Messaging Settings
Here’s where you set up how NZ Leads talks to your potential customers. Think of it as your digital receptionist - you want it to sound like you, respond at the right times, and handle things the way you would.
Pro tip: You can override your main business settings for each source. Pretty handy when you’re running different types of services or targeting different areas.
What You Can Set Up
The Main Settings
Override Your Business Defaults
Sometimes you need different messaging for different sources. Maybe your plumbing leads need a different tone than your HVAC leads. That’s what this is for.
You can pick and choose which settings to customize per source, while keeping the rest consistent across your business.
Welcome Messages
This is your first impression, so make it count:
Delay Settings - Maybe don’t message someone at 2 AM, right? Set when your welcome message goes out.
Predefined Messages - Save yourself time with templates for common questions. No need to type the same thing over and over.
Keyword Triggers - When someone mentions “emergency” or “urgent,” you probably want to respond differently.
Stop Follow-ups - Sometimes you don’t want to keep bothering someone. Set up rules for when to back off.
AI Assistant - Let the system help write responses that actually make sense.
Follow-up Messages
Nobody likes being ignored, but nobody likes being pestered either. Find that sweet spot:
You can add new follow-ups, remove ones that aren’t working, and drag them around to change the order. The timing between messages is important too - give people time to breathe.
Connect to Other Tools
Your CRM, messaging apps, whatever you use - try to connect it all so you’re not juggling five different systems. Less hassle for you means better service for your customers.
Contact Info Handling
When customers give you their phone or email, what happens next? Set up automatic confirmations so they know you got it, and decide what actions to take.
Timing Settings
Grace Period - How long to wait before reaching out initially.
Business Hours - Don’t wake people up at midnight unless it’s truly an emergency.
Getting It Set Up
Step 1: Find Your Messaging Settings
Go to your Source Page and look for “Messaging Settings” in the menu.
Step 2: Check What You’re Starting With
See what’s already set from your main business settings. You might not need to change everything.
Step 3: Set Your Welcome Message
This is what people see first, so spend some time on it. Think about timing and what you actually want to say.
Step 4: Plan Your Follow-ups
Don’t go overboard here. A few well-timed follow-ups work better than bombarding people.
Step 5: Test It Out
The best test is your next real lead. Watch how it works and tweak things as needed.
What Actually Works
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Make it personal - Use their name, mention their specific request if you can.
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Time it right - Respect normal business hours unless they specifically say it’s urgent.
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Sound like yourself - Don’t suddenly become super formal if that’s not how you normally talk.
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Tell them what to do next - “Call me,” “check your email,” “here’s my calendar link” - be clear.
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Stay legal - Different places have different rules about automated messaging. Know yours.
Real Talk
The system works best when you set it up thoughtfully, not just blast through the settings. Take time to think about your actual customers and how they prefer to communicate. What works for one business might not work for yours.
Check out the detailed guides: Welcome Message → | Follow-ups → | Integrations →