Create and use snippets

Snippets are reusable blocks of formatted text and variables that you can insert into emails in Athean, sequence templates, and Gmail.

1. Open Prospecting → Sequences → Snippets.
2. Select Add → Create new.
3. Enter a Name and write the Content. Use the formatting toolbar for links, bold and italic text, and lists.
4. Select Insert variable to add contact, account, or sender details, such as Contact First Name, Account Name, or Sender Scheduling Link, then select Save.

New snippets start with Owner only access: you, organization administrators, and people with the Snippets View all (including others) permission can see them. Whether you can create, edit, share, or feature snippets depends on your role; see Permissions and roles.

Snippets lists snippets you own, snippets you saved, and snippets added to your library by an administrator or through a group. Use search or the Saved by me filter to find one.

• Browse shared snippets: Select Add → Browse library to search the snippets you can access, or open the Featured tab for snippets your team has featured. Select Add to my library to keep a snippet ready to use.
• Save to my library and Remove my save: Add or remove your personal save from the Snippets table. Removing your save doesn't delete the snippet, and a snippet an administrator added to your library still appears.
• Delete: Deletes the snippet itself, for everyone, and requires permission to delete it. Deleting a snippet can't be undone.

1. Open an email composer in Athean, an email step in a sequence template, or a Gmail compose window (see Use Athean in Gmail).
2. Place your cursor where the snippet should go and select the quotation-mark icon (Insert Snippet).
3. Search by snippet name or content, then select the snippet to insert it at the cursor.
4. Review the inserted text and its variables before sending the email or saving the step.

In an Athean email composer with a known recipient, Athean fills the snippet's variables from the contact, account, and sender when you insert it. In a sequence template, variables stay in place so they can be filled for each contact later. Missing contact or account data can leave a variable unfilled, so check the actual message.

Inserting a snippet copies its current text into your draft. Editing the saved snippet later doesn't change drafts or templates where it was already inserted.

Open a saved snippet and select Share to open Share snippet. It has three separate settings:

• Access: who can view and use the snippet: Owner only (you, organization administrators, and people who can view all snippets), selected People and groups, or the Entire organization.
• Add to libraries: whose library includes it: No one, selected People and groups, or the Entire organization. People still need Access before it appears for them.
• Featured: shows the snippet on the Featured tab for people with Access.

Select Save to apply the changes. Featuring a snippet or adding it to libraries doesn't grant Access.

To change a snippet's wording, open it, edit the content, and select Save. If it opens as Preview snippet, you can read it but don't have permission to edit it.