How to use SendGrid automation

We're thrilled to announce our latest integration with SendGrid, bringing powerful email automation right into your Retable workspace! 🚀 This exciting new feature allows you to send personalized emails directly from your Retable projects, making it easier than ever to streamline your communication and stay connected with your audience. Whether you're managing promotional campaigns, delivering updates, or automating notifications, Retable's seamless integration with SendGrid ensures that you can manage all your email communications without leaving your project.

Follow this simple step-by-step guide to get started with automating your emails using SendGrid in Retable!

• Access your project: Open the Retable project that contains the email addresses of the people you want to send emails to.
• Go to automations: In the top right corner of your project, navigate to the "Automations" section.
• Create a new automation: Click on "Add New" to create your new automation.
• Name your automation: Provide a name for your automation in the "Name" field.
• Set your trigger: Select the type of trigger that will activate the automation.
• Choose your table: Select the table that contains the email information you’ll be using.
• Select "Send email with SendGrid" as action: Choose "Send Email with SendGrid" as the action type.
• Create a SendGrid connection: Click on the "New connection" button to create your SendGrid connection

• Name your connection: Give your connection a name. Optionally, you can add a description.
• Enter SendGrid API Key:
  • In the API Key field, enter your SendGrid API key.
  • You can use the same API key for multiple automations.
• Save your connection: Click the ‘Save’ button to store your SendGrid connection. You can add multiple connections if needed. Please note:
  • Connections are user-specific, meaning other users in the project can’t edit your connections.
  • You can see and use connections added by others if they are selected for an automation, but you can’t see or edit connections not selected by other users.

• Select your "From" email address: After saving, the email addresses registered with your SendGrid account will automatically be listed in the **From** field of your automation. Select the email address you want to send your emails from.
• Specify recipients (To field):
  • If your table has an "E-mail" column, you can use curly brackets `{}` to reference the column name in the ‘To’ field. Example: `{E-mail}`.
  • This ensures that emails are sent to the email addresses in that column when the trigger is activated.
  • Alternatively, you can manually enter email addresses in the ‘To’ field if you want to send emails to the same recipients each time. To send emails to multiple addresses, separate them with commas.
• Write your email content: In the ‘Content’ field, write the email message you want to send. If you wish to pull data from a specific column, use curly brackets `{}` to reference the column name.
  • For example, if you want each email to include the recipient’s name and your table has a "Name" column, you can write `{Name}` in the content field. This will automatically personalize the emails with each recipient’s name.

• Use a dynamic template (Optional): ‍
  • You can also activate the ‘Use Template’ button to select one of the dynamic templates available in your SendGrid account. If you wish to pull data from a specific column, use curly brackets `{}` to reference the column name.
  • For example, if your SendGrid template has a variable called "userName" and you want to dynamically pull the "Name" values from your Retable table, after selecting your SendGrid template using the "Use template" option, simply enter "userName" in the Name field for the SendGrid variable and add your Retable column name in the Value field, using curly brackets like this: {Name}.
  • Additionally, you can assign fixed values to variables defined in SendGrid directly from Retable. Instead of dynamically pulling data from your Retable columns, you can set a constant value. For example, if you have a variable named "couponCode" in SendGrid, you can enter "couponCode" in the Name field and input a fixed coupon code value in the Value field. When doing this, you should not use curly brackets.

Now your automation is set up! When the selected trigger is activated, your email will be sent automatically through SendGrid.