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Overview

Snippets are short, reusable pieces of text: a greeting, a signature, a stock answer. That you drop into any editor by typing a ;shortcut. They expand inline as you type in the email composer and the document editor, so you never retype the same paragraph twice. Unlike full Templates (whole message bodies with AI personalisation), a snippet is a small fragment you insert mid-writing. Manage them under Settings → Inbox → Snippets.

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How it works

Every snippet has a title, an optional shortcut, an optional category for organisation, and rich-text content. The content can contain {{variable}} chips, placeholders shown as highlighted badges that you fill in when the snippet is inserted.

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Who sees a snippet

Each snippet has a Who sees it setting: The tabs on the Snippets screen sort snippets by kind: All, Text and Email.

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Email snippets

A snippet with a subject is an email snippet. As well as inserting it with ;shortcut, you can send it whole:
  • a workflow or sequence Send Email step,
  • an Email task,
  • the Chrome extension’s email sheet (“Start from an email snippet”).
The subject becomes the email’s subject. Placeholders bound to the recipient (first name, company, and so on) fill themselves in. {{variable}} text fills in from the record the email is about. Turn on Personalize with AI to have AI rewrite the email for each recipient before it’s sent, following the instructions you give it. AI also fills any blank it can. An automated send never goes out with a blank in it. If a workflow or sequence sends an email snippet that has a placeholder nothing can fill (one the sender types, or a field the recipient’s record doesn’t have), and AI is off, the step stops and names the placeholder. Bind it to the recipient, turn on AI, or remove it.
Message templates became snippets. One that was an email (typed as email, given a subject, or sent by a workflow) became an email snippet with its body, subject and AI settings, and the workflows that sent it now send the snippet. The rest became text snippets. Report and document templates are separate: see Report templates.

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Inserting a snippet

Give a snippet a shortcut (for example intro) and then, in the email composer or document editor, type ;intro. Custral replaces it with the snippet’s content. Snippets without a shortcut can still be managed here but have no ; trigger to insert them.

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Using it

1

Open Snippets

Go to Settings → Library → Snippets.
2

Create the snippet

Click New snippet (or New email snippet on the Email tab), choose who sees it, give it a title and a short shortcut, then write the content. Add placeholders anywhere a value should be filled in. For an email snippet, add a subject.
3

Insert it while writing

In the email composer or document editor, type ; followed by the shortcut (e.g. ;intro) to expand the snippet in place.

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Troubleshooting

When reporting an issue, include the request id shown in the error toast. It links the in-app error to the server logs.
  • Templates: full, reusable message bodies with personalisation tokens and optional AI (as opposed to short inline snippets).
  • Composer Commands: the / palette in the email composer, which lists your snippets alongside meeting times, forms and files.
  • Email compose: one of the editors where ;shortcut expansion works.