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Jean-Pascal_Mer
Jean-Pascal_Mer
Level 4
October 8, 2015
Solved

Can't add snippet to an email

  • October 8, 2015
  • 2 replies
  • 3496 views

Hi guys,

I've created and approved a snippet containing the sales rep signature.

In my template, I've made the signature as Editable.

Now, when I create en email using that template, I assign the "Signature" as a Dynamic Content using the segmentation of the territories.

I want to assign the Snippet to that dynamic content, but the option is grayed out.

What step am I missing?

Thanks!

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Best answer by Josh_Hill13

Hi,

The snippet + email screenshot are below


Ok, I replied before I saw the shots.

Can you try clicking on the Static area to replace the Static area with a snippet? Since the snippet is already dynamic, maybe that is what it wants you to do.

2 replies

A
Anonymous
October 8, 2015

Is your snippet dynamic?

Jean-Pascal_Mer
Jean-Pascal_MerAuthor
Level 4
October 8, 2015

Aren't they all? As they are based on a segmentation?

Josh_Hill13
Josh_Hill13
Level 10
October 8, 2015

can you post a screenshot?

Josh_Hill13
Josh_Hill13
Level 10
October 8, 2015

As Kristen suggests, you have to use Segmentations to make the snippet dynamic first. I imagine you want to auto assign the Lead Owner's info in the signature based on territory rules.

Remember, snippets are special pieces of content that you can drop into assets so you can change it once and have it change everywhere.

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