SendGrid send Campaign bot

The SendGrid Send Campaign Bot sends emails via SendGrid using data from completed Slate documents when certain conditions are met.

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  • Used in 47 Flows
  • Used in 35 Workspaces
  • Installed 516 times in the last 30 days
  • 99% success rate

The SendGrid Send Campaign Bot sends emails via SendGrid using data from completed Slate documents when certain conditions are met.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Install the SendGrid Send Campaign Bot when you need to automate the process of sending emails to multiple people using data from completed Slate documents. For example, the Bot can be used to automatically send out new employee welcome emails using data from a completed employee information form.
What the Bot does Sends emails via SendGrid.
setup duration on average 5-10 min.
Works on Post-fill

How to set it up

Outcome: Based on the conditions you’ve set, emails will be sent to the specified recipients via SendGrid.

Commonly used conditions for when the Bot acts

  • When the date is equal to a specific month or day of the week
  • When all or specific fields in a Slate document are completed

Requirements

To install the SendGrid send Campaign bot, begin by setting up a Flow

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Questions & answers

Sign in to the Azure portal. In the Azure portal menu or the home page, select Create a resource. Search for and select SendGrid. Complete the signup form and select Create. Enter a Name to identify your SendGrid service in your Azure settings. ... Enter and confirm your Password.

SMTP Server - smtp.sendgrid.net. SMTP Port - 587. Use Encrypted Protocol - No. If you want encryption choose "Use SSL" and set SMTP Port to 465. Username - SendGrid Username. Password - SendGrid Password.

What is SMTP? SMTP, or simple mail transfer protocol, is a quick and easy way to send email from one server to another. SendGrid provides an SMTP service that allows you to deliver your email via our server instead of your client or server.

Outgoing Mail (SMTP) Server: smtp.gmail.com. Use Authentication: Yes. Use Secure Connection: Yes (TLS or SSL depending on your mail client/website SMTP plugin) Username: your Gmail account (e.g. user@gmail.com)

Click "Tools," then "Accounts," then "Mail" if you are using the popular Outlook Express program for your email. Select the "Default" account, and choose "Properties" from the menu. Choose the "Server" tab and choose "Outgoing Mail." This is the name of your SMTP server.

Step 1 Create SendGrid Account. If you do not already have a SendGrid account, create one now. ... Step 2 Configure your domain for email. Next, you can set up your domain so that it can send emails from SendGrid via your domain. ... Step 3 Create API Key. ... Step 4 Enable Email Messaging.

Start your session by typing in the terminal: TELNET smtp.sendgrid.net 25 . ... Once you successfully connect to the SendGrid, log in to the server by typing AUTH LOGIN . ... Input the API username encoded in Base64. ... Enter your Base64 converted API key in the next line as the password.

Sign in to the Azure portal. In the Azure portal menu or the home page, select Create a resource. Search for and select SendGrid. Complete the signup form and select Create. Enter a Name to identify your SendGrid service in your Azure settings. ... Enter and confirm your Password.

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Flows most commonly used with this Bot

Install the SendGrid send Campaign bot to automate workflows

Keep track of your workflow using the SendGrid Send Campaign Bot

There are different types of automation software. The most common ones incorporate ERP systems, CRM solutions, e-mail marketing tools, accounting software, and content management systems. They also have different focuses. However, sometimes they can be brought together to enhance results.

For example, airSlate in conjunction with SendGrid automates notifications and improves customer attraction, and results. If you use a form from one service to register a new customer and an emailing campaign from the other to offer discounts or updates upon registration. Running both services, you can set up airSlate’s SendGrid send campaign Bot to trigger emailing when the respective form in airSlate is filled out. An integration like this is more effective than when the platforms are operating separately.

This integration will lead to the following results:

  • Smoother workflow
  • Reduced costs
  • Saved time
  • Boosted results
  • Covers various sectors

There is no point to copy-paste information or update it manually. The SendGrid send campaign Bot can simply link two automation software platforms and unite their efforts in business growth and customer retention.

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