Snippets allow you to drop smaller bits of texts, links, or paragraphs, into emails to answer frequently asked questions with the click of a button. Snippets will reduce the time and effort of replying to your prospects by simplifying the workflow and ensuring the answers provided are the right answers.
Using Snippets from the Outlook Add-In
- When composing a new email or replying to an email in Outlook, open the Outreach Add-In. The Outreach Add-In can be opened by clicking on the Outreach logo, either in the ribbon on the top of the page or under the compose window (depending on your Outlook and computer set up). If prompted, sign into your Outreach account by clicking on the "Sign In" button.
- In the Outreach menu, click on "Snippets". Your saved snippets will appear on the top of the list, with shared snippets listed below.
- You can search Snippets by the snippet name or content. Click on the snippet to insert the content into your email. Snippet content can be added anywhere in the compose window. The text will drop where you leave your cursor.
- Send your email by clicking the "Send with Outreach" button. Depending on the type of Outlook your company uses and whether your using a PC or a mac, this can be in the Add-In side bar, the ribbon on top of Outlook, or selected by clicking on the Outreach logo under the compose window.