Designing SendGrid Email and Dynamic Templates

IMPORTANT NOTE: These action items are done in the SendGrid interface. Use the credentials used to activate the integration to access SendGrid at app.sendgrid.com

Twilio SendGrid provides a full set of design tools to deliver professional-looking templates that render beautifully across email clients.

Design a Dynamic Template

1. Open the Dynamic Templates page under Email API and click Create Template.
2. Add a unique template name and then click Save.
3. To begin editing your new template, click Add Version.
4. Select SendGrid Email Designs
5. Select either a New Blank Template or a Pre-Designed Template
6. Select an editor and click Continue.
7. Design your template. For more information on using Handlebars, see Using Handlebars below.
8. Once completed, click Save at the top of the editor and the new template will be available in WineDirect Email Campaigns.

Using Customization

Customizations are dynamic values added to an Email Campaign template that will automatically populate personalized information to the recipient based on what is saved in their customer profile.

To utilize the customization feature within WineDirect Email Campaigns, Handlebar Syntax must be added to a Dynamic Template. A Handlebar is a value with two curly brackets on either end. An example of this would be {{first_name}}. 

IMPORTANT NOTE: If the Handlebar includes multiple words, an underscore must be used in between each word.

Any customization that is added to a Dynamic Template must be a static value point found in a customer's profile such as first name, last name, or email.

IMPORTANT NOTE: Date of Birth and any other value selected via a dropdown menu in a customer's profile cannot be used as a customization.