Working with text blocks

Text blocks in ChartMogul are reusable snippets of content you can insert into emails, notes, and call logs using a custom shortcut. For example, typing "/pricing" can expand into a full pricing breakdown, or "/demo" into a calendar invite. Create and manage text blocks under Settings > Content & Communication > Text Blocks.

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

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 > Content & Communication > Text Blocks.

Adding a text block

To add a text block:

  1. Click ADD TEXT BLOCK.
  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.
  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

Next Steps

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