Send transactional email with Sendgrid using Dynamic Template Data

How To
1

Hi community,

I’m pretty green on all of this. Tried to pull together various community posts and Youtube videos, but I’m stuck on getting Sendgrid to send an email with Dynamic Template Data. I’m probably missing something really straightforward :slight_smile:

The goal
I have an Airtable base with product orders and want to send an email to customers asking them to review the item they bought. The email content needs to be personalized with a customer name, product name and a link to a form where the review is captured.

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My current setup
In the Airtable base, I have a column with a date for when to send the email (x days after purchase). In Make, I do a daily search on rows that match todays date. So far so good…

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Using other community posts, I’ve learned that I need to prep that data for Sendgrid with an Array aggregator.

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The Array aggregator works nicely to send the emails, but I don’t have the data to personalize the email content available. It get’s lost in the Array aggregator, but I can’t figure out how to set it up so it includes all the needed fields. I have tried to set the ‘Target structure type’ in the Array aggregator to custom and include all the fields I need, but then the Sendgrid module fails on the ‘Send to’.

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It’s probably a rookie mistake, but I can’t find it. Any support is appreciated!

2

@Mark_DSG, I’m not sure why you added an Array aggregator there. You need an iterator, or you can use Sendgrid directly.

For some reason, if you want to use Aggregator, select Custom structure and all aggregate fields you wish to use with Sendgrid. What error do you see when using a custom structure?

1 Like
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Thanks @Ronak_Bhagdev, you are right, somehow I’ve made things more complicated than need be. It threw errors when I first tried the 2-module approach, and thus I ventured onto the interwebs finding all kinds of solutions which added complexity I did not really need. Thanks for bringing me back!

2 Likes
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@Mark_DSG I am glad it worked for you!