Adding a Snippet Category

To add a snippet category, follow these steps:

  1. From the Snippet Editor home page, select the universe that the new or edited snippet categories should be saved to.
  2. Click EDIT CATEGORIES. You see the index page, which lists any existing snippet categories.
  3. Click Add. The Edit Snippet Category page is shown.
  4. In the Code box, type a unique code that will identify the snippet category. The code is only visible in Studio, and it won't be seen by agents. Create any code you like, but it's a good idea to choose something that indicates which business area it relates to.

    Tip: Code has a max length of 6 and accepts alphanumeric characters and the underscore character.

  5. In the Title box, type a description of the category. This is shown to agents in the menu of the HTML editor.

    Tip: Title has no limit on its length, and accepts alphanumeric characters and the underscore character.

  6. In the Sequence box, set the “sequence number” of the category. For example, if you want your category to be the second category in the menu of the HTML editor, type 2.

    Tip: You can enter a number that is already used by another category — Syntelate Studio will automatically update the other category as well as any other affected categories.

    You can also edit the sequence from the page that displays the list of categories.

  7. Under Available Snippets, double-click the snippets that you want to assign to the category.

    Tip: To see the snippet text, hover over the title.

    The order in which snippets are shown here is the order in which they will be shown to agents in the menu of the HTML editor.

    To assign all (filtered) snippets to the category, click Allocate All.

  8. Click Save.
  9. Refresh the web server .

What's Next?

If you have not created any groups, you need to do that now. Head to Adding a Snippet Group for instructions.