Add Email Snippet

Maintaining consistent communication with your customers creates an environment of trust and helps you build a strong positive image that lasts long with every person interested in your business, with the help of Email snippets you can easily keep the consistency up across the board by creating premade emails to quickly respond to your contacts.

Creating an Email Snippet

To craft a new email Snippet, locate the + Add Snippet button situated at the top-right corner of the Snippets tab within the Conversations section of your CRM. 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. 

1. Name: When creating a Snippet, this helps ensure that you and your team can locate the right Snippet quickly and easily when needed.
2. Subject Line: This will be the email's subject line, it will show to the clients to help them easily identify your messages.
3. 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.
4. 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.
5. Test Email Snippet: It's a good idea to test the Snippet by typing from address and 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.

Saving a Snippet

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

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.

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.