Learn how to create and manage text and email snippets in the platform to streamline your communication workflows. This comprehensive guide covers everything from crafting new snippets to previewing and saving them for use in your campaigns.
1. Start by opening the menu to explore more options.
2. Next, select 'Marketing' from the available choices.
3. Then, click 'Saved Snippets' to view pre-created responses.
4. Now, click 'Add Snippet' to create a new one.
5. Choose 'Add Text Snippet' from the dropdown.
6. Type in a name for your new text snippet.
7. Enter the main content body for your snippet.
8. Take note of the approximate cost displayed.
9. Option to add an attachment if necessary.
10. Add a file via URL for your snippet.
11. Preview your snippet to ensure accuracy.
12. Input a phone number for testing purposes.
13. Click next to save your Text Snippet.
14. Click 'Add Snippet' to proceed with adding another.
15. Select 'Add Email Snippet' for your next step.
16. Name your new email snippet here.
17. Type in the subject line of your email.
18. Enter the body content of your email snippet.
19. Enter a 'From' email address for sending.
20. Preview your email snippet below.
21. Provide the "From" and 'To' email address for testing.
22. Finally, click here to save your email snippet.
