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Joyce Hsieh
Joyce Hsieh
 · Marketing @Magical

Creating templates

Templates are snippets of text, code, or other information you want to drop into your work — from frequently used customer replies to your Zoom link — you can save them as a template.

Once you’ve created a template in Magical, easily expand it anywhere on the web. Magical works on Gmail, LinkedIn, Salesforce, Zendesk, and even your internal tools.

Learn more about how to set up and trigger templates 👇


Creating templates

To create a template, navigate to your Magical workspace and click Templates from the left side navigation. You can also create templates directly from the Magical panel by clicking the Magical icon in the browser bar to open the panel, then click the Templates tab, and click Create template.

Give your template a trigger - This is what you will type to embed your template anywhere.

Write your template content - This is what will be inserted when you use this template. Templates can be plain text or they can include pieces of info. Learn about creating a template with placeholders here. 

Enhance your template content - As you type, Magical is ready to help. Magical will find ways to improve the grammar, spelling, personalization, or quality of writing and then show the “Enhance” button. Click “Enhance” to update the template content, including adding placeholders automatically.

Click Save. 

Using templates

While typing any message, you can use your trigger to insert your template into your message. You can quickly find all your templates by typing // where you will be able to search for a template from the dropdown.

Common templates users create:

  • Email & message templates: frequently-used email or message templates such as customer support replies, outreaching emails, sourcing emails, and more.

  • Meeting links: meeting links for Calendly, Drift, Zoom, and more.

  • Pleasantries: e.g. “Thank you”, “Not a problem”, “It’s been my pleasure”

  • Multi-language text expansions (Chinese, Spanish, French, etc): E.g. “Es tut mir leid”, “Je suis désolé”.

  • Phone numbers

  • URLs

  • Misspelled words: e.g., accomodate—> accommodate

  • Signatures: Email or Linkedin message signatures.

  • Celebratory messages: Happy birthday, Congratulations, etc

Sales templates

  • Boolean searches: Expand boolean searches (for Google, LinkedIn, etc). E.g."artificial intelligence" OR "blockchain" OR "chief of staff" OR "digitization" OR "disruption" OR "competitive intelligence".

  • Product SKUs/ links/descriptions: links to popular product items.

  • Follow-ups: Follow up on emails. E.g. "Just checking in", or "Following up" e.g., "I am sure you are super busy, I just wanted to quickly follow up on my last email regarding your renewal".

Recruiter templates

  • Sourcing emails: E.g. "your experience looks like a great fit for this role"

  • Boolean searches: Expand boolean searches for Google, LinkedIn, etc. E.g. "artificial intelligence" OR "blockchain" OR "chief of staff" OR "digitization" OR "disruption" OR "competitive intelligence".

  • Confirmation of application: E.g. "Thanks for your interest in the role. I'll share your profile with the team and if there's positive feedback, will get back to you soon. Have a nice day".

  • Rejection emails: E.g. I wanted to give you an update on our side. We had some really strong candidates for this role and unfortunately, we are going to give an offer to one of them."

  • Offer emails: E.g. "It was a pleasure speaking with you today! I am so excited to present you with an outline of the offer for the role discussed. Details are below".

Customer Support templates

  • Support responses: Common responses to customer support questions. E.g. Additionally, please be aware that it can take 3-5 business days for a refund to appear on your bank statement."