Table of Contents
Workspace Settings: Snippets
Updated
by Susan Swier
Getting Here
This setting can be accessed from the Settings navigation menu under the Workspace Settings sub-menu item, Snippets.
The Snippets Module allows you to create standardized replies or canned responses to reply to frequently asked questions with a couple of keystrokes. Once you have created your Snippets, you will be able to use them to quickly compose your replies in the Messages Module.
Snippets Overview
From this table, you can take a look at the existing Snippets in your Workspace.
Snippet Name and ID
The Snippet name displays the human-friendly name of each Snippet. The name will be used as the command when looking to input the prescribed text into your message.
Meanwhile, Snippet ID is the unique identifier that is automatically generated to label each Snippet in the system. The Snippet ID can be used for sending Snippets via integrations.
Message
The Snippet Message is the actual text content that is inputted when using the Snippet.
Topic
The Snippet Topics are tags that help you organize your snippets. Snippets can be tagged with up to 10 different topics.
Actions
You can perform the following actions to Snippets:
Creating a New Snippet
Step 1: Navigate to Snippets Module
From the side navigation menu, select Snippets from the menu
Step 2: Press ADD SNIPPET
At the top bar, press the blue ADD SNIPPET button and the Create Snippet dialog should open up.
Step 3: Fill in the required information
Fields | Description |
Name | Name your Snippet with a short identifying title. This will be used when searching to input the Snippet in the Messaging Module. |
Message | Text content that will be inputted into the message bar when selected. You may include Dynamic Variables to personalize your message content. |
Topic | Topic tags are used to categorize the Snippets for easier visibility. However, this field is optional. |
Step 4: Create Snippet
When you have filled in the fields, press the blue CREATE button to create the Snippet.
Using Snippets in Messages
When replying to Contacts in the Messages Module, you can use prewritten Snippets to quickly compose a response.
Step 1: Type a forward slash
Navigate to the Contact you wish to respond to and simply type the forward slash in the messaging bar. Type the name of the Snippet to search for it. For example, you can start typing /greetings1 to search for a Snippet named Greetings1.
Step 2: Select the desired Snippet
As you type, there are suggestions based on your query. Select the desired one and the message will be populated into the messaging bar.
Step 3: Review and send
Review the Snippet content and make any necessary changes. Once done, you may send it to the Contact.
Editing a Snippet
If you need to make a change to an existing Snippet, you can do so by choosing Edit from the Actions menu.
You can make the necessary changes to the Snippet and press the UPDATE button when you are done.
Deleting a Snippet
If a Snippet is no longer relevant or a duplicate of another, it can be deleted from the Workspace by choosing Delete from the Actions menu.
