How do I Create "Saved Replies" For CRM?

Beginning with version 7.2.2 of the Shift4Shop platform, your store's CRM functionality can now be set up with Saved Replies which can be used when replying to the CRM tickets. This can be useful when replying to multiple tickets that contain essentially the same message over and over again.

Create a Saved Reply

As you begin processing and replying to any CRM ticket, you will see a link along the far right of the Message box. This new link will be labeled "Add a Saved Reply."

1. Click on the Add a Saved Reply link.

2. Next, click on the Create button found along the top right.

3. Enter a name and message for your saved reply.

4. Once you're done creating the saved reply, click Save at the bottom right.
5. Repeat these steps for however many additional replies you'd like to create.

Using Saved Replies

To use an already saved reply, click on the Add a Saved Reply link as mentioned in step 1 above.

1. Next, click on the name that you designated for the saved reply.

2. The contents of the body message will be inserted for your to preview.

3. Then click on the Select Reply button at the bottom right to add it to the CRM message body.

You may now send and process the CRM as usual.