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How to create your first trigger email campaign on the dashboard?
How to create your first trigger email campaign on the dashboard?

Need help creating your first trigger email campaign? Here are all the steps you need to follow.

Olivia avatar
Written by Olivia
Updated over a week ago

Here is a short guide to help create your first recurring email campaign on Batch following the 3 steps of the automation builder:

  1. Set up entrance: which event triggers the campaign, its lifetime, its target, etc;

  2. Manage the delay and cancellation events: when to send the email and which event can cancel it;

  3. Compose your email: the content of the campaign that will be sent to the user.

First, start a new Email trigger campaign from the Automations tab and name it πŸ‘‡

Then, let's set up your trigger email campaign!

Set up entrance

It is time to define when to send your campaign and who to send it to!


By clicking on the Set up entrance frame a new modal opens. There, you will be able to choose the right trigger event and all the orchestration settings

After selecting the right event, there are 4 settings:

  • Capping

The capping is the limit on the total number of emails a user will receive of this campaign. By clicking the toggle button you will be able to define that limit πŸ‘‡

  • Grace period

Use the grace period to set a delay in hours or days between each email sent to the same user. This is handy to avoid sending too many messages to users too close together.

  • Dates

You can manage the lifetime of the campaign by choosing specific starting and ending dates πŸ‘‡

  • Multi trigger

By default, if the user fires multiple times the trigger event of the campaign, the timer of the campaign will be reset.

You may want to parallelize journeys and allow the user to trigger several times the same campaign. You can do that by activating the multi-trigger mode.

The multi-trigger mode allows you to schedule an email each time the user fires the trigger event with a new ID (Ex: Trigger an email for each trip booked by the user based on the trip ID). This ID must be one of the attributes attached to the event or the event label and can only be a String.

Now let's define the targeting of your campaign by clicking on the Continue to targeting button!


The targeting modal 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).


You can add up as many conditions as you want, and create specific scenarios by clicking on 'AND/OR'.

When you are satisfied, click on the Done button!

Delay and Cancellation events

Now that you had successfully set up your trigger event, you can manage when to send your email and if you want to cancel the sending after the occurred of chosen events.

  • Add delay

This is the time interval in minutes, hours, or days to wait to send the email. Batch will wait this amount of time from the chosen trigger date which can be either the date of the Trigger event or custom data attached to the event (ex: send an email 1h before or after said date).

  • Cancellation event(s)

By clicking the toggle button you will be able to add one or several cancellation events πŸ‘‡

Users who trigger one of the cancellation events before the email is sent will exit the user journey and won't receive the message. You can use a custom event and apply filters based on additional event data too (Label, Attributes, Tag collection).

The general settings of your campaign are now over. Let's focus on your message!

Compose email

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 field Reply to (optional);

  • the Subscription status;

  • the Subject of your message.

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 πŸ‘ˆ

Capture+d’écran+2023-07-26+aΜ€+17.02.09.png (1448Γ—804)
  • 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? πŸ‘ˆ

Capture+d’écran+2023-07-26+aΜ€+17.01.46.png (1440Γ—806)

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 πŸ‘‡

The email is immediately sent!

πŸ’‘ 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 trigger 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?

Find insightful articles, documentation, case & market studies, guides, and even more in our website's Resources section on and our blog.

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