Overview
Batching in Scheduling allows you to control how records send a workflow over time, instead of processing all records at once.
When batching is enabled:
- Records are processed in defined volumes
- Processing happens at fixed time intervals
- Remaining records are queued and processed in subsequent batches
This helps manage large audiences and ensures controlled workflow execution.
Before You Begin
Note:
- Batching is configured at the Scheduling (Trigger Configuration) level
- No changes are required inside workflow steps
Important:
When batching is enabled, scheduling inside communication nodes is disabled. Which means when you turn on batching, you can no longer control timing inside individual steps (nodes) like Email or SMS. Instead, batching itself controls when messages are sent.
Accessing Batching
- Navigate to your workflow & create a workflow
- Add and configure the node Email or SMS
- Open Scheduling (Trigger Configuration)
- Locate the Batching section and click on it
Enabling Batching
- Use the Batching selection toggle to use batching as trigger
Behaviour:
- When OFF → Workflow processes all records normally based on the schedule options you have selected
- When ON → Records are processed based on batch configuration
Configuring Batching
Once batching is selected, configure the following fields.
Start Batching On
Defines the date when batching will begin.
- Use the date picker to select the start date
- Batching will begin from this date based on the configured schedule
Advanced Options
Expand Advanced Options to configure detailed batching controls.
Start Time and End Time
Defines the daily time window during which batching will run.
- Start Time: Time when batching begins each day
- End Time: Time when batching stops each day
- Timezone is displayed next to the time selection
Behaviour:
- Batching only runs within this time window
- No records are processed outside this time range
No. of records to process per hour
Defines how many records are processed every hour.
- Controlled using a slider input
- Value can also be adjusted using the “+” and “–” controls
Norte:
- The selected number of records are processed every hour within the defined time window and its capped at 10,000 records per hour.
Processing frequency
The Process one batch for every field defines how frequently a batch is executed.
It determines the interval between each batch run.
This field consists of:
- A numeric value & a time unit (Day, Week, Month, Year)
Together, these define when the next batch will run after the previous one.
Available Time Units
You can select one of the following time units:
Day -
Batching runs based on the number of days selected.
Behaviour:
- The system processes one batch and repeats it after the defined number of days
- Batching continues within the configured Start Time and End Time window
Examples:
- 1 Day → Batch runs every day
- 2 Days → Batch runs every 2 days (Day 1, Day 3, Day 5)
Week -
When Week is selected as the time unit, batching runs based on a weekly interval, with the option to select specific days of the week.
Configuration Fields
When you select Week, the following inputs are available:
Interval (Numeric value)
Defines how many weeks between each batch cycle.
Examples:
- 1 Week → Batch runs every week
- 2 Weeks → Batch runs every 2 weeks
- 10 Weeks → Batch runs every 10 weeks
On (Day selection)
Allows you to select specific days of the week when batching should run.
Available options:
- Mon
- Tue
- Wed
- Thu
- Fri
- Sat
- Sun
Month
When Month is selected as the time unit, batching runs based on a monthly interval, with options to control how the batch date is determined within each month.
You can choose one of the following:
- Same Day
- Specific Month Day(s)
- Specific Week Day(s)
How this field works
- The Process one batch for every (X Month) setting defines the interval between cycles
- The On field defines when within each cycle the batch will run
Both must work together to determine the final schedule.
Same Day
Batching runs on the same calendar date as the “Start Batching On” date.
Behaviour
- The system uses the selected Start Batching On date as a reference
- For each monthly cycle, batching runs on that same date
- No additional date selection is required
Example
Configuration:
- Start Batching On: 10 January
- Process one batch for every: 1 Month
- On: Same Day
Result:
- 10 February → Batch runs
- 10 March → Batch runs
- 10 April → Batch runs
When to use
Use this option when:
- You want batching to run on a consistent date every month
- The start date itself defines the schedule
Specific Month Day(s)
Batching runs on a specific date(s) of the month that you select.
Behaviour
- You can select one or multiple dates within a month
- Batching runs on each selected date during every cycle
- Multiple selections result in multiple batch executions within the same month
Example
Configuration:
- Process one batch for every: 1 Month
- On: Specific Month Day(s) → 5, 15, 25
Result:
- Every month:
- 5th → Batch runs
- 15th → Batch runs
- 25th → Batch runs
When to use
Use this option when:
- You want batching on fixed calendar dates
- You need multiple runs within the same month
Specific Week Day(s)
Batching runs based on a weekday pattern within the month.
Behaviour
- You define a pattern based on:
- Week position (for example: First, Second, Third)
- Day of the week (for example: Monday, Tuesday)
- Batching runs according to that pattern every cycle
Example
Configuration:
- Process one batch for every: 1 Month
- On: Specific Week Day(s) → First Monday
Result:
- Every month:
- First Monday → Batch runs
Interval (Numeric value)
Defines how many months between each batch cycle.
Examples:
- 1 Month → Batch runs every month
- 2 Months → Batch runs every 2 months
- 10 Months → Batch runs every 10 months
Year -
Batching runs based on the number of years selected.
Behaviour:
- The system processes one batch and repeats it after the defined number of years
Example:
- 1 Year → Batch runs once every year
Until (When to stop)
The Until field defines how long batching will continue to run.
It controls when batching stops executing, regardless of whether all records have been processed.
You can select one of the following options:
Indefinitely
- Batching continues without an end date
- Records will keep getting processed based on the defined schedule
Use this when:
- You want continuous batching with no fixed stop condition
Specific Date
- Batching stops on the selected date
- No further records will be processed after this date
Use this when:
- You want batching to run only for a defined period
Repeat Limit
- Batching stops after a defined number of batch executions
Use this when:
- You want to control how many times batching runs
Important:
Once the selected stop condition is met, no additional batches will be executed, even if records remain unprocessed.