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What are Snippets?

"Snippets are reusable templates for text or email messages, created to help teams maintain consistent communication." They save time on repetitive messages while ensuring accuracy and brand consistency. These templates support customization with placeholders like names or trigger links.

Benefits Of Using Snippets

The feature addresses communication inefficiencies by:

Where You Can Find Snippets

Snippets are accessible through two routes:

  1. Navigate to Conversations on the left-hand menu, then select Snippets at the top
  2. Access via Marketing > Snippets

How to Set Up Snippets

  1. Go to Conversations > Snippets or Marketing > Snippets
  2. Click Add Snippet and choose between Text or Email
  3. Name the snippet appropriately
  4. Compose the message body using Custom Values or placeholders
  5. Preview your snippet on the right to ensure accuracy
  6. Test the snippet by sending a sample if needed