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Snippets

Snippets in Conversion

Updated over a week ago

Snippets are reusable, AI-generated sentences or sections that you can use to personalize emails at the 1:1 level so that every person’s email feels custom. Unlike static variables, snippets bring in context and generate dynamic text for each individual. This allows you to scale personalization across thousands of contacts without manually rewriting each message.



Overview

Snippets let you inject short, tailored copy into emails, sequences, or campaigns. They differ from variables in that:

  • Variables pull in stored data (like First Name, Company, Title).

  • Snippets generate new personalized text using AI, based on context such as a contact’s job title, company, industry, or recent activity.

Snippets are most effective for the parts of your emails that benefit from nuance and customization, such as:

  • Icebreakers or openers.

  • Personalized value propositions.

  • PS lines with relevant hooks.

  • Dynamic call-to-actions.



Creating a Snippet

  1. Navigate to Snippets
    From the sidebar, go to Snippets and click New Snippet.

  2. Set a Name
    Give your snippet a clear, descriptive name (e.g. Icebreaker or Pain_Point_Personalization). This helps you reuse it across workflows and campaigns.

  3. Write your Prompt
    The prompt tells the AI what to generate. Prompts should describe the type of content you want (for example: “Create a personalized PS that references recent activity and includes a call-to-action based on Job Title”).

    • You can insert variables into your prompt (like Job Title, Industry, or Domain).

    • If a variable is missing, it will be omitted from the output.

  4. Choose your Model
    Select which AI model to generate snippets with (e.g. GPT-5).

  5. Add a Fallback
    Always define a fallback snippet. This is a default line that will be used if the snippet cannot be generated due to missing variables. For example:

    • Fallback: “P.S. I’d love to chat more about how we can help you achieve your goals.”

  6. Examples (Optional but Recommended)
    Add 2–3 example snippets to guide the AI. These help set tone, voice, and style, ensuring the output matches your desired approach.

  7. Save & Preview
    Once saved, you can preview snippets on real contacts. This helps validate the quality and accuracy of the generated text before using them in live emails.



Using Snippets

Snippets can be used anywhere in your email editor where you insert variables. Just insert your snippet into the body, subject line, or even PS section. Each time an email sends, the snippet will generate unique copy for that specific contact.

For example:

  • Prompt: “Write a one-line PS that highlights the contact’s industry challenge and encourages a call.”

  • Output for a Marketing Director at a SaaS company:

    “P.S. I know attribution can be tricky in SaaS — happy to share how others are simplifying it.”

  • Output for an Ops Manager in Healthcare:

    “P.S. Compliance always slows things down in healthcare — let’s talk about how to streamline it.”



Best Practices

  • Be precise in your prompt: The more specific your instructions, the better the output.

  • Include context-rich variables: Job title, industry, domain, or recent activity usually drive the most useful snippets.

  • Use snippets sparingly: They’re most powerful when focused on key, highly personal lines. Don’t replace entire emails with snippets.

  • Add examples: These give the AI clear direction on style and tone.

  • Always add a fallback: This ensures your emails never break or send empty text if data is missing.



FAQ

Can snippets be reused across workflows?
Yes, snippets are reusable anywhere in your account once created.

Do snippets work outside of emails?
Yes, snippets can also be used in Slack messages, workflows, or anywhere that supports variable insertion.

What happens if a variable in the prompt is missing?
The snippet will omit it and continue generating. If no variables are available at all, the snippet won’t generate and will fall back to your default.

Do snippets replace variables?
No. Variables are still best for structured, exact data. Snippets are designed to complement them by generating dynamic, context-aware text.

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