Users without a paid seat can view, edit, and use the first five snippets in a HubSpot account if they have sales or service access. You can view the total number of snippets that have already been created in your account in the top right corner on the snippets dashboard. Learn more about these limits in HubSpot's Product & Services catalog.
Enter a name for the snippet shortcut in the Shortcut field. This shortcut will be used to insert the snippet in a record, email template, live chat conversation, or when logging an activity.
When you've finished creating your snippet, click Save snippet.
Please note: creating a snippet with curly brackets instead of personalization tokens causes issues with HubSpot's template rendering service. Remove any curly brackets to save the snippet.
You can edit, clone, move, and delete snippets on the Snippets dashboard.
In your HubSpot account, navigate to Conversations > Snippets.
Use the search bar in the top left to look up a snippet by name.
To edit a snippet, click the name of the snippet. In the dialog box, edit the fields you want to change. Then, click Save snippet.
Hover over the snippet and click the Actions dropdown menu:
To clone the snippet, click Clone. In the Name the copy of this snippet field, enter a name for the snippet, then click the Save Snippet to a Folder dropdown menu and select a folder. In the Shortcut field, enter a name for the snippet shortcut. When you've finished creating the snippet clone, click Save.
To move a snippet into a folder, click Move. In the dialog box, select a folder for the snippet, then click Move.
To delete the snippet, click Delete. In the dialog box, click Yes, delete snippet.
To create new folders for your snippets:
In the top right on the Snippets dashboard, click New folder.
In the dialog box, enter a name for your folder, then click Add folder.
To rename a folder, click the checkbox next to the folder. From the menu bar, click Rename. In the Rename folder field, enter a name for the folder. Click Save folder.
Use snippets to leave notes about prospects in the CRM, quickly pull in important details when writing an email to a prospect, or as quick responses during a live chat conversation. You can also insert a snippet when logging an activity or leaving a comment on a record using the HubSpot mobile app for Android. There are two ways to add a snippet:
Type the # symbol into the text editor. Start typing the snippet shortcut, then select the snippet from the dropdown menu. The snippet will automatically populate in the text editor.
At the bottom of the text editor, click the textSnippet snippets icon, then select a snippet from the dropdown menu.
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.