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Text Snippets (Templates)

Easily streamline your email creation process by inserting pre-saved text snippets into any email editor—whether you’re building templates or launching campaigns. This feature boosts efficiency, ensures consistency, and makes campaign creation faster

Last updated: May 26, 2026


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On this page

  • What are Text Snippets (Templates)?
  • Key Benefits of Text Snippets
  • How To Setup Text Snippets
  • Access the Snippets Section
  • Create a New Text Snippet
  • Name and Preview Your Snippet
  • Customize Your Snippet with Dynamic Content
  • Test and Save
  • Insert Snippet in Conversations
  • SMS Preview with Custom Snippet
  • Managing Your Saved Snippets
  • Insert Snippet Using Automation (Workflows)
  • Navigate to Automation > Workflows.
  • Add an Action
  • Select the Snippet
  • How Attachments Work with Snippets
  • Frequently Asked Questions

In this folder

  • @Mention or Tag Profile in Posts from Social Planner
  • Add Location Tagging to Social Post
  • Add Pinterest Pins in Social Planner
  • Social Planner - How to Add Multiple Watermarks
  • Schedule Posts using RSS URL
  • Clear LinkedIn Link Preview Cache Using LI Post Inspector
  • Connect Instagram: Facebook-Linked vs. Direct Instagram Integration
  • Connect TikTok in Social Planner
  • Facebook Publishing Troubleshooting Guide
  • Failed Post Error in Social Planner
  • Follow up Comment
  • Grouping of Social Media Profiles
  • How to auto-optimise the images for social scheduling?
  • How to connect to your Facebook Page(s)
  • How to connect to your Google My Business Location(s)
  • Connecting LinkedIn Profile and Business Pages to Social Planner
  • How to Create Group Hashtags within the Social Planner
  • How to Customize post for each socials?
  • How to post PDF's as photos in a LinkedIn carousel post?
  • How to post Recurring Social Posts through the Social Planner?
  • Exporting Email Marketing Data
  • Ad Manager Run As Ad & Create Engagement Ad
  • How to view advanced preview and get shareable preview links for Meta Ads
  • Template Library Overview & Setup
  • Add Custom Templates to Template Library
  • How to clone templates in template library?
  • How to add descriptions to your templates?
  • Steps for Agency A to Share Templates Effectively with Agency B?
  • How to Manage and Create Templates from the Admin Screen
  • How to manage categories, types and tags?

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