Use Custom Snippets

Table of Contents

• Overview
• Use A Custom Snippet in an Email Template
• Test Custom Snippets in an Email Template

Overview

Custom snippets allow you to leverage custom field data directly in email templates.

After you have created a custom field in Apollo, whether it is a custom field for a contact, account, or user, Apollo automatically generates a corresponding custom snippet for it that you can use in an email template. You can make custom snippets a simple field, like the name of a prospect’s competitor, or something more complicated like a sentence regarding your thoughts on a contact's blog post. This allows you to send personalized emails with the help of automation.

Refer to the section below for instructions on how to use a custom snippet in an email template.

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Use A Custom Snippet in an Email Template

Launch Apollo and click Engage.

Create a new sequence or click one of your existing sequences to edit it.

Click one of the "New Threads" in any manual or automatic email step.

Place your cursor in the Body section of the "Edit Template" modal where you would like to add a Custom Snippet and then click Insert Snippet.

Click the Custom Fields tab.

Click a Custom Snippet from the list to add it to your email template.

The snippet renders in the "Preview" window if data is available for it.

If you would like to use the snippet in the subject line for your email template, cut and paste it into the Subject text-box.

Click Save Changes when you finish.

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Test Custom Snippets in an Email Template

In order to generate a snippet for a custom field, it needs to be updated for a specific contact or account profile. For this reason, you may want to test what will be displayed for a custom snippet from an email template.

Navigate to any thread in any manual or automatic email task within an Apollo sequence.

Add a Custom Snippet to the body of your email.

With the Custom Snippet added to the body of your email, click the here link above the "Preview" window.

Type a contacts name or select them directly from the Generate Preview for Contact drop-down. You should check whether this contact has the custom field updated for their profile if you want to see the snippet rendered in the "Preview Window."

With the contact selected, Apollo renders the snippet in the "Preview" window with the data if it is available. If there is no available data for this contact, Apollo highlights the snippet in red in the "Preview" window.