February 8, 2021

Helium 10 Follow Up Tutorial: Send Email Templates automatically

In this blog we have already informed you about how to create email templates with Follow Up. To make your work easier, it makes sense to send the emails automatically to your customers. Therefore, we have summarised the corresponding Helium 10 Follow Up instructions for you. Just like the first tutorial, you will find a more detailed tutorial in English here.

What steps do you need to follow?

Now that you have learned how to create email templates, here is a Helium 10 Follow Up tutorial to template automation. In this context, we will inform you about the automation dashboard, how to create an automation sequence and the filter options available to you, among other things.

How to use the automation dashboard?

First you have to go to the "Automation" section in the Follow Up Tool. This area is very important for you because all the automations you have created are saved there. You can also edit or copy them from there. The automations are sorted in the dashboard according to whether they are active or paused. You should give your own automations names. You can also use keywords to search for specific automations. So that you do not lose the overview, you can also limit the view to the automation sequences that are relevant to you in the "Page limit" area.

How to create an automation sequence?

To create an automation sequence, you must click on the golden area labelled "New automation". A window then appears in which you can select a new automation. On the golden button "Order Shipped" you can see all actions that lead to the sending of customer mails. So, if you want to send a mail that is sent after a product has been delivered, you have to select "Order Shipped". At the end of each chain you can click on the small plus symbols. There you can choose between "Wait" or "Send". If you choose “Wait”, you can specify how long after delivery a request for feedback will be sent. If you click on "Send" instead, all saved templates will be displayed. After you have selected the appropriate template, you must confirm the selection at the bottom right. This action is then added to your automation sequence.

How do you filter the recipients?

Follow Up offers you the possibility to select which clients receive mails from a certain automation sequence. To do this, click on the golden plus symbol under the blue chain. You will then be shown all the filter options. Then you must click on Marketplace. There you can then select which customers should receive the messages. A pink box lets you know that customers will receive the corresponding emails. With "Select SKU" you can also specify that only customers who have bought a product with a certain ASIN will receive an email. You can also filter by product name. In addition, Follow Up offers a filter function where you can use different sequences for each country. You can also filter by the price of your product. Another filter option is "Select repeat buyers. With this option, you can decide whether customers who have chewed your product again will receive a new message or the same as the first purchase.

How to find the automation again?

After you have saved everything, you can go back to the automation dashboard. The most recent automation will then be displayed. Under "Add tag" you can add tags to your automation, which makes it easier to find again later. You can also set a colour for tags. At the bottom left, you can then save everything. You can also repeat this process afterwards. When you are back in the automation dashboard, you will see all your changes. Now you can get started! To do this, click on "Pending" next to the title of the automation and change the status to "Active". In the corresponding dashboard, you can then find out about the performance of the Follow Up Mails.

Helium 10 Cost

Follow-up is unfortunately not integrated in the free version of* Helium 10. However, the tool is fully included in the following offers:

  • Platinum Plan: $99 per month
  • Diamond Plan: $249 per month
  • Elite Plan: $399 per month

If you want to save money when using Helium 10, we also have a tip for you: With our Helium 10 code KATRIN6M20 you can save 20 % for 6 months or 10% every month! You can find all the information here*. If you want to find out which tools Helium 10 also provides, you will find an overview of all the features in this article.

Follow Up Experience

Helium 10 Follow Up has always been a great support when creating customer emails. It has taken a lot of work off our hands and supported our Amazon agency immensely. Apart from that, the clear dashboard deserves a positive mention. The operation has never caused us any problems. Instead, we have been able to improve the satisfaction of our customers through the support of the tool. Before you compose messages with the tool, you should definitely make sure to follow the appropriate rules for customer communication. So if you are still looking for a fully automated email tool, we can highly recommend Helium 10 Follow-Up.

These were all the steps in the Helium 10 Follow Up tutorial you need to use the email templates and create your own messages to your customers. Do you have any further questions about another Helium 10 tool or Amazon SEO in general? Then please feel free to contact us. We are always available to give you advice and support. Feel free to send us a message - without obligation, of course.

MadeByBrain - Agency for Amazon Sellers

We look forward to hearing from you.

via Helium 10



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