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 the Surfe side panel
2. Click More
3. Go to Message Templates
4. Click Create Template
5. Add a title and your message
6. Save

Your template is now ready to use.

Edit or delete a template

1. Open the Surfe side panel
2. CLick More
3. Go to Message Templates
4. Click on the side dots next to the template you need to edit
5. Select Edit or Delete
6. 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. Open a LinkedIn profile
2. Open the Surfe side panel
3. Select Message Templates
4. Choose a template
5. Copy the generated message

Assign a recipient

1. Open LinkedIn and the Surfe side panel.
2. Go to Message templates.
3. Find the profile you want to assign.
4. Go to the recipient's profile.
5. Click on "Message" and your message will be automatically pasted.

Sharing templates

Templates are private by default.

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

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.