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 click on Automations > Email > New automation π
Then click on Compose email π
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.
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 π
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? π
Testing the automation
Now that your messages are written and ready to captivate your readers, you can test how it looks on your device!
Send a test
Use the Send test button on each email message window and type your email address π
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!
How to test the automation
If you want to test your automation from start to end, you will have to use the Audiences condition.
First, create an Audience with all the Custom User IDs you want to target for your test. Once the audience is uploaded on the Settings > Audiences page, go back to your email trigger automation.
There, add a condition in the Targeting part of the orchestration, choose Audiences and pick your audience π
You may now Save and Run your automation and trigger the event on your app to enter the automation!
π‘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 automation is now ready to be sent! Click on the 'Save & 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?