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How to set up canned responses in Gmail.

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Table of contents

The Ultimate Guide To Gmail Canned Responses

Aug 14, 2024
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8 min read
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Table of contents

If you spend a sizable part of your workday responding to emails, you know how repetitive some of your responses can get. 

Whether it’s a follow-up email, an update email, or an email to onboard new employees, you find yourself writing the same email from scratch most times. 

But what if you could reduce the time spent on those routine responses without compromising on the personal touch? 

That’s where Gmail’s canned responses come in. But what are canned responses, and how do we use them?

In this guide, we’ll dive into how you can use this feature in Gmail to streamline your email workflow, reduce workload, and ensure that your communications are always consistent and polished.

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Table of Contents

What are Canned Responses?

Canned responses in Gmail are prewritten email replies that users can create and insert into their emails to save time writing repetitive messages. This feature is handy for individuals and businesses responding to similar inquiries.

When to use canned responses?

Canned responses is a versatile feature that can be applied in various scenarios to enhance efficiency and consistency in email communication. 

Here are some everyday situations where they can be particularly beneficial:

1. Customer Support

  • Frequently Asked Questions (FAQs): Respond quickly to inquiries such as shipping details, return policies, or troubleshooting steps.
  • Acknowledgments: Confirm receipt of customer complaints or feedback with a standardized response, ensuring customers know their message has been received and is being addressed.

Recommended Reading:11 Best Email Templates for Customer Service in 2024

2. Sales and Marketing

  • Initial Contact: Send a consistent, polished introduction to new leads or prospects.
  • Follow-ups: Use templated responses to follow up with leads who haven’t responded or to provide additional information about products or services.
  • Promotions and Offers: Quickly inform about special promotions, discounts, or upcoming events.

4. Human Resources

  • Job Application Acknowledgements: Confirm receipt of job applications with a polite and professional canned response.
  • Interview Invitations: Send out interview invitations with standardized details about the interview’s date, time, and location.
  • Offer Letters: Use a template that includes all the necessary information to streamline the process of sending job offer letters.

5. Education and Training

  • Course Information: Respond to inquiries about course details, schedules, or enrollment processes.
  • Assignment Feedback: Provide standardized feedback on everyday issues or praises to students, making the feedback process faster and more consistent.
  • Event Invitations: Quickly send out invitations for seminars, workshops, or other educational events.

Recommended Reading:Email Management for Education: 5 Best Practices

6. IT Service Management (ITSM)

  • Incident Acknowledgement: Automatically acknowledge receipt of incident reports to let users know their issue is being addressed.
  • Common Troubleshooting Steps: Provide step-by-step instructions for common technical issues.
  • Status Updates: Regularly update users on their incident or service request status.
  • Password Resets: Standardize the process of assisting users with password resets.
  • Service Outage Notifications: Inform users of known service outages or maintenance.

7. Logistics

  • Order Confirmation: Automatically confirm receipt of orders with all relevant details.
  • Shipping Notifications: Notify customers when their order has been shipped.
  • Delivery Delays: Inform customers of any delays in their delivery.
  • Return Instructions: Provide standardized instructions for returning items.
  • Customer Feedback Requests: Request feedback on the delivery experience.

8. Hospitality

  • Booking Confirmations: Send confirmation emails with booking details.
  • Welcome Messages: Greet guests with a welcome message and essential information before their arrival.
  • Check-In Instructions: Provide instructions for the check-in process.
  • Service Information: Inform guests about available services and amenities.

Recommended Read:10 Gmail Templates to Improve Customer Experience in 2024

How to Set Up Canned Responses in Gmail

Canned responses (also known as templates) in Gmail allow you to create and save email templates that you can reuse, saving time and ensuring consistency in your email communications. 

Here’s a step-by-step guide on how to enable, create, and set up canned responses in Gmail:

1. Enable Templates in Gmail

  1. Open Gmail: Go to Gmail and log in with your credentials.
  2. Access Settings: Click on the gear icon in the upper right corner and select “See all settings.”
settings-in-gmail

3. Navigate to the Advanced Tab: Click the “Advanced” tab in the settings menu.

 

gmail-advanced-tab

4. Enable Templates: Find the “Templates” section and select “Enable”.

gmail-advanced-tab
  1. Save Changes: Scroll to the bottom of the page and click “Save Changes.”
enabling-templates-in-gmail

2. Create a Canned Response

  1. Compose a New Email: Click the “Compose” button to create a new email.
gmail-interface
  1. Draft Your Template: Write the email content you want to save as a template.
  2. Save as Template:
    • Click on the three dots in the bottom-right corner of the compose window.
    • Hover over “Templates” > “Save draft as template” > “Save as new template.”
saving-draft-as-template-in-gmail
  1. Name Your Template: Name your template and click “Save”.

3. Use a Canned Response

  1. Compose a New Email: Click the “Compose” button to start a new email.
  2. Insert a Template:
    • Click on the three dots in the bottom-right corner of the compose window.
    • Hover over “Templates” and select the template you want to use from the list.

How to Use Canned Responses to Set Auto-Reply in Gmail

To set up auto-replies in Gmail using canned responses, you’ll need to use Gmail’s “Templates” feature in combination with filters. This setup automatically sends Gmail a pre-written response based on specific criteria. 

Here’s a step-by-step guide on how to create a filter to send auto-replies:

  1. Go to Gmail Settings:
    • Click the gear icon in the top-right corner.
    • Select “See all settings.”
  1. Create a New Filter:
    • Go to the “Filters and Blocked Addresses” tab.
    • Click “Create a new filter.”
gmail-settings

  1. Set Filter Criteria:
    • Define the conditions for the filter. For example, you can filter by email address, subject, or keywords.
    • Click “Create filter.”
  1. Apply Canned Response:
    • Check the box that says “Send template.”
    • Select the template you saved earlier from the drop-down menu.
  1. Create Filter:
    • Click “Create filter” to finalize.

Recommended Reading: The Ultimate Guide to Email Automation Software: 10 Must-Have Tools

Some Tips to Use Canned Responses Efficiently

Combining multiple canned responses for complex queries

Let’s say you have three templates saved as “Greeting,” “Product Information,” and “Closing Remarks.” Here’s how you can insert all three into a single email:

  1. Compose a New Email.
  2. Insert “Greeting”:
    • Click on the three dots in the bottom-right corner.
    • Select “Templates” > “Greeting.”
  3. Insert “Product Information”:
    • Move the cursor to the position where you want to insert this template.
    • Click on the three dots again.
    • Select “Templates” > “Product Information.”
  4. Insert “Closing Remarks”:
    • Move the cursor to the position where you want to insert this template.
    • Click on the three dots again.
    • Select “Templates” > “Closing Remarks.”>

  1. Customize and Adjust:

    After inserting multiple templates, adjust and customize the content to ensure it flows seamlessly and addresses the recipient’s query.

Tracking and analyzing the effectiveness of canned responses

  • Use Analytics Tools:
    • Integrate Gmail with analytics tools like Hiver to track email performance.
    • Track open rates, response rates, and engagement levels for emails sent with canned responses.
  • Gather Feedback:
    • Encourage recipients to provide feedback on the usefulness and clarity of your responses. You can collect feedback using surveys.
    • Use this feedback to improve and update your templates.
  • Regularly Review and Update Templates:

Some more tips to keep in mind while using canned responses

Personalizing templates for different scenarios.

– Avoiding overly generic responses.

– Regularly update and review canned responses to ensure relevance.

– Including placeholders for personalization (e.g., [Customer Name].

How to Use Canned Responses for Teams

Canned responses in Gmail are a neat trick for teams to speed things up and keep their emails looking consistent, especially when they send the same message repeatedly. But while it’s handy, this built-in feature doesn’t help with teamwork and managing things more efficiently.

So, how do you collaborate with your team?

Create and refine email templates together

Creating effective responses requires input from various team members. With Hiver, you can collaborate on creating and refining templates by allowing multiple team members to contribute and provide feedback.

Shared=email-draft-in-gmail

Track Engagement and Metrics

Hiver provides valuable insights into how your team is using canned responses. You can track response times to optimize templates and improve your team’s efficiency.

By analyzing these metrics, you can identify areas for improvement and ensure that your canned responses effectively drive customer engagement and satisfaction.

email-analytics

Conclusion

In this guide, we discussed how teams can effectively use canned responses in Gmail to enhance communication, save time, and ensure consistency. 

However, Gmail’s built-in features can be limiting for teams. Hiver addresses these challenges by enabling easy sharing of email templates and facilitating collaboration on email responses.

Hiver also integrates seamlessly with your CRM data for personalized responses and provides insights into template usage, helping to optimize efficiency. 

See how Hiver can help you save time using canned responses in Gmail!

B2B Saas content marketer helping her readers make an informed decision. Her expertise lies in creating research-backed and valuable content for CX pros and customer service teams to provide exceptional support. When she's not working, you can find her playing Injustice, watching a movie, or going for a run.

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