Step 5 - Warmup Schedule
Find out how to schedule an email migration schedule for each one of your subdomains, respecting the sending limit set for every day.
Best Practices to Schedule a Warmup
Here are several best practices you should consider before scheduling your warmup and selecting the automations you want to migrate first:
Scheduling The Migration of Automations
The biggest challenge here lies in aligning your average daily email volume per automation with the gradual increase required during the warmup timeline. In order to select the best automations to migrate first and prioritize them, you need to consider two key criteria:
It's now time to leverage all the work you have done in the previous steps of our methodology.
You will need to use:
Campaigns & automations performance review table (see step 1): Lists automations with average daily sent emails and performance metrics.
Warmup target table (see step 4): Defines the daily email sending quota for your transactional and marketing automation subdomains.
Combine these tables to create your migration schedule, a crucial tool for tracking progress.
Here is an example including columns for tracking performance after migration. Risky automations and automations targeting less active subscribers are always migrated in the final stages of the warmup.
Scheduling The Migration of Newsletters
Email campaigns are easier to migrate than automations.
Migrating email campaigns to Batch is simplified by:
Predictable email volume: Unlike automations triggered by user activity, newsletter subscriber lists have a clear size, making it easier to plan the migration.
Predictable schedule: Newsletters typically follow a set sending schedule (e.g. weekly), offering more flexibility for migration compared to real-time automations.
→ Recommended Approach
The objective of a newsletters warmup is to gradually increase daily newsletter sends to reach your warm-up goal while maintaining a positive sender reputation.
Batch recommends the following approach:
Segment by engagement: Organize your subscriber list with the most engaged subscribers at the beginning. This could involve sorting by recent opens, clicks, or other engagement metrics.
Create a content calendar: Plan a series of thematically linked newsletters with varying content to maintain subscriber interest throughout the warm-up.
Schedule sends: Distribute your newsletter series across the warm-up timeline, sending to segmented batches based on engagement and increasing the volume gradually.
This approach offers several benefits:
Improved engagement: Sending fresh content over the warm-up fosters interest and encourages continued engagement.
Reduced risk of fatigue: Repetitive content can lead to unsubscribes. A varied series keeps users interested.
Let's explore how to create a migration schedule for your newsletter warm-up using this approach.
→ Prepare Your Subscribers Batches
To gradually increase daily newsletter sends while maintaining engagement, segment your subscriber list by engagement level:
Export subscribers: Extract your subscriber data from your current email service provider.
Sort by Engagement: Order the list with the most engaged subscribers (recent opens, clicks, etc.) at the beginning.
Create warmup segments: Divide your list into batches based on the number of emails planned for each warm-up stage.
Save Segments in Batch: Choose one of these methods
Audiences (recommended): Create separate audiences for each warm-up stage by uploading CSV files through Batch settings or using the Audience API. Using audiences is the preferred approach for its simplicity and ease of implementation.
Attributes based targeting: Alternatively, you can attach a value to certain profiles (e.g. a value "stage 2" in an attribute called "newsletters_warmup") using the Profile API. You will be able to target all the profiles matching the value "stage 2" in the "newsletters_warmup" attribute.

Using Audiences is a better option and is easier to implement, as opposed to profiles attributes that are persistant and require to call an API.
Next step
You are almost ready to go, the last preparation steps consists in reviewing your email templates:
Step 6 - Templates ReviewLast updated