Update and Edit SMS and Email Snippets/Saved Responses
This step-by-step guide simplifies the process of editing and customizing SMS/Text and email snippets. Learn how to modify snippet names, update content, add attachments, and include URLs or images. Preview and test your changes to ensure accuracy before saving. Whether managing text or email snippets, this guide ensures your communications remain efficient and tailored to your needs.
1. Start by accessing your conversations.
2. Next, navigate to the Snippets section.
3. Choose a snippet to edit, using the options available.
4. Click 'Edit Snippet' to make changes.
5. Now, modify the SMS/Text snippet as needed.
6. Then, update the snippet name if needed.
7. Edit the body of your text snippet here.
8. Add any necessary attachments to the snippet.
9. Enter a URL for image addition if required.
10. Review your changes in this preview area.
11. Test the snippet functionality here.
12. Finally, save your updated SMS/Text Snippet.
13. For email snippets, access more options here.
14. Click 'Edit Snippet' to continue with email modifications.
15. Update the name of your email snippet next.
16. Modify the email subject line as necessary.
17. Revise the body of your email snippet.
18. Attach any files to accompany the email.
19. Review your email snippet once again.
20. Test the updated email snippet functionality.
21. Save your changes to finalize the email snippet.
