Overview
Snippets make it easy for you to create engaging, high-performing emails at scale. They also allow your team to collaborate with ease and share quality messaging that converts. When you use snippets in Apollo, you can piece together the best parts of different emails and personalize your approach without friction to drive more success from your sequences.
Refer to the sections below for more information about how to create and edit snippets, as well as how to load existing snippets in your Apollo sequences.
Please note, if you are an Apollo admin you can leverage permission settings to control which team members can add and edit snippets. For further information, please refer to the Sequence and Emails section of the "Create Permission Profiles" article.
Create a Snippet
Launch Apollo and click Settings > Snippets > Create New Snippet.
You can either customize a prebuilt snippet or create a new one from scratch.
Customize a Prebuilt Snippet
To use a prebuilt snippet, click the Prebuilt icon.
Browse through the snippets on the left and click the one that you want to use. Then, click Create and customize.
In the Edit snippet modal, change the name of your snippet and add descriptive tags so you can find it later.
If you have a large team, you may also want to assign the snippet to a specific folder to help keep your snippets organized.
To do so, click Browse. Then, select the folder to which you want to assign the snippet.
To create a new folder, click New folder.
Give the new folder a name and then click Save.
In the select folder drop-down, click the new folder that you created and then click X.
Then, click the Owner drop-down and select the owner of the snippet.
Edit the content as you see fit. Apollo displays the changes you make in the snippet preview on the right.
You can also use the icons below the Body text box to further personalize your snippets.
Click the respective icons to reformat the snippet text, insert links, add images or Vidyard videos, include dynamic variables, or even add other snippets into this one and customize them further.
If you want to save this snippet to your favorites, click the star icon.
When you have finished editing the prebuilt snippet, click Save.
You have now customized a prebuilt snippet.
Create a New Snippet
To create a snippet from scratch, click the New Snippet icon.
In the New snippet modal, give your snippet a name, add descriptive tags, and assign it to a specific folder so you can find it later with ease.
Click the Owner drop-down to change the default owner.
Then, use the Body text box to add your content. You can also use the icons below the text box to further personalize your snippets.
When you have finished, click Save.
You have now created a new snippet.
Clone an Existing Snippet
Once you have created your first snippets, you will also have the option to clone an existing snippet.
Launch Apollo and click Settings > Snippets > Create New Snippet.
Then, click the Clone icon in the Create a Snippet modal.
Use the search bar to find the snippet that you want to clone. Then, click the snippet and click Clone.
Edit the name, tag, folder, owner, and body fields as needed. Then, click Save.
You have now cloned an existing snippet.
Edit a Snippet
Launch Apollo and click Settings > Snippets. Then, click the snippet that you want to edit.
Make any changes you see fit to the name, owner, tags, location, and content of the snippet. Apollo displays the content changes you make in the snippet preview on the right. When you have finished, click Save.
You have now edited an existing snippet.
Leverage the Snippets Page
Launch Apollo and click Settings > Snippets. From here, you can take several additional actions:
- To search for a specific snippet with ease, click the Filters icon and apply the filters on the left side of your screen.
- To add a snippet to your favorites, click the star icon on the left of a snippet's name. Click the star again to remove it from your favorites.
- To add or remove tags from a snippet, click the checkbox(es) of the snippet(s) to which you want to add tags. Then, click the tag icon and click add tags or remove tags respectively.
- To move snippets to a different folder, click the checkbox(es) on the left of the snippet(s) that you want to move. Then, click the Folder icon.
- To export snippets to a CSV file, click the checkboxes on the left of the snippets that you want to export. Then, click the Export icon.
- To delete a snippet, click the additional options (...) button on the right of the snippet that you want to delete. Then, click Delete. Click Delete again in the Confirm delete modal.
- When you click the additional options (...) button on the right of a snippet, you can also choose to add or remove the snippet from your favorites, clone it, or move it to another folder.
- To sort your snippets by name or date, click the Sort by drop-down, choose your preferred order, and then click Apply.
You have now leveraged the snippets tab in Apollo.
Load or Create a Snippet from a Sequence
You can also load, create, and edit snippets directly from within a sequence.
Launch Apollo and click Sequences. Then, click the name of the sequence to which you want to add a snippet.
Click on an existing email or click Add Step and then follow the instructions in this section of the "Create and Edit Email Templates" article to create a new template.
Click the snippet icon in the email template modal.
If you want to load and edit an existing snippet, browse the Recent, Favorites, and All snippets tabs to find the snippet that you want to add. Then, click the snippet of your choice and Apollo adds it to the email.
From here, you can then make any edits if you want to further personalize the snippet for the specific contacts in that sequence.
If you want to create a new snippet, click the snippet icon in the email template modal. Then, click + Create new.
Apollo opens the New Snippet modal in another tab. Follow the instructions in the Create a New Snippet section above. When you have created the new snippet, return to the other open tab. Then, click the snippet icon to close and reopen the snippet modal. Apollo refreshes the modal and displays the new snippet you just created. Click on it to add the snippet to your email.
If you want to configure your snippets, click Configure in the email template modal.
Apollo opens the snippets page in another tab. Follow the instructions in the Leverage the Snippets page section above to configure your existing snippets.
You have now loaded and created snippets from within a sequence.