What is a Snippet?
A Snippet is a field in Satago that pulls relevant information into the messages 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:
Each time Satago sends an automated message, the Snippets will be substituted with the appropriate customer and invoice information relevant to the reminder, statement, or thank-you message.
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:
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
Who can I contact for help?
If you are still experiencing issues or have questions about your account, please reach out to our customer success team via the Satago Help Centre