How to Create Snippets Follow

Snippets in Salesmate allow you to standardize and streamline text, making repetitive communication faster and more consistent.

How to Create a Snippet

To create a new Snippet,

• Navigate to the Profile Icon on the top right corner.
• Click on the Set Up.
• Head over to the Library category.
• Click on the Snippets option.

• Click on the New button to start creating a snippet.

A popup will appear where you need to fill in the following information:

• Name: Enter the name for the Snippet.
• Description: Enter the brief information about the Snippet you are creating.
• Choose the type of snippet:
  • Plain Text: Suitable for simple, unformatted text.
  • HTML: Allows rich text formatting and personalization.
• Folder: Select the folder where you want to save the Snippet. Learn More.

• Body

  • Text Snippets: Supports only plain text and emojis.
  • HTML Snippets: Allows formatting (font size, color, alignment) and includes image insertion (max 20 MB) and variable personalization.

HTML Snippet

Text Snippet

• Once all details are provided, hit the Save button.
• The snippet is now available for use by users with the appropriate permissions.