1. Helium 10
  2. Operations PRO Training
  3. Follow-Up

Follow-Up Scheduler

The Follow-Up Scheduler allows you to control when your automated emails are sent to customers by setting a preferred time range and time zone. This helps improve customer engagement, optimize review request performance, and prevent emails from being sent at inconvenient hours.

Step-by-Step Guidance

You can set up email scheduling in two ways:

  • Creating a New Automation
  • Modifying an Existing Automation

Option A: Set a Schedule for a New Automation

  1. Go to Follow-Up and click New Automation.
  2. Select the automation type you want to create.
  3. Under Wait Time, click the three-dot menu (⋯) and select Edit.
  1. In the Wait window, select Time Range (instead of “All Time”).
  2. Choose your preferred Time Zone.
  1. Set your preferred Start Time and End Time for sending emails.
  1. Click Add Action to save the time range.
  2. Click Save Automation to apply the schedule.

Your automation will now send emails only within the selected time window.

Option B: Modify an Existing Automation

  1. Go to the Automations page.
  2. Locate the automation you want to update.
  1. Click the Pen (Edit) icon.
  2. Under Wait Time, select Time Range.
  3. Choose your Time Zone.
  4. Set your preferred Start Time and End Time.
  1. Click Save.

The updated schedule will apply moving forward.

Frequently Asked Questions.

Is the feature available for all subscriptions?

  • The Follow-Up Scheduler feature is currently available on the Diamond and Elite subscriptions.

Are there any limitations on Start Time and End Time when sending emails?

  • In its current design, you can set “All Time” (24 hours) or a custom time range to send your emails.

Which time zones are available in the Follow-Up Scheduler?

  • The Scheduler currently supports the following time zones:
(GST) Gulf Standard Time – Dubai(JST) Japan Standard Time – Tokyo(CST) China Standard Time - Shanghai
(AEST) Australian Eastern Standard Time – Sydney(CET) Central European Time – Amsterdam(PST) Philippines Standard Time – Manila
(CET) Central European Time – Brussels(CET) Central European Time – Warsaw(ICT) Vietnam Standard Time – Ho Chi Minh City
(BRT) Brasilia Time – Sao Paolo(AST) Arabia Standard Time – Riyadh(ICT) Thailand Standard Time – Bangkok
(PST) Pacific Standard Time – Los Angeles  (CET) Central European Time – Stockholm(CST) Malaysia Standard Time – Kuala Lumpur
(CET) Central European Time – Paris(SGT) Singapore Time – Singapore(SAST) South African Standard Time – Johannesburg
(EET) Eastern European Time – Cairo(TRT) Turkey Time – Istanbul(GMT) Greenwich Mean Time - Dublin
(IST) India Standard Time – Kolkata  (GMT) Greenwich Mean Time – London 

Will it affect the queued emails if I set a schedule on an existing automation?

  • Updating Automation’s configuration will not cancel the emails in the queue; only pausing or deleting the automation will do that.

Can I modify the Wait Time using the Scheduler?

  • Yes, you can adjust your Wait Time using Scheduler. For Review Request Automations, a minimum 12-day wait time still applies.
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