Considerations for Snippets
When you use Snippets, keep these considerations in mind.
Required Editions
| Campaign Snippets are available in: Salesforce Professional, Enterprise, Performance, and Unlimited Editions with any Account Engagement Edition |
| Business Snippets are available in Salesforce Professional, Enterprise, Performance, and Unlimited Editions with Account Engagement Growth, Plus, Advanced, and Premium Editions |
Before You Start
- Snippets are populated with Handlebar Merge Language (HML). If you’re using the legacy merge language, an admin must upgrade your account to HML before you begin.
- Connected Campaigns must be enabled. Campaign snippets work only when assigned to a connected campaign.
- The organization-wide defaults are preset to Public Read/Write and can’t be changed.
- Snippets are saved in Salesforce and count toward data storage.
Working with Snippets
- The Name field for a snippet appears as the label in the merge field picker. Choose something descriptive.
- The API name is required to save a snippet, because we use it to relate your snippet content to the HML tag in your asset. In error messaging, this field is referred to as Developer Name.
- Snippets require a unique API name for each assignment. For example, you can save many snippets with the API name event_date, but you can only save one per campaign or business unit.
- A snippet can be associated with more than one campaign or business unit. Snippets with multiple assignments still show the same value for every assignment. HML resolves based on the containing asset’s related campaign or business unit.
- When you embed a form on a landing page, the snippet uses the form’s assigned campaign or business unit.
- You can use HML merge fields in a snippet. Dynamic content isn’t supported.
- After you click Save to create a business snippet, the business unit label is briefly replaced with the API name of your business unit. This behavior is expected.
Testing, Deletion, and Limitations
- If users can’t assign a snippet to a campaign or see the campaign assignment, make sure they have read permissions on campaigns.
- Emails that contain snippets are sent as HTML and plain text as usual. But the plain text version isn’t editable. Hyperlinks and images appear as text URLs, and text formatting appears as HTML tags.
- You can use snippets in Salesforce Engage emails. Although the merge field picker doesn't contain Snippets, you can add snippets by hand and they resolve correctly when the Engage email is sent.
- When you delete a snippet record, it isn’t removed from assets. Any remaining snippet tag resolves as a blank space.
- Snippets aren’t supported in Salesforce or Account Engagement Sandboxes.
- Snippets aren’t supported in dynamic content or user signatures.
- Snippets don’t resolve correctly in test email sends.
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