SENDING EMAILS & SAVED RESPONSES
You can send an email to a client from either their client page or the deal page. From the deal page, click on the contacts email address. On the contact page click the 'Send an Email'. This will open a pop-up to send your email to the client. Your signature will also automatically populate at the bottom of the email.
To send a saved response click the page icon located in the bottom right corner of the pop-up and this will bring up a list of all your previously made saved responses you might want to send out. Scroll down to see how to edit/create these saved responses.
Underneath 'Recent Activities' you can see all emails that have been sent to the client and it will also tell you whether they have opened the emails or not. Any other activity such as tasks set or managed fields filled in will also show here.
Saved Responses is a time-saving solution that lets you create and reuse commonly used phrases in your one-to-one emails. In Active Agent, you can create any number of Saved Responses organize them by category. Anyone who has login access to your Active Agent account can leverage Saved Responses in their daily activities.
Creating a Saved Response
From the Saved Responses page in your account located in the settings tab (bottom left corner cog icon), click the "Add Response" button.
The"Add New Saved Response" modal will appear. Type the name of the response in the field provided. Then click the "Category" dropdown to select a category for the response. Note that you can skip the category selection step when creating a saved response. Click "Next."
Type a subject line and message in the Saved Response composer.
Note the bold, italics, and strikethrough styling options on the lower left of the composer. To add bullet points, insert a link, remove a link, or switch from html to a plain text email, click the three dots located on the right side of the styling options.
To insert a personalisation tag for a contact or deal field, type the percentage symbol (%) into the body of the message. You’ll be presented with a menu of fields you can insert. Note that only customers on a Plus, Professional, or Enterprise plan can use personalisation tags for deal fields.
After selecting the field, you’ll see a blue placeholder:
When finished, click the "Add" button in the "Add New Saved Response" modal.
The Saved Response will be added to your Saved Responses page and can be used in one-to-one emails and conversations.
There are already a few saved responses in there that we have created as a template for you however it is strongly recommended that you go throught these and check they are suited to your office before using.