Text Snippets in Email Builder allow you to quickly insert reusable blocks of text (and, in campaigns, attachments) into your emails. By saving commonly used content as snippets, you can maintain brand consistency, reduce repetitive work, and speed up the email creation process across templates and campaigns.
Using text snippets in your email workflows offers several advantages:
Save time by reusing content: No need to rewrite or copy-paste frequently used sections.
Ensure consistency across emails: Standardize messaging, disclaimers, or promotional sections.
Simplify campaign creation: Quickly assemble emails with ready-to-go sections.
Automatic attachment inclusion in campaigns: Attachments saved with snippets are automatically added when used in campaigns.
Reduce errors: Minimize manual entry mistakes by using pre-approved content.
Open the left-hand navigation menu and click on Marketing > Snippets to begin creating or managing text snippets in your account. This is where all saved snippets are stored and accessible for reuse.
In the Snippets panel, click on + Add Snippet to launch the snippet creation window. Enter the Name, Body, and optionally attach files or test the message by phone. The preview pane on the right lets you see how the message will appear on a mobile device.
Name and Preview Your Snippet
Enter the desired text and, if applicable, add attachments (attachments will only be included in campaigns).
Save your snippet for future use. Provide a descriptive title for your snippet, ideally based on the question or use case it addresses (e.g., “What services do you offer?”). The mobile preview helps ensure the text looks clear and personalized before saving.
Customize Your Snippet with Dynamic Content
Use Custom Values and Trigger Links to personalize messages. The live preview shows exactly how the message will appear to the contact. Use this view to refine the tone, clarity, and formatting.
You can also enter your mobile number and click Send Test to test your snippet. Once you're good with your snippet, Click Save.
Please note: Please take note of the number of characters, segments, and approximiate cost of your snippets when sent as an SMS messsage.
When responding to contacts in the Conversations tab, click on the Snippets icon, search for the relevant snippet, and click to insert it directly into your message. This saves time and ensures consistency.
Here’s an example of a fully composed SMS message using a saved snippet. You can see how dynamic placeholders are replaced with actual contact information to personalize each message sent through your campaigns or manual outreach.
Managing Your Saved Snippets
Keep your snippet library organized for efficient email building. You can easily edit, delete, or rename existing snippets by navigating to the Snippets section in your account. Keeping content updated ensures your team always uses the latest approved messaging.
