Send email notifications with SendGrid
Notify respondents after submitting your Fillout form with customizable email templates and insert dynamic data.
![notion image](/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252F2a7ed980-5add-4b51-82ab-889415f57134%252F9687bf73-4cd6-4d83-a049-297a6fdf5d70%252F2.png%3Ftable%3Dblock%26id%3Df60ef931-fd79-47e1-85c6-ce2dbb24a519%26cache%3Dv2&w=3840&q=75)
What SendGrid is
SendGrid is a service that helps websites and apps send emails to their users. It is handy for businesses and developers who want a reliable way to send emails, like signup confirmations or newsletters, to their users.
How it works
1. Create an email template on SendGrid
Select
Email API
on the left-hand panel followed by Dynamic Templates
. Then, Create a Dynamic Template
.![notion image](/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252F2a7ed980-5add-4b51-82ab-889415f57134%252Ff71e0056-2979-4c95-b830-49ec74b750b3%252FScreen_Shot_2023-10-11_at_2.12.08_PM.png%3Ftable%3Dblock%26id%3D84db95c7-11d5-48c0-a7d0-fbfa728e92a2%26cache%3Dv2&w=3840&q=75)
Click
Add Version
and start with a blank template or choose a SendGrid Email Design. Customize your email template as you see fit.![notion image](/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252F2a7ed980-5add-4b51-82ab-889415f57134%252Fc8c17da4-519e-42f3-90b3-a7a54b9ec6f5%252FScreen_Shot_2023-10-06_at_1.25.58_PM.png%3Ftable%3Dblock%26id%3Df334290b-e9de-4979-83df-d3035f51ec76%26cache%3Dv2&w=1920&q=75)
2. Link your Fillout form to SendGrid
Open your form. Go to Integrations and click
SendGrid
.![notion image](/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252F2a7ed980-5add-4b51-82ab-889415f57134%252F210605d0-47c7-4ce7-8746-9cca468390fa%252FScreen_Shot_2023-10-11_at_2.12.30_PM.png%3Ftable%3Dblock%26id%3Df8e34da2-09e0-4643-b1b1-5aadd2972b34%26cache%3Dv2&w=3840&q=75)
Enter your API Key. Click the link in the banner to see the complete instructions.
![notion image](/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252F2a7ed980-5add-4b51-82ab-889415f57134%252F19eb9357-bd6a-4a01-9c65-d59c2b8c82fb%252FScreen_Shot_2023-10-06_at_1.17.50_PM.png%3Ftable%3Dblock%26id%3D48aeaf63-e82d-45e3-867b-b8f14f1d424f%26cache%3Dv2&w=3840&q=75)
From your SendGrid dashboard, go to Settings. Click
Create API Key
on the upper right corner. Enter an API Key Name, then go with the default Full Access
permission.![notion image](/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252F2a7ed980-5add-4b51-82ab-889415f57134%252Fb2006dd5-446b-4dd6-b718-daa1528552fd%252FScreen_Shot_2023-10-06_at_1.20.42_PM.png%3Ftable%3Dblock%26id%3Df0f126cd-b12a-42e4-8519-63c3d1cd1471%26cache%3Dv2&w=3840&q=75)
Copy and paste the key into the field in Fillout, and click
Connect
.Select your Template from the dropdown.
![notion image](/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252F2a7ed980-5add-4b51-82ab-889415f57134%252Fb01dd4e2-38eb-42d8-a01c-38186b2b3a2f%252FScreen_Shot_2023-10-06_at_3.54.01_PM.png%3Ftable%3Dblock%26id%3D616d8d7e-5122-48e4-8f79-05ddb75a8931%26cache%3Dv2&w=3840&q=75)
3. Map your form fields on Fillout
Match the fields in your Fillout form to the corresponding fields in your SendGrid contacts. For example, link the email address to its respective field by looking for the page containing it, then
Insert
it.![notion image](/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252F2a7ed980-5add-4b51-82ab-889415f57134%252F0d5d0b9a-6789-4cf8-962f-ab9551beb036%252FScreen_Shot_2023-10-06_at_3.57.32_PM.png%3Ftable%3Dblock%26id%3D035a1c7c-4fff-421f-8213-0d4628f29b15%26cache%3Dv2&w=3840&q=75)
Fill out the Sender identity section.
![notion image](/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252F2a7ed980-5add-4b51-82ab-889415f57134%252Fb06bdaa5-8d6c-4879-ad5f-90d0727fc2f0%252FScreen_Shot_2023-10-06_at_3.58.37_PM.png%3Ftable%3Dblock%26id%3Dee03a4b6-6015-4732-921e-afa20d21423c%26cache%3Dv2&w=3840&q=75)
Under Template variables, insert dynamic data in your email template from your Fillout form by clicking
+ Add new
. Enter a label and reference it with a question in your form. Click Insert
to add.![notion image](/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252F2a7ed980-5add-4b51-82ab-889415f57134%252Fee39b554-93b2-4d85-9d5a-a6500976d0ea%252FScreen_Shot_2023-10-06_at_3.59.39_PM.png%3Ftable%3Dblock%26id%3D6bbff2f3-0d50-41e9-9a6d-1eda7f70cdcf%26cache%3Dv2&w=3840&q=75)
Once everything is set, click
Finish setup
on the upper right corner.4. Publish and share.
Once you’ve finished creating your form, you’re ready to go! Simply
Publish
and share the link. Respondents will now receive the email template.Good to know: SendGrid's Free plan lets you send up to 100 emails per day, while the basic Paid plan lets you send up to 1,500 emails per day and no more than 400 emails per hour.
Specify a condition
If necessary, you can run your integration only when a specific condition is met. Click the
condition symbol
.![notion image](/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252F2a7ed980-5add-4b51-82ab-889415f57134%252F28156e1d-1025-4fcb-93f2-c5beda31d611%252FScreen_Shot_2023-10-06_at_4.03.50_PM.png%3Ftable%3Dblock%26id%3Df2e54387-0bf1-4bdb-a668-d0abc2101968%26cache%3Dv2&w=3840&q=75)
In this example, we'll only send a notification to respondents who have agreed to the Would you like to be notified about special promotions and offers? question. Follow the same steps above to map the reference.
![notion image](/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252F2a7ed980-5add-4b51-82ab-889415f57134%252F61ad517a-a748-4d69-94ef-227cbf9846d3%252FScreen_Shot_2023-10-06_at_4.04.34_PM.png%3Ftable%3Dblock%26id%3D7c25e326-1d34-457f-ba9c-44b7df3fa08e%26cache%3Dv2&w=3840&q=75)
How to personalize your email
You can use handlebars to pipe a respondent's information in the notification email.
For example, we'll personalize the email by adding the respondent's name. Simply type
{{ name }}
anywhere on your email.![notion image](/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252F2a7ed980-5add-4b51-82ab-889415f57134%252Fc5a84bbe-fbd9-4404-9ad9-461b4ae47c10%252FScreen_Shot_2023-10-09_at_4.52.23_PM.png%3Ftable%3Dblock%26id%3D1b371988-9779-405b-96d7-06d970775104%26cache%3Dv2&w=1920&q=75)
When a respondent completes your form, they will be receiving a personalized email like the one below.
![notion image](/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252F2a7ed980-5add-4b51-82ab-889415f57134%252F750dd225-f49f-484a-8cce-bff40e2f8f02%252FScreen_Shot_2023-10-09_at_4.51.44_PM.png%3Ftable%3Dblock%26id%3D50d90e71-3499-4f7d-9c32-e3fc5fc53b0c%26cache%3Dv2&w=3840&q=75)
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