IC Realtime Snippets

Goal: Achieve proficiency in utilizing HubSpot snippets tailored to IC Realtime.

Key Topics: 

IC Realtime Order Processing Snippets

How to upload Order Processing snippets to a Quote or Email

IC Realtime's Order Processing Snippets

**Remember**

Each Order Processing Snippet is Numbered 1-5

1. Message to Dealer (Comments to Buyer)

2. Internal Memo to Operations (Purchase Terms)

3. Process Quote (Alert Operations to Begin Processing)

4. Email Quote Template 

5. Deal - Follow up

How to Upload Order Processing Snippets to a Quote or Email

**Remember** 

Each Order Processing Snippet is Numbered 1-5

There are two ways to upload these snippets into your email, the first is the method we want to focus on

1. In the body of the email you will type a hashtag then the number snippet you would like to upload, this is called a "Shortcut"

  • Example: If you want to upload the "3. Process Quote" snippet, you would type "#3" in the body of the email and you will see the snippet, select it, and it will populate

2. Select Insert, Click the Snippet Icon, search for the snippet you are needing 

Method 1.

Email Example: 

Screenshot 2024-03-14 at 10.44.25 AM

Quote Example: Screenshot 2024-03-14 at 11.23.44 AM

 

Method 2. 

Screenshot 2024-03-14 at 10.44.39 AM

Please Note: With Method 2, you will see all snippets created, however you can utilize the search bar to find the snippet you need

Screenshot 2024-03-14 at 10.44.49 AM