Saved Responses are messages that you use frequently to respond to your guests about queries such as the services you offer at your center. You may also use Saved Responses to inform guests about events such as the absence of providers or other business-related information such as extended working hours to cope with extra demand. The next time you get similar queries, you can quickly send out the saved response, rather than typing the message manually.
Note: Creating and sending saved responses require role-based permissions in ezConnect.
To create saved responses
Launch ezConnect.
From the Options Pane, select Saved Responses.
The Manage Saved Responses page opens.
3. To create a new saved response, click Create New.
Create new saved response pop-up opens.
4. Enter the following details:
Title: Enter the title for the saved response.
Description: Enter the text for the saved response. For example, if you are creating a saved response for holidays, you may enter the text as "Thank you for reaching out to us - we are closed for the holidays and will be available next week as per the usual business hours. Happy holidays and thanks for being our guest."
Macros (optional): Click the macros icon to add an available macro in the saved response. The following macros can be used:
Download Link: Link to download the CMA
Center Address: Complete address of the guest's base center.
Center E-mail: Email address of the guest's base center.
Center Addl Data 1: Additional information about the center.
Center Country: Country where the guest's base center is located.
Org Name: Name of the organization.
Center Name: Name of the guest's base center.
Center State: State of the guest's base center.
App Cost: Cost of all the services in the appointment.
Duration: Duration of the appointment
Center Phone: Primary phone number of the guest's base center.
Center Phone 2: Secondary phone number of the guest's base center.
Name: Full name of the guest.
Center Zip: Zip code of the guest's base center.
Treatment List: List of services scheduled in the appointment.
Service Therapist List: List of service providers scheduled to perform services in the appointment with service name.
Gender: Gender of the provider.
Service Therapist Time List: Scheduled time for the service, service name, and the therapist's name.
Center City: City of the guest's base center.
Start Time: Time when the appointment is scheduled to start.
End Time: Time when the appointment is scheduled to end.
Visits: Number of times the guest has visited the center.
App Date: Date on which the appointment is scheduled.
Day of Appointment: Day on which the appointment is scheduled.
Video URI: Insert video id entered in the service catalog tab.
Last Name: Last name of the guest.
Invoice Comments: Any notes or information about the invoice.
SMS Virtual Appointment Link: The virtual appointment link that can be sent as an SMS or text message to a guest.
Confirm Text: The reply keyword that guests can send to confirm their appointment.
Confirm Link: Link to receive the guest's confirmation of the appointment.
Google Calendar Link: The Google Calendar link that guest receives in the appointment reminder notification.
Gcal Start Time: Start time of the appointment as shown on Google Calendar.
Gcal End Time: End time of the appointment as shown on Google Calendar.
First Name: First name of the guest.
Mail Unsubscribe Link: Link to unsubscribe and stop receiving marketing messages and campaign emails.
WhatsApp Number Link: Share the WhatsApp number with your guests. For example, the saved response with this macro can be "You can reach out to us via WhatsApp here [WhatsAppNumberLink]'.
Cancel Appointment: The keyword that guests can send to cancel their appointments.
Enable this saved response for: Select any one of the following:
Center: Select this option if the saved response is only applicable to a center.
Organization: Select this option if the saved response is applicable for the entire organization.
5. Click Create New.
You have successfully created a new saved response.
The created saved response appears in the Manage Saved Responses page.
To delete a saved response, click Delete.
A confirmation pop-up appears if you click Delete.
To edit an existing saved response, click Edit.
The saved response editor opens.
To delete all saved responses at once, select the Select All checkbox and click Delete.
Use the Search Saved Responses search bar to search for an existing saved response.
Sort the existing saved responses based on the following filters:
Created: This filter will display the saved responses based on the date of creation.
Modified: This filter will display only the modified or edited saved responses.
A to Z: This filter will display the saved responses alphabetically from A to Z.
Z to A: This filter will display the saved responses in the reverse alphabetical order.
To use the saved responses
Select the guest to whom you want to send a Saved Response.
The guest conversation opens on the right pane.From the Reply Pane, click the Saved Responses icon.
You can see this icon below the text box in the reply pane.
The Saved Responses pop-up appears.
3. To use a saved response, click Use this.
The saved response is added to the text box in the reply pane.
4. Click Send.
The Saved Response is sent to your guest.
See Also
For ideas on what templates to add, look at the messages your staff send most often, and check out these 12 super-effective text templates you can customize to sound like your own brand voice.