Creating Forefront Snippets
In this article, we will guide you on how to use Forefront snippets to streamline your workflow and save time. Snippets are pre-written text templates that you can easily select and send without the need to type them out every time. By using snippets, you can quickly respond to common inquiries or messages, ensuring that you can provide efficient and timely customer support.
To Learn more about Snippets check out the video below!
With our step-by-step instructions, you’ll learn how to create and use snippets with Forefront, so you can optimize your communication and focus on providing excellent service to your clients.
Step 1 – Go to Settings > Snippet
Access Snippets in Forefront by logging in and clicking on Settings on the left-hand menu pane.
Create snippets for your Notes, Email, and Text in the Snippets section
1. Notes snippet
Save time by creating a short template or typical note using the notes snippet feature, eliminating the need for typing it in.
2. Email Snippet
Create email templates for frequently sent messages with Email Snippets to save time and simplify your email communication.
3. Text Snippet
Create and Send Short Text Message Templates to Your Leads.
Step 2 – How to use your snippets
Use your snippets anywhere for notes, texts, or emails.
- Access the lead you want to use snippets from, then focus on the Notes, Text, and Email tabs.
- Find the snippet option by clicking on the options within the message’s body in the tabs.
2. Simply click the Snippet button, select the desired snippet, and it will be added.
For any questions or concerns, feel free to reach out at [email protected]. We’re always happy to help!