How to use dynamic templates to send SendGrid emails with Qlik Application Automation

[hervebiey]

This article documents sending an email with a dynamic template using the SendGrid connector.

Content:

• Design a dynamic transactional template
• Sending a transactional email

Design a dynamic transactional template

1. Open the Dynamic Transactional Templates page and click “Create a Dynamic Template”.
2. Add a unique Dynamic Template Name and then click “Create”.
3. Copy the Template ID for the newly created template, which you will find in the list of templates. This will be used to send the email in Qlik Automation.
   
   
   
   
4. To begin editing your new template, click “Add Version”.
5. Select a pre-made design or start from scratch.
6. Customize your template and save it. For more information on using Handlebars, see Using Handlebars.

Sending a transactional email

1. From the left menu, select the "SendGrid" connector.
2. Drag and drop the "Send Email" block.
3. Fill in the necessary information and fill in the template ID that was copied when creating the dynamic template.
   
   This "Template Id" field is required when using dynamic templates.
   
   
4. Add the "Dynamic Template Data" that should be used with the Handlebars for that template.
   
   The Data should be a JSON Object that looks like this:
   
   
   
   
5. Add that data item by item using the key and value of each item, or use the "Raw Input".
   
   
   
   
6. Click on "Run".