Step by Step Guide to Automating Customer Follow Ups Using Getmagical

If you’re drowning in emails and tired of copy-pasting the same follow-up message for the hundredth time, this guide is for you. Maybe you’re in support, sales, or just someone who wants to stop letting customer follow-ups fall through the cracks. Either way, automating your repeat messages will free up time for actual work—not just inbox babysitting.

We’re walking through how to set up automated customer follow-ups using Getmagical, a tool that plugs right into Chrome, lets you build reusable message templates, and automates the most brainless, repetitive tasks in Gmail (and elsewhere). No hype—just clear steps, honest advice, and a few warnings about what not to waste time on.

What You Need to Know Before You Start

Let’s get real for a second: automation is great, but it’s not magic. Getmagical is a Chrome extension, not a full-blown workflow engine or CRM replacement. Here’s where it shines and where it doesn’t:

What Getmagical does well: - Helps you save and use message templates with short keyboard shortcuts. - Lets you personalize messages with variables (like customer names). - Works across most web apps (Gmail, Zendesk, Intercom, you name it). - Simple setup—no coding, no “integration hell.”

What it won’t do: - It won’t send emails for you on a schedule (it’s not Mailchimp). - It can’t track replies or do real analytics. - Won’t replace actual sales automation platforms for big teams.

So, if you want to save time on writing the same follow-up over and over, this is for you. If you want a full automated drip campaign, you’ll need something else.

Step 1: Install Getmagical

First things first: install the tool.

  1. Head to the Chrome Web Store
    Search for “Getmagical” or just go here.

  2. Add to Chrome
    Click “Add to Chrome.” Accept permissions. (Yes, it does need access to read and change data on the sites you use—otherwise, it can’t fill in your templates.)

  3. Set up your account
    You can sign up with Google or your email. Go through the onboarding—it’s fast.

Pro Tip: Getmagical is free for basic use, but there’s a paid tier if you want unlimited templates and some extra features. Most solo users or small teams can get away with the free plan.

Step 2: Identify Your Common Follow Ups

Before you start building templates, take a minute to figure out what you’re actually sending. Look through your sent mail or support tickets and make a quick list:

  • “Thanks for your order—here’s what happens next…”
  • “Just checking in, did you still need help with…”
  • “We haven’t heard from you—closing your ticket unless we hear back.”

Don’t overthink it. Pick the 2–3 messages you send all the time and start there. You can always add more later.

Step 3: Create Your First Message Template

Let’s make your first reusable follow-up.

  1. Open Getmagical
    Click the Getmagical icon in your Chrome toolbar. In the pop-up, hit “Create New Template.”

  2. Write your message
    Paste in your usual follow-up. Example:

Hi {{First Name}},

Just checking in to see if you still need help with {{Issue}}. Let me know if you have any questions!

Best, {{Your Name}}

  • Use double curly brackets ({{ }}) for variables you want to fill in each time.

  • Keep it short and clear; nobody wants to read a novel.

  • Name your template
    Give it a name that makes sense, like “Follow Up – No Response.”

  • Assign a shortcut
    Pick a simple shortcut (like ;followup) you’ll remember. When you type this shortcut in Gmail or another web app, Getmagical will swap it with your template.

Pro Tip: Avoid making “Frankenstein” templates that try to cover every use case. It’s easier to have a few focused messages than one monster template with 10 variables.

Step 4: Personalize With Variables

Variables are the secret sauce. They make your messages feel less robotic—and save you from embarrassing mistakes.

  • How variables work:
    When you trigger a template, Getmagical will prompt you to fill in the variables (like the customer’s name or the issue). You can tab through and fill them fast.

  • Common variables:

  • {{First Name}}
  • {{Order Number}}
  • {{Product}}

  • {{Your Name}}

  • Don’t go overboard:
    If you need to fill in 7 variables every time, you’re not really saving time. Stick to the essentials.

Step 5: Use Templates in Your Workflow

Here’s where the magic happens (pun intended). Next time you’re writing a follow-up:

  1. Open Gmail (or your tool of choice)
    Works in most web-based email and support tools.

  2. Type your shortcut
    For example, ;followup in the email body.

  3. Fill in the blanks
    A little pop-up will ask for any variables—fill them in, hit enter, and boom: email written.

  4. Send it off
    Review your message (always!) and send.

What works:
- Blazing fast for 1:1 emails and support replies. - Makes your tone consistent (no off-brand replies). - Easy to tweak on the fly.

What doesn’t:
- Not great for bulk emails (use a proper mail merge tool for that). - Can’t schedule sends natively—if you want “send later,” use Gmail’s built-in scheduling.

Step 6: Refine and Expand Your Templates

Start small, then expand. Here’s how to keep things manageable:

  • Review every week or two:
    Are you still copying and pasting anything? Turn it into a template.

  • Don’t template everything:
    Some messages just need to be written from scratch. Automation is for the boring stuff.

  • Share with your team:
    If you work with others, Getmagical lets you share templates. Just make sure everyone agrees on the wording—it’s awkward when three people use “Hey!” and one says “Greetings.”

  • Watch for tone drift:
    Templates can get stale. Update them if your company’s style changes (or if the template starts to sound like a robot).

Step 7: Stay Out of Trouble

A few warnings so you don’t end up in email jail:

  • Always double-check variables.
    There’s nothing like sending “Hi {{First Name}},” to make you look like a spammer.

  • Don’t use for bulk outreach.
    If you try to blast out hundreds of follow-ups this way, you’ll get flagged for spam. This is a human-speed tool, not a mass-mailer.

  • Mind your privacy.
    Getmagical needs access to the sites you use, but don’t use it for super-sensitive info unless you’re comfortable with that.

  • Don’t automate apologies or bad news.
    Some messages need a human touch. Use your judgment.

What to Ignore

There’s a lot of “productivity advice” out there, but most of it won’t help you here:

  • Ignore complex integrations
    Unless you’re a power user, don’t bother with Zapier, APIs, or other add-ons. Getmagical works best as a lightweight helper, not a Swiss Army knife.

  • Skip “AI” templates for now
    While Getmagical is flirting with AI, the real benefit is just plain old templates. Don’t wait for the robot overlords—use what works now.

  • Don’t build a template for every possible situation
    You’ll just create clutter. Focus on the 20% of messages you send 80% of the time.

Wrapping Up: Keep It Simple, Iterate as You Go

The real win with Getmagical is saving your brain for stuff that matters—not retyping the same follow-up for the tenth time today. Start with your most common messages, keep templates tight and useful, and don’t automate what should be human.

If you hit roadblocks, keep it simple. Add or tweak templates as you notice repeat work. Automation is a process, not a single setup.

And if you find yourself fighting the tool, or doing more work than before? Step back. Sometimes the best automation is just hitting “send” yourself.