Maintaining consistent communication with your customers creates an environment of trust. It helps you build a strong, positive image that lasts with every person interested in your business. With the help of Email snippets, you can easily maintain consistency across the board by creating pre-made emails to quickly respond to your contacts.

Creating an Email Snippet #

To craft a new email Snippet, locate the + New Snippet button situated at the top-right corner of the Snippets tab within the Conversations section of your account. Upon clicking this button, a dropdown menu will present you with two choices: “Add Text Snippet” and “Add Email Snippet”. Choose Add Email Snippet.

A window will pop up prompting you to input the necessary details for your custom Snippet.

• Name: When creating a Snippet, this helps ensure that you and your team can locate the right Snippet quickly and easily when needed.
• Subject: This will be the email’s subject line, which will show to the clients to help them easily identify your messages.
• Snippet Body: The body section of the Snippet is where you can type in your desired message. If you would like to make the message more personalized, you can also add custom values by clicking the Tag icon and trigger links by clicking the Thunderbolt icon in the Snippet body table.
• Add Attachment: If you would like to add a file from your computer or device to an Email Snippet, simply click on the +Add attachment button at the bottom left near the Snippet text. Through this feature, you can easily send images, documents, and other files in combination with the content of your message.
• Test Email Snippet: It’s a good idea to test the Snippet by typing the from address and the to address in the corresponding boxes under the message body and then clicking on the Send Test button.

NOTE: When creating an email Snippet, the first three fields are required, the rest are optional.

Snippet Preview #

To get a glimpse of how your email Snippet will appear, simply direct your attention to the right portion of the screen. This section showcases the content of your Snippet, including the body text, values, and any attachments that have been included.

Saving a Snippet #

Once your Snippet is ready, click the Save button to add it to your Snippet library.

Email Snippets allow you to easily communicate with your clients, especially when you don’t need a fancier-looking Snippet to relay the information needed. These simple snippets are fun and easy to create, so we hope you enjoy this article and make the most out of your client communications.

Frequently Asked Questions #

How do I add an email snippet? #

Click the + New Snippet button at the top-right of the Snippets tab in the Conversations section, choose Add Email Snippet from the dropdown, then fill in the snippet details in the pop-up window.

Which fields are required when creating an email snippet? #

The first three fields—Name, Subject, and Snippet Body—are required. The remaining fields, such as attachments and test email, are optional.

Can I personalize an email snippet? #

Yes. You can add custom values by clicking the Tag icon and insert trigger links by clicking the Thunderbolt icon within the Snippet body.

Can I attach files to an email snippet? #

Yes. Click the +Add attachment button near the snippet text to include images, documents, or other files with your message.

How do I test an email snippet before saving? #

Enter a from address and a to address in the boxes below the message body, then click the Send Test button to preview how the email arrives.

Where can I preview my email snippet? #

The right portion of the screen displays a live preview showing the body text, custom values, and any attachments included in your snippet.