🎥 1. Video Walkthrough
Watch this quick visual guide to see how to select and send templates to your contacts in just a few clicks.
📖 2. Overview
Velocity360 provides powerful tools to ensure your communication remains professional and consistent. **Templates** allow you to save entire message structures for emails or SMS, while **Snippets** are short text blocks used for repetitive information like links or addresses.
📧 3. Email Templates
Email templates include subject lines and body content. They support dynamic placeholders (like {contact.first_name}) to personalize every message automatically.
- Standardization: Keep your branding consistent across the team.
- Speed: No more copy-pasting from old emails.
- Formatting: Rich text support for links, images, and lists.
📱 4. SMS Templates
SMS templates are perfect for quick confirmations, appointment reminders, or following up on leads via text message.
Tip: Keep SMS templates concise to avoid splitting your messages into multiple parts, which can affect deliverability and costs.
✂️ 5. Using Snippets
Snippets are reusable "building blocks" of text. They are ideal for:
- Meeting scheduler links.
- Company physical addresses or directions.
- Standardized legal disclaimers.
- Answers to frequently asked questions (FAQs).
🚀 6. How to Send to Contacts
To send a message using a template from the contact view, follow these steps:
Open Contact
Navigate to your Contacts list and select the individual you wish to message.
Initiate Message
Click on the Email or SMS icon located at the top of the contact's activity timeline.
Select Template
In the message composer, click the Templates icon (usually a paper sheet icon). Browse your library and click the desired template to load it.
Review and Send
Check the preview to ensure all placeholders have filled correctly, then click Send.
Created/Updated Date 05/22/24 User Velocity Support