Overview
Email Snippets are pre-written blocks of text that allow you to quickly insert common responses, explanations, or disclaimers into your emails. They streamline communication with leads by saving time and ensuring message consistency, similar to email templates but for shorter, reusable text segments.
Key Functionalities
Quick Insertion: Easily add pre-approved text into any email you are composing.
Personalization: Use lead and system field placeholders to automatically insert information like the lead's name or your contact details.
Flexible Sharing: Control access by setting snippets as Corporate (all users), Branch (branch users only), or Private (just for you).
Rich Content: Format text and include images or hyperlinks to create professional, branded snippets.
How to Create an Email Snippet
Step 1: Navigate to Email Snippets
Click MORE in the main navigation toolbar.
Select Settings from the dropdown menu.
In the Settings menu, navigate to NURTURE LEADS > Email Snippets.
Step 2: Create a New Snippet
On the Email Snippets page, click the Add Email Snippet button in the top-right corner.
Step 3: Configure the Snippet
In the creation window, configure the following settings:
Name: Give your snippet a clear, descriptive name.
Owner: Set the access level:
Corporate: Available to all users in the account.
Branch: Available only to users in a specific branch.
Your Name: Keeps the snippet private to you.
Share With Others: (Optional) If you own the snippet, toggle this on to share it with other users.
Tag: (Optional) Assign a tag to categorize your snippet for easier organization.
Body: Write the snippet content in the text editor. Use the placeholders (e.g.,
{FirstName},{Phone}) to pull dynamic information from the lead record.
Step 4: Add Images or Links (Optional)
Insert Image: Click the Insert Image button in the editor, upload your image, and click Insert Image to place it in the snippet. Keep in mind that some email servers automatically mark emails containing images as possible spam.
Create Link: Highlight text or an image, click the Create Link button, enter the URL and link text, then click Add Link.
Step 5: Save
Click Save Changes to create your snippet.
Best Practices
Use Descriptive Names: Name your snippets clearly so you can find them quickly when composing an email (e.g., "Pricing Info - Product A," "Follow-up After Call").
Leverage Placeholders: Personalize your snippets by using field placeholders like
{FirstName}and{City}to make emails feel less generic.Categorize with Tags: Use tags to group related snippets (e.g., "Pricing," "Appointment," "FAQ") for faster filtering.
Test Links: Always send a test email to yourself to verify that any hyperlinks in your snippet work correctly.
Keep it Concise: Snippets are most effective for short, reusable text blocks. For longer, fully-formatted emails, use Email Templates.
Troubleshooting
I can't find the snippet I created.
Check the "Owner" and "Share" settings. If it's set to a specific branch or is private to another user, you may not have access. Also, try using the search or filter by tag.The placeholder fields aren't populating when I use the snippet.
Ensure you are using the correct field name syntax (e.g.,{FirstName}) and that the lead record actually has data in that field.My image isn't displaying correctly in the email.
Confirm the image was successfully uploaded and inserted into the snippet. Some email clients block images by default, which is outside of SalesExec's control.