Follow-Up is Helium 10's email automation tool that helps automate customer communications by sending customized emails and review requests at the right time. It enables you to create, customize, manage, and optimize automations using filters, timelines, triggers, and templates while providing tools to edit, duplicate, activate, pause, or delete existing automations. This combined guide brings together the complete instructions for creating automations and managing them throughout their lifecycle.

How to Create an Automation 

Starting out in the Follow-up tool, select Email Automation from the left-hand menu.

Next, select New Automation in the upper-right corner.

1. From here, you have a few options on how to proceed with your new automation. As an example, let's go with the commonly used template Request a Review.

Your next step will be to set the order filters. The automation you create will only run for orders that meet these criteria.

The Discount filter will be enabled by default, but you can edit or delete it as needed. 

Next, you set up your Automation Timeline. This consists of a trigger, a custom wait period, and then an action. 

For the Request a Review template, the only trigger available is Order Placed. 

The other triggers (Order Shipped, Order Delivered, Order Refunded, Order Returned) can be selected if any of the other premade templates are selected.

Note: All Triggers are shown when creating an automation from scratch, but the actions are limited based on the selected trigger:

• Request a Review is the only action available after selecting the Order Placed trigger
• Custom Email is the only available action after selecting the other triggers.

Once you've finalized your options, select Save and Exit in the upper-right. Now your new automation will show up on your automation list. You can enable and disable your automations by utilizing the status toggle from this list.

How to Manage Automations in Follow-Up

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.