Joyce Hsieh
Joyce Hsieh
ย ยทย Marketing @Magical

How to save message templates

Save any text, code, or message template you frequently type in Magical. This can be an outreach message, a frequent response to a customer, or even your Zoom link.

Watch how to set up and trigger templates ๐Ÿ‘‡

How to create a template ๐Ÿ‘‡

To create a template, open up the Magical workspace or panel and click Create template. Give your template a trigger which is the text you will use to summon the template later. For an outreach message, you could label the trigger, -outreach, for example.

Type your message and add info placeholders such as First Name or Company Name by clicking on the {...} button.

Click Save. Now, you can use this template anywhere, and Magical will suggest info from other tabs to fill your placeholder text.

How to use a template

To try it out, open up Gmail or any other site where you commonly send messages, type //, select your template from the drop-down. If your template contains info placeholders, Magical will suggest open tabs that contain corresponding info and autofill your message for you!

Watch how to add pieces of info to your templates ๐Ÿ‘‡

Update: Add info placeholders to your template using the {...} button.
Learn more in this announcement.