How Do I Save Evidence as a Snippet?

Are you wanting to provide more evidence-based research in an easily digestible format for your clients to understand? If so, simply follow the steps below to see our Add as snippet feature in action. You can now save any Template's Evidence as a Snippet so you can quickly include them in your Briefs to accompany your plan.

1
When viewing a Template, click Evidence to the right of Overview:

Note: Don't see Evidence yet? We're actively rolling out Evidence for all of our Templates over the coming months. Please check back soon!

2
Click the ••• menu button associated with evidence, then click Add as snippet:  

3
Confirm your Snippet's title and content, then click the Create Snippet button:

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us