How to create and trigger message templates

Message templates in the MagicPost Leads module are reusable outreach messages with variables that MagicPost fills in from a lead's profile. You pick a template on a lead, MagicPost copies the personalized message to your clipboard, and you paste and send it yourself on LinkedIn. MagicPost never sends a message for you. Message templates are part of the Leads module, included in the Growth, Creator, Agency, and Team plans and in the free trial. In an organization, the member needs a seat that includes Leads. The MagicPost Leads page presents the module as a whole.

Use a template on a lead

1. Open Leads in MagicPost and stay in the table view.

2. Hover the row of a lead. An envelope icon, Personalized message, appears next to the lead's name.

3. Click the icon. The menu lists your active templates.

4. Hover a template to preview the message filled in with this lead's data.

5. Click the template. MagicPost copies the message and confirms with Message copied to clipboard.

6. Click the button at the bottom of the menu that opens the lead's LinkedIn profile, then paste the message on LinkedIn.

If the template is linked to a contact status, MagicPost moves the lead to that status when you copy the message. The menu stays open after a copy, so you can copy a second template for the same lead.

Create or edit a template

1. In the Personalized message menu of any lead, click Manage messages. The Message templates dialog opens.

2. Click New message, or click an existing template to edit it.

3. Fill in Label, the name of the template in the menu. The label is required.

4. Write the text under Message. Click a variable under Variables to insert it. The Preview block shows the result.

5. Optionally, choose a status under When used, mark the contact as.

6. Click Save.

In the Message templates dialog of MagicPost, you reorder templates by dragging them, and you switch each one between Active and Inactive. Only active templates appear in the menu of a lead. To delete a template, open it and click Delete.

MagicPost creates one starter template on your account so the menu is not empty. The starter template is linked to Contacted: copying it moves the lead to that status. You can edit or deactivate it. If you delete all your templates, MagicPost creates the starter template again.

The variables

MagicPost offers six variables in a message template. Each one is replaced by the matching field of the lead's LinkedIn profile.

• {{first_name}}

• {{last_name}}

• {{job_title}}

• {{company}}

• {{city}}

• {{country}}

When a lead has no value for a variable, MagicPost removes the variable and the space before it, and cleans a comma left alone at the start or the end of a line. A greeting written as "Hi {{first_name}}," gives "Hi" for a lead with no first name, not "Hi ,".

Link a template to a status

A MagicPost message template linked to a contact status updates your pipeline for you. Link your first message to Contacted: copying it moves the lead to that status and records the date. See how to customize your contact statuses for the dates MagicPost records.

Where message templates are not available

• Kanban view. The Personalized message icon is on the rows of the table view only.

• Phone. The Personalized message icon exists on the desktop table only. On a phone, the leads list has no message action.

• Team Leads page. An admin who looks at a member's leads from the organization does not get the message menu. Templates belong to each user.

• Sending. MagicPost does not send LinkedIn messages, invitations or emails. It copies the text and opens the profile.

FAQ

Does MagicPost send the message for me?

No. MagicPost copies the personalized message to your clipboard and opens the lead's LinkedIn profile. You paste and send the message yourself on LinkedIn.

Why does my template not appear in the menu of a lead?

The template is set to Inactive. Open Manage messages and switch it to Active. When no template is active, the menu shows No active message.

Can a template include an opening line written by AI?

No. MagicPost message templates only use the six profile variables. The starter template contains an {{icebreaker}} placeholder: MagicPost does not generate that text today, and removes the placeholder when no text exists for the lead.

I deleted my last template and one came back. Why?

MagicPost recreates its starter template when your list is empty, so the menu of a lead always has a message to offer. Keep at least one template of your own, or set the starter to Inactive.

Need help?

Reach out via the in-app chat, or book a 30-minute onboarding call: https://cal.com/magicpost/book-a-call