Working with text blocks

You’ll need to be an Owner, Admin or CRM-only user in ChartMogul to create and manage text blocks.

Create text blocks for content you often reuse in emails, notes and call logs. Insert text blocks by typing “/” followed by a custom shortcut text. For example, “/greeting” or “/pricing.”

Screencap of typed shortcut texted replaced with corresponding text blocks.

Here’s what we cover in this article:

Creating and managing text blocks

Access your text blocks by navigating to Settings & Data > Manage > Text Blocks.

Screenshot of the text block table with the following columns: Name, Shortcut Text, Last updated at and Created at.

Adding a text block

To add a text block:

  1. Click ADD TEXT BLOCK.

    Screenshot showing the placement of the Add Text Block button.

  2. Enter a unique Name for your text block.
  3. Under Shortcut Text, enter a unique keyword. To use the text block in an email, note or call log, type "/" followed by the keyword. For example, "/noreply" or "/thankyou."
  4. Compose your text block using rich formatting tools as needed.

  5. Click SAVE.

    Screenshot showing a draft text block with the Save button highlighted.

Editing a text block

To edit a text block:

  1. Click the text block you want to modify.

    Screenshot of the Text Blocks page with one of the text block rows highlighted.


  2. Adjust the text block’s name, shortcut text and content.
  3. Click SAVE to apply your changes.

Deleting a text block

Deleting a text block is permanent and cannot be undone.

To delete a text block:

  1. Click the text block you want to delete.

  2. Click DELETE.

    Screenshot showing the placement of the Delete button.

  3. Confirm by clicking OK.

Inserting text blocks

To add a text block to an email, note or call log, click the Add Text Block icon and select a text block from the list.

Screenshot of the drop-down to add text blocks with a search box with a list of available text blocks.

Or, type “/” followed by the shortcut text defined when creating the text block (e.g., “/discovery” or “/demo”) and click the corresponding text block name in the drop-down.

Screenshot of a drop-down with the corresponding text block name displayed next to a typed shortcut text.

Type “/” without a keyword to see a list of all available text blocks.

Screenshot of a drop-down listing all available text blocks displayed after typing a slash without a keyword.

Text block examples

Here are some ideas for text blocks with example names and shortcut texts.

Notes and call logs

Name Shortcut Content
Competitor /comp Mention of a competitor with key comparison points
Discovery call /dcall Summary of a discovery call, including attendees, identified needs, objectives, concers, next steps, etc.
Decision-makers /dmakers Details of key decision-makers
Did not pick up /dnpu Note that a prospect didn’t show up to a call
Lost opportunity /lost Explanation of a lost opportunity with common reasons to choose from
Next steps /next Next steps in the sales process
Objections /obj Identified objections and concerns
Pain points /painpts Identified pain points
Trial extended /extended Details of an extended trial
Upsell discussion /upsell Summary of an upsell discussion with new identified needs, level of interest, etc.

Emails

Name Shortcut Content
API details /api Introduction to your API with a link to documentation
Closing lines /close Closing lines of an email
Demo /demo Invitation to a demo call with a link to your calendar
Feedback /feedback Request for feedback
Kick-off call /kickoff Invitation to a kick-off call with a link to your calendar
Late reply /late Apology for a delayed response
Opening lines /open Opening lines of an email
Pricing /pricing Breakdown of your pricing options
Reminder /remind Reminder of an upcoming meeting
Thank you note /thankyou Thank you note after a meeting

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