Snippets Overview & Creation

Purpose: 

The purpose of this article is to provide direction to Outreach Users in creating Snippets. 

Snippets are small pieces of text or an image you can use to help craft and personalize emails quickly. They differ from templates because they can be inserted into pre-written one-off emails, within an email template, or added to a sequence email step.

When you add a snippet to your email, the content is dropped wherever the cursor is located within an email. Snippets are created and modified using the same steps as template creation, and contain the same edit options.

Intended Audience: 

• Outreach Users

Create a Snippet

1. Snippets can be added from the quick actions menu, accessed by clicking on the lightning bolt symbol on the top of any page.
   
2. You can also navigate to the Snippets overview page, which is found under the book symbol if your left hand navigation bar is collapsed, or by clicking on the scissor icon if the navigation bar is expanded.
   
3. If you navigate to the Snippet Overview page, you can create a new snippet by clicking on the "+Snippet" button on the top right hand side of the page. 
   
4. Adding a new snippet will open a compose window, where you can format the text as desired. Give your snippet a unique name, which will help you identify the snippet for later use.
   
5. Similar to creating templates in Outreach, you’ll have the option to format your text, add hyperlinks, images, and/or variables.
   
6. You can share your Snippet with your team or keep it private.
   

Applying Snippets

Snippets can be added to existing text or included with a template to provide additional information and speed up your workflow:

They can also act as standalone piece of information.  

Regardless of how you use it, the snippet will be dropped wherever the cursor is located, whether at the beginning, in the middle, or the end of pre-existing text.  This is different than templates, which when added replaces the existing subject line and body.

Best Practices

• Variables can be used when creating Snippets and will make your reply more personal.
• Use snippets to help wrap up emails and add hyperlinks for further engagement.
• Combine snippets to build new content or expand on current content
• Add descriptive titles to your snippets so you know exactly which snippet to use! Need a blurb about signing up for a demo? Search for titles related to demo responses to see the snippets provided

Snippet Ideas

• Common objections - We already have a solution or Our budget is final for the year.
• Frequently used copy for outbound prospecting.
• Blurbs about your company, brand(s), product(s) & service(s)
• Competitive differentiators or basic battle cards - simple responses when someone asks "how are you different than X?"
• Frequently asked questions from prospects - "does your solution integrate with Y?"
• Mini customer stories and testimonials