📖 1. What are Snippets?
Snippets are small, reusable blocks of text, code, or links that you can quickly insert into your emails, text messages, notes, and templates. They are perfect for frequently asked questions, standard greetings, common instructions, or any text you find yourself typing repeatedly.
Instead of typing a full paragraph, you can simply type a shortcut (like /faq-pricing) or select the snippet from a dropdown to insert the full block of text instantly.
⭐ 2. Key Features
- Save Time: Drastically reduce time spent on repetitive data entry.
- Maintain Consistency: Ensure your team is using the same, approved messaging every time.
- Use Everywhere: Access your snippets in the email builder, SMS conversations, contact notes, and more.
- Personalization: Snippets can even contain custom values (e.g.,
Hi {{contact.first_name}}...) to personalize your canned responses.
🚀 3. How to Create a Snippet
- Navigate to Marketing > Snippets.
- Click the "Add Snippet" button.
- Give your snippet a clear, memorable name (e.g., "FAQ: Pricing Tiers").
- In the content editor, type or paste the full text you want the snippet to contain.
- (Optional) Create a keyboard shortcut for it, like
/pricing. - Click "Save".
💡 4. How to Use a Snippet
When you are in a text editor (like composing an email or SMS), you have two options:
- Using the Shortcut: Type the shortcut you created (e.g.,
/pricing) and the full snippet text will automatically replace it. - Using the Menu: Click the "Snippets" icon (it looks like a small note 🗒️) in the editor's toolbar to open a searchable list of all your snippets. Click the one you want to insert.
Created/Updated Date 11/05/25 User Gemini