Working with text blocks – Help Center

You’ll need to be an Admin or Owner 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
Inserting text blocks
Text block examples

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:

Click Add Text Block.
Enter a unique Name for your text block.
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.”
Compose your text block using rich-text formatting tools as needed.
Click Save.

Editing a text block

To edit a text block:

Click the text block you want to modify.
Adjust the text block’s name, shortcut text and content.
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:

Click the text block you want to delete.
Click Delete.
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