Creating and Using Snippets on HubSpot

Snippets are short, reusable text blocks that can be used on contact, company, deal, and ticket records, in email templates, in chat conversations, and when logging activity or notes.?

Steps To Create Snippets

Here are the steps to create snippets:

1. In your HubSpot account, navigate to Conversations and click Snippets.
2. In the upper right corner, click Create Snippet.
3. In the Internal name field, enter a name for the snippet.
4. In the Snippet text-rich text editor, enter the body of your snippet. You can modify the text, from the formatting options at the bottom of the editing window add personalization tokens, and add hyperlinked text.
5. Once done enter a name for the snippet shortcut in the Shortcut field. This shortcut will be used to insert the snippet in a record, email template, live chat conversation, or when logging an activity.
6. When you've finished creating your snippet, click Save Snippet.

To Use Snippets

Use snippets to leave notes about prospects in the CRM, quickly pull in important details when writing an email to a prospect, or as quick responses during a live chat conversation. You can also insert a snippet when logging an activity or leaving a comment on a record using the HubSpot mobile app for Android. There are two ways to add a snippet:

• Type the # symbol into the text editor. Start typing the snippet shortcut, then select the snippet from the dropdown menu. The snippet will automatically populate in the text editor.

• At the bottom of the text editor, click the text snippet snippets icon, then select a snippet from the dropdown menu.

Conclusion

In summary, snippets in HubSpot are powerful tools that streamline communication and ensure consistency across various platforms.?

By creating and utilizing these reusable text blocks, you can enhance efficiency in emails, chats, and record-keeping. Whether you're jotting down notes or crafting a message, snippets offer a quick and effective solution.?

Use this feature to elevate your HubSpot experience and ensure swift, standardized responses every time.