Keeping your communications consistent helps build trust with your contacts and gives a reliable impression across every conversation. Email snippets let you create ready-made emails so you can respond quickly and consistently, without starting from scratch each time.
Creating an Email Snippet
To create a new email snippet, find the + New Snippet button in the top-right corner of the Snippets tab, inside the Conversations section of your account. Click it and you'll see a dropdown with two options: "Add Text Snippet" and "Add Email Snippet". Select Add Email Snippet.
A window will open where you can fill in the details for your snippet.
- Name: Give your snippet a clear name so you and your team can find the right one quickly when you need it.
- Subject: This becomes the email subject line your clients will see, helping them identify your message straight away.
- Snippet Body: Type your message here. To make it more personal, you can add custom values using the Tag icon, or trigger links using the Thunderbolt icon in the snippet body.
- Add Attachment: To include a file from your computer or device, click +Add attachment at the bottom left of the snippet text area. This lets you send images, documents, and other files alongside your message.
- Test Email Snippet: Before saving, it's worth testing your snippet. Enter a from address and a to address in the boxes below the message body, then click Send Test.
📌NOTE: When creating an email snippet, the first three fields are required; the rest are optional.
Snippet Preview
On the right-hand side of the screen you can see a preview of your snippet, including the body text and any attachments you've added.
Saving a Snippet
When your snippet is ready, click Save to add it to your snippet library.
Email snippets are a simple, practical way to stay in touch with clients without needing anything more elaborate. They're quick to set up and easy to use, so you can get more out of every client conversation.