Skip to content
Guided Selling
Using Guided Selling
Snippets
Create a Snippet

Create a Snippet

Role:
Sequence Admin
License:
Guided Selling

Snippets are reusable blocks of Rich Text content that can be inserted into emails when creating or sending them. They help maintain consistency and save time when composing emails.

Creating a Snippet

Navigate to Snippets

  1. Navigate to the Snippets page in Guided Selling
  2. Click “Create Snippet” button

Compose Your Snippet

  1. Enter a name for your snippet
  2. Use the Rich Text Editor to compose your snippet content
  3. You can use the same features available when composing an email, including:
    • Merge Fields: Insert dynamic fields that will be populated when the snippet is used
    • Required Text: Mark text as required for update (for manual emails)
    • Other Snippets: Incorporate other snippets within your snippet for enhanced content flexibility
    • Formatting: Use bold, italic, lists, and other formatting options

Save Your Snippet

  1. Review your snippet content
  2. Click Save to create the snippet

Snippet Best Practices

  • Use descriptive names that clearly indicate the snippet’s purpose
  • Include merge fields where appropriate to personalize content
  • Keep snippets focused and reusable
  • Use snippets for commonly used content like signatures, disclaimers, or standard responses
  • Test snippets with merge fields to ensure they populate correctly

Using Snippets

Once created, snippets can be inserted into emails when:

  • Creating email actions in sequences
  • Composing manual emails
  • Sending one-off emails

Snippets help ensure consistency across your email communications while saving time on repetitive content.

Last updated on