Batch and random subsets for study invites or Pool emails

For either a Study Invite where you've selected a group of people to email or a Pool email doing the same thing, you have three options for how to email the selected audience:

1. Everyone — emails every person in the selected audience at once.
2. Batch — emails a set number of people from the audience, working through it in order so that you can send the next batch later.
3. Random subset — emails a randomly chosen group of a size you specify, rather than the first people in the audience.

For both Batch and Random subset, you enter how many people to include when you choose the option, so you can use a different size each time you send.

Audience vs Batch or Subset

To send follow-ups, batches, and multiple random subsets, we save your total original audience for each distribution or study. This allows you to return to the same audience for future outreach. So let's say that number is 1,000 participants:

After you select those 1,000 people based on segments, filters, or sources, but only email a batch to the first 100, the total audience remains 1,000. That way, you can come back and send the next batch or next random subset. A next random subset is drawn at random from the people in that saved audience who have not been emailed yet, so the same person is not emailed twice unless you send a follow-up. You can still send a follow-up to a subset of the first 100 as well (for example, if 20 people never opened the email).