Creating & Using Snippets

Snippets are short, reusable text blocks that can be used on contact, company, deal and ticket records; in email templates and when logging an activity or note. 

These should be used when you find yourself typing the same thing over and over again, like value props, a company overview, boiler plate text, etc. 

Please note: a sales license is required to create and edit snippets, and we only have 1,000 within our account. There is also a 2,500 character limit per snippet. 

Create a snippet

• In your HubSpot account, navigate to Conversations > Snippets
• In the upper right corner, click Create snippet
• In the dialog box, in the Internal name field, enter a name for the snippet
• Enter the body of your snippet in the Snippet text section:
  • 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 link
  • To include personalization tokens in your snippet, click the Personalize dropdown menu
• Enter a name for the snippet shortcut in the Shortcut section. 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

Please note: creating a snippet with curly brackets instead of personalization tokens causes issues with HubSpot's template rendering service. Remove any curly brackets to save the snippet. 

You can also organize your snippets into folders:

• On the Snippets dashboard, click New folder
• In the dialog box, enter a name for your folder, then click Add folder

• To move a snippet into a folder, hover over the snippet and click the More dropdown menu, then select Move. In the dialog box, select a folder to move the snippet to and then click Move

Use snippets

Use snippets to leave notes or to quickly pull in important details when writing an email to a prospect. 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
   

Please note:  if you used personalization tokens in your snippet, these tokens will only populate when you use the snippet on the Email tab of a contact, company, deal, or ticket record.