Create your first batch

Draft a small batch, read the preview's exclusions, then approve and start your first send.

Updated 1 min readMaintained by Landing Zone

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Your first batch should be small — a handful of contacts you know well. Every batch follows the same loop: draft, preview, then approve and start. The preview is the important part: it shows exactly who will receive the send and who is excluded, before anything goes out.

Before you start

Steps

  1. Pick a channel and template — email and SMS batches use the same flow; templates support merge fields and spin syntax for variation.
  2. Open Batches and create a draft — choose your list as the audience.
  3. Keep the audience small — your first batch is for checking the mechanics, not for volume.
  4. Read the preview — it lists who is included and tallies every exclusion with the reason: consent not VERIFIED, the 30-day SMS cooldown, suppression, and quiet hours. Cooldown exclusions show the last outbound date and days remaining.
  5. Approve and start — sending begins. You can pause, resume, or stop a running batch, or discard a draft. See pause or stop outreach.
  6. Watch the results — opens, bounces, replies, and opt-outs are tracked per batch, and replies land in the unified inbox.

Limitations

  • SMS batches only send to contacts with VERIFIED consent; everyone else is excluded in the preview.
  • The 30-day SMS cooldown is fixed — a contact texted in the last 30 days is excluded unless they have replied since.
  • SMS batches containing unverified line types show a "Send to unverified numbers?" dialog before you can proceed.
  • Contacts in quiet hours or on the suppression list are excluded automatically.

For channel-specific walkthroughs, see create an email batch and create an SMS batch.