Batching Review: Batcher UP!

Through the years, we’ve made plenty of improvements and updates to our batching system & with that, I think it’s time for a little review session…

First, we’ll review how to set-up a batch. Then, we are going to review our Nucleus-recommended scaling technique. And lastly, we’ll put your skills to work and run through some examples. Let’s begin!

Set-Up

At the top, we have our selections concerning ‘batch size.’ While I do occasionally see a reason to utilize the ‘percentage’ or ‘remainder’ function (hence its existence), I find that the ‘fixed’ batch size is easiest to manage when warming a new domain, so I recommend taking that route. Below your selection, you can identify the exact volume of recipients you’d like to send to.

Your ’schedule’ is used to determine how each individual batch will be initiated. I generally base this decision off personal comfort and need.

Manual entails the individual sending of each campaign by a user following the campaign launch.

Start means the batches will begin with the start of the campaign – this is likely the easiest option for users.

Delayed would allow you to set times for the batches to be released following the launch of the campaign.

In our ‘reoccurring’ section, you can implement a reoccurrence of batches. I generally do not recommend using the ‘repeat’ selection while warming a new domain/IP as this can affect our reputation, but when it is utilized, I recommend not exceeding more than one send in a 24-hour period.

In order for the batch to send, you will have to set your ‘Status’ to ‘ready’ as it is automatically placed in ‘draft.’

Finally, you can select the email servers that you’d like to include or exclude from your batch. I find that it is easiest to have an individual batch for every server; this allows you to monitor deliverability in the most efficient manner possible.

For more information, contact our team for training or insight and visit your Nucleus Resource Library!

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