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Overview

Smart snippets generate passages within your sequence content from a prompt and recipient data. You write the surrounding message and use a smart snippet for the part that should be generated for each person. To generate complete emails and task notes from instructions, use agentic sequences.

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Creating a smart snippet

Navigate to the Snippets tab in the sidebar, select New snippet in the top right corner, and choose Smart snippet. You will see the smart snippet creation screen.

This is where you enter the prompt for your smart snippet.

To define a smart snippet, you provide a prompt that describes the content you want to generate. Add template variables for the attributes and related-object data the prompt should use. You can click on the quick prompts to see example prompts for inspiration. After you’ve entered your prompt, click Generate examples to see what the smart snippet will generate for a sample of real people from your data. You can edit the prompt and regenerate examples to iteratively refine your snippet.

Example snippet generations appear on the left.

Just like regular snippets, you should define a fallback value in case any template variables in the prompt are missing data. This will prevent enrollments from being blocked by the missing data. When you’re satisfied with your prompt, click Create to save it. You will now be able to use the snippet in your Sequences.

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Recommendations

Here are a few practices we recommend to get the most out of smart snippets:
  1. Always include at least one template variable for the model to use to personalize the snippet. For example, include some details about the sender, the recipient, or their company. This helps the model write more precise and personalized copy.
  2. Include 2-3 example outputs to guide the model. Examples help the model understand the tone and structure you’re trying to achieve. The model will often pick up on vocabulary and stylistic choices from your examples.
  3. Start small. Pick a specific part of the email, such as the salutation or hook, and focus on personalizing that part. Smart snippets are most effective when they’re used to personalize small sections of your email. Remember that you can use as many snippets in an email as you want!