Sending SMS messages through NotLuck CRM is a great way to communicate directly with clients. From attaching files to personalising messages with custom fields, you can streamline your outreach to suit each client's needs. Here's a simple guide to sending, scheduling, and managing SMS messages from start to finish.

Sending an SMS Message

To send an SMS message to a client, open the Conversations section in the CRM. Then, find and select the SMS option from a conversation card.

A message box will appear where you can compose your text. Type your message and it's ready to send.

Adding Emojis To SMS

You can add emojis to your message by clicking the happy face icon.

Search for a specific emoji using the search bar, or click the category icons and scroll through. To use multiple emojis, simply repeat the process.

Adding Files To SMS

If you need to send a document or image, click the paper clip icon to select "Attach files," then pick an upload method and add your file.

Using SMS Snippets

If you have saved SMS Snippets in the CRM, use them by clicking the paper icon in the message box. A drop-down menu will appear with your Snippets. Select one, click Use Snippet, and your chosen message will populate in the text box, ready to be customised further if needed.

To add trigger links, click the lightning icon. Select the field you want to add, and it will auto-fill with the relevant client information when sent.

Adding Custom Fields

For a personal touch, add custom fields based on the client's information stored in the CRM. Click the tag icon to access a list of custom values.

📌NOTE: Blank custom values will not populate if no data is stored in the CRM for that field.

Request Payment Via SMS

To request a payment, click the dollar sign.

Fill out the payment details in the pop-up window, then click "Copy link and mark as sent" to complete your request. This keeps billing as part of your regular communication flow.

Clear Text Box

If you need to start over, click the left-pointing arrow button to clear your current message. Be careful, as this will delete your message permanently.

AI Bot

Activate the AI bot to respond to customer enquiries based on the operating mode you set in its settings.

Send SMS

When it comes to sending your message, you can either send it straight away or schedule it for later. This lets you handle urgent replies immediately or plan messages in advance, so they reach clients at the right moment.

Send Now

For immediate communication, click the paper plane button and select the send option to deliver your message instantly. This is ideal for quick updates or urgent responses.

Scheduling Messages

To schedule a message for later delivery, click the Timer icon beneath the Send button.

A scheduling window will appear where you can enter:

  • Date: The date you would like to send the message.
  • Time: Select the time you prefer.
  • Time zone: Input the time zone. You can use the recommended time zones (your account or system timezone) or choose from the rest of the list.
  • Click the Schedule button, then click Send Later to save it!

If you haven't clicked the "Schedule" button and want to delete the scheduled message, click the Clear button.

The Schedule button confirms and saves the scheduled time for the SMS. Once you set the Date, Time, and Timezone, clicking this button will save the schedule and the message will send automatically at the specified time.

Canceling a Scheduled Message

You can cancel a scheduled message by clicking the Cancel option at the top of the message.

A confirmation window will ask whether you'd like to proceed. Selecting Yes will cancel and permanently delete the scheduled message; selecting No will keep it intact.

Unsent Messages

If you close a conversation before sending, your draft will be saved and ready when you return. To collapse the message box, click the line icon at the top.

These SMS features help you communicate more efficiently, whether you're requesting payments, sending personalised messages, or managing multiple client conversations, keeping your client relationships strong and professional.