conversations

Use snippets

Last updated: August 13, 2018

Snippets are short, reusable text blocks that can be used on contact, company, and deal records; in email templates; and in chat conversations. Use snippets to leave notes about prospects in the CRM, quickly pull in important details when writing an email to a prospect, or use canned responses in live chats.

The snippets tool allows you to create reusable blocks of texts; if you'd like to create reusable emails, learn more about the templates tool

Create a snippet

  • In your HubSpot account, navigate to Conversations > Snippets.
  • In the upper right corner, click Create snippet.
  • In the dialog box that appears, enter a name for the snippet.
  • Enter the body of your snippet in the Text Snippet section. Use the formatting options at the bottom of the editing window to modify the text. To include personalization tokens in your snippet, click the Token dropdown menu in the bottom right corner. Use the Type dropdown to select Contact,Company, Deal, or Ticket object, then select a property.
  • Enter a name for the snippet shortcut in the Shortcut section. This shortcut will be used to call the snippet in an email template or contact/company/deal record.
  • When you've finished creating your snippet, click Save snippet.  

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Please note: creating a snippet with curly brackets instead of personalization tokens causes issues with HubSpot's template rendering service. Before saving your snippet, remove any curly brackets.

You can also organize your snippets into folders: 

  • Under Conversations > Snippets, click New folder in the upper right corner. 
  • In the dialog box, enter a name for your folder and click Add folder

  • To move a snippet into a folder, hover over the snippet and click More > Move. In the dialog box, select a folder to move the snippet into and click Move 

To use a snippet in a contact, company, deal, or ticket record

  • In your HubSpot account, navigate to contacts, companies, deals, or tickets
  • Click the name of your contact, company, deal, or ticket record.
  • Click any of the tabs at the top of the record timeline (New note, Email, Call, etc.) and type the # symbol into the text editor.
  • Start typing the snippet shortcut, then select the snippet by clicking it or hitting the Tab or Enter key. The snippet will automatically populate in the text editor.

Please note: if you used personalization tokens in your snippet, these tokens will only populate when you use the snippet on the Email tab of a contact, company, deal, or ticket record. 

To use a snippet in an email template

  • In your HubSpot account, navigate to Conversations > Templates.
  • In the upper right corner, click New template or click an existing template in the dashboard.
  • Click into the template email body and type the # symbol. 
  • Start typing the snippet shortcut, then select the snippet by clicking it or hitting the Tab or Enter key. The snippet will automatically populate in the text editor. 
  • Alternatively, click the Snippets dropdown menu and select a snippet. 

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To use a snippet in a sequence

When you enroll a contact into a sequence and edit the sequence before sending, you can insert a snippet. To do so:

  • Once you opt to enroll a contact in a sequence, click the snippets icon in the bottom right corner of a template in the sequence editor dialog box. 

  • Select the snippet you wish to insert, and it will appear in your template immediately.   

To use a snippet in a live chat (Sales Hub Starter or Professional and Service Hub Professional only)

  • In your HubSpot account, navigate to Conversations > Inbox.
  • In the open chat, click into the Write a message text box to respond to the message and type the # symbol.
  • Start typing the snippet shortcut, then select the snippet by clicking it or hitting the Tab or Enter key. The snippet will automatically populate in the text editor. 
  • Alternatively, click the Snippets dropdown menu and select a snippet.use%20a%20snippet%20in%20a%20live%20chat

 

To use a snippet in your email inbox

Insert snippets in emails from your inbox using the HubSpot Sales Chrome extension or one of the add-ins: 

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