Using Text Snippets for Efficient Communication

What Are Text Snippets?

Text snippets are pre-saved blocks of content that you can insert into emails, SMS messages, and other communications within your CRM. They act as reusable templates for common messages, greetings, disclaimers, or promotional text, allowing you to maintain consistency and save time across your marketing and client interactions.

Key Benefits of Using Snippets

• Save Time: Eliminate repetitive typing and copying by using ready-made content.
• Ensure Consistency: Standardize your brand voice and key information across all communications.
• Reduce Errors: Use pre-approved, accurate text to minimize mistakes from manual entry.
• Speed Up Creation: Build emails, campaigns, and automated messages faster by assembling them from saved sections.
• Include Attachments in Campaigns: Snippets saved with file attachments will automatically include those files when used in email campaigns.

How to Create a Text Snippet

Access the Snippets Section

Navigate to the left-hand menu in your CRM and select Marketing > Snippets. This area displays all your existing snippets and is where you create new ones.

Add a New Snippet

Click the + Add Snippet button to open the creation panel.

• Name: Give your snippet a clear, descriptive title so it's easy to find later (e.g., "Welcome Greeting" or "Service Pricing Details").
• Body: Enter or paste the text you want to save. You can use formatting and include images.
• Attachments: You can optionally attach files here. Note that these attachments will only be included when the snippet is used in specific contexts, like email campaigns.
• Preview: A preview pane shows how the message will appear on a mobile device, which is helpful for SMS content.
• Personalization: You can use dynamic fields (like a contact's first name) within the snippet body. The preview will show how these placeholders will look when populated with real data.

Test and Save

Before saving, you can enter a phone number and click Send Test to see how the snippet performs as an SMS. When you are satisfied, click Save to store the snippet for future use.

How to Insert a Snippet

In Manual Conversations

When replying to a contact in the Conversations tab, look for the snippets icon (often a paperclip or template icon) in the message composer. Click it, search for your snippet, and select it to insert the text directly into your message.

In Email Templates and Campaigns

While composing an email template or a campaign email, you will find an option to insert a snippet, typically labeled Templates or within a formatting toolbar. Selecting a snippet will place its text into the email body.

In Workflows (Automation)

Snippets can be used within automated workflow messages.

1. Go to Automation > Workflows and edit or create a workflow.
2. Add a messaging action, such as "Send Email" or "Send SMS."
3. In the message composer for that step, click the option to insert a template or snippet.
4. Choose your desired snippet from the list. The text will populate in the message body.
5. Save the workflow action.

Managing Your Snippet Library

You can edit, rename, or delete existing snippets from the main Marketing > Snippets area. Keeping this library organized and up-to-date ensures your team always uses the correct, current messaging.

How Attachments Work with Snippets

The behavior of file attachments depends on where you use the snippet:

• Email Campaigns: Attachments saved with a snippet are automatically included when you insert that snippet into a campaign email.
• Email Templates: When a snippet is inserted into an email template, any associated attachments are not included. Only the text content is added.
• Workflows: Attachments from snippets are not automatically added to messages sent via workflows. To include a file in an automated workflow email, you must attach it directly within the workflow step's settings.

Frequently Asked Questions

Can I organize snippets into categories or folders?

Yes, the CRM allows you to organize your snippets into folders for better management.

Are there limits to how many snippets I can create?

While there are no strict published limits, it is a best practice to keep your library organized for ease of use.

Who can create or edit snippets?

Permission to create and edit snippets is controlled by your account's user roles and settings.

Can snippets include images and formatted text?

Yes, snippets support rich text formatting, including bold, italics, lists, and embedded images.

Do snippets affect email deliverability?

No, using text snippets does not impact your email deliverability rates.