Sending Messages to Clients and Leads
Communication is a key part of winning new clients and creating a positive experience for existing clients. Houzz Pro makes it easy to communicate and collaborate with leads or clients through our messaging feature.
Within messages, you can send an email and include attachments, links, text formatting and more. You can even create custom message templates.
How to Message a Lead
To send a message to a lead, select the relevant lead from the Leads icon in your left menu.
Your lead will open to the Overview section, where you can see all lead activity, including emails. The default will show all lead activity in one place.
On the right of the Overview section, you can view all the lead details, including client information, lead stage, lead owner and lead manager.
If you would like to send a new message, scroll down to the open text box and type in your message directly.
You can customise your text formatting, attach any relevant documents, or add any important links.
To save time when messaging potential clients, you have the option to create custom message templates (see details below).
If you want to create your own branded email format, you can do this by clicking Preview – learn more about branded email formats here.
Once you send your email, your lead will receive the message and can reply directly from their email account. Their reply will arrive to you both in the messages section and as an email notification. In the messages section, you can also see the status of a message – whether it has been delivered or has been read by the potential client.
How to Message a Client
To send a message to a client, select the relevant project from the Projects icon in your left menu. From here, click on the Messages icon underneath the project name.
Your client messages will appear – the default will show all communication in one place.
If you would like to send a new message, scroll down to the open text box and type in your message directly.
You can customise your text formatting, attach any relevant documents, or add any important links.
To save time when messaging clients, you have the option to create custom message templates (see details below).
If you want to create your own branded email format, you can do this by clicking Preview – learn more about branded email formats here.
Once you send your email, your client will receive the message and can reply directly from their email account. Their reply will arrive to you both in the messages section and as an email notification. In the messages section, you can also see the status of a message – whether it has been delivered or has been read by the client.
How to Create Custom Message Templates
If you'd like to save time, you can easily create custom message templates that will apply to both leads and clients.
Within the message section, go down to the open text box and select Templates on the right side.
From here, you can select and edit one of our short pre-populated templates – Interested, Unavailable, Not a Fit – or you can select Customise Templates to create your own.
If you select Customise Templates, you can edit existing templates by clicking the three dots icon and selecting Edit Template. From here, you can also Delete Template.
You can select Create New to start a new message template from scratch. A new screen will appear where you can add template name and message. You can then decide whether to Save and Go Back to use later, or Save and Select to use for this message.
If you would like to use a message template as a quick reply option, click on the star to the left of the template (you can select up to four default templates).
To use a template in a message, click Select.
Schedule Messages to Send Later
With the ability to schedule messages to be sent at a specified date and time, you have the flexibility to draft and save messages when it's most convenient for you, then pick the best time to send to your client or lead. Scheduled send works with templates and emails, allowing you to efficiently and effectively manage pipelines and workflows.
To schedule a message to be sent at a later time, first draft your message to a lead or client as described above (this can be edited at any point prior to the scheduled date and time). Next, click the arrow to the right of the Send button and select Schedule Send.
Pick the date and time that you would like the message to be sent, then click Schedule Send.
Your scheduled send details will appear at the top of the message composer. You can click View to the right to view all scheduled messages for the lead/client, as well as make any edits or adjustments to the timing.
In your scheduled messages modal, hover over any message to reveal the options to Edit message, Reschedule message, Send now, and Delete message.
If you choose to edit your message, you will be taken back to the message composer where you can make any edits necessary, then click Save when you're done. The updated message will remain scheduled to send at the set time.
Messages on Mobile App
To send a message to a lead or client on the Houzz Pro app, select either the Projects icon or Leads icon from the bottom menu. You can then select the relevant lead or project, and click on the Message icon at the top of your screen.
Within the messages section, you can view all your existing messages with this lead or client.
To send a new message, click on the open text box at the bottom of your screen, and type in your message directly.
You can attach documents, schedule a meeting, customise your text formatting, or add any important links.