What are Campaigns?

Campaigns in Heymarket let you send personalized, scheduled, and automated messages to groups of contacts. With Omnichannel Campaigns, you can reach people over email, SMS, or both — ensuring your brand meets customers on the channels they prefer.

Choosing Your Channel

When creating a campaign, you choose whether to:
 

• SMS Campaign – Send timely texts to contacts.
• Email Campaign – Send branded, personalized emails.
• Mixed Campaign – Combine SMS and email steps in one flow, for example:
  • Send an email introduction
  • Follow up with an SMS reminder
  • Close with a final email

⚠️ Note: Email must be enabled in your Heymarket workspace to use email or mixed campaigns.

Contact Segmentation

Omnichannel campaigns use lists built by segmenting contacts with specific fields. 

Examples:

• San Francisco VIP: contacts whose city is San Francisco and who belong to a defined customer tier.
• All contacts: every contact created in your Heymarket account, grouped into a single list.
• Salesforce Integration Customers: contacts with “Salesforce” in the Integration custom field.

Scheduling & Sequencing

Omnichannel campaigns give you control over when and how messages are delivered:
 

• Schedule a message to send at a specific date and time.
• Create drip sequences, spacing messages hours or days apart.
• Mix SMS and email into multi-touch journeys that run over time.

Personalization with Heymarket AI

Heymarket AI helps you:

• Enhance and tune subject lines, SMS copy, and body text.
• Expand/shorten copy

Why Do Omnichannel Campaigns Matter?

Omnichannel campaigns go beyond single-channel blasts — they allow you to build consistent, personalized, and high-performing journeys. Benefits include:
 

• Consistency across channels – Deliver the same story via SMS and email so customers never miss a beat.
• Higher engagement – Meet customers on the channel they prefer, increasing opens, clicks, and replies.
• Personalization at scale – Use dynamic fields and AI-enhanced content to send relevant, human-like messages.
• Flexibility and control – Schedule exact send times, drip messages over days, and combine channels strategically.
• Revenue impact – Coordinated omnichannel touchpoints build trust, boost conversions, and drive repeat business.

Example Use Cases

• Marketing nurture: Send a resource email → SMS reminder → follow-up email.
• Service follow-ups: SMS check-in → satisfaction email → reminder SMS.
• Order confirmation: Order placed → Send email → Send tracking number → send request for review
• Sales outreach: Welcome email → SMS nudge → final email with next steps.

Example Campaign

Start a New Campaign

From the Campaigns page, click Create Campaign (top right). Choose Email as the channel and click Next:

Campaign Settings

1. Enter a campaign name, e.g. Salesforce Integration.
2. Select the Inbox you want to send from (e.g. Hey @ Heymarket - hey@heymarket.com).
3. Choose a Timezone (e.g. Pacific Time - Los Angeles).
4. Select a Schedule Type:
   1. Days Apart → sends messages X days apart.
   2. Specific Date and Time → sends messages on exact scheduled dates.
   3. Optional: adjust campaign settings (e.g., remove contact if they reply, don’t add contacts already in campaigns). Click Next.

Select List 

Choose the list you want to use, e.g. Salesforce Integration. Select recipients from the list (e.g. Johnny Greenwood, Ronald McDonald, Jane Smith, John Smith). Confirm the contacts are checked, then click Next.

Create Campaign

1. Email 1: Decide if you want to send immediately or schedule for a future date/time.
   1. Enter Subject and Preview Text. Use the drag-and-drop editor to add content blocks (title, paragraph, image, button, etc.). Temlpates can also be used in this context.
   2. (Optional) Add Email 2 or more in the sequence: For follow-ups, set the send date/time. Add subject, preview text, and content. Templates can also be used in this context.
2. Review & Launch: Check that each message has a valid date/time. Review recipients, message content, and settings. Click Create to activate the campaign.

Sample Mixed Campaign Email + SMS 

Campaign Status

inactive: The campaign has been created but has not yet started.

active: The campaign is running and processing message sends as scheduled. Note that there is no automatic transition out of this state — the campaign will remain active indefinitely, even after all scheduled steps have fired.

paused: The campaign was previously active but has been manually stopped by a user. Any messages that were scheduled will not be sent.

To bulk opt out contacts with failed messages

Navigate to the report for the sent message (e.g., from the Broadcasts, Campaigns, or Lists section).
Click the Failed tab in the Contacts section to filter for contacts whose messages failed to deliver.
Select the contacts you want to opt out using the checkboxes. You can select individual contacts or use the top checkbox to select all. Click Opt-Out SMS in the action bar that appears above the contact list.

The selected contacts will be marked as Opted-Out or Deleted and will no longer receive messages from your team. As with any opted-out contact, their status can be viewed in the contact pane.
 

This is a faster alternative to opting out contacts one by one from the contact pane, especially after a large send where multiple messages failed due to invalid or unreachable numbers.

Note: The keywords for opt-out and opt-in are case insensitive. Also, any leading or trailing spaces are ignored.