🧐How To: Configure SendGrid as an Email Provider

How to configure SendGrid as your email provider

SendGrid is a cloud-based email service that enables businesses to send and manage marketing emails, transactional emails, and other types of email communications.

Sending Emails from Cubu using SendGrid consists of the following steps:

1. Create a dynamic template

2. Create an API key

3. Configure Cubu

4. Add automation to Cubu with the Send email action.

This guide assumes you already have a SendGrid account.

To send messages to emails in different domains, you must have a paid SendGrid subscription.

Creating an Email Template

Create a New Template

Go to Email API > Dynamic Templates and click Create Dynamic Template to create email templates.

Take note of the Template ID.

Edit the Template

Use the SendGrid email editor to design your message.

Emails in Cubu are generated in the context of a specific Case record. You may include placeholders in the email' subject and body to be replaced by the case data.

To add a placeholder, type the parameter's name, enclosed in double curly brackets. For example, write {{case.caseId}} to show the Case ID.

For a list of supported parameters, see: Dynamic Text Parameters (Messaging)

Adding QR Code

You can include the case ID as a QR code in the message body.

This is useful if you want to allow your customers to check in for an appointment by scanning the QR code using the Kiosk.

To include a QR code in the message:

Add a Code module to the message body.

Add the flowing HTML to the code module:

<div style="font-family: inherit"><img src="cid:CaseIdQR.png"></div>

Note: To attach a QR code, tick the Attach QR Code checkbox on the Email Template details page in Cubu (as explained later in the document).

Creating an API Key

The API key allows Cubu to send requests to SendGrid.

Go to Settings > API Keys and click on Create API Key.

Name the API Key and choose Restricted Access.

Enable the “Mail send” option and click on Create and View.

An API key will be created. Take note of the API key, which will not be shown again.

See Also

⚒️Email Templates