What Each Does

Templates are full emails; snippets are reusable chunks (signatures, boilerplate paragraphs). Both save rep time; both can drift without governance.

Sharing Scope

Private (you only), team, or everyone. Template performance reports show send count and reply rate — useful for picking winners.

Personalization Tokens

Tokens pull from contact, company, deal. Keep personalization simple; broken tokens look worse than no personalization.

Governance

One owner per team template library. Retire templates with low performance quarterly. Don’t let everyone create templates without review.

Measuring Effectiveness

Reply rate by template. A/B test key messages. Publish top-performing templates to the team — leverage what works.

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