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Using Snippet Templates in Content Copilot CRM Conversations | Content Copilot

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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.

1 Firstly, click here.

2. Next, choose the contact you wish to engage with.

2 After, click on the element.

3. Now, click to open your snippet template options.

3 Click on the element.

4. Then, pick a suitable template for your message.

4 Click on "Appointment Reminder - SMS - Notify Client of Appt Set".

5. Lastly, customize your message, and when ready, send it off.

5 Once that's done, click on the element.

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