Skip to content
English
Customer portal
  • There are no suggestions because the search field is empty.

Conversations - Inserting Snippets, Templates & Media

Learn how to enhance your email communication in the Conversations Mailbox by including snippets, media files, and pre-crafted templates for streamlined and effective messaging.

When composing or replying to a message in the Conversations Mailbox, you can insert additional elements to enrich your emails. The three available insert types are:

  1. Email Snippets

    • Insert pre-written text blocks into your emails to save time and maintain consistent messaging across your team.

  2. Files from Your Media Library

    • Attach files directly from your Media Library — including documents, images, and other resources — without leaving the compose window.

  3. Email Templates

    • Select a pre-built template to send polished, consistent emails — no need to start from scratch each time.

2024-12-23InsertStuffConversations

How to Use the Inserts Menu2024-12-23isnsert

To insert any of these elements while composing or replying to an email:

  • Look for the "Inserts" link at the bottom of the email composition window.

  • A menu opens where you can choose Snippets, Files, or Templates.

Using Inserts saves time and helps ensure every email you send is clear, complete, and on-brand.