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Company Settings: Snippets

Learn how to build and use reusable text snippets in ProLine to speed up messaging, emails, notes, and automated campaigns.

Written by Laura Acosta

Overview

The Snippets feature allows your team to centrally store reusable pieces of text that can be quickly copied and used in messaging, emails, campaigns, and project notes. Snippets help your team stay consistent, save time, and avoid rewriting the same information over and over.

What are they?

Snippets are reusable text entries that you create and manage in Company Settings. Once saved, they can be copied into text messages, emails, and project notes anywhere in ProLine. This allows your team to work faster and maintain consistent communication.

Common snippet examples include:

  • Follow up messages

  • Appointment reminders

  • Insurance information requests

  • Internal notes or instructions

  • Campaign message templates

  • Compliance or safety statements

  • Quick response templates

Creating a Snippet

  1. Go to the hamburger menu in the top left corner.

  2. Select Company Settings.

  3. Open the Snippets tab.

  4. Click + Add Snippet.

  5. A popup will open where you can enter your message template.

  6. Click Save to store the snippet.

Your new snippet is now ready to be used in Texts, Emails, Notes and Automated Campaign messages.

Note: Admins will also see a + Add Snippet button inside the Snippets pop up when inserting a snippet. Clicking it will redirect them to Company Settings > Snippets to create a new snippet.

Editing an Existing Snippet

  1. Click on the snippet you want to update.

  2. The edit popup will open.

  3. Make your changes.

  4. Click Update to save the edited text.

Deleting a Snippet

  1. Click the trash icon next to the snippet.

  2. Confirm the deletion when prompted.

  3. The snippet will be removed from the list permanently.

Using Snippets in ProLine

You can insert snippets in several areas of ProLine to speed up your workflow and avoid rewriting the same messages each time. Click on the instructions below to learn how to use them:

Adding a Snippet in Texts

  1. Open the text message window.

  2. In the text box, click the (+) plus icon.

  3. Choose Snippets.

  4. A popup will appear with all available snippets.

  5. Click the snippet you want to use.

  6. It will be copied to your clipboard automatically.

  7. Paste it into the text box, edit as needed, and send.
    ​

Adding a Snippet in Emails

  1. Open the email window.

  2. Below the subject line, click Show Snippets.

  3. The snippets popup will appear.

  4. Click your desired snippet.

  5. It will be copied to your clipboard.

  6. Paste it into the email body, edit if necessary, and send.

Adding a Snippet in Notes (Activity Tab)

  1. Open the Project's Activity tab.

  2. From the 5 bottom icons, click the (+) plus icon to add a new note.

  3. Click Show Snippets.

  4. Choose the snippet you want to use.

  5. It will be copied to your clipboard.

  6. Paste it into the note field, make any edits, and save.
    ​
    ​Please note: Snippets in the Activity section can only be added by clicking the (+) plus icon and creating a note from there. They won’t be available when leaving a note directly on an activity item.

Adding a Snippet in Campaigns (Automated Emails & Texts)

  1. Go to the Campaign editor.

  2. Add an automated Email or Text action.

  3. Click Show Snippets.

  4. Choose a snippet from the popup.

  5. It will be copied to your clipboard.

  6. Paste it into the campaign message field and edit as needed.

Snippets make communication faster, more consistent, and easier for your entire team. By storing commonly used messages in one central place, you ensure that everyone has quick access to accurate and professionally written text whenever they need it.

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