Snippet Your Way To Success 🚀

Want to connect with prospects/customers without wasting time or sounding like a robot? Give Snippets a try!

Snippets help you craft personalised, professional messages that speak the language of your business  - and save you time.

They can be used in sales emails, quotes, terms, live chat, comments, notes, call logs, and more. Just type '#', pick your snippet, and voilà! No more repetitive typing!

Let’s show you some of the best ways to use snippets in your day-to-day in HubSpot:

🔔 Adding Snippets to Your Sales Emails

For example, you want to send a sales email with a brief introduction to your company.

Instead of typing it out every time, you can create a snippet that inserts the text with just a few keystrokes:

Or, if you need to share a meeting link, pricing info, or your website URL, you can use snippets to add them in an instant:

💰 Using Snippets in Quotes

You can also use snippets in quotes to quickly add standard comments or terms, like your company's return policies or any kind of information that you want to add.

And if you need to update that information, you can simply edit the snippet, and it will be updated everywhere it's used.

💬 Using Snippets for Quick Live Chat Responses

Share information quickly and efficiently with snippets in live chats! Need to share pricing models, company information, or a meeting link?

Create a snippet, use the '#' and select the relevant snippet.

For example:

• "What is your pricing model?" //#pricingmodel

• "Can you tell me more about your company?" //#companyinfo

• "Want to schedule a meeting?" //#meetinglink

☎️ Quickly Log Calls Using Snippets

You can also prepare for meetings by creating snippets of frequently asked questions.

Create a note or call log in the contact's activity log, add the snippet shortcut, and you'll have all your questions ready to go before the call. For example:

🔥 Here are some tips to keep in mind:

• Organise your snippets into folders by type, so they're easy to find for all users.

• Add user initials to personal snippets so they're easily identifiable.

• Use shortcuts to save time when adding snippets to emails, templates, or call logs.

• You can also access your snippets in the Email Extension!

Share your favourite ways to use snippets with us!

If you’re ready to use these tips, check out HubSpot's article for a step-by-step guide to learn more and get started.

Need help setting up snippets? Just let us know, we’re here to help.