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Guided Selling
Using Guided Selling
Snippets
Create a Snippet

Create a Snippet

Role:
Sequence Admin
License:
Guided Selling

Navigate to Snippets

  1. Navigate to the Snippets page in Guided Selling
  2. Click “Create Snippet” button

Compose Your Snippet

  1. Enter a name for your snippet
  2. Use the Rich Text Editor to compose your snippet content
  3. You can use the same features available when composing an email, including:
    • Merge Fields: Insert dynamic fields that will be populated when the snippet is used
    • Required Text: Mark text as required for update (for manual emails)
    • Other Snippets: Incorporate other snippets within your snippet for enhanced content flexibility
    • Formatting: Use bold, italic, lists, and other formatting options

Save Your Snippet

  1. Review your snippet content
  2. Click Save to create the snippet

Snippet Best Practices

  • Use descriptive names that clearly indicate the snippet’s purpose
  • Include merge fields where appropriate to personalize content
  • Keep snippets focused and reusable
  • Use snippets for commonly used content like signatures, disclaimers, or standard responses
  • Test snippets with merge fields to ensure they populate correctly

Using Snippets

Once created, snippets can be inserted into emails when:

  • Creating email actions in sequences
  • Composing manual emails
  • Sending one-off emails

Snippets help ensure consistency across your email communications while saving time on repetitive content.