Batch documentation

src/connections/destinations/catalog/actions-batch/index.md

@@ -0,0 +1,206 @@
+---
+title: Batch (Actions) Destination
+id: 596d11f870a3e552b957e6d9
+---
+
+{% include content/plan-grid.md name="actions" %}
+
+[Batch](https://batch.com/?utm_source=segmentio&utm_medium=docs&utm_campaign=partners){:target="_blank"} is a customer engagement platform for personalized, timely notifications and messages that boost retention and drive growth.
+
+This destination is maintained by Batch. For any issues, [contact Batch Support](mailto:support@batch.com){:target="_blank"}.
+
+## Getting started
+
+1. From your workspace’s [destinations catalog](https://app.segment.com/goto-my-workspace/destinations/catalog){:target="_blank"}, search for **Batch**.
+2. Select **Batch (Actions)** and click **Add Destination**.
+3. Choose the **source** you want to connect to **Batch (Actions)**.
+4. In the [Batch dashboard](https://dashboard.batch.com/){:target="_blank"}, copy your **Project Key** and **REST API Key**.
+5. Paste the **Project Key** and **REST API Key** into the Batch destination settings in Segment.
+6. Toggle **Enable Destination**. Segment will start sending data to Batch according to your **Mappings**.
+
+![Basic settings destination](./images/basic_settings_destination.png "Basic settings destination")
+
+{% include components/actions-fields.html %}
+
+## Profile attributes mapping
+
+> info ""
+> If you’re new to the Identify call, see the [Segment spec](/docs/connections/spec/identify/) for more details.
+
+When you call **Identify**, Segment maps `userId` to **`identifiers.custom_id`** and writes traits into **`attributes`**.
+
+### Example Identify call (Segment input)
+
+```js
+analytics.identify("97980cfea0067", {
+  name: "Peter Gibbons",
+  email: "peter@example.com",
+  phone: "+33600000000",
+  email_marketing: "subscribed",
+  sms_marketing: "unsubscribed",
+  plan: "premium",
+  logins: 5
+}, {
+  context: {
+    timezone: "Europe/Paris",
+    locale: "fr-FR"
+  }
+});
+```
+
+### Auto-mapped fields (native)
+
+| Segment field                          | Batch field                     |
+|----------------------------------------|---------------------------------|
+| `userId`                               | `identifiers.custom_id`         |
+| `traits.email`                         | `attributes.$email_address`     |
+| `traits.phone`                         | `attributes.$phone_number`      |
+| `traits.email_marketing`               | `attributes.$email_marketing`   |
+| `traits.sms_marketing`                 | `attributes.$sms_marketing`     |
+| `context.timezone`                     | `attributes.$timezone`          |
+| `context.locale` → language *(for example: `fr`)*| `attributes.$language`          |
+| `context.locale` → region *(for example: `FR`)*  | `attributes.$region`            |
+
+**Notes**
+
+- `$email_marketing` / `$sms_marketing`: use `subscribed` / `unsubscribed`.  
+- A locale like `fr-FR` is split into **language** (`fr`) and **region** (`FR`).  
+- All other non‑reserved fields become **custom attributes** under `attributes` (strings, numbers, booleans, arrays of strings). Avoid arbitrary nested objects.
+
+> info ""
+> For more details on the fields to be included, refer to the Batch [API Profile documentation](https://doc.batch.com/developer/api/cep/profiles/update){:target="_blank"}.
+
+### Resulting Batch profile payload (output)
+
+```json
+{
+  "identifiers": {
+    "custom_id": "97980cfea0067"
+  },
+  "attributes": {
+    "$email_address": "peter@example.com",
+    "$phone_number": "+33600000000",
+    "$email_marketing": "subscribed",
+    "$sms_marketing": "unsubscribed",
+    "$language": "fr",
+    "$region": "FR",
+    "$timezone": "Europe/Paris",
+
+    "name": "Peter Gibbons",
+    "plan": "premium",
+    "logins": 5
+  }
+}
+```
+
+### Add custom mappings
+
+To map additional traits into Batch profile attributes:
+
+1. Open your destination → **Mappings** → **Edit Mapping**.  
+2. Go to **Profile attributes** → **Add Mapping Field**.
+3. Choose a **source** (for example, `traits.plan`) and set a **target** under `attributes` (for example, `attributes.plan`).  
+![Attributes mapping](./images/attributes_mapping.png "Attributes mapping")
+4. In **Step 4 – Send test record**, you can test your mapping before saving.  
+![Test record](./images/test_record.png "Test record")
+5. **Save** and enable the mapping.
+
+> info "Supported types"
+> Strings, numbers, booleans, arrays of strings are supported.
+> Avoid arbitrary nested objects.
+
+## Historical backfill request
+
+If you want to integrate your entire Segment userbase into Batch using the **Identify** method, you can request a historical backfill from Segment.  
+
+To do this:
+
+1. **Contact Segment Support** at [friends@segment.com](mailto:friends@segment.com).
+2. **Request a historical replay** of your data.  
+3. Provide Segment with the following details:  
+   - **Start date and time**  
+   - **End date and time** (usually “now”)  
+   - **Source**: the Segment source you want to replay
+   - **Destination**: **Batch (Actions)** 
+   - **Events**: `Identify`  
+
+Segment will then replay your historical data so Batch can import your full userbase.
+
+## Profile events mapping
+
+When you call **Track**, Segment uses your `userId` as Batch’s **`identifiers.custom_id`**. A **userId is required** to attribute the event to a profile.
+
+> info ""
+> For more details on the Track call, see the [Track spec](/docs/connections/spec/track).
+
+### Example Track call (Segment input)
+
+```js
+analytics.track("User Registered", {
+  plan: "Pro Annual",
+  accountType: "Facebook"
+}, {
+  userId: "97980cfea0067"
+});
+```
+
+### How Segment maps to Batch
+
+| Segment           | Batch                   |
+|-------------------|-------------------------|
+| `userId`          | `identifiers.custom_id` |
+| `event`           | `event.name`            |
+| `properties.*`    | `event.attributes.*`    |
+
+### Resulting Batch event payload (output)
+
+```json
+{
+  "identifiers": {
+    "custom_id": "97980cfea0067"
+  },
+  "event": {
+    "name": "User Registered",
+    "attributes": {
+      "plan": "Pro Annual",
+      "accountType": "Facebook"
+    }
+  }
+}
+```
+
+Events are sent to Batch in near real time according to your destination mappings, and all event `properties` are included under `event.attributes`.
+
+![Events mapping](./images/events_mapping.png "Events mapping")
+
+## Validation checklist
+
+- Always send a stable `userId` → becomes `identifiers.custom_id`.  
+- Place native profile fields under `attributes`: `$email_address`, `$email_marketing`, `$phone_number`, `$sms_marketing`, `$language`, `$region`, `$timezone`.  
+- Put everything else under **custom attributes** in `attributes`.  
+- Format dates using **ISO‑8601 UTC** (for example: `1989-07-20T00:00:00Z`).  
+- Configure additional mappings in **Mappings → Edit Mapping**.  
+- Test with a read-back or export to verify types, encodings, and timezones.
+
+## Integrating a computed trait
+
+> info ""
+> For more details on computed traits, see the [Segment spec](/docs/unify/Traits/computed-traits).
+
+To integrate a computed trait with Batch:
+
+1. Go to your **Segment workspace**.  
+2. Open the **Engage** tab → **Destinations**.  
+   - If your Batch destination is already listed, skip this step.  
+   - Otherwise, click **Add destination** and select **Batch (Actions)**.  
+3. Open the **Engage** tab → **Audiences** → **Computed traits**.
+4. Click **Create computed trait**.  
+5. Configure your **calculation method** (for example: count, aggregation, last value).  
+6. Click **Preview**, then **Next**.  
+7. Select your **Batch destination**.  
+8. Choose how to send the data:  
+   - For an attribute → enable **Send Identify** in the connection settings.  
+   - For an event → enable **Send Track**.  
+9. Give your computed trait a **clear name**.  
+
+Segment will then automatically update and forward your computed trait data to Batch.

src/connections/destinations/catalog/batch/index.md

@@ -1,101 +1,21 @@
 ---
 title: Batch Destination
-id: 596d11f870a3e552b957e6d9
 ---
-The Batch.com integration code is open sourced on GitHub. Feel free to check it out: [iOS](https://github.com/BatchLabs/ios-segment-integration){:target="_blank"}, [Android](https://github.com/BatchLabs/android-segment-integration){:target="_blank"}.
 
-## Getting Started
+{% include content/plan-grid.md name="actions" %}   
 
-* Batch.com supports the `screen`, `track`, `identify` and `group` methods.
 
-* Make a Batch.com account.
-* Turn on Batch.com using Segment dashboard.
-* Enter your Batch LIVE API Key. You can find it in your dashboard, under 'settings'.
+Batch is a powerful customer engagement platform that helps businesses deliver personalized, timely notifications and messages to boost user retention and drive growth. Discover how Batch can transform your communication strategy at Batch.
 
-Events tracked using Segment's `track`/`screen` will automatically be tracked. `Identify` and `group` calls will also be mapped to Batch user data.
+This destination is maintained by Batch. For any issues with the destination, [contact their Support team](mailto:support@batch.com).
 
-## Android
+## Getting started
 
-### Installation
+1. From your workspace's [Destination catalog page](https://app.segment.com/goto-my-workspace/destinations/catalog){:target="_blank"} search for Batch.
+2. Select **Batch** and click **Add Destination**.
+3. Select an existing Source to connect to Batch (Actions).
+4. Go to the [Batch dashboard](https://dashboard.batch.com/){:target="_blank"}, find and copy the **Project Key** / **REST API Key**
+5. Enter the **Project Key** / **REST API Key** in the Batch destination settings in Segment.
 
-Add the following dependency in your build.gradle:
 
-```
-compile "com.batch.android:sdk-segment-integration:+"
-```
-
-Import the integration:
-
-```
-import com.segment.analytics.android.integrations.batch.BatchIntegration;
-
-```
-
-Then, add the factory to your Analytics instance:
-
-```java
-Analytics analytics = new Analytics.Builder(this, "write_key")
-                .use(BatchIntegration.getFactory(this))
-                .build();
-```
-
-
-## iOS
-
-### Installation
-
-Add the following Cocoapods dependency:
-
-```
-pod 'Segment-Batch'
-```
-
-If you integrate in a Swift project or have `use_frameworks!` in your Podfile, you need to use the following to work around due to a limitation with Cocoapods:
-
-```
-pod 'Batch'
-pod 'Segment-Batch/StaticLibWorkaround'
-```
-
-Then, add the integration factory in your Analytics instance:
-
-```objc
-#import <Segment-Batch/SEGBatchIntegrationFactory.h>
-
-SEGAnalyticsConfiguration *config = [SEGAnalyticsConfiguration configurationWithWriteKey:@"MySegmentWriteKey"];
-[config use:[SEGBatchIntegrationFactory instance]];
-[SEGAnalytics setupWithConfiguration:config];
-```
-
-## Server Side
-
-You can transmit server-side data from Segment to Batch with a [destination function](/docs/connections/functions/destination-functions/). Follow the steps outlined [in Batch's documentation](https://help.batch.com/en/articles/2208243-how-to-connect-batch-to-segment){:target="_blank"} for a smooth integration.
-
-## Screen
-
-When you call `screen` in your mobile app, we send a screen view to an event named `SEGMENT_SCREEN`. The screen name will be tracked as the event's label.
-
-## Identify
-
-When you `identify` a user, we'll pass that user's information to Batch as the custom user identifier. Batch supports tracking anonymous users, but not through Segment's `anonymousId`.
-
-Tracked events are attached to the installation ID, and the installation ID itself can be attached/detached to a user at a later date, with no data loss.
-
-## Track
-
-When you `track` an event, we will send that event to Batch after converting the name to fit Batch's event naming rules.
-
-For example, an event named `Ad Shown` will become `AD_SHOWN`. Note that this means that event names longer than 30 characters will be truncated.
-The events `title` property will become the event's label.
-
-## Group
-
-When you call `group`, we will set the group ID in a user attribute named `SEGMENT_GROUP`.
-
-## Features
-
-All of our supported Segment integration features will work automatically, with no action or specific properties required on your side.
-
-Batch's other features are available directly by using the native SDK, which comes bundled with this integration.
-
-To use the Batch native SDK through Segment, follow the [instructions for Android](/docs/connections/sources/catalog/libraries/mobile/android/#how-can-i-use-a-destination-specific-feature) and [instructions for iOS](/docs/connections/sources/catalog/libraries/mobile/ios/#what-if-your-sdk-doesnt-support-feature-x).
+{% include components/actions-fields.html %}