--- title: "create snippets" description: "Learn all about creating snippets and access our step-by-step instructions, FAQs, and everything you need to know!" url: https://help.ivorey.io/en/articles/11766890-create-snippets collection: "conversations" updated: 2026-11-12 language: en --- # create snippets Learn all about creating snippets and access our step-by-step instructions, FAQs, and everything you need to know! ## before you dive in Snippets in ivorey let you save and reuse commonly used text blocks for emails and SMS so you can keep your messaging consistent, cut down on repetitive typing, and speed up your communication. By saving commonly used content as snippets, you can maintain brand consistency, reduce repetitive work, and speed up the email creation process across templates and campaigns. This guide is perfect if you want to: - Save frequently used text for emails and SMS - Keep your messaging consistent across your team - Speed up replies and reduce manual communication work * * * ## step 1: create a snippet Below are the written steps to follow to create a snippet. click here for the written steps 1. To create a snippet, from the main ivorey menu, go to **CRM** > **Conversations** > **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 * * * ## step 2: use your snippets Below are the main ways you can use your snippets inside of ivorey. Please click on each drop down to learn more. click here for the written steps 1. **Option 1: Add snippets to the 'message box' via the contact profile for email** 1. From the main ivorey menu, go to **CRM** > **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 main ivorey menu, go to **Marketing** > **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 main ivorey menu, go to **CRM** > **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 * * * ## frequently asked questions can i use text snippets in both email templates and campaigns? 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. can i organise snippets into folders or categories? Yes, you can organise snippets into folders by going to **CRM** > **Conversations** > **Snippets** > **\[Add Folder\]** > then organising your snippets into the relevant folder are there limits to the number of snippets i can save? There are currently no published limits, but best practice is to keep your snippet library organised for a streamlined user experience. who can create or edit snippets in my account? Snippet creation and editing permissions depend on your account’s user roles and settings. You can edit these as needed by going to **Settings** > **Users** > clicking the pencil icon of the team member > then navigating to **Roles and Permissions** to customise accordingly. * * * ## need help? Hit the support chat widget inside ivorey - we can: - Walk you through any of the steps - Troubleshoot anything that’s not working We’re here and ready to help via the chat widget in the bottom right of your ivorey account. Or if you are looking for done-for-you support, you can browse our current services [here](https://ivorey.io/services) 🤍 ## Related - [manage your unified inbox](https://help.ivorey.io/en/articles/13631401-manage-your-unified-inbox.md) - [trigger links](https://help.ivorey.io/en/articles/10748788-trigger-links.md) - [all about the CRM: a master help guide](https://help.ivorey.io/en/articles/11458202-all-about-the-crm-a-master-help-guide.md) - [create and manage tasks](https://help.ivorey.io/en/articles/11424986-create-and-manage-tasks.md) - [custom values](https://help.ivorey.io/en/articles/11631559-custom-values.md)