How to Create Reusable Template Messages in ChatSilo

Save time and maintain messaging consistency by creating reusable message templates in ChatSilo, neatly organized into dedicated folders for quick access during outreach.

Step 1: Open the ChatSilo extension and switch to the "My templates" tab

Launch ChatSilo from your browser and navigate to the template management section:

1. Click the ChatSilo extension icon in your browser toolbar to open the extension panel.
2. At the top of the window, click on the My templates tab to open your templates dashboard.

Note: If you do not see the ChatSilo icon in your toolbar, click the puzzle-piece Extensions icon in your browser toolbar and pin ChatSilo for instant access.

Step 2: Create a template folder

Organize your templates by grouping related messages into dedicated folders (for example, "Marketplace", "Follow-ups", or "Welcome Messages"):

1. Click the + New Folder button at the top of the left folder column.
2. Type a clear, descriptive name into the folder name field.
3. Click the purple Mark (checkmark) icon to save and create your new folder.

Tip: Use specific folder names such as "Cold Outreach", "Follow-ups", or "Support Replies" so you can quickly locate the right canned responses when conversing with prospects.

Step 3: Compose your template message and add personalizations

Click on your newly created folder in the left sidebar to open its composer on the right:

1. In the New Template Item text box, type the message you want to save as a template.
2. Insert dynamic name placeholders by clicking the [First Name] or [Last Name] chips above the text box (or manually type [first_name] or [last_name]). ChatSilo will automatically replace these placeholders with the contact's actual name when sending.
3. (Optional) Click Add an image to attach a product image, flyer, or media file to accompany your text message.
4. Click the purple Add Message (or Add Text + Image) button in the bottom-right corner of the composer.

Example: Typing "Hi [first_name], please check out this item..." will automatically personalize as "Hi Sarah, please check out this item..." when sent to Sarah.

Step 4: Verify your saved template in the folder library

Once added, your template message is instantly stored inside the selected folder:

• The folder item count updates automatically to reflect your saved template.
• Your saved template card displays preview text, any attached media, and quick action icons to copy, send, edit, or delete the template at any time.

Note: You can create unlimited templates within each folder and set up as many folders as needed to streamline your entire sales and messaging pipeline.

You're All Set!

You have successfully created your first template message in ChatSilo. Visit the My templates tab anytime to manage, edit, or launch your saved templates directly into your conversations.