Snippets Upgrade Discover Effortless Organization and Enhanced Searchability

Snippets Upgrade: Organize into Folders, Search and Use with Ease! 🤩

What’s New?

Organize into Folders

We’re thrilled to announce an upgrade to the Snippets feature that enhances your ability to manage and access your snippets more efficiently. You can now effortlessly organize your snippets into folders 📂, enabling quicker access and better management.

  • Navigate through folder structures easily to find the snippets you need in seconds.

    Business software interface displaying message snippet management.

    Folder Navigation

  • Move your existing snippets into folders with just a few clicks. Simply select the snippet or snippets, and use the “Move to Folder” option to relocate them to relevant folders.
  • The folder view is now accessible in the Conversations composer, providing seamless access to your organized snippets. Foldering is optional! If no folders are created, snippets will continue to appear in a single list as they do now.
CRM software screen showing Snippets management interface

Foldering Option

Search and Filter Capabilities

We’ve also introduced new search and filter capabilities to enhance your snippet experience:

  • Instantly locate snippets by searching with the snippet or folder name. You can also filter snippets by type: Email or SMS.
  • Easily duplicate snippets to quickly create variations with minor changes.

    Interface showing conversation management and snippet options

    Search and Filter

Conversations Composer

The snippets are now more accessible, thanks to an improved layout that facilitates faster selection and use. The foldered view has been added to the Conversations Composer, making snippet location quicker and more convenient.

Customer support software interface displaying a new message

Conversations Composer

Snippet Builder

Both the Conversations composer and snippets composer now utilize the same editor, ensuring consistency across the product. This change helps avoid formatting issues and maintains a cohesive user experience.

Email snippet interface editing on a computer screen

Snippet Builder

How Does This Help You? 🤩

The upgraded Snippets feature is designed to enhance your workflow with:

  • Enhanced Ease of Use: Quickly find and edit your snippets, saving you time and effort.
  • Time-Saving: Reduce the time spent searching for snippets, allowing you to focus on more meaningful tasks.
  • Better Organization: Keep your snippets neatly organized for easy management.
  • Consistent Formatting: Enjoy a unified editor that ensures consistent formatting throughout the product.

👉 Note – This feature is currently accessible via Labs.

For any questions or if you need assistance, feel free to contact us.


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