Inbox Snippets allow you to quickly add reusable content to an Inbox message. A common use for Inbox Snippets is email signatures.

📝 Not to be confused with Content Blocks (formerly Mailing Snippets).

Creating a new Snippet

If you find yourself writing the same text in messages, create a Snippet to add that text to messages with a select.

Snippets can be created for a specific user, a specific role, or for anyone within Inbox.

1. Select Inbox in the top navigation bar.

2. Select Snippets in the right navigation menu.

3. Select New Snippet.

4. Enter the following user configurations in the popup window:

   • Name - Give the Snippet a descriptive name, e.g., Signature

   • Role / User - optional

     • Previously, adding a Role designation to a Snippet meant that the Snippet was only available for messages assigned to that role. With the shift to using Sharing Permissions, the role designation now applies to any user with that Role rather than any message assigned to that role.

5. Use the HTML editor to create the Snippet.

Using Snippets

Multiple Snippets can be used in the same message.

Place your cursor in the location you would like the text to appear within the HTML editor, and then select the specific Snippet you wish to use in the Snippets section.

Your database may have a significant number of Snippets. To more easily find Snippets that need to be edited, there are several methods that can be used together to filter the Snippets that are displayed:

• Search: The Search Snippets... search box performs a partial match search on both the name of the Snippet and the text content.

• Personal Snippets: Only Snippets assigned to the current user.

• Shared Snippets: Include shared snippets - Snippets assigned to the current user and Snippets that are not assigned to any specific user.

• All Snippets: All Snippets a user is assigned to

• Roles Filter:

  • All Roles: All Snippets, regardless of the role assignment.

  • Specific Role: Snippets that are associated with the selected role only.

Signatures

Add user-specific signatures to Inbox messages:

1. Select Inbox in the top navigation bar.

2. Select Snippets.

3. Select Edit Signature to customize the signature.

4. Select Save.