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Snippets - Save and Reuse Message Segments

What Are Snippets?

Snippets are reusable text or HTML content that can be quickly inserted into messages. They are useful for:

  • Creating saved replies for common questions sent via SMS or email.

  • Handling high message volume with pre-written responses.

  • Standardizing communication across multiple team members.

  • Storing frequently used content like email signatures, footers, and FAQs.

  • Saving formatted images that can be reused in messaging.

Access your Snippets by navigating to Main Menu > More > Snippets.

‍Snippet Folders

Folders help you categorize snippets for easy access. Common Snippet folder examples include:

  • Email Signatures

  • Footers

  • FAQ Replies

  • Repetitive Copy

Creating a Folder

  1. Click "New Folder" in the top right of the Snippets menu.

  2. Enter a folder name and click Create.Create Snippets Folder menu in ConveYour.

Editing or Removing Folders

  • Click the folder menu (three dots) to rename or delete a folder.

  • Deleting a folder will also delete all snippets inside it.An example of a folder of Snippets in ConveYour.

Contact Conditions Filter

ConveYour allows you to display or hide Snippet folders based on the specific conditions of a contact. This is useful for ensuring that users don't see Snippet folders that don't apply to their current contact, minimizing confusion.

Creating a Snippet

  1. Click the "+" button next to the Snippet folder you would like to add a new Snippet to.The

  2. Enter a Snippet Name—this should be memorable for quick use.

  3. Write your content in either:

    • Plain text (for SMS messages).

    • HTML/rich text (for emails).Filling out text content for a ConveYour Snippet.

  4. Use placeholders to personalize messages (e.g., {{first_name}}).

  5. Optionally add any relevant files (e.g. image, audio, video) to your Snippet.

  6. Optionally identify a keyboard shortcut for your Snippet.Adding a Shortcut Key in ConveYour Snippets

  7. Click "Save" to store your snippet.The Create Snippet menu in ConveYour

Using Snippets in Messages

Adding a Snippet to a Text Message

  1. From Main Menu > Conversations, select the conversation you want to add a Snippet to.

  2. Click on the clipboard icon in the messaging toolbar.The Paste option in ConveYour messaging.

  3. Select the Snippet you want to insert.

  4. Click Send.

Text Shortcuts

  • Assign a shortcut keyword to your snippet for even faster use.

  • Simply type "/shortcut-name" in a message, and the snippet will be inserted.

Example:

  • Create a "hello" snippet with a greeting message.

  • Type "/hello", press Tab, and the full message appears.

Adding a Snippet to an Email

  1. Navigate to Main Menu > Contacts.

  2. Open a contact’s profile and click Send Email.Sending an email to a contact in ConveYour.

  3. Click the clipboard icon in the email composition window.Sending an email with Snippets in ConveYour.

  4. Select a snippet from the list (or use a shortcut).Adding a Snippet to an email in ConveYour.

  5. The snippet will be inserted into your email.

Snippets can also be used in group emails and scheduled messages.

Combining Snippets for More Complex Messages

Snippets can be stacked together to create larger messages.

For example:

  • Combine a greeting snippet, FAQ snippet, and closing statement to quickly compose a full email.

  • Reuse standard replies while customizing sections for a more personal touch.

This makes snippets more flexible than copying and pasting entire emails, allowing you to adjust content dynamically while keeping consistency across messages.

Learn More

Use Placeholders to text to pull data into a message
Sending a text message to a Group