Snippets

Snippets

December 03, 20241 min read

Snippets, previously Templates (Snippets), are short email and text templates that allow you to automate responses to your contacts. This feature got an update for your convenience so let’s check what they will look like!

⭐️What Changes Can You Expect?

  • Folder Organization: You can now organize your snippets into customizable folders, this is available under the marketing and conversation view. If no folders are created, snippets appear in a single list.

    A
  • Search and Filter Capabilities: Instantly locate snippets using search by snippet or folder name. You can also filter snippets by type: Email or SMS

    B
  • Snippet Builder: The composer is now consistent across the Conversations and Snippets helping you avoid formatting issues and maintain a cohesive experience.

C

⭐️How To Create Folders and Add Snippets To Them:

Keeping your Snippets organized will make your navigation much easier and ensure you have easy access to all templates

  1. Navigate to the Snippets tab inside the Marketing section and click Add Folder.

    1
  2. Add the Folder Name then click Save.

    2
  3. Click the three-dot icon next to the template you want to move and select Move to Folder.

    3
  4. Select the Folder from the drop-down menu and click Move to save.

4

We hope you enjoy the changes to Snippets! These will make using and managing your short conversation templates more efficient and boost productivity.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Back to Blog

© Copyright Pinnacle Ai 2025

Website Disclaimer: The information provided by Pinnacle Ai ("we," "us," or "our") on https://getpinnacle.ai (the "Site"), any of its sub-domains, and our mobile application is for general informational purposes only. All information on the Site, its sub-domains, and our mobile application is provided in good faith. However, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site, its sub-domains, or our mobile application. UNDER NO CIRCUMSTANCES SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SITE, ANY OF ITS SUB-DOMAINS, OR OUR MOBILE APPLICATION, OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION. YOUR USE OF THE SITE, ANY OF ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION, AND YOUR RELIANCE ON ANY INFORMATION ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION IS SOLELY AT YOUR OWN RISK.