Using Snippet Templates in Content Copilot CRM Conversations
Streamline your communication by using snippet templates in Content Copilot CRM. Follow this guide to select a contact, choose a pre-defined template, customize the message, and send it effortlessly for effective engagement.
1. Start by accessing your conversations.
2. Next, choose the contact you wish to engage with.
3. Now, click to open your snippet template options.
4. Then, pick a suitable template for your message.
5. Lastly, customize your message, and when ready, send it off.