The Snippets section under the Marketing tab allows you to craft text messages and email templates, streamlining your team’s ability to rapidly address common inquiries regarding your products or services. It is important to note that templates remain uniform across the entire CRM, and you can modify them in both Email Marketing and Conversations sections.
All Snippets #
Within this section, you’ll have the ability to create as well as modify any existing templates you’ve created.
Text Snippets #
These snippets allow you to send and respond to SMS, Facebook DMs, Instagram DMs, and short chat messages in general. To create them, click +New Snippet and select Add Text Snippet. Fill out the template’s information, then click Save.
Email Snippets #
These will be simple email templates. Unlike the ones used for email campaigns, they are meant for quick responses for things like a refund confirmation that don’t need many media elements. To create them, click +Add Snippet and select Add Email Snippet. Fill out the template’s information, then click Save.
Interacting With Snippets #
Once a snippet has been created, you can click the three dots icon next to it to move, edit, duplicate, or delete the template.
Folders #
Folders allow you to organize the snippets into groups. To create them, click +Add Folder. Add the folder name, then click Save.
To add templates to a folder, click the three dots icon next to it and select Move to Folder.
To move or delete multiple templates at once, select the checkboxes next to the desired templates and choose the desired action. If you chose to move the templates to a new folder, select the folder, then click Move.
Utilizing Text and Email templates is an excellent strategy for streamlining repetitive correspondence, ultimately saving you valuable time. These versatile templates can be employed in numerous contexts, such as within workflows or during conversations, making them a highly useful tool for enhancing your communication efficiency.
Frequently Asked Questions #
Where do I find Snippets in the CRM? #
Snippets live under the Marketing tab, but because templates stay uniform across the CRM, you can also create and edit them in both the Email Marketing and Conversations sections.
What is the difference between text and email snippets? #
Text snippets are for SMS, Facebook DMs, Instagram DMs, and short chat replies, while email snippets are simple templates meant for quick email responses like refund confirmations.
Can I edit a snippet after creating it? #
Yes. Click the three dots icon next to any snippet to move, edit, duplicate, or delete it.
How do I organize snippets into folders? #
Click +Add Folder, name the folder, and click Save. Then use the three dots icon and Move to Folder to add snippets to it.
Can I move or delete multiple snippets at once? #
Yes. Select the checkboxes next to the templates you want, choose your action, and if moving them, select the destination folder and click Move.
Where can snippets be used? #
Snippets can be employed in many contexts, including within workflows and during conversations, helping streamline repetitive correspondence.
