How to use snippets

Last updated: April 18, 2018

Available For:

Marketing: N/A
Sales: Free, Starter, Professional
Service: N/A
Snippets are short, reusable text blocks that can be used on contact, company, and deal records; in email templates; and in messages. 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 messages.

 

Please note: snippets are different from the templates tool. While snippets are reusable text blocks, templates are reusable emails. Learn more about your sales tools here

Create a snippet

  • In your HubSpot account, navigate to Sales Tools Snippets.
  • In the upper right-hand corner, click New 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-hand corner and 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.  

revised-create-snippet

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 Sales Tools > Snippets, click New folder in the upper right-hand 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 or deal record

  • In your HubSpot account, click Contacts, Companies, or Deals in the main navigation bar.
  • Click the name of your contact, company, or deal 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.

 

To use a snippet in an email template

  • In your HubSpot account, navigate to Sales Tools > Templates.
  • In the upper right-hand 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. 

insert-snippet-template-2 

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-hand 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 message chat (Sales Hub Starter or Professional only)

  • In your HubSpot Sales Hub Starter or Profesional account, navigate to Sales Tools > Messages.

  • Click Launch Chat in the upper right-hand corner.
  • 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.

 

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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