Message Templates in the New Side Panel

Message Templates lets you save and reuse outreach messages directly from the Surfe side panel.

Instead of rewriting the same messages over and over, you can create templates once and use them across your prospecting workflows.

Creating a template

1. Open a LinkedIn profile and click Templates in the bar at the bottom of the side panel
2. Click Create Template
3. Add a title and your message
4. Save

Your template is now ready to use.

Edit or delete a template

1. Open a LinkedIn profile and click Templates in the bar at the bottom of the side panel
2. Click on the side dots next to the template you need to edit
3. Select Edit or Delete
4. Save changes if you edit the template

Personalise with variables

You can insert dynamic variables such as:

• First Name
• Last Name
• Company Name
• Job Title

Simply type # while editing your template and select a variable.

Example:

Hi #FirstName,

I came across your profile at #CompanyName and wanted to connect.

When copied, Surfe automatically replaces the variables with the prospect's information.

Using a template

1. Click Templates in the bar at the bottom of the side panel.
2. Click the copy button on the template you want to use.
3. Surfe automatically fills in the available contact details and copies the personalised message to your clipboard.
4. You can then paste the message directly into your LinkedIn conversation.

Assign a different recipient

1. If you want to use the template for someone other than the profile you're currently viewing:
2. Click the arrow next to the copy button.
3. Select the person you want to send the message to.
4. Confirm to copy the message.

5. If you're not on a LinkedIn profile, clicking Copy on a template with placeholders will also prompt you to choose a recipient.

    

Sharing templates

Templates are private by default.

If you'd like your team to use a template, you can share it with your workspace.

• Access your templates > Hover the profile icon

• Choose who can view the templates

  

FAQ

Can I keep templates private?

Yes. Templates are private unless you choose to share them.

Do variables fill automatically?

Yes. Surfe automatically fills available prospect and company information.

Why use Message Templates?

Message Templates help you save time, stay consistent, and personalise outreach without leaving LinkedIn.