Sales
Improve your Sales Collateral with HubSpot Documents
Using the HubSpot documents, sales departments can share documents with contacts to manage and track their collateral all in one place.
Snippets are short, reusable text blocks that can be used on contact, company, deal and ticket records, in email templates, in chat or an activity or note.
In today's fast-paced business environment, time is a valuable commodity. Anything that can save time and improve efficiency is welcomed by businesses of all sizes. The more time you can save, the more money you can make. That's why snippets are so important. Snippets help save time, define processes, ensure key data is gathered, increase efficiency and ensure the right messages are being relayed at the right time.
Snippets are a powerful tool that allows users to create reusable text or HTML code, which can be quickly inserted into emails, social media posts, and other communication channels.
In this blog post, we'll take a closer look at what HubSpot Snippets are, how they work, and how you can use them to improve your outreach efforts and streamline your communication processes.
What are HubSpot Snippets?
HubSpot Snippets are a powerful tool that allows users to create reusable text and HTML code, which can be quickly inserted into emails, social media posts, and other communication channels. Essentially, Snippets are small pieces of text or code that can be saved and reused across multiple communication channels, rather than having to manually type out the same message each time.
HubSpot Snippets can include anything from a short message to a block of HTML code. For example, businesses can create Snippets for common customer queries or for frequently used email signatures. Snippets can also be customised to include personalisation tokens, which allows for easy customisation of messages.
Snippets are short, reusable text blocks that can be used on contact, company, deal and ticket records, in email templates, in chat conversations, and when logging an activity or note. By creating snippets of often-used text, you can save time by not having to type out the same information over and over again.
By creating Snippets, businesses can save a significant amount of time, streamline their communication processes, and ensure that their messages are communicated consistently across all communication channels. HubSpot Snippets can be accessed and used across multiple HubSpot tools, including emails, social media, and live chat, making it a versatile tool for any business looking to improve its communication strategy.
Why use HubSpot Snippets?
There are many reasons why you would want to use snippets. Snippets can help save time, define processes, ensure key data is gathered, increase efficiency and ensure the right messages are being relayed at the right time.
HubSpot Snippets offer several benefits that can help businesses improve their overall communication strategy. Here are some of the main reasons why you should consider using HubSpot Snippets:
Speed and efficiency:
Snippets can save you a lot of time by allowing you to quickly insert pre-written text into documents, emails, forms, etc.
By creating reusable text and HTML code, HubSpot Snippets can save a significant amount of time, especially for teams that frequently use the same message or code across multiple communication channels. Snippets eliminate the need to repeatedly type out the same message, which can be particularly time-consuming for longer messages or blocks of code.
Improve consistency:
Snippets ensure that the same message is communicated consistently across all communication channels, improving the overall brand image and customer experience. Consistent messaging is important for building a strong brand identity and improving customer trust.
Collaboration:
Snippets can help ensure that your team is always using the same language and format when communicating with customers or prospects. This is especially important for sales teams who need to maintain a consistent brand voice.
Customisation:
HubSpot Snippets can be customised to include personalisation tokens, which allows for easy customisation of messages. Personalisation tokens enable businesses to insert custom information, such as a customer's name or company name, into their messages, making them more relevant and engaging.
Streamline communication:
By using Snippets, businesses can streamline their communication processes and ensure that their messages are consistent and on-brand across all channels. This can improve overall efficiency and help businesses to communicate more effectively with their customers.
Snippets can be shared with other members of your team, which makes it easy to standardize processes and ensure everyone is on the same page.
Accuracy:
By using snippets, you can ensure that key information is always accurate and up-to-date. For example, if you have a snippet for your company's address, you'll never have to worry about using out-of-date information.
Flexibility:
HubSpot Snippets are very flexible and can be used in a variety of different ways. You can use them for simple things like email signatures or more complex tasks like sales proposals.
Overall, HubSpot Snippets are a versatile tool that can save time, improve consistency, and streamline communication processes, making them a valuable asset for any business looking to improve its communication strategy.
Ideas for how you can use snippets:
Here are some ideas for how you can use HubSpot Snippets in your communication strategy:Email Signatures:
Create a Snippet for your team's email signature, including names, titles, and contact information.
This way you don't have to type out your full signature each time you send an email. It also ensures that every email sent by your team members includes the same consistent and professional signature.
Repetitive Activities:
If you frequently log notes or activities, create a few snippets with different templates to save time.
For example, you could have a snippet for "Meeting Notes" that includes the date, time, location and attendees of the meeting.
Email Templates:
Use snippets in email templates to insert key information or call-to-actions (CTAs).
For example, if you have an upcoming webinar, you could insert a snippet with the date, time and registration link into your email template.
HubSpot Sales users can create snippets for frequently used sales templates, such as proposals or quotes.
Common responses:
Create Snippets for common customer queries, such as shipping times or refund policies. This saves time and ensures that your team members are providing accurate and consistent responses to customers.
Social media:
Create Snippets for common social media posts, such as promotional offers or company updates. This makes it easy to quickly post the same message across multiple social media channels.
Live chat:
Create Snippets for common live chat responses, such as greetings and frequently asked questions. This saves time and ensures that your team members are providing consistent responses to customers.
Event invitations:
Create Snippets for event invitations, including event details, RSVP instructions, and registration links. This ensures that your event invitations are consistent and professional across all communication channels.
Sales outreach:
Create Snippets for sales outreach, including introduction messages, follow-up messages, and proposal templates. This saves time and ensures that your sales team is using consistent messaging in their outreach efforts.
Customer feedback:
Create Snippets for customer feedback requests, including survey questions and feedback forms. This ensures that your customer feedback requests are consistent and professional, and makes it easy to collect feedback from multiple sources.
Overall, HubSpot Snippets can be used in a variety of ways to streamline your communication processes, save time, and ensure that your messaging is consistent and on-brand across all channels. By leveraging the power of Snippets, businesses can improve their overall communication strategy and build stronger relationships with their customers.
HubSpot Snippets Tips
Here are some tips for using HubSpot Snippets effectively:
Stay organised:
Keep your Snippets organised and easy to find by creating categories or folders. This makes it easier to quickly locate the Snippet you need, saving time and reducing the risk of using the wrong Snippet.
Establish Naming Conventions:
Name your snippets descriptively so you can easily find them later.
Use Folder Management
If you have a lot of snippets, you can organise them into folders for easier management. To learn how to create and manage folders for your snippets, check out this help doc.
Use properties from your HubSpot Database:
Use property variables in your snippets, which will automatically insert data from the contact, company, deal or ticket record when the snippet is used.
Be Concise:
Keep your Snippets concise and to the point. This makes it easier for team members to quickly find and use the Snippets they need, without having to sift through long and complicated messages.
Use Consistent Standards
Snippets are a great way to ensure that consistent messaging is being used across your team.
Use across multiple tools:
Use your Snippets across multiple HubSpot tools, including emails, social media, and live chat. This ensures that your messaging is consistent across all channels and helps to streamline your communication processes.
Personalise:
Use personalisation tokens to customise your Snippets with information such as the recipient's name or company name. This makes your messages more personalised and engaging, and can help to improve response rates.
Test:
Test your Snippets to ensure that they are working as intended. This includes testing for accuracy, formatting, and personalisation.
Share:
Share your Snippets with team members to improve collaboration and ensure that everyone is using consistent messaging across all channels.
Keep up to date:
Keep your Snippets up to date by reviewing them regularly and making changes as needed. Update your Snippets regularly to reflect changes in your messaging or branding. This ensures that your messaging is always up to date and aligned with your business goals and your messages are always accurate and relevant.
Overall, HubSpot Snippets are a powerful tool that can help businesses save time, improve consistency, and streamline their communication processes. By following these tips, businesses can use Snippets effectively to improve their overall communication strategy and build stronger relationships with their customers.
How to create a HubSpot Snippet?
Creating a snippet is easy and only takes a few minutes. Just follow these steps:
1. In your HubSpot account, navigate to Conversations > Snippets2. Click the orange button - Create Snippet
3. In the WYSIWYG editor, give your Snippet and internal name that only HubSpot users can see. Then enter the text you want to use, and save the snippet.
4. Your new snippet will now be saved in the Snippets dropdown menu for use in the future
5. To use your snippet in an email, simply click the Snippets dropdown menu and select the snippet you want to insert. The text will be inserted into your template at the insertion point. To insert the snippet into a chat conversation, simply click the Snippets dropdown menu and select the snippet you want to insert.
You've now successfully created a HubSpot snippet!
How to Use HubSpot Snippets
Now that we've gone over some of the tips and benefits of using snippets, let's take a look at how to actually use them. HubSpot Snippets are very easy to use and there are a few different ways you can insert them into your documents, emails, etc.
The first way to use snippets is by clicking the "insert snippet" button in the editor toolbar. This will bring up a menu of all the snippets you have created. Simply click on the snippet you want to insert and it will be added to your document.
Another way to use snippets is by typing the name of the snippet into the editor. For example, if you have a snippet named "Meeting Notes", you can just type "meeting notes" into the editor and it will automatically insert the snippet for you.
HubSpot Snippets are a great way to save time and improve efficiency. With a little bit of planning, you can use them to streamline your conversations and improve your team's productivity.
Insert Snippet into a Conversation
To insert a snippet into an existing conversation, follow these steps:
1. In your HubSpot account, navigate to Conversations > Inbox.2. Click the conversation you want to add the snippet to.
3. Click the Snippets dropdown menu above the editor and select the snippet you want to insert.
4. The text from your snippet will be inserted into the conversation at the insertion point.
5. When you're finished editing your conversation, click Send or Schedule a message.
Insert a snippet into a sales email
If you're a HubSpot Sales user, you can also insert snippets into your sales emails. To do this, follow these steps:
1. In your HubSpot account, navigate to Sales > Email.2. Click the name of the HubSpot email template you want to edit.
3. In the WYSIWYG editor, click the Snippets dropdown menu and select the snippet you want to insert.
4. The text from your snippet will be inserted into your template at the insertion point.
5. When you're finished editing your template, click Save template".
Inserting a snippet into a chat conversation
If you use HubSpot's live chat feature, you can also insert snippets into your chat conversations. This is useful for inserting links, contact information or other frequently used pieces of text. To do this, follow these steps:
1. In your HubSpot account, navigate to Conversations > Chat.2. Click the conversation you want to add the snippet too.
3. Click the Snippets dropdown menu above the editor and select the snippet you want to insert.
4. The text from your snippet will be inserted into the conversation at the insertion point.
5. When you're finished editing your conversation, click Send message.
How do I manage my HubSpot Snippets?
Managing your snippets is easy with HubSpot's Snippets tool. To access the Snippets tool, just follow these steps:
1. In your HubSpot account, navigate to Conversations > Snippets.2. You'll see a list of all the snippets you've created in the Snippets tool. From here, you can perform various actions on your snippets, such as creating a new snippet or edit and delete.
3. To edit a snippet, click on the link of the snippet.
4. To delete a snippet, hover over the snippet and click Delete.
How to use folders to manage Snippets?
You can also organise your snippets into folders.
This can be helpful if you have a lot of snippets and want to keep them organised. To create a folder for your snippets, just follow these steps:
2. Click Create folder.
3. Enter a name and description for your folder, then click Save.
4. Your new folder will now appear in the Snippets tool and you can start adding snippets to it. To add a snippet to a folder, hover over the snippet and click Move to folder. Then, select the folder you want to move the snippet to from the dropdown menu.
Summary
HubSpot Snippets are a really handy tool that can save you a lot of time. By creating snippets for the tasks and processes you do regularly, you can ensure that consistent messaging is being used and that key information is always gathered.
Snippets are a great way to increase efficiency.
There are many ways in which snippets can be used, such as creating signatures, inserting company information or sales templates, and logging notes or activities. Creating a snippet is easy and only takes a few minutes. Just follow the steps outlined above. Give it a try today and see how HubSpot Snippets can help save you time!
HubSpot Snippets is a powerful tool that allows businesses to save time, improve consistency, and streamline their communication processes. Snippets are pre-written messages that can be quickly inserted into emails, social media posts, live chat, and other communication channels, saving time and ensuring consistency across all channels.
Snippets can be used in a variety of ways, including for email signatures, common responses, social media, live chat, event invitations, sales outreach, customer feedback requests, and more. By leveraging the power of Snippets, businesses can improve their overall communication strategy and build stronger relationships with their customers.
To use Snippets effectively, it is important to keep them organised, concise, up-to-date, and personalised.
Testing and sharing Snippets with team members can also improve collaboration and ensure consistent messaging across all channels.