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Enhance your automations with Heymarket
Send personalized messages at the right time with custom field-based automation. Enhanced automations let you trigger texts and automate actions based on real-time contact updates.
Unlock the power of personalized automated messages
Heymarket’s automations are now powered by rich custom fields. These dynamic fields make it easy to build custom workflows that help personalize messages and scale engagement. When a field changes—for example, when it’s a customer’s birthday or they make a purchase that qualifies them for VIP status—Heymarket can automatically send a message, assign a chat, or update a list.
Deliver the right message to the right person—automatically—driving higher open rates, conversions, and customer satisfaction at scale.
Benefits of enhanced automations
Heymarket’s rich custom fields turn everyday contact data into powerful messaging triggers. Use them to send timely, personalized texts so your chats feel more meaningful—without slowing your team down.
More relevant messages
Trigger texts based on updates like purchases or interactions so messages land at the right moment.
Less manual work
Automate follow-ups, list updates, and contact routing so you can spend more time on high-value conversations.
Personalized at scale
Use dynamic templates that pull in names, locations, and other custom field data to make every message feel one-to-one.
Deliver the right message at the right time
Create automations that send texts when they’ll make the most impact, like on a client’s appointment or a few days before an appointment. With built-in delays and timing controls, Heymarket makes it easy to automate timely, relevant messages that drive engagement and boost loyalty.
Work smarter with follow-ups and delays
Automate perfectly timed follow-ups with built-in delays and response tracking. Re-engage contacts who haven’t replied or space out messages to keep conversations moving.
Personalize texts based on real-time data
React to customer updates the moment they happen—or don’t happen. Heymarket lets you automatically trigger texts, update lists, launch campaigns, and edit contact details based on customer actions—like hitting a sales milestone—contact inactivity, or specific dates and times.
How to use enhanced automations
Custom field-powered automations save time and scale personalization. Automatically send timely, relevant messages based on contact details so every conversation feels one-to-one.
Send birthday messages at the right time
Automatically deliver timely, personalized birthday messages to make customers feel valued.
Trigger: Contact’s birthday field = Today
Action: Send birthday template
Happy Birthday, {{FirstName}}! 🎉 We hope your day is as amazing as you are. Here’s 20% off your next order, just for you.
Happy Birthday, {{FirstName}}! 🎉 We hope your day is as amazing as you are. Here’s 20% off your next order, just for you.
Add high-value customers to a VIP list
Instantly identify and engage customers who make large purchases, then automate list adds and tailored follow-ups to drive retention and repeat business.
Trigger: Purchase Value > $1,000
Action 1: Add to VIP list
Action 2: Send message after 1-day delay
Hi {{FirstName}}, welcome to our VIP program! You’ve unlocked exclusive benefits. Stay tuned for your perks.
Hi {{FirstName}}, welcome to our VIP program! You’ve unlocked exclusive benefits. Stay tuned for your perks.
Keep customers updated with shipment tracking links
Trigger texts as soon as an order ships. Keep customers informed with real-time updates while reducing inbound support questions.
Trigger: Shipping Status changes to Shipped
Action: Send order tracking template
Hi {{FirstName}}, your order has shipped! Follow it here: {{TrackingURL}}
Hi {{FirstName}}, your order has shipped! Follow it here: {{TrackingURL}}
Send appointment reminder campaigns
Schedule a series of automated reminders based on appointment dates to reduce no-shows and improve customer experiences. Coordinate reschedules by answering their replies via two-way texting.
Trigger 1: Appointment Date = 7 days from now
Action: Send first reminder
Trigger 2: Appointment Date = 1 day from now
Action: Send second reminder
Trigger 3: Appointment Date = today
Action: Send final reminder
{{FirstName}}, you’ve got an appointment with {{Company}} coming up on {{AppointmentDate}}. Let us know if you need to reschedule by replying to this message.
{{FirstName}}, you’ve got an appointment with {{Company}} coming up on {{AppointmentDate}}. Let us know if you need to reschedule by replying to this message.
Check in with cold leads or inactive customers
Re-engage contacts who haven’t responded after a set period. Automated nudges help revive conversations and move leads forward—no manual follow-up required.
Trigger: No response within 5 days of last message
Action: Send check-in template
Just checking in, {{FirstName}}—we’d love to hear your thoughts. Have any questions about getting started with {{Solution}}?
Just checking in, {{FirstName}}—we’d love to hear your thoughts. Have any questions about getting started with {{Solution}}?
Customers love Heymarket
60% response rate achieved
“Heymarket’s Salesforce SMS integration makes messaging leads and customers a smooth experience for our agents.”
Read the story
20% response rate increase
“Heymarket has empowered our trainers to build an ongoing relationship with campers, dramatically increasing attendance and retention.”
Read the storyExplore everything you can do with Heymarket
Enhanced automations with rich custom fields are just one way Heymarket helps you work smarter. Discover how our full suite of messaging features can transform the way your team communicates.
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