SMS Automation

HeavySet Tech sends automated SMS messages at key points in your workflow, including new leads, appointment confirmations, and reminders in the MARKETING → SMS → Automations tab.

You can also create conditional message variations, allowing different messages to be sent based on lead information.

Examples include:

• Lead source

• Source type

• Sales representative

• Product interest

• Market segment (for supported CRMs)

Example:

If Source = Facebook
Send Message A

If Source = Website
Send Message B

This allows campaigns to stay automated while still tailoring messaging to different types of leads.

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Configuring New Lead SMS Messages

Navigate to:

MARKETING → SMS → Automations

At the top of the page, select the CRM configuration you want to manage. This determines which CRM the SMS workflow will apply to.

The New Lead SMS tab contains the messages sent when a new lead submits a form.

New Lead Message

Sent immediately after a lead submits a form during business hours.

You can include:

• Dynamic fields such as [[first_name]]

• Booking or scheduling links

• Custom text or emojis

New Lead Message After Hours

Sent when a lead submits a form outside business hours.

This message acknowledges the submission and lets the lead know your team will follow up during business hours.

After editing messages, click Save.

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General SMS Workflow Settings

The General Settings tab controls system-wide SMS behavior.

Link Shortening

Automatically shortens links in SMS messages using the hvs.to domain.

Short Link Base URL

Defines the base URL used for shortened links.

Enter the full URL including https://.

Contact [e-mail] if DNS configuration is required.

Notification Email(s)

Email addresses that receive notifications when a recipient replies to an SMS message with anything other than STOP.

Separate multiple addresses with commas.

Notification Email(s) for STOP

Email addresses notified when a recipient sends STOP to unsubscribe.

After editing settings, click Save.

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Appointment SMS Messages

The Appointment SMS tab controls messages sent when appointments are created and before the appointment occurs.

New Appointment Message

Sent when an appointment is scheduled.

Supported fields include:

• [[first_name]]

• [[appointment_date]]

• [[appointment_time]]

You can also include:

[[ics_url]]

This generates a calendar invite link the recipient can add to their calendar.

New Appointment Message After Hours

Sent when appointments are scheduled outside business hours.

Appointment Reminder — 48 Hours Before

Sent 48 hours before the appointment.

Appointment Reminder — 24 Hours Before

Sent 24 hours before the appointment.

Appointment Reminder — 1 Hour Before

Sent 1 hour before the appointment.

After editing messages, click Save.

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Using Dynamic Fields

Dynamic fields automatically insert lead or appointment data into messages.

Format:

[[field_name]]

Common Fields

Field	Description
[[first_name]]	Lead first name
[[appointment_date]]	Appointment date
[[appointment_time]]	Appointment time
[[ics_url]]	Calendar invite link

Example:

Hello [[first_name]]! Your appointment is scheduled for [[appointment_date]] at [[appointment_time]].
Add it to your calendar: [[ics_url]]