How to Create and Share Custom Templates in Getmagical for Sales Teams

If you're on a sales team, you know the pain: typing the same pitch, intro, or follow-up over and over. Copy-paste gets old, and “template” docs buried in Google Drive are a mess. The good news? There’s a better way. If you haven’t heard of it, Getmagical is a tool that lets you create text snippets (they call them "templates" or "magics") you can use anywhere—email, CRM, LinkedIn, you name it.

This guide is for sales folks and team leads who want to build a library of custom templates, keep everyone on the same page, and spend more time selling. We’ll walk through how to create, organize, and share templates in Getmagical, plus what’s actually worth doing (and what isn’t).

What Is Getmagical, Really?

Short version: it’s a browser extension that lets you save text snippets and insert them anywhere with a shortcut. For sales teams, that means faster outreach, less typing, and—if you do it right—consistent messaging.

Here’s what makes Getmagical handy for sales:

  • Works in Gmail, Salesforce, LinkedIn, HubSpot, and most websites.
  • Templates can have variables (like {First Name}) you fill in as you go.
  • It’s free for basic use, with paid plans for teams and more features.
  • You can share templates across your team (if you’re on a paid plan).

But let’s get real: it won’t write your sales messages for you and it won’t magically (excuse the pun) make your team use better templates. That part’s on you.

Step 1: Install Getmagical and Get Set Up

If you’re reading this, chances are you already have Getmagical installed. If not, here’s the quick version:

  1. Go to the Chrome Web Store and search for “Getmagical.”
  2. Click “Add to Chrome.”
  3. Sign up with your work email.

There’s no desktop app—just the browser extension. It works on Chrome and most Chromium-based browsers (like Edge). Don’t bother trying it on Firefox or Safari; it’s not there yet.

Pro Tip: If you’re rolling this out to a team, ask everyone to use the same email domain for easy sharing later.

Step 2: Create Your First Custom Template

Here’s where the magic happens (sorry, had to). Creating a template is dead simple:

  1. Click the Getmagical icon in your browser.
  2. Hit “Create New Magic.”
  3. Give it a short, clear shortcut—something like ;intro or ;pricing.
    (Yes, the semicolon is standard. That’s how you trigger templates.)
  4. Write or paste your template text.
    Use placeholders for things you’ll want to personalize, like {First Name} or {Company}.
  5. Hit Save.

Example Template

Hi {First Name},

Thanks for your interest in {Product}. Here’s the info you requested:

  • Pricing: {Pricing Info}
  • Features: {Key Features}

Let me know if you have questions.

Best, {Your Name}

When you type ;intro in Gmail, LinkedIn, or your CRM, it’ll pop in, and you’ll be prompted to fill in those curly-brace placeholders.

What Works:
- Shortcuts save real time if you pick ones you’ll remember. - Placeholders make it easy to personalize on the fly.

What Doesn’t:
- Don’t make your templates too long or generic—people can spot a “form letter” a mile away. - If you have too many templates, you’ll forget the shortcuts.

Step 3: Organize Your Templates Before You Drown in Them

If you’re solo, you can skip this. But if you’re on a team (or plan to grow), get organized early:

  • Use folders: Create folders like “Cold Outreach,” “Follow-ups,” “Demos,” etc.
  • Name templates clearly: No one wants to guess what ;email3 actually does.
  • Set a naming convention: Example: ;co_intro for cold outreach intro, ;fu_demo for follow-up after demo, etc.

Pro Tip: Agree on conventions as a team. It’ll save you from the “where’s that template?” headache later.

Step 4: Share Templates with Your Sales Team

This is where Getmagical actually pulls ahead of plain old text expanders. Sharing templates means everyone’s saying the same thing—and you don’t have to email new scripts around every month.

Here’s how to share:

  1. Click on the template or folder you want to share.
  2. Look for the “Share” button or menu (it usually looks like a person with a plus sign).
  3. Add your teammates’ email addresses, or invite your whole workspace.
  4. Set permissions:
  5. “Can use” means they can insert the template.
  6. “Can edit” means they can change it (use this sparingly—too many cooks, etc.).

Your teammates will get an invite and the templates will show up in their Getmagical dashboard.

Honest Take

  • What Works:
  • Shared templates are great for new hires and keeping messaging tight.

  • No more “wait, which version are we using?” debates.

  • What Doesn’t:

  • If you don’t set permissions right, rogue edits happen.
  • Not everyone will use shared templates unless you make it part of your workflow.

Step 5: Use Variables for Personalization (But Don’t Overdo It)

Getmagical lets you add variables (like {First Name}) that prompt you to fill in custom info each time you use the template. Here’s how to do it right:

  • Keep variables clear and few: {First Name}, {Company}, {Pain Point}—that’s usually enough.
  • Don’t go wild: If you need to fill in ten blanks, you’ll end up back in copy-paste hell.
  • Test them: Send a few test emails to yourself so you don’t end up with “Hi {First Name},” in the wild.

Pro Tip: Use variables for the stuff that always changes, not for every possible detail. If you’re swapping out half the template every time, just write a new one.

Step 6: Update, Replace, and Clean Up Over Time

Templates aren’t “set and forget.” Outdated info, broken links, or awkward phrasing creep in fast. Here’s a low-maintenance way to keep things tidy:

  • Review templates once a quarter (or after a new campaign/offer).
  • Archive or delete what’s not working.
  • Ask your team what’s actually being used—don’t keep “just in case” junk.

If you’re the team lead, assign someone to own template hygiene. Seriously, it matters.

Step 7: Make Getmagical Part of Your Daily Sales Workflow

A template library only helps if people, you know, actually use it. Here’s how to make it stick:

  • Pin key templates to your dashboard for quick access.
  • Remind the team during onboarding and sales meetings.
  • Turn on keyboard shortcuts so you never have to leave your inbox.
  • Share wins: If a new template gets good results, tell the team.

Don’t:
- Force everyone to use the same wording for every single message. Let people personalize. - Let templates become a crutch. They’re a starting point, not the whole pitch.

What to Ignore

There’s a lot you could do, but here’s what’s usually not worth your time:

  • Don’t try to template every single email.
    Some conversations need a human touch, not a pre-baked reply.
  • Skip the “AI-powered writing” features (for now).
    Getmagical’s strength is speed, not writing for you. Use your brain.
  • Don’t micromanage template usage stats.
    Focus on outcomes (meetings booked, deals closed), not just who used ;followup the most.

Keep It Simple—and Iterate

You don’t need a hundred templates or fancy workflows. Start with what your team sends the most, share the basics, and build from there. Iterate as you go. The best template library is the one you’ll actually use—and keep updated.

At the end of the day, Getmagical is a tool. It’ll save you hours if you set it up right, share smartly, and keep things simple. Now get out there and sell—without typing the same sentence for the hundredth time.