How to alert users based on a specific date?

Batch allows you to automatically send a notification to users a few days before a specific date in the future.

This is useful to alert users when their voucher, subscription, loyalty points or credit card is about to expire. You can also use that kind of campaign to send travel reminders, appointments, and more:

Pre-requisites

Batch only collects essential information on every installation (e.g. country, language, last visit date, etc).

Make sure you are sending all the additional data you need to manage your use cases. You can send custom data to Batch by tagging your app or sending data from your servers using the Profile API.

You will find the list of the custom data received by Batch in Profiles > Data Management:

1. Targeting

Create a recurring automation, click Add conditions to select the attribute you will use to target the right users.

You can either use:

• time in the future to warn/remind users about a specific date coming up

• time in the past to remind users about a specific date in the past

• time in the past occurred 0 days ago to alert users on the D-day

2. Timing

Ensure you set the Frequency to 1 per day 👇

You won't need to set a capping for this type of automation, as this is important information and users should not trigger it often.

3. Message edition

Write your message by adding a title, a description and emojis.

You can even personalize your notification based on the same custom data you are sending to Batch (e.g the first name, the number of loyalty points/miles/jackpot left). This will add more context to your message.