Message Templates

📄 Step 1: Creating Your First Template

To begin building your outreach sequence, navigate to the Templates section and click the "Add New Template" button. You will be prompted to choose whether this template will be used for a "Connection Request" (the initial message sent when inviting someone to connect) or a "Follow-up Message" (sent after they accept your connection request). Always keep your connection request short and to the point.

🔗 Step 2: Using Variables for Personalization

To avoid sounding generic or robotic, you must use personalization variables (also known as merge tags). These tags automatically insert the prospect's specific details into your message when the campaign runs, making every message feel unique:

• {{ first_name }} - Inserts the prospect's first name.
• {{ last_name }} - Inserts the prospect's last name.
• {{ company_name }} - Inserts the prospect's current company.
• {{ job_title }} - Inserts the prospect's current job title.

🧪 Step 3: A/B Testing Your Messages

Velocity360 allows you to test different messaging strategies to find out what works best. You can assign multiple templates (e.g., two different versions of a connection request message) to a single campaign step. The system will automatically rotate them equally among prospects. This allows you to compare which template gets a higher acceptance rate (for connection messages) and a higher reply rate (for follow-up messages), with all analytics tracked directly in the campaign dashboard.

🚀 Step 4: Using Templates in Campaigns

Once your templates are created and optimized, the final step is to apply them to your campaigns. Watch the guide below to learn how to select and assign your templates during the campaign creation process.