---
description: >-
  Need help creating your first recurring automation? Here are all the steps you
  need to follow.
---

# Create your first recurring automation

**Recurring automations** help you engage users with **consistent and scheduled messaging,** perfect for reminders, promotions, or regular updates. This guide will walk you through creating your first recurring automation, covering **targeting, scheduling, and message composition**. Let’s get started! 🚀

{% hint style="info" %}
The ‘Automations’ tab is dedicated to ‘automated’ campaigns such as **Recurring** and **Trigger.**
{% endhint %}

Here is a short guide to help create your first recurring automation on Batch following the 3 steps of the **Automations** form:

1. **Targeting**: full base or fine-tuning segmentation, through native targeting or custom data;
2. **Timing**: sending time that can either be now or scheduled;
3. **Message**: the content of the campaign that will be sent to the user.



First, go to your Batch Dashboard and go to Automations > New automation > Select the channel of your choice (Recurring Email, Push or SMS), and name it to start a new automation:

<figure><img src="https://1464139620-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUIK868wiiK9XOVyETGZS%2Fuploads%2FYbZRLjPDQvSkjLZ1bVdU%2FCleanShot%202025-03-25%20at%2011.39.47.gif?alt=media&#x26;token=618130ff-107d-424b-8078-fe1834671d66" alt=""><figcaption></figcaption></figure>

**Optional:** you can add [labels](https://doc.batch.com/getting-started/features/customer-engagement-platform/settings/labels) to your automation (up to 5):

<figure><img src="https://1464139620-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUIK868wiiK9XOVyETGZS%2Fuploads%2FaoQXquFYBc0b6mPbInOw%2FCleanShot%202025-04-17%20at%2015.34.10.gif?alt=media&#x26;token=a8878717-35c4-4b0e-9ed8-83032b4b19a9" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
[Labels](https://doc.batch.com/getting-started/features/customer-engagement-platform/settings/labels) serve two main purposes: they allow you to set a marketing pressure limit across all campaigns/automations sharing the same label, and they enable you to filter campaigns/automations based on their assigned labels.
{% endhint %}

Then, let's set up your recurring automation! 💪

## Targeting <a href="#h_66b1c61973" id="h_66b1c61973"></a>

The targeting block is where you will define the segmentation of your automation.

By default, Batch considers that you will target your entire audience. First, you can select a specific country or language.

Then, you can refine your segmentation through different options, by clicking:

#### Add Conditions

From then on, you will be able to select native targeting elements but also profile attributes (data specific to your app business and selected thanks to the tagging plan).

<figure><img src="https://1464139620-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUIK868wiiK9XOVyETGZS%2Fuploads%2FjgVa4EjVVeNiOxGlPHDz%2FEnregistrement%20de%20l%E2%80%99e%CC%81cran%202024-10-01%20a%CC%80%2010.18.49.gif?alt=media&#x26;token=cdd51b5c-1dd3-4ff7-b7fc-b044141899ab" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
You can add up as many conditions as you want, and create specific scenarios by clicking on 'AND/OR'.
{% endhint %}

#### Use Segment&#x20;

It will allow you to call [Segments](https://doc.batch.com/getting-started/features/customer-engagement-platform/profiles/segments) as blocks in the targeting and combine segments (inclusions and/or exclusions) by calling up to 10 segments in your targeting:&#x20;

<figure><img src="https://1464139620-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUIK868wiiK9XOVyETGZS%2Fuploads%2FlEuTZ1cvjbZHiCqBRDk3%2FEnregistrement%20de%20l%E2%80%99e%CC%81cran%202024-10-01%20a%CC%80%2011.04.54.gif?alt=media&#x26;token=972835fd-5490-4b16-8de6-fc640cf7f93b" alt=""><figcaption></figcaption></figure>

When a segment is linked to an orchestration, you can access / view the segment by clicking on the eye icon 👀

#### Use Audience

You can add a specific [Audience](https://doc.batch.com/getting-started/features/mobile-engagement-platform/analytics/audience) to your communication:

<figure><img src="https://1464139620-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUIK868wiiK9XOVyETGZS%2Fuploads%2FWvw3MDR0PfoPt2t8JaV3%2FEnregistrement%20de%20l%E2%80%99e%CC%81cran%202024-10-01%20a%CC%80%2011.10.13.gif?alt=media&#x26;token=eef8ab08-99b0-422d-ab74-efd6f8730efa" alt=""><figcaption></figcaption></figure>

#### Play with AND/OR option

You can add up as many conditions as you want, and create specific scenarios by clicking on 'AND/OR':

<figure><img src="https://1464139620-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUIK868wiiK9XOVyETGZS%2Fuploads%2FAeFFKIgS8zfNqg3UEoRq%2FCleanShot%202025-04-18%20at%2011.17.29.gif?alt=media&#x26;token=5c29e7cf-1d8c-4cb7-9bd6-e61278164e17" alt=""><figcaption></figcaption></figure>

💡 Let's take the example of a recurring automation to wish users happy birthday with a nice message like; "Happy Birthday 🎁 Celebrate your special day with 20% OFF – just for you!". This automation is to be sent based on user's birth date.

Here's what automation targeting should look like:

<figure><img src="https://1464139620-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUIK868wiiK9XOVyETGZS%2Fuploads%2FgGhg6Q1DWWH0TNTln021%2FCleanShot%202025-04-18%20at%2012.10.26.gif?alt=media&#x26;token=86fbdaa7-2743-4eef-87ec-20a3fdb4c56e" alt=""><figcaption></figcaption></figure>

## Timing <a href="#h_a855e21062" id="h_a855e21062"></a>

Now that we know who to send your communication to, let's define when to send it!

First, set up the date and the hour of the first sending of the automation, and then the end date if needed:

<figure><img src="https://1464139620-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUIK868wiiK9XOVyETGZS%2Fuploads%2FmhtONVsUTFQJDUsvROMb%2Fimage.png?alt=media&#x26;token=2482d3d7-08bd-457a-8558-9bc53f4ec2bb" alt=""><figcaption></figcaption></figure>

You can choose to send your on Local time or Global time (UTC):

* The Local Time option lets you send a message that will be received at a given time according to the user’s time zone. This ensures that marketing efforts target your users at a uniform time.
* On the other hand, the Global Time (UTC) option allows you to send a message to your users at a specific UTC time regardless of their location.

Finally, let's define the frequency of the automation!

<figure><img src="https://1464139620-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUIK868wiiK9XOVyETGZS%2Fuploads%2Fa8eTAhCwFLT7EPdmcard%2Fimage.png?alt=media&#x26;token=54036341-bdc0-4a60-8633-96976ce27096" alt=""><figcaption></figcaption></figure>

Depending on your automation goal, you can adapt the frequency of sending between days, weeks, and months.

It is also the time to set up a capping rule if you want to limit the number of times a user will receive your automation:

<figure><img src="https://1464139620-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUIK868wiiK9XOVyETGZS%2Fuploads%2Faxlz70aYvJya0bmg9TeK%2Fimage.png?alt=media&#x26;token=92626cab-ba69-4d89-830f-c2521e0f8b65" alt=""><figcaption></figcaption></figure>

## Message <a href="#h_7e8a7b9160" id="h_7e8a7b9160"></a>

Message editors vary from one channel to another. To learn more about composition, visit the following sections:

<table data-view="cards"><thead><tr><th></th><th data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td>Email message</td><td><a href="channels/email">email</a></td><td><a href="https://1464139620-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUIK868wiiK9XOVyETGZS%2Fuploads%2Fo4TiP3Hzztu5MLtRHYnB%2FCapture%20d%E2%80%99e%CC%81cran%202025-04-08%20a%CC%80%2013.39.25.png?alt=media&#x26;token=71d9fd73-f230-42ca-aade-ae49cf35d780">Capture d’écran 2025-04-08 à 13.39.25.png</a></td></tr><tr><td>SMS message</td><td><a href="channels/sms">sms</a></td><td><a href="https://1464139620-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUIK868wiiK9XOVyETGZS%2Fuploads%2F6gCejbXSKk6U8Pm59KUZ%2FCapture%20d%E2%80%99e%CC%81cran%202025-04-08%20a%CC%80%2013.40.11.png?alt=media&#x26;token=37605116-e8fe-40f7-b5fb-d82e1dc65c20">Capture d’écran 2025-04-08 à 13.40.11.png</a></td></tr><tr><td>Push message</td><td><a href="channels/push">push</a></td><td><a href="https://1464139620-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUIK868wiiK9XOVyETGZS%2Fuploads%2FP7HSt58Jp47pWWuYAySD%2FCapture%20d%E2%80%99e%CC%81cran%202025-04-08%20a%CC%80%2013.40.28.png?alt=media&#x26;token=06b0b51b-95eb-4c41-8003-e3485f2b89c9">Capture d’écran 2025-04-08 à 13.40.28.png</a></td></tr></tbody></table>

## **Run your Recurring Automation**

Now that your recurring automation is ready, you can either run it or keep it as a draft and launch it later 🌟

Once your campaign is live, you can track its performance in the [**Analytics**](https://doc.batch.com/getting-started/features/mobile-engagement-platform/in-app-messaging/analytics) section.
