# Text Snippets (Templates) > Learn how to create and use text snippets in GHL Customer Care to answer FAQs faster, save time in conversations, and streamline SMS responses with custom templates. - Source: https://docs.ghlcustomercare.com/docs/marketing/sms-and-email-templates/text-snippets-templates - Section: Marketing / SMS & Email Templates - Reading time: 5 min - Images: 10, each explained below - Modified on Thu, 18 Sep, 2025 at 4:37 AM --- Easily streamline your email creation process by inserting pre-saved text snippets into any email editor—whether you’re building templates or launching campaigns. This feature boosts efficiency, ensures consistency, and makes campaign creation faster than ever. --- **TABLE OF CONTENTS** - [What are Text Snippets (Templates)?](#what-are-text-snippets-templates) - [Key Benefits of Text Snippets](#key-benefits-of-text-snippets) - [How To Setup Text Snippets](#how-to-setup-text-snippets) - [Managing Your Saved Snippets](#managing-your-saved-snippets) - [Insert Snippet Using Automation (Workflows)](#insert-snippet-using-automation-workflows) - [How Attachments Work with Snippets](#how-attachments-work-with-snippets) - [Frequently Asked Questions](#frequently-asked-questions) --- # **What are Text Snippets (Templates)?** Text Snippets allow you to quickly insert reusable blocks of text (and, in campaigns, attachments) into your emails. 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. --- ## **Key Benefits of Text Snippets** Using text snippets in your email workflows offers several advantages: - **Save time by reusing content:** No need to rewrite or copy-paste frequently used sections. - **Ensure consistency across emails:** Standardize messaging, disclaimers, or promotional sections. - **Simplify campaign creation:** Quickly assemble emails with ready-to-go sections. - **Automatic attachment inclusion in campaigns:** Attachments saved with snippets are automatically added when used in campaigns. - **Reduce errors:** Minimize manual entry mistakes by using pre-approved content. --- ## **How To Setup Text Snippets** Setting up and using text snippets is straightforward and helps you create emails more efficiently. Proper setup ensures your team can access and insert the right content whenever needed. ### **Access the Snippets Section** Open the left-hand navigation menu and click on Marketing > Snippets to begin creating or managing text snippets in your account. This is where all saved snippets are stored and accessible for reuse. ![Access the Snippets Section (image 1 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155048076510/original/kwx7hpFdLDvnMqAJXVEPjz_kXOzE1IXwsA.png) **Access the Snippets Section (image 1 of 10)** This screenshot appears in the "Access the Snippets Section" section of "Text Snippets (Templates)". The text alongside this image reads: Open the left-hand navigation menu and click on Marketing > Snippets to begin creating or managing text snippets in your account. This is where all saved snippets are stored and accessible for reuse. The navigation path used here is Marketing > Snippets. Immediately after, the guide continues: In the Snippets panel, click on + Add Snippet to launch the snippet creation window. Enter the Name, Body, and optionally attach files or test the message by phone. The preview pane on the right lets you see how the message will appear on…. - Path: Marketing > Snippets - Where to go: Open the left-hand navigation menu and click on Marketing > Snippets to begin creating or managing text snippets in your account. This is where all saved snippets are stored and accessible for reuse. - Next: In the Snippets panel, click on + Add Snippet to launch the snippet creation window. Enter the Name, Body, and optionally attach files or test the message by phone. The preview pane on the right lets you see how the message will appear on a mobile device. ### **Create a New Text Snippet** In the Snippets panel, click on **\+ Add Snippet** to launch the snippet creation window. Enter the Name, Body, and optionally attach files or test the message by phone. The preview pane on the right lets you see how the message will appear on a mobile device. ![Create a New Text Snippet (image 2 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155048076866/original/hWRVXk36tckfj8Yt8jYKKvTj3ly4VMSa-A.png) **Create a New Text Snippet (image 2 of 10)** This screenshot appears in the "Create a New Text Snippet" section of "Text Snippets (Templates)". The text alongside this image reads: In the Snippets panel, click on + Add Snippet to launch the snippet creation window. Enter the Name, Body, and optionally attach files or test the message by phone. The preview pane on the right lets you see how the message will appear on a mobile device. Immediately after, the guide continues: Enter the desired text and, if applicable, add attachments (attachments will only be included in campaigns). - What to fill in: In the Snippets panel, click on + Add Snippet to launch the snippet creation window. Enter the Name, Body, and optionally attach files or test the message by phone. The preview pane on the right lets you see how the message will appear on a mobile device. - Controls: + Add Snippet - Next: Enter the desired text and, if applicable, add attachments (attachments will only be included in campaigns). ### **Name and Preview Your Snippet** Enter the desired text and, if applicable, add attachments (attachments will only be included in campaigns). Save your snippet for future use. Provide a descriptive title for your snippet, ideally based on the question or use case it addresses (e.g., “What services do you offer?”). The mobile preview helps ensure the text looks clear and personalized before saving. ![Name and Preview Your Snippet (image 3 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155047320213/original/BHmkOZ33Xuvei6KFL-TROM2ANyLpukTZ7g.png) **Name and Preview Your Snippet (image 3 of 10)** This screenshot appears in the "Name and Preview Your Snippet" section of "Text Snippets (Templates)". The text alongside this image reads: Save your snippet for future use. Provide a descriptive title for your snippet, ideally based on the question or use case it addresses (e.g., “What services do you offer?”). The mobile preview helps ensure the text looks clear and personalized before saving. Immediately after, the guide continues: Use Custom Values and Trigger Links to personalize messages. The live preview shows exactly how the message will appear to the contact. Use this view to refine the tone, clarity, and formatting. - What to fill in: Save your snippet for future use. Provide a descriptive title for your snippet, ideally based on the question or use case it addresses (e.g., “What services do you offer?”). The mobile preview helps ensure the text looks clear and personalized before saving. - Next: Use Custom Values and Trigger Links to personalize messages. The live preview shows exactly how the message will appear to the contact. Use this view to refine the tone, clarity, and formatting. ### **Customize Your Snippet with Dynamic Content** Use Custom Values and Trigger Links to personalize messages. The live preview shows exactly how the message will appear to the contact. Use this view to refine the tone, clarity, and formatting. ![Customize Your Snippet with Dynamic Content (image 4 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155048095065/original/YKGJp47d3YgbzwPmdZZH9BqK5jbq49YCQA.png) **Customize Your Snippet with Dynamic Content (image 4 of 10)** This screenshot appears in the "Customize Your Snippet with Dynamic Content" section of "Text Snippets (Templates)". The text alongside this image reads: Use Custom Values and Trigger Links to personalize messages. The live preview shows exactly how the message will appear to the contact. Use this view to refine the tone, clarity, and formatting. Immediately after, the guide continues: You can also enter your mobile number and click Send Test to test your snippet. Once you're good with your snippet, Click Save. - What this covers: Use Custom Values and Trigger Links to personalize messages. The live preview shows exactly how the message will appear to the contact. Use this view to refine the tone, clarity, and formatting. - Next: You can also enter your mobile number and click Send Test to test your snippet. Once you're good with your snippet, Click Save. ### **Test and Save** You can also enter your mobile number and click **Send Test** to test your snippet. Once you're good with your snippet, Click **Save**. **Please Note:** Please take note of the number of characters, number of segments and approximate cost of your snippet when sent as an SMS message. ![Test and Save (image 5 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155048095144/original/FIDnHHQkOXcGUkUKlx1qr5DanGqn3drjYA.png) **Test and Save (image 5 of 10)** This screenshot appears in the "Test and Save" section of "Text Snippets (Templates)". The text alongside this image reads: Please Note: Please take note of the number of characters, number of segments and approximate cost of your snippet when sent as an SMS message. Immediately after, the guide continues: When responding to contacts in the Conversations tab, click on the Snippets icon, search for the relevant snippet, and click to insert it directly into your message. This saves time and ensures consistency. - What this covers: Please Note: Please take note of the number of characters, number of segments and approximate cost of your snippet when sent as an SMS message. - Controls: Send Test, Save - Next: When responding to contacts in the Conversations tab, click on the Snippets icon, search for the relevant snippet, and click to insert it directly into your message. This saves time and ensures consistency. ### **Insert Snippet in Conversations** When responding to contacts in the Conversations tab, click on the Snippets icon, search for the relevant snippet, and click to insert it directly into your message. This saves time and ensures consistency. ![Insert Snippet in Conversations (image 6 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155048078800/original/fWdS3ioVT8ZauMSl7AjRRpKr4JpbeeHPkg.png) **Insert Snippet in Conversations (image 6 of 10)** This screenshot appears in the "Insert Snippet in Conversations" section of "Text Snippets (Templates)". The text alongside this image reads: When responding to contacts in the Conversations tab, click on the Snippets icon, search for the relevant snippet, and click to insert it directly into your message. This saves time and ensures consistency. Immediately after, the guide continues: Here’s an example of a fully composed SMS message using a saved snippet. You can see how dynamic placeholders are replaced with actual contact information to personalize each message sent through your campaigns or manual outreach. - What to click: When responding to contacts in the Conversations tab, click on the Snippets icon, search for the relevant snippet, and click to insert it directly into your message. This saves time and ensures consistency. - Next: Here’s an example of a fully composed SMS message using a saved snippet. You can see how dynamic placeholders are replaced with actual contact information to personalize each message sent through your campaigns or manual outreach. ### **SMS Preview with Custom Snippet** Here’s an example of a fully composed SMS message using a saved snippet. You can see how dynamic placeholders are replaced with actual contact information to personalize each message sent through your campaigns or manual outreach. ![SMS Preview with Custom Snippet (image 7 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155048078966/original/2gKpHLCrhxoiIwNANwn5e1xx6Tieq_qyvA.png) **SMS Preview with Custom Snippet (image 7 of 10)** This screenshot appears in the "SMS Preview with Custom Snippet" section of "Text Snippets (Templates)". The text alongside this image reads: Here’s an example of a fully composed SMS message using a saved snippet. You can see how dynamic placeholders are replaced with actual contact information to personalize each message sent through your campaigns or manual outreach. Immediately after, the guide continues: Keep your snippet library organized for efficient email building. You can easily edit, delete, or rename existing snippets by navigating to the Snippets section in your account. Keeping content updated ensures your team always uses the…. - What this covers: Here’s an example of a fully composed SMS message using a saved snippet. You can see how dynamic placeholders are replaced with actual contact information to personalize each message sent through your campaigns or manual outreach. - Next: Keep your snippet library organized for efficient email building. You can easily edit, delete, or rename existing snippets by navigating to the Snippets section in your account. Keeping content updated ensures your team always uses the latest approved messaging. --- ### **Managing Your Saved Snippets** Keep your snippet library organized for efficient email building. You can easily **edit**, **delete**, or **rename** existing snippets by navigating to the **Snippets** section in your account. Keeping content updated ensures your team always uses the latest approved messaging. --- ## **Insert Snippet Using Automation (Workflows)** Snippets can also be inserted into automated messages inside workflows. This allows you to maintain consistent messaging while saving time, since commonly used text blocks don’t need to be retyped each time you build an automation. ### **Navigate to Automation > Workflows.** Open an existing workflow or create a new one. ![Navigate to Automation > Workflows. (image 8 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054023090/original/BiHSxTR3GJ0FibdgEyt3JziIfRDpmUnAJw.png) **Navigate to Automation > Workflows. (image 8 of 10)** This screenshot appears in the "Navigate to Automation > Workflows." section of "Text Snippets (Templates)". The text alongside this image reads: Open an existing workflow or create a new one. Immediately after, the guide continues: Add a messaging action such as Send SMS or Send Email. In the message composer, click on the Templates option to view a dropdown of all snippets. - Where to go: Open an existing workflow or create a new one. - Next: Add a messaging action such as Send SMS or Send Email. In the message composer, click on the Templates option to view a dropdown of all snippets. ### **Add an Action** Add a messaging action such as **Send SMS** or **Send Email**. In the message composer, click on the **Templates** option to view a dropdown of all snippets. ![Add an Action (image 9 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054024535/original/CrC7ZfU2-KCpi3hNdfuPUmKu_olJGbSDQA.gif) **Add an Action (image 9 of 10)** This animation appears in the "Add an Action" section of "Text Snippets (Templates)". The text alongside this image reads: Add a messaging action such as Send SMS or Send Email. In the message composer, click on the Templates option to view a dropdown of all snippets. Immediately after, the guide continues: Choose the snippet you’d like to insert. The text will appear directly inside the message body. Save your workflow action. - What to choose: Add a messaging action such as Send SMS or Send Email. In the message composer, click on the Templates option to view a dropdown of all snippets. - Controls: Send SMS, Send Email, Templates - Next: Choose the snippet you’d like to insert. The text will appear directly inside the message body. Save your workflow action. ### **Select the Snippet** Choose the snippet you’d like to insert. The text will appear directly inside the message body. Save your workflow action. ![Select the Snippet (image 10 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054024874/original/BY36tW24-b0C0-qORBHswulKJJzXhybQnQ.png) **Select the Snippet (image 10 of 10)** This screenshot appears in the "Select the Snippet" section of "Text Snippets (Templates)". The text alongside this image reads: Choose the snippet you’d like to insert. The text will appear directly inside the message body. Save your workflow action. Immediately after, the guide continues: Understanding when attachments are included with snippets helps avoid confusion during email creation. - What to choose: Choose the snippet you’d like to insert. The text will appear directly inside the message body. Save your workflow action. - Next: Understanding when attachments are included with snippets helps avoid confusion during email creation. --- ## **How Attachments Work with Snippets** Understanding when attachments are included with snippets helps avoid confusion during email creation. - **Email Templates:** Attachments linked to snippets will **not** be included when inserted into templates. Only the text content will appear. - **Campaign Emails:** 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. - **Workflows:** Attachments included in snippets are not automatically added when used in workflow emails or SMS. To include files in automated emails, you must attach them directly within the workflow step. --- ## **Frequently Asked Questions** **Q: Can I use text snippets in both email templates and campaigns?** Yes, text snippets can be inserted into both email templates and campaigns. **Q: Can I organize snippets into folders or categories?** Yes, you can organize snippets into folders. **Q: 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 organized for ease of use. **Q: Who can create or edit snippets in my account?** Snippet creation and editing permissions depend on your account’s user roles and settings. **Q: Can I add images or formatted content to snippets?** Yes, snippets can include formatted text and images, making them versatile for various content needs. **Q: Will using snippets affect email deliverability?** No, using snippets does not impact deliverability, but ensure your content follows best practices for email compliance. **Q: Can I use snippets in all workflow actions?** Snippets can be inserted into any workflow action that includes a message editor, such as **Send SMS** or **Send Email**. They are not available in non-messaging actions like Wait steps or If/Else conditions. **Q: Do snippets with attachments work inside workflows?** No. Attachments included in a snippet are not automatically added when used in workflow messages. To include a file, upload it directly in the workflow email step. --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com