How to start

For anyone who wants to use Shop Follow-ups. About 15 minutes the first time. Free.

Open Shop Follow-ups

App link (to copy and send to others): https://script.google.com/macros/s/AKfycbxbNPWgRTi4oL_4c0Z_jNo2FH-zCCc7M20dGO-TMZkIkq5vpFTXS2kv1RzDlk4K8S4/exec

1. Open the app and sign in

  1. Click Open Shop Follow-ups above.
  2. Click Sign in with Google. A small Google window opens: choose your Google account (several accounts in one browser is fine). Google asks only to share your email address. Click Continue.
  3. The window closes and you are in. Next time you are signed in already (on that browser). To leave, click Sign out at the top right.

2. Create your workspace

  1. On the Welcome page, check the email shown is yours (if not, click Sign out and sign in with the right account).
  2. Write a workspace name (for example “My shops”) and your first shop’s name.
  3. Click Create my workspace. Your shops and customers are kept in a Google Sheet shared with you (Google Drive → “Shared with me”). Nobody else can see it.

Someone already uses the app with you (family, a partner)? Don’t create a workspace: ask them to add your Gmail in their ⚙ Settings → People, then reload the page.

3. Connect the Gmail that sends

  1. Click ⚙ Settings (top right).
  2. Under Gmail accounts, click + Connect a Gmail account. A Google tab opens.
  3. Choose the Gmail that should send for your shop (it can be different from your own account).
  4. “Google hasn’t verified this app” → Advanced → Go to Shop Follow-ups (unsafe).
  5. Tick Send email on your behalf → Continue. Come back to the app tab: it shows ✓ Connected.
  6. Click Send test next to it and check that Gmail’s inbox got the test email.
  7. Repeat for every Gmail you want to send from. You can connect as many as you need.

4. Set up your shops

  1. In ⚙ Settings → Shops, choose for each shop which connected Gmail sends its emails. It saves at once and shows ✓ Ready.
  2. More shops: on the home page click + Add a shop, write the name and click Add, then choose its Gmail in ⚙ Settings → Shops.
  3. Change a shop’s name: open the shop and click ✎ Rename next to its name, type the new name, click Save.
  4. Optional: People → write a helper’s Gmail → Add. They open the same link and can upload and send, but cannot change Settings.

5. Upload the people to contact

  1. Click ← All shops and choose a shop.
  2. On 1 Contacts, drag your Excel file onto the box (or click Choose files). You can choose several files at once: each one is checked and imported in turn (“file 1 of 3”…).
  3. Check each column choice: Name, Email, Phone, and Consent (did they agree to be contacted?). Click Import.
  4. Only people with a clear “yes” consent get messages. If your file has no consent column but everyone agreed, tick Everyone in this file agreed… before importing.
  5. Every file you upload is kept in the Upload history (under the upload box): how many people, when, by whom, and what was already sent to it. Next to each file: ✉ Send email, WhatsApp, Show people, Rename, Remove (removing a file never deletes the people).
  6. Use a file again for a new message — no need to upload it again: click ✉ Send email or WhatsApp next to it and write the new message. The same message is never sent twice to the same person; a different message goes to everyone in the file.
  7. Uploading a file with the same name again asks: Update it (the file becomes the people in the new file) or Keep both.

6. Send the emails

  1. Open 2 Send emails. Write the subject and message. Click + Insert the person’s name so each person gets “Hello Sara,”, “Hello Ahmed,”…
  2. Under Who gets it? choose Everyone in this shop, or Only people from these uploaded files and tick the files.
  3. Choose when to start and how many minutes between emails (5 is safe).
  4. Click Check who will get it →: it shows who gets it, who is skipped and why, and exactly what they see.
  5. Click Start sending. You can close the page and turn off the laptop: the emails go out by themselves.
  6. Follow it on 3 Progress. You can Pause, Resume or Stop for good any time.

7. WhatsApp (optional)

On a shop’s WhatsApp tab, choose one:

Who gets it? At the top of the WhatsApp tab: everyone, or only people from the uploaded files you tick.

Photos and videos:

If something goes wrong

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