Create Snippets

1. To create a snippet, from the Ivorey main menu, go to Messaging > then along the top menu bar click [Snippets] > then on the top right-hand corner click [+ New Snippet] > and select your snippet type:

   1. Select 'Add Text Snippet' to create a snippet for SMS

   2. Select 'Add Email Snippet' to create a snippet for Email

   

2. Add the snippet name, a subject line (if creating an email snippet), and body text, as well as any relevant attachments if needed

3. Send yourself a test email or SMS to ensure you are happy with the formatting

4. Then click [Save] to save your snippet for future use

   

1. Option 1: Add snippets to the 'message box' via the contact profile for email

   1. From the Ivorey main menu, go to Contacts > and click into the contact profile you want to send the message to

   2. Make sure the [Email] option is selected at the top of your message box

   3. Click the 'Snippet' document icon located at the bottom of your message box window to select the snippet you'd like to add:
      

      

   4. Select your Snippet from the snippet menu and then customise your email as needed

   5. To add additional snippets into the same email, repeat steps 3 and 4 above

   6. Click the [Send] button to send your email to the contact

2. Option 2: Add snippets to email templates

   1. From the Ivorey main menu, go to Marketing > along the top menu bar click [Emails] > then click [Templates]

   2. Click into the email template you want to add the snippet to

   3. Click into the text element of the email template, or drag and drop the text element on to your page

   4. Click the [Snippet] document icon located at the top of your editor menu bar

   5. Select your Snippet from the snippet menu and then customise your email as needed
      

      

   6. Click [Save Template] to update your changes​

3. Option 3: Add snippets to the 'message box' via the contact profile for SMS

   1. From the Ivorey main menu, go to Contacts > and click into the contact profile you want to send the message to

   2. Make sure the [SMS] option is selected at the top of your message box

   3. Click the 'Snippet' document icon located at the bottom of your message box window to select the snippet you'd like to add:
      

      

   4. Select your Snippet from the snippet menu and then customise your SMS as needed

   5. To add additional snippets into the same SMS, repeat steps 3 and 4 above

   6. Click the [Send] button to send your SMS to the contact

Yes, text snippets can be inserted into both email templates and campaigns. However please note that attachments linked to snippets will not be included when inserted into email templates. Only the text content will appear.

Attachments will be automatically included when you insert a snippet in a campaign email. This makes it easy to consistently deliver resources like PDFs, brochures, or product guides.

Yes, you can organise snippets into folders by going to Messaging > [Snippets] > [Add Folder] > then organising your snippets into the relevant folder

There are currently no published limits, but best practice is to keep your snippet library organised for a streamlined user experience.

Snippet creation and editing permissions depend on your account’s user roles and settings. You can edit these as needed by going to Settings > Team > clicking the pencil icon of the team member > then navigating to Roles and Permissions to customise accordingly.