Send email notifications with SendGrid
Notify respondents after they submit your Fillout form with customizable emails that can include dynamic data. Add or update their existing contact information.
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.
Click
Add Version and start with a blank template or choose a SendGrid Email Design. Customize your email template as you see fit.
2. Link your Fillout form to SendGrid
Open your form. Go to Integrations and click
SendGrid.
Enter your API Key in Fillout. You can find this in the Settings section of your SendGrid dashboard. Click
Create API Key on the upper right corner. Enter an API Key Name, then go with the default Full Access permission.
Copy and paste the key into the field in Fillout, and click
Connect followed by Send email with template. Then, select your Template from the dropdown.
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.
Fill out the Sender identity section.
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.
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.
Send a freeform email
You can also send a plain custom-formatted email by choosing
Send email without template, and entering the recipient and sender details. Reference form fields by clicking + or simply typing @ to ensure each email is automatically tailored to every guest.
Add or update contact information
Skip sending an email and simply
Add or update contact. Choose a List in your SendGrid account. Then, link the Email address and + Add new Contact fields as you see fit. Map the SendGrid fields on the left to their respective Fillout fields on the right.
Specify a condition
If necessary, you can run your integration only when a specific condition is met. Click the
condition symbol.
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.
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.
When a respondent completes your form, they will be receiving a personalized email like the one below.
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