Getting Started with Templify Extension

Templify Extension allows you to create templates (canned responses, canned replies) for frequently used messages and apply them at any web page, it works everywhere you write on the web – LinkedIn, Gmail, Facebook, WhatsApp or any other web-page, platform or service. To start please follow three simple steps:

1. Install the extension and sign in. If you have not installed it yet - please visit web store and follow installation instructions. Open the extension and sign in with account of your choice.

2. Create template(s) of your choice. Open the extension and press 'Create Template' button, fill template title and source and save the template.

3. Apply template(s) whenever you need. To apply template put cursor into any editable text field on the web page, then open extension and press 'apply' button for template of your choice.

Yes, that's easy! Templify is lightweight tool designed with performance and simplicity in mind for everyday usage – there is no need to remember any template related shortcuts or switching back and forth between tabs – create, browse, filter and apply templates right in place – exactly when you need them! 🚀🚀🚀

Keyboard Usage (recommended)

Templify Extension can be controlled with keyboard keys only, without any cursor moves and interruption – it perfectly suits typing experience. After a few tries, using keyboard keys becomes your favourite option 🚀🚀🚀

Look ma no handlebars no cursor moves!

To apply template (even when you type something):

  • press Ctrl+Shift+Space to open extension
  • type to filter templates list if you want to
  • navigate templates with up/down arrow keys
  • apply selected template by pressing Enter key
  • in case resolving template, use Tab key to speed up placeholders navigation and Enter to resolve template

Template Smart Syntax

Smart syntax - is a set of rules and placeholders that extend functionality of template, use Templify Extension Smart Syntax to create personalized templates, templates compositions and more to increase response rates and loyalty.

To define a placeholder in your template source use double curly brackets and any name of your choice, for example:

Hey, let's schedule a meeting {{when}}!

Templify follows next rules for each placeholder in template:

1. If there is a template with the same name as placeholder's name, it will return the template source instead of placeholder. This allows to reuse templates one from another, and create templates compositions

2. If there is a system resolver for placeholder's name, it will return system resolver evaluation result. This allows to use web page content in templates or even trigger web page actions, see the list of system resolvers

3. If nothing from above, it will suggest to manually resolve placeholder. This allows to create highly customizable and dynamic templates by entering data into user defined custom placeholders.

Templates Compositions

It's efficient to create commonly used templates, like your personal or company signature or greeting, and use them in daily messaging. Even though you can apply template one after another into same text field, sometimes it is more natural to reuse another template directly from the template's source.

To refer another template use it's name as a placeholder name, for example, let's assume you've already created template with name 'personal.signature' and now you can reuse it as following:

Hey, let's schedule a meeting!
{{personal.signature}}

Every included template follows Smart Syntax rules – this means you can use placeholders without limits and create powerful and functional templates compositions.

Please notice! Any circular template reference (templateA > templateN > templateA) is resolved with empty string; To use template name as placeholder, name template accordingly to placeholders naming rules;

System Resolvers

System resolvers run system functions and return the result back into template. Inserting web page content makes templates truly dynamic and takes messaging automation to the next level – use system resolvers to manipulate web page and it's data!

There are dozen of use cases, but the most common is using user/company name from a web page:

Hey {{text:.userNameElement}},
let's schedule a meeting!
{{personal.signature}}

When applied, text resolver finds element on web page by '.userNameElement' css selector and returns it's text value

List of available system resolvers:

  • {{text:selector}} – returns web page element text value, selector parameter is used to specify the element (either Css Selector or XPath Expression), when selector is not passed - active element (usually text field) value is returned.
  • ...more awesome resolvers are coming soon!

Custom Placeholders

Dynamic templates that perfectly fit your custom needs and scenarios – this is where Templify Extension shines!

Create custom placeholder with a name of your choice and fill it when template applied (placeholder's parameter is optional and can be used to set default value). For example:

Hey {{username}},
let's schedule a meeting {{when:tomorrow}}!!
{{personal.signature}}

When applied, resolve placeholders by filling requrired data.

Template Groups

Templify tries to have as flat templates stucture as possible, providing more simple and consistent templates view and browsing experience.

The most natural way to group templates is to name them accordingly – you always know which group belongs template and can easily change group by renaming template. So to group two or more templates name them with group name at the beginning followed by dot. For example, templates with names 'personal.greeting' and 'personal.meeting' are grouped into 'personal' group.

Please notice, groups are always one level deep (even if templates have more common naming parts)