Home C4 - Templates & Personalization 4.4 Snippets and custom fields in templates

4.4 Snippets and custom fields in templates

Last updated on Nov 13, 2026

What snippets are

16 template editor

Every prospect has four dedicated personalization fields: Snippet, Snippet 2, Snippet 3, and Snippet 4. They're free-text fields you fill with research about the specific prospect or company — a product launch, a job posting, a recent funding round, a mutual connection.

Using them in templates

They're available in the template Variables inserter like any other field:

"Noticed #{{company}} is hiring two AE roles — usually a sign the outbound motion is working and the follow-up muscle is next."

The research workflow

  1. Import prospects with the Snippet column(s) mapped in your CSV.
  2. Fill snippets during list prep — 30–60 seconds per prospect is enough for one good line.
  3. Write templates where the opener references the snippet naturally.
  4. Only add prospects to campaigns once their snippets are filled, if your template depends on them.

Fallback discipline

Decide as a team whether snippets are required for a given campaign. If they are, filter for empty snippets before launch and fill or exclude those prospects — an empty snippet in a template reads as a hole, not a personalization.