Sending Batches 101

What are batches?

Batches allow users to select recipients from different groups or segments to send relevant emails to all at once. Utilizing batch emails help simplify your emailing process, but should only be used when necessary.

See Best Practices for tips of how to best utilize them for your purposes.

What are the ways to send a batch?

From a .csv

  1. On the sidebar menu, click “Create Batch”
  2. At the top of the page, click on “Upload a .csv” or download the .csv template. Use the template to help get you started on creating your full .csv list.
  3. Find your .csv file and open to start uploading.
  4. When the file has completed uploading, all of the .csv contacts should be listed and shown. From here, you are able to add or remove prospects and build out your email campaign.

From a Prospect filter

  1. On the sidebar, go to “Prospects”
  2. If you do not have a list of Prospects already listed, click “Add Prospect” to create.
  3. From there, you will have the ability to select from the list of prospects. Once selecting all of the recipients you would like to send an email to, click “Create a Batch from Selected Prospects”
  4. This will take you to the Batch screen where you can add or remove prospects and being building out your email campaign.

What are the limitations of batches?

We strongly suggest batching e-mails to less than 100 prospects. This helps prevent spamming or having your email get flagged as spam.

Best Practices

Before sending out your batch email, make sure to follow these guidelines to ensure the best deliverability to the recipients you are sending emails to.

  1. Avoid spam-like content — It’s always best practice to avoid spam-like content that will prevent your emails from being unsubscribed to or flagged as spam. Read more about why your emails are landing in spam folders.
  2. Email length — Keep your emails short and relevant; avoid having too many topics or actions included in one email.
  3. Have a clear call-to-action — Your emails should always have a purpose, whether it be to get the audience to sign up for your product, or to click the link to your website. There should always be a clear action for them to take.
  4. Use keywords — Using general words that define the basis of the email will help the audience figure out what’s relevant to them.
  5. Have an attention-grabbing subject — The subject line is what pulls in the audience. Avoid spam-like titles and make sure your subject line has a clear indication of what the content will be about. Misleading your audience of the content will create distrust and will likely not lead to high engagement.
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