✨ When You Need This Guide
Use this guide if you want to:
Save time by creating pre-written responses to common questions
Build templates you can reuse in texting, bulk messaging, or auto-attendant
Make your replies more consistent and efficient across the whole office
Save drafts for bulk emails or texts that can be reused and edited easily
Common questions this guide answers:
How do I create a saved message?
Where do I save common responses?
How can I use a saved reply for bulk messages or auto-attendant?
Can I make a reusable message template in Aloha?
✍️ Creating a Saved Message Step-by-Step
Go to Contacts > Saved Messages
This is where all your reusable messages live.Click the "Add" button in the top right corner
This opens the message creation window.
Give your message a name
In the Name field, type something easy to recognize (e.g., "Out of Office Reply" or "Review Request")
Write your message in the Message field
Keep it simple and friendly
You can also add Replacement Strings (like patient names) to personalize it
Example: Hi ~Contact.FirstName~, thanks for reaching out! We’ll get back to you as soon as we can.
Click "Save" to store your message
Your message is now available anywhere you use Saved Messages in Aloha!
All saved messages (text or email) act as templates, which can be saved or duplicated for future use. We recommend creating Saved Templates for any Bulk Messages being sent to provide you easy reference to the sent message.
🔄 Where You Can Use Your Saved Messages
Feature | Use Case | Where It Lives |
Auto-Attendant | “Out of Office” messages | Settings > Auto-Attendant |
Conversations | Fast replies to patients | Contacts > Conversations |
Bulk Messages | Mass updates or reminders | Contacts > Send Bulk Message |
🎉 You’ll Know It Worked When:
Your message appears in the list under "Saved Messages"
It shows up as an option when using Auto-Attendant, texting, or bulk sending
You can quickly send the same message without retyping
👉 Next Step: Want to Use Your New Saved Message?
You’re ready to roll!
➡️ Click here to learn how to use Saved Messages in replies, auto-attendants, and bulk sends.
💬 Need Help? We’ve Got You.
Reach out if you get stuck or want help crafting the perfect message:
📧 Support@getaloha.com
📞 1-800-563-0469