SendGrid extension

SendGrid extension overview

If you have a base with a list of email addresses—like a list of VIP customers, an employee directory, or a club roster—you can email people on that list directly from your base using the SendGrid extension.

SendGrid extension requirements

• SendGrid account

• SendGrid API key

Installing the SendGrid extension

SendGrid extension sender info details

Note

Before entering your sender information, please verify your "From" and "Reply to" email addresses.

Before sending emails, you will be asked to provide information to help your recipients understand who is contacting them and why. The sender info includes the following:

• From name: This name appears in an inbox, indicating who the email is from. If you don't include a "From name," the "From name" defaults to your email address.

• From email address: This is the email address used to send your messages.

• Reply to email address: This optional email address is used when you want your recipient's responses to go to a different address than your "From email address." If you don't provide a "Reply to email address," replies to your emails are sent your "from email address."

SendGrid extension send emails details

Note

Field names are case-sensitive. If the name of your field is "First name," you'll need to type your field name {First name} precisely as it appears.

After entering your sender info details, you can configure the SendGrid settings. The send emails details require you select the following:

• The table hosting the records you intend to send to recipients.

• Your email address fields

• The email subject.

• The message to include in your email

FAQs