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Follow-Up - Ease of Use.

To access the Helium 10 Follow-Up tool, you can access Follow-Up by clicking the pin pad button in the top right corner of your dashboard and click on "Helium 10 Follow-Up."

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Please note: Follow-Up requires you to add your Amazon MWS token to your Helium 10 account.  To connect an MWS token to your Helium 10 account, please click here.  It may take at least 24 hours for Follow-Up to sync with your Amazon account and gather all your orders.

 Follow-Up does not send emails from your set automation retroactively. Only the orders retrieved from Amazon AFTER the applicable Automation was created will be processed and the emails from automation will be sent.  

Follow-Up now offers the feature to send emails to orders that were shipped 7 days before the Follow-Up tool was set up. This can be done on the Orders tab.  Please note, this is a manual process.

Simply select multiple targeted orders and a “Send Email” button would appear at the top. Clicking that button will allow you to select a template and send emails manually.

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So…  How do you start sending emails with Follow-Up?

 Before you could start using Follow-Up to send emails, you will need to configure permissions on your Seller Central Account. The following video will provide you with an overview: YouTube

After the setup process is complete, you can start to create triggers.

Follow-Up has what we call “Triggers”.

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Triggers are a set of conditions that when met, will activate Follow-Up, to send the emails created from automation.

How does Follow-Up know where to send the emails?

Follow-Up has what we call “Filters”.

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Filters are a set of rules where the automation will be sent to when a “Trigger” (event) is met.

It is very important to select a Filter. If no Filter is selected when you do an automation, Follow-Up will NOT know where to send the emails within the automation when the trigger is met and thus, ALL emails will be sent to ALL orders.

How do you create an automation?

 To create an “automation” select the 3rd icon on the menu on the left-hand side. There are 3 premade automation available or you can also elect to create a new automation.

How do you create an email?

 To create an email, click the 4th icon on the menu on the left-hand side. There are 8 premade email templates available or, you can create a new email template.

You can add “Tags” to the emails. When you select and add a tag to your email template, the information within the tag will be substituted by Follow-Up based on the details and information from the order.

Templates have personalization tags that Follow-Up will substitute programmatically. Those are marked as ` [[....]] `.

There are also placeholders that you must update when editing the template. Those are marked with `>>>...<<<` and *BOLD*.

 In order for the links to work, the recipient of the emails (the buyers) has to be logged into their Amazon account *and* there must be an order with the matching marketplace ID, order ID and seller ID in the buyer's history.

The contact link includes three parameters, marketplace ID, order ID, and seller ID.

 Follow-Up supports the ability to change the image dimensions within a template.

 There is a parameter in [[PRODUCT-IMAGE]] tag (default 500) that can be changed to reduce product image size. For example, if you use [[PRODUCT-IMAGE::100]] image size will be smaller.

 The image comes from the ASIN/SKU chosen for the automation.

 As of the present time though, we still don’t support alignment change for the product images.

 You can test how an email looks like when it gets sent out. You can send a test email by clicking the “Send Test” button found at the lower-right hand corner of the email template editor screen.

 When Follow-Up starts sending out emails, all emails sent by Follow-Up and buyer replies will be available in Amazon Seller Central Message Center. Follow-Up does not store sent or received emails.

 Important: There is a “Pause” slider for automation inside the Automation page in Follow-Up. If the “Pause” slider is on for an automation, the automation will NOT start and thus, emails will not be sent. Make sure this is turned off if you want to start automating. Only turn this off if you have decided to temporarily stop automation.

 Other Follow-Up Features.

Blacklist: When an order is added to the blacklist, any/all emails will NOT be sent to the order or buyer of the order.

  • Go to the orders page. The Orders page can be accessed via the shopping cart icon on the left of Follow-Up.
  • Choose an order you want to blacklist by placing a check mark on the box found left of the order.
  • After a checkmark is placed on an order, 3 options will appear at the top where the 3rd option is "Blacklist".
  • When an order is blacklisted, a red indicator saying "blacklisted" will appear on the order.
  • To view/remove your list of blacklist orders, look for the trash can icon on the left-hand side of Follow-Up.

 In a “nutshell” the Follow-Up process is as follows:

  1. Create a new or choose a premade Automation
  2. Choose a Trigger – To when your Emails will be sent
  3. Choose a Filter – To where your emails will be sent to
  4. Choose your Email template that is applicable to the trigger. i.e. order got shipped or delivered.

If there are questions that were not addressed in this article, please reach out to Helium 10 support by sending an email or starting a chat conversation.

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