How to Create Message Snippets

Step 1 - Click the Message Templates button under the Manage tab in the left navigation menu

Step 2 - Click the Message Snippets button at the top right

Step 3 - Click Create New at the top right

Step 4 - Fill out the Description of the Message Snippet

• Title - The title of your snippet for future reference
• Message Type - Email or Text Message
• Subject Template (Email Only) - The subject of the Email
• Message Template - The body of your message
• Field to Insert - Select a field to insert into the body and/or subject of your message. You may add fields such as client name, firm name, office phone number, attorney name, and many more.
  • Click the Insert into message template button after selecting a field to insert from the drop down menu and it will add it to your message template.

Example Message Snippet Description:

Step 5 - Fill out the Associations for the Message Snippet

• Case Type - Select a specific case type you want to associate the snippet with (Default all case types)
• Lead Status - Select a lead status you want to associate the snippet with (Default all lead statuses)
• Language Spoken - Select the language you want the snippet to be sent in (English or Spanish)

Example Message Snippet Associations:

Step 6 - Click the Save button to save the snippet