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This article explains how to create an Email Snippet in SalesExec to streamline quick communication with leads. Email Snippets (quick responses) allow you to respond quickly to your leads with pre-composed messages, similar to an Email Template.

- Navigate to More (1) &gt; Settings (2) &gt; Nurture Leads &gt; Email Snippets

- Step 1
 - Navigate to More (1) &gt; Settings (2) &gt; Nurture Leads &gt; Email Snippets

- Click the Add Email Snippet button in the top right corner

- Step 2
 - Click the Add Email Snippet button in the top right corner

- Configure your Snippet as needed, indicating a Name and setting up the following fields: 
  - Owner
    1. Select Corporate if all users in the account need access to the Snippet.
    2. Select Branch if only users within a certain branch need access.
    3. Set yourself as the Owner if you wish to keep the Snippet private.
  - Toggle the Share With Others button to enable sharing with other users in your account. 
  - Use the Tag dropdown to categorize your Snippet.​
  - Fill in the body of the Snippet. Use Lead and System Fields as placeholders for important information to be extracted from the Lead, such as name of contact, phone numbers, etc.
  - Click Save Changes

- Step 3
 - Configure your Snippet as needed, indicating a Name and setting up the following fields: 
 - Owner
 1. Select Corporate if all users in the account need access to the Snippet.
 2. Select Branch if only users within a certain branch need access.
 3. Set yourself as the Owner if you wish to keep the Snippet private.
 - Toggle the Share With Others button to enable sharing with other users in your account. 
 - Use the Tag dropdown to categorize your Snippet.​
 - Fill in the body of the Snippet. Use Lead and System Fields as placeholders for important information to be extracted from the Lead, such as name of contact, phone numbers, etc.
 - Click Save Changes

Test Snippet Showing Use of Lead and System Fields

Add Images. You can add images and create hyperlinks to provide a more consistent and complete experience when responding to your Leads using Snippets:

- Add Images. You can add images and create hyperlinks to provide a more consistent and complete experience when responding to your Leads using Snippets:

Click the Insert Image button in the Editor, then Upload to select images one at a time.

Once an image is highlighted, click Insert Image.

The image will be placed in the designated area of your Snippet.

You can also add an image to your email signature to align with your company's branding.

1. Click the Insert Image button in the Editor, then Upload to select images one at a time.
2. Once an image is highlighted, click Insert Image.
3. The image will be placed in the designated area of your Snippet.
4. You can also add an image to your email signature to align with your company's branding.

Create Link. You can add links to provide a more consistent and complete experience when responding to your Leads using Snippets:

- Create Link. You can add links to provide a more consistent and complete experience when responding to your Leads using Snippets:

Select an image or line of text in the template and click the Create Link button in the Editor.

To link an image, click on the image to select it.

Add Link Text to mask the hyperlink address.

To test, send a test email and click the new link to ensure it directs to the correct web address.

1. Select an image or line of text in the template and click the Create Link button in the Editor.
2. To link an image, click on the image to select it.
3. Enter the web address for the link.
4. Add Link Text to mask the hyperlink address.
5. To test, send a test email and click the new link to ensure it directs to the correct web address.

When you're satisfied with your changes, click Save Changes in the top right corner of the editor.

Now you know how to create an Email Snippet in SalesExec, which helps streamline your communication with leads. This feature allows you to quickly respond to leads with pre-composed messages, enhancing efficiency and consistency.

<a href="https://leadmanagerhelp.clickpointsoftware.com/en/articles/2472048-how-to-use-email-to-engage-with-your-prospects">How to Use Email to Engage with Your Prospects</a>

<a href="https://intercom.help/clickpoint/getting-started-administration/nurture-your-leads/how-to-create-email-signature" rel="nofollow noopener noreferrer" target="_blank">Setting up Email Signature</a>

<a href="https://leadmanagerhelp.clickpointsoftware.com/en/articles/2474701-how-to-create-email-templates">How to Create Email Templates</a>

<a href="https://leadmanagerhelp.clickpointsoftware.com/en/articles/6659154-send-emails-at-the-perfect-time-using-delayed-send">Send Emails at the Perfect Time Using Delayed Sending</a>

<a href="https://leadmanagerhelp.clickpointsoftware.com/en/articles/6659180-never-miss-an-email-with-email-conversations">Email Conversations</a>

- <a href="https://leadmanagerhelp.clickpointsoftware.com/en/articles/2472048-how-to-use-email-to-engage-with-your-prospects">How to Use Email to Engage with Your Prospects</a>
- <a href="https://intercom.help/clickpoint/getting-started-administration/nurture-your-leads/how-to-create-email-signature" rel="nofollow noopener noreferrer" target="_blank">Setting up Email Signature</a>
- <a href="https://leadmanagerhelp.clickpointsoftware.com/en/articles/2474701-how-to-create-email-templates">How to Create Email Templates</a>
- <a href="https://leadmanagerhelp.clickpointsoftware.com/en/articles/6659154-send-emails-at-the-perfect-time-using-delayed-send">Send Emails at the Perfect Time Using Delayed Sending</a>
- <a href="https://leadmanagerhelp.clickpointsoftware.com/en/articles/6659180-never-miss-an-email-with-email-conversations">Email Conversations</a>

You can create Email Snippets (quick responses) to streamline quick communication with leads.

Email Snippets

Step-by-Step Instructions

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