Saved Messages/ Quick Replies
complete
Ashley Brown
Who else finds themselves sending the sme information OR answering the same (or verrrry similar) questions over and over again for various clients? 🙋♀️Most clients will have the same question come up, albeit at different times in their journey.
I propose a "saved messages" / "quick replies" area where we can save messages (similar to how we save tasks, workouts, anything that gets reused) to add to a message without having to re-type the answer, look for links to send over, etc.
The saved message library could be in the same area that currently has the task library, exercise library etc.
There could be a plus sign or other icon in the message box that brings up the option to add a "saved message".
I am including a screen share to offer more clarity. This would be an AMAZING addition to the inbox/message updates so many coaches are asking for!
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Suzy
marked this post as
complete
The feature has been released. Please check this out here: https://help.everfit.io/en/articles/13211990-saved-responses
Katie - TEP
100%. Having saved quick templates would be great:)
Suzy
Merged in a post:
Inbox templates & schedule send
M
Marc Gehlsen
The ability to use a template message for onboarding new clients to instruct them on check-in procedures, progress pictures, etc. There's the 3 messages you can send out in the onboarding flow, but being able to duplicate the same message within the inbox instead of copy/pasting from another client AND being able to schedule send (ex. the day before their first check-in telling them what to do) would be great.
Franziskus Hielscher
I am using TextExpander for this, saves me dozens of hours every week and is not just word repalcement, but you can fully search answers and paste them anywhere. I use it on SoMe, for Sales, in Everfit and other messengers. It's amazing!
Coach Shayla
Love this x 1000!! 👏🏽 I currently have a huge database in Asana with saved messages (answers to common questions, standard information etc). This would be amazing to have right within Everfit.
+ Search Bar and Categories to organize and filter these saved messages by topic 😊
Ashley Brown
Coach Shayla : someone in the Facebook group pointed me to the app “Boards” which allows you to have saved things in your keyboard to send. It’s a nice workaround until Everfit can set this up. But there are fees.
Coach Shayla
Ashley Brown: Thank you! I just downloaded it and wow... how have I not had this in my life lol? Definitely super useful.