In order to start sending out CRM Campaigns to clients, first you’re going to need a template. The template is the content within the campaign that’s going to be sent your clients.
You can choose to use one of the gorgeously designed, turn-key templates and insert your logo to make it your own, or you can get creative and build one from scratch. You decide!
![](https://newton.ca/wp-content/uploads/2021/03/Screen-Shot-2021-03-24-at-7.40.50-PM.png)
Add your “Apply Now” button to your Templates:
Time Saving Tip:
Want your contact info and social media links to auto-fill with the merge tags? Make sure to input them on your profile page in Velocity.
Worth Noting:
- In order to see your Template’s merge tags populate with your name, email, phone #, etc., you will need to send the Template attached to a Campaign. We suggest setting up a test Audience List with just you in it and triggering the Template you’d like to test in a Campaign. Sending a “Preview” will not populate the merged fields.
![](https://newton.ca/wp-content/uploads/2021/06/Screen-Shot-2021-06-02-at-3.15.13-PM.png)
- Your profile picture will be pulled from your Velocity profile page and will need to be added to the template!