SendGrid offers a robust email infrastructure solution that relieves businesses from the expenses and intricacies of managing custom email systems. A remarkable feature it includes is the option to generate Dynamic Templates, giving you the ability to personalize your email content in real-time. This post will walk you through the steps of creating dynamic templates in SendGrid.
What are Dynamic Templates?
Dynamic Templates provide a way to customize the design and content of your emails using custom data. This is ideal for sending personalized emails to each of your recipients. The template language allows for advanced personalization with substitutions and control flow.
Steps to Create a Dynamic Template
Step 1: Navigate to the Dynamic Templates Section
After logging into your SendGrid account, select Email API from the left-hand menu, and then click on Dynamic Templates.
Step 2: Create a New Dynamic Template
Click on Create a Dynamic Template. Add a name for your template and hit save. Remember, names must be unique and contain no spaces or special characters.
Step 3: Add Versions to Your Template
Click on Add Version. You have the choice between using the Design Editor, which is a drag-and-drop editor, or the Code Editor. Choose the one that suits your preferences.
Step 4: Design Your Email
For this guide, we’ll use the Design Editor. Drag and drop the content elements you want to include in your email. The design editor gives you complete control over your email design while still offering options for dynamic content.
Step 5: Adding Dynamic Content
To add dynamic content to your email, you can use Handlebars syntax. For instance, if you want to personalize the greeting based on the recipient’s name, you would use a line of code like this:
{{first_name}}
You can also use conditional statements to show or hide content based on specific conditions. Here’s an example:
{{#if first_name}} Hello, {{first_name}}. {{else}} Hello. {{/if}}
Step 6: Test Your Template
SendGrid provides an option to test your dynamic template. Click on the Test Data tab and enter a JSON object. Next, click on the Send Test button to receive a test email.
Step 7: Save and Use Your Template
Once you are satisfied with your template design, click Save. The system will generate a unique template ID which you can use to send emails.
Creating dynamic templates in SendGrid opens up vast opportunities for personalization and advanced email designs. Start exploring today and take your email marketing to the next level.
