Use prompted placeholders in snippets
Snippets let you quickly insert predefined text into messages. You can think of snippets as copying and pasting from a giant shared clipboard.
You can also use placeholders in a snippet to automatically insert details you already know – a worker’s name, a ticket’s subject, custom fields, etc.
However, sometimes you need to include last minute details in a snippet, or situationally choose which paragraphs to include. We’ve seen snippets in various client environments with manual placeholders like [[WRITE TEXT HERE]]
.
Cerb already handles that with prompted placeholders.
When creating a snippet, you can add prompted placeholders like:
Then when a worker selects that snippet they’ll be prompted to customize it before it inserts:
The inserted text then incorporates the extra details: