Scroll down and at the very bottom, click on Canned Responses
    ​

  4. Select Create canned responses
    ​

  5. Input the necessary details
    ​


    ​Note: Give your canned response a title, select or create categories, and compose your message.
    ​
    💡 Tip: Create editable [brackets] so that your team will fill out information relative to your client.
    ​

  6. Click on Save Changes

How To Use Canned Responses (Team View)

Canned responses are easily accessible on every request.

  1. Select a Request you want to respond to

  2. On the Request Messaging area, click on the Canned Responses icon
    ​

  3. You'll be prompted with a selection of Canned Responses
    ​

  4. Choose one that fits your intended response

  5. Once selected, the text will be populated

  6. Make edits as needed

Did this answer your question?