Snippets can be added to any email you send using Salesloft. You can compose a new email and include a quick snippet that contains a case study, or add a snippet containing information to a previously created template.  

In this article, you will learn how to insert a snippet into your emails using Salesloft. This article includes:

• Before You Send an Email with Snippets
• Video - Send an Email with Snippets
• Send an Email with Snippets Instructions
• Additional Information: Send an Email with Snippets
• Next Steps

Before You Send an Email With Snippets

• Ensure you have snippets created, either personally ("My Snippets") or shared with your team ("Team Snippets").
• Some snippet functionality may be limited based on your role and permissions. Check out the Complete List of Permissions - Snippets for information on default permissions. Have an email window open where you want to add the snippet.

Video - Send an Email with Snippets

For a walkthrough how how to send an email with a snippet, check out the video below.

Send an Email with Snippets Instructions

Add a Snippet to your email by following these steps:

1. Compose an Email: Begin composing a new email or open an existing email draft in Salesloft.
2. Click the Insert Button: Click the + Insert button in the lower right corner of the email window.
3. Click the Snippets Button: Select Snippets.
4. Located the Desired Snippet: Search or scroll through My Snippets or Team Snippets to find the desired content.
5. Click on the Snippet: Once you've found the snippet you want to use, click on it to select it.
6. Click the Insert Button: Click the Insert button. The content of the selected snippet will be added to your email at the exact location of your cursor.
7. Review and Send: Review your email and the inserted snippet, then click Send.

Additional Information: Send an Email with Snippets

• Snippets can contain text, links, and even basic formatting.
• Using Team Snippets ensures consistent messaging across your sales organization.
• Regularly review and update your snippets to keep the information current and relevant.
• Insert and Create AI Snippets in Salesloft.

Next Steps

• Explore creating and organizing your own personal snippets.
• Collaborate with your team to build a library of useful Team Snippets.