How to Manage Automations in Follow-Up

The Follow-Up tool in Helium 10 helps you automatically send customized emails to your customers at the right time. To make the most of Follow-Up, you can create, edit, duplicate, delete, and activate or pause automations. This guide will walk you through each of these actions step by step.

Create an Automation

1. Go to Follow-Up in your Helium 10 dashboard.
2. Navigate to the Automations page.
3. Click New Automation.

4. Select which email you want to send.
5. Click Create Automation.

6. Edit the automation details:

• Automation Timeline – when emails are sent
• Filters – conditions for when the automation applies
• Automation Title – name your automation
• Template – choose the email content

7. Click Save and Exit.

Delete an Automation

1. On the Automations page, check the box next to the automation you want to delete.
2. Click the Delete button (bin icon).

Notes:

• Deleted automations cannot be restored.
• To delete multiple automations, select several checkboxes and click Delete at the top.

Edit an Automation

1. On the Automations page, click the Pen icon next to the automation.

2. Make changes to the timeline, filters, title, or template.
3. Click Save and Exit.

Duplicate an Automation

1. On the Automations page, click the 3-dotted menu next to the automation.
2. Click the Duplicate icon (double-square).

Tip: The Bin icon in the same menu lets you quickly delete the automation.

Activate or Pause an Automation

1. On the Automations page, check the box next to the automation you want to manage.
2. Click the Toggle to activate or pause.

For bulk activation or pausing:

• Select multiple automations.
• Click the Activity button at the top.