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Satago Customer Support
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  • Getting Started
  • Credit Control
    • Setting Up
      • Credit Control Set Up Guide - User Manual for Credit Control
      • What is a Snippet?
      • How do i remove the View Invoice link from Statements and Grouped Reminders?
      • How can I remove links to invoices in the reminder emails?
      • How can i remove links to invoices in the statement email?
      • How do i change the sender details at the end of reminder emails?
      • How to add credit notes to statements
      • How do I disable reminders for certain customers?
      • How do I disable reminders for specific invoices?
      • How do I enable automatic email reminders?
      • How do I customise my Satago email domain?
      • How do I connect my own email domain?
      • How can I change the connected mailbox to a new domain for sending emails from Satago?
      • How do I set up customer groups?
      • How else can I customise my credit control?
      • How do I customise my sending schedules?
      • How do I customise my statement templates?
      • How do I customise my reminder templates?
      • How do I update incomplete customer details?
      • How do I customise my "Thank You" emails?
      • Creating sending schedules for customers and customer groups
      • Mailbox Integration
      • Can I send automated email reminders from my own email account?
      • What happens when I turn Reminders on for the first time?
      • Can I group customers I do not wish to send reminders to?
    • Using Credit Control
    • What are Grouped Reminders and how are they different from Statements?
  • Risk Insights
  • Invoice Finance
  • Accounting Software Connections
  • Sage 50 Connection Help
  • Invoices & Payments
  • Managing your Account
  • Partnering with Satago
  • Privacy & Terms
  • About Satago
  • Modern Slavery Statement
    Calendars
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What is a Snippet?
Updated 1d ago

    What is a Snippet?

    A Snippet is a field in Satago that pulls relevant information into the email being sent to your customer, relating to their invoice, similar to how a mail merge field works.

    The blue text highlighted grey, for example, 'Customer First Name', 'Invoice Number' and 'Orginal Invoice Amount' are called 'Snippets' in Satago:

    image-20251002-161042.png

     

    Each time an automated email is sent from Satago, these Snippets will be replaced by the relevant detail of each customer and invoice due a reminder, statement or thank you email.

    You have the option to include more detail from our Snippets list by clicking on the 'Snippets' option in the text editor. Then just click on the desired snippet from the list and it will be added into the email body with the option to place it where preferred:

    Screenshot_2-10-2025_171445_app.satago.com.jpeg

    Remember to save the changes to the template after amending any snippets.

     

    Tip: Add your cursor to the desired line in the template before inserting your Snippet to ensure the detail is where you want it

     

    {"serverDuration": 9, "requestCorrelationId": "50235feee71d4c4588e91f25c4cb3caa"}