Understanding Snippets, Email Templates & Email Campaigns
in The LSS Notary Marketing Software
Feature What it is Best for Where you create/use it | |||
Snippet | A bite-sized, reusable block of text (or HTML email copy) you can drop into any reply | Rapid responses to FAQs, confirmations, or follow-ups inside Conversations | CRM & Email › Email Templates Snippets or the Snippets icon in a conversation thread |
Email Template | A branded email design/layout you’ll start every campaign from | Newsletters, announcements, branded promos you’ll send over and over | GBP Automated Posts (Marketing) › Emails › Templates |
Email Campaign | The actual email message you customize, schedule and send to a list or smart list | One-off or recurring sends to contacts: promos, nurture sequences, updates | GBP Automated Posts (Marketing) › Emails › Campaigns (built from a template) |
Why use them?
Slash typing time on repetitive replies
Keep tone and wording consistent across your team
Personalize on the fly with merge fields (e.g., {{contact.first_name}})
Typical scenarios
“Thanks for booking—here’s next-step paperwork”
“Reminder: bring your current ID to your signing”
Quick FAQ answers during live chat or SMS threads
How to create
Go to Communications Inbox › Snippets → Add Snippet.
Choose Text or Email snippet, add a name, write the content, insert custom values, then Save.
How to use
In any Conversation, click the Snippets icon, search or browse folders, select, and send (or edit first).
Why use them?
Lock in brand colours, headers, disclaimers, footers once—reuse forever
Designers can build; marketers simply plug in fresh copy/images
Guarantees visual consistency every send
Typical scenarios
Monthly newsletter layout
Webinar invitation format
Holiday promotion mailer
How to create
Marketing › Emails › Templates → New.
Start from a gallery layout or blank canvas.
Drag-and-drop blocks, add brand assets, Save Template.
Why use them?
Send or schedule the message built on top of your template
Target by smart lists, tags, or individual contacts
Track opens, clicks, bounces, and cloning past campaigns for A/B tests
Typical scenarios
“Quarter-End Rate Special” blast to all past clients
Drip sequence to leads tagged NewBuyer
Year-end compliance reminders
How to launch
Marketing › Emails › Campaigns → Create Campaign.
Select an Email Template, customise content.
Choose recipients, Send Now or Schedule, and confirm.
Situation Recommended tool Why | ||
You answer the same text or email question 20× a day | Snippet | Instant insert, no design overhead |
You’re designing a monthly “Notary Tips” newsletter | Email Template (then Campaign) | Build layout once; drop in fresh copy monthly |
You have a one-time promo going to last-week’s webinar sign-ups | Email Campaign built from the promo template | Targeted list, scheduled send, engagement stats |
Q: Can I edit a Template without affecting past campaigns?
Yes—edits apply only to future use. Sent or scheduled campaigns keep the version they were launched with.
Q: Can I clone a previous Campaign to re-send next quarter?
Absolutely. Open the Campaign, click Clone, tweak the content/date, and schedule.
Q: Are Snippets shareable with my team?
All users who have Conversations › View & manage permission can see and use every Snippet, so your whole support crew stays on-message.
Snippets → micro, in-thread speed replies.
Email Templates → design blueprints.
Email Campaigns → the actual sends powered by those templates.
Use each where it shines and your notary-client communications will stay fast, polished, and perfectly on-brand—every time.
