Learn how to create a reusable text or email snippet in WordFields — write it once, and your whole team can use it instantly.
Create a snippet
Snippets — text templates — are reusable pieces of text: a support reply, a meeting follow-up, a standard intro paragraph that you write once and reuse whenever you need them. Anyone on your team with access can fill one in and copy it, or insert it directly into an email, message, or any other text field in the browser.
Note
You need an Admin or Manager role to create snippets. If you don't see the + Create new button in the sidebar, ask your workspace administrator to check your role.
Step 1: Open the editor
- Open the folder the snippet belongs in, and click
+ Create newin the left sidebar. - Select
Text templatefrom the menu.
The New text template editor opens as a dialog.
Step 2: Give your snippet a name
- The cursor is in the name box at the top of the editor.
- Type a short, descriptive name — for example,
Support closing messageorSales intro paragraph.
Tip
Your team will search and browse snippets by name, so be specific. Follow-up email — no response is more useful than just Follow-up.
Step 3: Write your content
Click inside the editor body and type or paste your text. Use the toolbar to format it — bold, italic, underline, text color, lists and links are all supported.
If parts of your snippet will change each time it's used — a customer name, a date, a specific amount — mark those spots as fillable fields. Place your cursor where the field should appear and click the Insert text field button in the toolbar (or press Ctrl+M). A field appears in the text, and its properties open in the pane on the left: give it a hint, such as The customer's name, so whoever uses the snippet knows what to type. For number fields, date pickers, dropdowns, and more, see Fillable fields in snippets.
For things that are always known — your name, your email address, the company's address — insert a merge tag instead: My:FullName in the sign-off fills in whoever is using the snippet. See Merge tags in snippets.
When done, click Create at the bottom of the editor.
Tip
Don't want to start from a blank page? Click Ask AI to Write!, say what kind of text you need and describe it, and a draft is written for you, with fields already in place.
Step 4: Use the snippet
Any team member with access can open this snippet, fill in the fields and copy it straight to their clipboard. From there, paste it into any email client like Gmail, Outlook, or Apple Mail, or into a CRM, help desk, or any other tool. See Using snippets.
If you have the WordFields Chrome Extension installed, you can insert it directly without switching tabs.
Learn more
- Make it dynamic — Add fillable fields, merge tags and formulas to your snippets.
- Share it with your team — Organize snippets into folders and manage who has access.
- Use it instantly anywhere — Use the Chrome Extension to insert snippets directly into Gmail, your CRM, or any web-based text field.
