SendGrid Email Sender

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Node Inputs

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Required Fields

• Recipient: Email address(es) to receive your message
  • For multiple recipients, separate with commas (e.g., “user1@example.com, user2@example.com”)
  • Each recipient will see other recipients in the To: field
• Sender: Select a verified sender email address from your SendGrid account
  • Must be pre-verified in your SendGrid account
  • Appears as the “From” address
• Subject: The email subject line
  • Keep concise but descriptive
• Body: The main content of your email
  • Plain text by default
  • Can be formatted as HTML if “Send HTML?” is enabled

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Optional Fields

• CC Email(s): Carbon copy recipients
  • Comma-separated for multiple addresses
  • Recipients can see who was CC’d
• BCC Email(s): Blind carbon copy recipients
  • Comma-separated for multiple addresses
  • Recipients cannot see who was BCC’d
• Sender Name: Custom display name shown in recipient’s inbox
  • Example: “Your Company Support” instead of just the email address
  • Makes emails more professional and recognizable
• Send HTML?: Toggle to enable HTML formatting
  • When enabled: Body content renders as HTML
  • When disabled: Body content sends as plain text
• Schedule Send?: Toggle to schedule email for future delivery
  • Maximum 72 hours in advance
  • Requires UTC timestamp format - You can connect this input directly with the Datetime node. Toggle the Schedule Send button and under Configure Inputs expose the Send At field as a dynamic input which can be connected directly with the Datetime node.
• Categories: Tags for tracking emails in SendGrid analytics
  • Limited to 10 categories per email
  • Categories must be pre-configured in SendGrid
  • Useful for segmenting email reporting

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Show As Input

• recipient: String
  • Email address(es) to receive the message
  • Can be dynamically set from previous nodes (e.g., from extracted contact information)
• cc: String
  • Carbon copy email address(es)
  • Useful for dynamic notification systems
• bcc: String
  • Blind carbon copy email address(es)
  • Perfect for automated logging or monitoring
• sender: String
  • The verified sender email address
  • Must match a verified sender in your SendGrid account
• sender_name: String
  • Display name shown with the sender email
  • Customizable for different email types or departments
• subject: String
  • Email subject line
  • Can be dynamically generated based on workflow data
• body: String
  • Main email content
  • Can be generated by AI nodes or formatted from templates
• html: Boolean
  • true/false to enable/disable HTML formatting
  • Toggle based on content type
• schedule: Boolean
  • true/false to enable/disable scheduled sending
  • Useful for time-sensitive workflows
• send_at: String
  • UTC timestamp for scheduled delivery
  • Format: “YYYY-MM-DDTHH:MM:SSZ” (e.g., “2024-01-14T15:00:00Z”)
  • Must be within 72 hours
• categories: String
  • SendGrid categories for tracking
  • Comma-separated for multiple categories

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Node Output

• Email Status: Status of the email sending attempt

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Node Functionality

• Reliable email delivery through SendGrid’s infrastructure
• Support for both plain text and HTML emails
• Multiple recipient handling (To, CC, BCC)
• Future scheduling capability
• Email categorization for analytics
• Custom sender name display

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Example Use Cases

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1. Customer Onboarding Series

Flow: Extract New Customer Data → Format Welcome Email → SendGrid Email Sender
Configuration:
- Subject: "Welcome to {Company Name}!"
- Send HTML?: Yes
- Body: Personalized HTML welcome message with getting started information

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2. Scheduled Invoice Reminders

Flow: Airtable Reader → Filter Overdue Invoices → SendGrid Email Sender
Configuration:
- Recipient: Dynamic from Airtable (customer email)
- Subject: "Invoice #{Invoice Number} Payment Reminder"
- Schedule Send?: Yes
- Send At: Next business day at 9:00 AM

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3. Weekly Team Reports

Flow: Google Analytics Reader → AI Summarizer → SendGrid Email Sender
Configuration:
- Recipients: Team distribution list
- CC: Manager email
- Subject: "Weekly Performance Report: {Date Range}"
- Send HTML?: Yes
- Body: Analytics data with charts and AI-generated insights
- Categories: "weekly-report, analytics"

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4. Event Confirmation Emails

Flow: Google Sheets Reader → For Each Attendee → SendGrid Email Sender
Configuration:
- Recipient: Attendee email (dynamic)
- Subject: "Your Registration for {Event Name} is Confirmed"
- Body: 
  <html>
  <body>
  <h1>Your Registration is Confirmed!</h1>
  <p>Dear {Name},</p>
  <p>Thank you for registering for {Event Name}. The event will take place on {Date} at {Time}.</p>
  <p>Location: {Venue}</p>
  <div style="background-color: #f0f0f0; padding: 15px; border-radius: 5px;">
    <p><strong>Important:</strong> Please bring your ticket and ID for check-in.</p>
  </div>
  </body>
  </html>
- Send HTML?: Yes
- Categories: "events, registrations"

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Important Considerations

1. Sender Verification
   • All sender addresses must be verified in your SendGrid account
   • Domain verification provides the best deliverability
2. Scheduling Limitations
   • Maximum scheduling window is 72 hours
   • Cannot cancel scheduled emails once submitted
3. HTML Email Best Practices
   • Test HTML emails before sending to large audiences
   • Include proper DOCTYPE and HTML structure
   • Consider mobile responsiveness

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Authentication

1. A SendGrid API key configured in your Gumloop credentials
2. Set up in the Credentials page

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Troubleshooting

• Emails Not Sending: Verify sender email verification status and API key permissions
• Delivery Issues: Check spam scores and content against email best practices
• Scheduling Errors: Confirm timestamp format and ensure it’s within the 72-hour window
• Category Errors: Verify categories exist in your SendGrid account