Email: Automations

Overview

Email automations work like other Heymarket Automations but include actions designed specifically for email. They help you respond faster, route messages to the right team member, and send timely outreach without manual work.

For example, if an incoming email contains the keyword “return,” you can automatically send the “Return Request Acknowledgment” template and assign the email to the Returns Agent. Or, when a contact’s subscription plan changes to “Pro” you could send a promotional email introducing exclusive features and continue following up until the contact responds, at which point they are unenrolled. You can also combine this with SMS outreach for greater reach.

You can learn more about automations and see examples here.

With Email for Heymarket Automations, you can:

• Send emails based on contact field values (e.g., subscription plan, renewal date)
• Schedule sends for a specific time and timezone
• Route emails to the right user (agent)
• Add or remove contacts to lists
• Trigger emails at specific times of day, such as sending out-of-office replies

Triggers

You can use any existing trigger to send emails to specific contacts. To limit automation to incoming emails only (such as for auto-responders), add the Message Channel condition and set it to Email.

Actions

The available email-specific action is Send Email.

• Requires selecting an email template, configurable at: https://app.heymarket.com/templates/email/
• The email subject line can be customized for each action
• Send time can be set to Immediately or to a specific time of day (with timezone)

Examples

Return Acknowledgement

Trigger: 

• Incoming message or subject contains the word “return” or “returns” (case insensitive)
• Message Channel is set to Email

Action:

• Immediately send the “Return Request Received” email template to acknowledge the request

Example: VIP Customer Outreach

 

Trigger: Contact’s Lifetime Spend Custom Field is greater than $4,600

Actions:

1. Add contact to the VIP List
2. Send “Welcome to VIP” email immediately
3. After a 3-day delay, send “VIP Benefits Overview” email if the Contact has not yet responded

Example: Send out an SMS based on a Keyword Automation

 

Trigger: Email Subject Line and/or body text contains the word "salesforce"

Action: Send an SMS Template titled 'Salesforce'

Best Practices:

• Name automations clearly (e.g., “Email – No Reply Follow-Up”)
• Test before activating for all contacts
• Monitor performance and adjust as needed