Understanding Snippets in Your CRM
What Are Snippets?
Snippets are prewritten text or email messages that you can quickly insert into conversations with contacts. They help save time and ensure consistent communication across your team. The Snippets page provides a modern, efficient interface for managing all your reusable message templates.
Key Benefits of the Snippets Interface
- Clean, Modern Design: Improved readability and reduced visual clutter make it easier to navigate your snippet library.
- Fast Performance: Even large collections of snippets load almost instantly.
- Shareable Views: URLs remember your current filters, search terms, and pagination settings, allowing team members to see exactly the same list you're viewing.
- Responsive Layout: The interface adapts smoothly to different screen sizes and devices.
- Consistent Experience: The design aligns with other upgraded modules in your CRM for a unified workflow.
Navigation and Layout
The Snippets page features a clear, single-table layout that displays your snippets. A header bar at the top contains search, filters, and bulk action tools. Buttons for creating new snippets and folders are located in the top-right corner for easy access. When you edit a snippet, it opens in a side panel so you don't lose your place in the list.
How to Use the Snippets Page
Access the Snippets Page
From the left navigation menu, click Conversations, then select the Snippets tab at the top of the page. This opens your snippet dashboard where you can view, create, and organize all your message templates.
Search for Snippets
Use the search bar on the right side of the page to find specific snippets by name or keyword. The list filters automatically as you type, showing only matching results.
Create a New Snippet
Click the + New Snippet button in the top-right corner and choose either Add Text Snippet or Add Email Snippet. A window will open where you can compose and save your reusable content.
Create a New Folder
Click the New Folder button in the top-right corner to organize snippets into categories (like sales follow-ups or support responses). This helps keep related messages grouped together for easier management.
Manage Existing Snippets
Click the three-dot menu (⋮) next to any snippet to access options like Move to Folder, Edit Snippet, Duplicate Snippet, or Delete Snippet. These actions let you organize and update snippets without leaving the main view.
Frequently Asked Questions
Do I need to enable this feature?
No. The updated Snippets interface is automatically available for all accounts.
Has any functionality changed?
No. All creation, editing, folder, and permission features remain exactly the same—only the design and performance have been improved.
Can I switch back to the old design?
No. The previous layout has been retired to maintain consistency across the platform.
Will shared URLs break if snippets are added or deleted later?
No. The shared link preserves your view preferences (search, filters, pagination), so others will still see your filtered view even if the underlying snippets change.
Are snippet permissions affected?
No. Users still require View & Manage Conversations access to use snippets.
Do shared URLs work across sub-accounts?
No. Shared URLs only function within the same sub-account. Users without access will see an authorization error.