How to Create and Use Snippets in HubSpot

Learn how to create, edit, and use snippets within HubSpot.

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. 

Create Snippets

• In your HubSpot account, navigate to Conversations > Snippets.
• In the upper right corner, click Create snippet.
• In the Internal name field , enter a name for the snippet.
• In the Snippet text rich text editor, enter the body of your snippet.

• • To modify the text, use the formatting options at the bottom of the editing window.
  • To edit the font style and size, or edit the text alignment, click the More dropdown menu.
  • To add hyperlinked text, click the link icon.
  • To include personalization tokens in your snippet, click the Personalize dropdown menu. 
• Enter a name for the snippet shortcut in the Shortcut field. This shortcut will be used to insert the snippet in a record, email template, live chat conversation, or when logging an activity. 
• When you've finished creating your snippet, click Save snippet.

Manage Snippets

You can edit, clone, move, and delete snippets on the Snippets dashboard.

• In your HubSpot account, navigate to Conversations > Snippets.
• Use the search bar in the top left to look up a snippet by name.
• To edit a snippet, click the name of the snippet. In the dialog box, edit the fields you want to change. Then, click Save snippet.
• Hover over the snippet and click the Actions dropdown menu: 
  • To clone the snippet, click Clone. In the Name the copy of this snippet field, enter a name for the snippet, then click the Save Snippet to a Folder dropdown menu and select a folder. In the Shortcut field, enter a name for the snippet shortcut. When you've finished creating the snippet clone, click Save.
  • To move a snippet into a folder, click Move. In the dialog box, select a folder for the snippet, then click Move. 
  • To delete the snippet, click Delete. In the dialog box, click Yes, delete snippet.

• To create new folders for your snippets:
  • In the top right on the Snippets dashboard, click New folder.
  • In the dialog box, enter a name for your folder, then click Add folder.

• • To rename a folder, click the checkbox next to the folder. From the menu bar, click Rename. In the Rename folder field, enter a name for the folder. Click Save folder.

Use Snippets

Use snippets to leave notes about prospects in the CRM, quickly pull in important details when writing an email to a prospect, or as quick responses during a live chat conversation. You can also insert a snippet when logging an activity or leaving a comment on a record using the HubSpot mobile app for Android. There are two ways to add a snippet:

1. Type the # symbol into the text editor. Start typing the snippet shortcut, then select the snippet from the dropdown menu. The snippet will automatically populate in the text editor.
   
2. At the bottom of the text editor, click the snippets icon, then select a snippet from the dropdown menu.

You can also insert snippets in emails from your inbox using the HubSpot Sales Chrome extension or the HubSpot Sales Outlook desktop add-in.