Here is a short guide to help create your first email campaign on Batch following the 3 steps of the campaign form:
Targeting: full base or fine-tuning segmentation, through native targeting or custom data;
Timing: sending time that can either be now or scheduled;
Email message: the content of the campaign that will be sent to the user.
First, start a new campaign from the Compaigns tab and name it 👇
Then, let's set up your email campaign!
Targeting
The targeting block is where you will define the segmentation of your campaign.
By default, Batch considers that you will target your entire audience. First, you can select a specific country or language.
Then, you can refine your segmentation by clicking 'Add Conditions'. From then on, you will be able to select native targeting elements (Email domain, etc.), but also profile attributes (data specific to your app business and selected thanks to the tagging plan).
💡Tips:
You can add up as many conditions as you want, and create specific scenarios by clicking on 'AND/OR'.
Timing
Now that we know who to send your email to, let's define when to send it!
There are 2 possibilities:
Now
By selecting Now, the email will be sent as soon as you click the 'Save and run' button at the bottom of the form.
Scheduled
Selecting Scheduled will bring up new fields for setting up the time and date 👇
The Local Time option lets you send a push notification that will be received at a given time according to the user’s time zone. This ensures that marketing efforts target your users at a uniform time.
On the other hand, the Global Time (UTC) option allows you to send a push notification to your users at a specific UTC time regardless of their location.
Email message
Last but not least, let's compose your email message!
First, you need to define your header information with:
the Sender which is the email address and name that will appear as the sender of the message;
the Subject of your message;
the field Reply to (optional).
Then, there are 2 ways to create the body of your email:
Design your message with our Email Composer
Batch allows you to create an email from scratch through our Email Composer. You'll find many articles about how to use it in the Email composer part of this FAQ 👈
Upload your HTML template
If you have a template ready to be used, you can upload it here! Follow the instructions in the article How to upload my email templates? 👈
Testing the campaign
Now that your message is written and ready to captivate your readers, you can test how it looks on your device!
Use the Send test button on the email message window and type your email address 👇
The email is immediately sent!
💡 Tips:
We recommend sending tests to different email clients (Apple Mail, Thunderbird, etc.) and mailbox providers (Gmail, Yahoo, Outlook, etc.) to make sure your message is well displayed on all of them.
Your first email campaign is now ready to be sent! Click on the 'Save and run' button at the bottom of the form to activate it or save it as a draft and come back later.
This article belongs to Batch's FAQ. Need more help?