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Enhance your automations with Heymarket
Send personalized texts and emails at the right time with custom field-based automation. Enhanced omnichannel automations let you trigger messages and other actions across channels based on real-time contact updates.
Unlock the power of personalized automated messages
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 communication
Trigger SMS and email automations 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 email, SMS, and chat feel one-to-one.
Trigger texts and emails based on behavior
Send emails and text messages based on your customers’ actions and data. Trigger automations based on time of day, message channel, changes to contacts’ custom fields, and more.
Deliver the right message at the right time
Create email and SMS automations that send messages when they’ll make the most impact, like on a client’s birthday 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, without extra manual effort.
Personalize texts and emails based on real-time data
React to customer updates the moment they happen—or don’t happen. Heymarket lets you automatically trigger messages, 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 advanced automations with rich custom fields
Custom field-powered automations save time and scale personalization. Automatically send timely, relevant communications based on contact details so every conversation feels one-to-one.
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 email after 1-day delay
Subject: Welcome to Our VIP Program!
Hi {{FirstName}},
You’ve unlocked VIP status! We’re excited to have you on board.
As a VIP, you’ll get early access to new drops, special offers, and updates just for you.
Keep an eye out for your first perk, coming soon!
The Merch Guys Team
Subject: Welcome to Our VIP Program!
Hi {{FirstName}},
You’ve unlocked VIP status! We’re excited to have you on board.
As a VIP, you’ll get early access to new drops, special offers, and updates just for you.
Keep an eye out for your first perk, coming soon!
The Merch Guys Team
Keep customers updated with shipment tracking links
Trigger texts, emails, or both 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 SMS
Hi {{FirstName}},
Your order has shipped!
Follow it here: {{TrackingURL}}
Get excited,
Tech for Us Customer Service Team
Hi {{FirstName}},
Your order has shipped!
Follow it here: {{TrackingURL}}
Get excited,
Tech for Us Customer Service Team
Send birthday messages at the right time
Automatically deliver timely, personalized birthday messages via text or email to make customers feel valued on their preferred channel.
Trigger: Contact’s birthday field = Today
Action: Send birthday text message
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.
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 email or two-way texting, all from a single shared inbox.
Trigger 1: Appointment Date = 7 days from now
Action: Send first reminder email
Trigger 2: Appointment Date = 1 day from now
Action: Send second reminder email
Trigger 3: Appointment Date = today
Action: Send final reminder SMS
{{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 email
Subject: Follow up for review submission
Just checking in, {{FirstName}}—we’d love to hear your thoughts. Have any questions about getting started with {{Solution}}?
Subject: Follow up for review submission
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
From email and SMS marketing automation—powered by rich custom fields—to powerful integrations and team collaboration tools, Heymarket helps you work smarter, not harder. Discover how our full suite of messaging features can transform the way your team communicates.
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