SendGrid Email Trigger

How to set-up your SendGrid Integration so you can trigger event based emails. You can find out more about email triggers here.

Note: Before you get started you need ensure that your from email is approved and authenticated; Verify Email Address. Also, that you have transactional emails enabled within your SendGrid platform; Transactional Email SendGrid Guide.

1. Go to Integrations Hub > Messaging > SendGrid Email Trigger> Add Details
2. Add Integration Setting Details
3. Enter API Key
   • Login to SendGrid
   • Settings > API Keys
   • Create API Key > Add Name > Full Access > Save
   • A new API Key will be created → copy and add this into API Key field in TickX IQ
4. Add Sender Name - This is the 'From Name' you would like your emails to come from
5. Add Sender Email - This is the 'From Email' you would like your emails to come from
6. Toggle Active On - Save. Your Integration is now set-up.
7. Add New Email
8. Add your email name - as you can have multiple email triggers set-up this is a way to differentiate the email trigger list. E.g. Know Before You Go 
9. Select Type > This is to determine after which event type you would like your email to trigger. E.g. Pre-Event
10. Add Template ID

    • Go to SendGrid > Email API > Dynamic Templates > Create a Dynamic Template > Build your template

    • Copy Template ID → add this into Template ID field in TickX IQ

    • We have some additional merge fields which can be added to your templates to provide some individualised information to your customers.

      • {{FNAME}}
      • {{LNAME}}
      • {{PREHEAD}} {{SUBJECT}}

        In the fields Preheader & Subject add in the merge field {{PREHEAD}} {{SUBJECT}} then you can make any edits to the content within TickX IQ and this will be merged in.

        
      • {{BOOKING_DATE}}
      • {{BOOKING_NAME}}
      • {{BOOKING_VENUE}}
      • {{TICKET_TYPES}}
      • {{RESTAURANT_RESERVATION}}
      • {{ORDER_SUMMARY}}
      • {{ORDER_SUMMARY_RAW}}
      • {{MANAGE_ORDER_URL}}
      • {{SINGLE_USE_DISCOUNT_CODE}

       

11. Add Preview Text (Pre-Header)
12. If you are using the Generative Merge fields within your content then please make sure you select these within TickX on set-up (speak to your account managers to ensure you have these set-up to function).
13. Add Time Interval - Minutes or Hours
14. Add Time Value (Numeric) This is how many minutes/hours you would like to trigger the email either before/after the Event Type.
15. Advanced Options 
    • You can segment who receives certain content based upon our Advanced Options
    • For example; you might have different Know Before You Go content to send customers attending Mid-Week from those attending at the Weekend. These advanced options allow you to trigger more specified content to your attendees.
16. If you want to send a test before toggling to Active > Save > Go to Actions > Send Test Email
    • Enter the email you would like to send the test to
    • If the email is set-up correctly you will get a copy of the email in your inbox
    • If there are any issues you will receive a TickX email highlighting the error
17. Once you are happy > Go to Actions > Edit > Toggle Active On > Your email will now start triggering once the criteria is met.