Once your sending domains have been properly configured, you can compose and test your email, and see what the preview looks like.
Composing your email
First, go to your Batch Dashboard and go to:
Automations > Omnichannel > New automation, and then either Omnichannel trigger or Recurring email to create a new trigger automation or an email recurring.
Campaigns > Omnichannel > New campaign > Email message if you want to create a one-shot email campaign.
Then, you can set up your campaign/automation, defining both Targeting and Timing blocks: you can refer to the following articles, whether you are setting up a recurring email or an omnichannel trigger automation:
Last but not least, let's compose your email message!
You will 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 Subject of your message.
You can also create multiple versions of a message, one for each language, by clicking 'Multi-language', ensuring that profiles receive the message in their own language:
When adding a new language version, the default version will be duplicated, keeping your format options, images, and other elements intact, so you only need to edit the text that requires translation.
A default version will be sent to profiles that don’t have a message already specified in their language.
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 automation
Now that your messages are 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:
If you want to reach more than one address, don't forget to separate all of them with a comma:
The email is immediately sent! ✨
💡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.
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.
Test emails have ‘[TEST]’ at the beginning of the subject line to ensure that the email you send to other team members is a test.
This article belongs to Batch's FAQ. Need more help?