SMS & Email Snippets 📞 💬

Creating and Using Snippets for Email and SMS Communication

Objective

This SOP outlines the steps to create and utilize snippets for efficient email and SMS communication, ensuring consistency and saving time in repetitive messaging tasks.

Key Steps

1. Understanding Snippets 0:23

• A snippet is a pre-made template for messages that can be reused.
• It allows for personalization by changing contact names and other details without retyping the entire message.

2. Accessing Snippets 0:40

• Navigate to the Marketing section in your application.
• Click on 'Snippets' to view existing snippets or create a new one.

3. Creating a Text Snippet 0:56

• Click on 'Add Snippet'.
• Choose 'Text Snippet'.
• Enter your message, using custom values for personalization (e.g., contact name, user name, company name).
• Example: 'Hey [Contact Name], this is [User Full Name] from [Company Name].'
• Test the snippet by sending it to see how it appears.

4. Adding Attachments to SMS Snippets 2:45

• If needed, add an attachment by including a URL in the snippet.
• Click 'Save' to store the snippet.

5. Creating an Email Snippet 3:04

• Click on 'Add Snippet'.
• Choose 'Email Snippet'.
• Enter the subject line and body of the email, utilizing formatting options (bold, bullet points, emojis).
• Example: 'Subject: Offer Reminder' and body text with personalized fields.

6. Sending Test Snippets 4:09

• Send a test email snippet to verify formatting and content.
• Input the sender and recipient email addresses.

7. Inserting Snippets into Messages 5:15

• When composing a message, click on 'Insert Snippet'.
• Select the appropriate snippet (SMS or Email) to insert it into your message.

8. Sending the Message 5:31

• Ensure the message is sent from the correct user account or phone number.
• Review the message for accuracy before sending.

Cautionary Notes

• Always double-check the contact names and details before sending to avoid errors.
• Be mindful of the tone and content of your snippets to ensure they align with your communication standards.

Tips for Efficiency

• Name your snippets clearly to avoid confusion when selecting them.
• Regularly review and update snippets to keep them relevant and effective.
• Use consistent formatting across snippets for a professional appearance.

Link to Loom

https://loom.com/share/7cf09478dd4a409d99d9032326b5c6b5

‍