How to Use Conversations Snippets in Sparkforge

Snippets are reusable text and email templates that any team member can insert into a Sparkforge conversation. Use them for FAQ replies, follow-ups, appointment reminders, and any other message you send repeatedly.

Where Snippets live

You can reach Snippets from two places:

• Conversations — left sidebar, then Snippets at the top of the screen.
• Marketing — Marketing menu, then Snippets.

Create a Snippet

1. Go to Conversations > Snippets or Marketing > Snippets.
2. Click Add Snippet and pick Text or Email.
3. Name it clearly — for example, Follow-Up Missed Appointment or FAQ: Hours of Operation.
4. Compose the message. Use Custom Values or trigger links for personalization.
5. Preview on the right and send a test SMS or email to yourself if needed.
6. Click Save.

Organize Snippets into folders

1. Click Add Folder and name it (for example, Appointments).
2. Open a snippet, click the three-dot menu, and choose Move to Folder.
3. Bulk-select multiple snippets to move them at once.

Use the search bar to jump to a snippet by keyword, or filter by Text or Email to narrow the list.

Insert a Snippet into a conversation

1. Open any conversation thread.
2. Click the Snippets icon at the bottom of the composer.
3. Browse folders or search by keyword.
4. Click the snippet — it populates the text box, ready to send or edit.

User permissions

Team members need the Conversations > View permission on their user role to see and use Snippets in the Conversations tab. Without that role permission, the Snippets icon won't appear in the composer.