Send customized emails

The send customized emails snap-in automates email sending. Once activated, this operation becomes available in the Workflow builder, enabling the delivery of personalized messages.

Configuration

1. Create a SendGrid account.
2. Generate an API key.
3. Create a SendGrid connection: a. Go to Settings > Snap-ins > + Connection b. Select SendGrid. c. Add the API key and click Save.

Installation

1. Install the send customized emails from the DevRev marketplace.

2. Open the Workflow Builder and locate the send customized emails action node.

3. Configure the node by selecting the SendGrid connection and providing inputs such as:

   • Sender email
   • Recipient emails
   • Email body or email template name (use only one)
   • Fields to replace in the email template for dynamic content substitution
   

   Use either the email body or the email template name, but not both. The email template name must match a template created in SendGrid. The Fields to replace in the email template allows dynamic value substitution. For example, if the HTML template contains <p>{{Name}}</p>, specifying Name=ABC in the field replaces <p>{{Name}}</p> with <p>ABC</p>.

Limitations

• The total size of an email, including attachments, must be less than 30 MB.

• Each email can have a maximum of 1,000 recipients.

• The SendGrid API has a rate limit of 600 requests per minute per account or more (depending on the account subscription). Exceeding this limit results in rate limiting, where requests are delayed or rejected.