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How to compose and test an email?
How to compose and test an email?

Need help composing and testing your first email on Batch? Here are all the steps you need to follow.

Cindie avatar
Written by Cindie
Updated over a week ago

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 to create a new email recurring or trigger automation, or go to Campaigns > Omnichannel > New campaign if you want to create a one-shot email campaign.

Then click on Compose email ๐Ÿ‘‡

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 ๐Ÿ‘ˆ

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  • 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? ๐Ÿ‘ˆ

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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 ๐Ÿ‘‡

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!

Test emails have โ€˜[TEST]โ€™ 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?

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

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