I set up new automation.
Created email templates with personalized tokens, added these tokens in my CSV file.
Uploaded CVS contacts with personalization tokens (created new separate contact list).
Connected uploaded contact list to new automation.
Set up automation "LIVE".
RESULT: system assigned new contacts/emails to the old templates/automation which I didn't have intent to use.
Also was weird, in old templates/automation were similar tokens {firs name}, {company} {line} but they weren't applied, only DEFAUL appeared instead of these tokens. Could you please help me understand how did it happen and avoid it in the future.
My goal is to use SendGrid in cold email outreach where I am going to create 2-3 new automations per week. I am using plain text in builder. Can you please show me the way to do it without mess I described above.
When I send emails using SendGrid automation these emails doesn't appear in my Inbox "Sent" folder.
Can you also help me to fix that
I don't what I need to try to fix that
Related
In Sendgrid, I have a live automation of welcome emails.
I need to add a second email to that series but I do not see the option to do so.
Can someone guide where it might be available?
In the sendgrid Help-center, it states the following:
To add more emails to this automated series, click Add an Email.
However, I am not able to find the option of 'Add an Email' on the UI
Twilio SendGrid developer evangelist here.
Once you set an Automation live you can no longer add emails to it, though you can edit the existing email content.
To add a new email to an Automation, you can duplicate the Automation (under "Automation options") then add the new emails. Once you are happy, you can set the new Automation live and disable the old one.
You will need to disable and then duplicate the automation before you can add an email. However, good luck trying to reorder emails on the duplicated automation, you can't, which is tragic 😂.
SendGrid has one of the worst UI/UX for a company of its size. We have been using them for years and are finally tired enough to leave them, every person on our team finds it so tiring to use.
I have generated the codes with app script in order to send emails automatically if users changed some values in google spreadsheet, which is working fine.
Now I am sharing my google spreadsheet with the app script to two more person (e.g: PersonA, PersonB). Thus, I want whoever changes anything on google spreadsheet will be sending an email under his/her own account. E.g: [All of us needs to edit within the google spreadsheet itself, without going to the "current web app url", (thanks Cameron Roberts for the clarification] if PersonA changes anything, then an email will be sent out under PersonA's account, and an email will be sent out under PersonB's account if PersonB changes anything.
I did something based on the advice from user2970721 and Cameron Roberts. I adjusted "Deploy web App" as "User accessing the web app". e.g:
I also asked PersonA & PersonB to do the same under their accounts and made sure they have triggered the script at least once. e.g:
My issue is that after I have done all these mentioned above, no matter who changes anything on google spreadsheet, emails were always sent out from PersonB's account (my best guess is that I messed up something and PersonB was the last one who triggered the script).
Does the "Project version" need to be different for me, PersonA, and PersonB, or anything else I need to change? Any help would be greatly appreciated!
First, Your project versions do not need to be different for each user.
I'm assuming you are using the On Change event, rather than a web-app. If that's the case, you should disable the WebApp entirely, as it's not needed.
When PersonA creates an On Change trigger, that will be triggered anytime any user (eg PersonA or PersonB) edits the spreadsheet. When it is triggered the code will execute as PersonA , because PersonA created the trigger. As a result, the email will be sent from PersonA's account.
For the scenario you describe, where both PersonA and PersonB have created OnChange triggers and authorised the script. I would expect emails to be sent from both accounts that have created triggers.
To send only one email, from the account that did the edit, I think you would need to do a check to determine if the user who did the edit matches the user under who's authority the script is running. I've never done this before and the docs don't really make it clear if it's possible.
Try checking the User object (Eg e.user) included with the Change event, and see if that email address is reflecting the different users making the edits.
If it is, you can compare it with the effective user and send the email if they match.
https://developers.google.com/apps-script/reference/base/user
https://developers.google.com/apps-script/reference/base/session#getEffectiveUser()
Finally, it might be simpler to just include the address of the person making the edit in your email subject, and just have all the emails send from one account. That way you know who made the edit, but don't need to have every user create a trigger and do all the extra checking.
For a couple of days now I've been searching for a solution that integrates ongoing work item communication over email into a specific work item's history.
For example once a ticket is created, if a specific TFS email account is included in email correspondence related to a specific ticket, some service would parse the TFS email account, read the email contents and attach the conversation to the work item. I've seen other ticketing systems support similar functionality.
The major problem I'm trying to solve here is to increase productivity by automatically keeping all tickets in sync with related conversations without user intervention.
Does anyone know of any commercial or open source products that can support this functionality?
I just implemented a cloud service using SendGrid that accepts emails at [workitemid]#mycloudservice.com and appends the email to the History of the work item. So if you forward an email to 1234#mycouldservice.com, the email date/subject/body is appended to the History of work item ID 1234.
Right now I have a lot of things hard-coded to my personal usage, but I'm thinking of making it generic/configurable for public usage. The big caveat is that the TFS server needs to be internet-visible (works great with Team Foundation Service). I'll update this answer when(if) I open it up for general usage. The code that handles the SendGrid POST is here if you're interested.
There is also the TeamCompanion Outlook add-in, that gives you a button in the ribbon to attach the current email to a work item. The last round I went with TeamCompanion I found it OK, but a bit buggy, and it may have slowed Outlook down (or that could have been psychological).
I work for a large company, which uses MS Exchange for Email. We have a distribution list for people to post questions, where anyone can answer. I am looking for a way to maintain a copy of this distribution list so that anyone can search it. Ideally, this would be searchable from within Outlook as well as by going to a webpage, but I will take either one. Someone has proposed to create a dummy email account, which just gets the distribution list traffic. Everyone interested in this distribution list could then attach this account. While this may work, there are several challenges with this approach:
1) It becomes problematic when you have several hundred people attaching a single email Inbox/account.
2). I need this account to be read-only, so someone doesn't accidentally delete an email from this account, thinking that it is in their personal account.
3). Our company has an auto-archive policy. This account would need to be exempt from that policy.
Any ideas?
Thanks
GS
The dummy mailbox is not a bad idea. You can give the people appropiate permissions to the Inbox folder of that mailbox.
To work around the permission issue you could either
1) create a transport agent which monitors the mailflow and dumps all messages to a database or CMS/SharePoint/whatever.
2) Create the dummy mailbox and setup a service which monitors this mailbox using push/pull/streaming notifications and dump the messages to a database/CMS/SharePoint/whatever.
The SharePoint solution would make the search option a piece of cake. But if you don't already have a SharePoint instance up and running this might be overkill.
I am using a salesforce workflow to send out product information and invoices to clients but I am running into problems thinking of how to verify if a client receives the email and or opens it. Is there any way to prove that a client received my inventory list or invoice? Doing some prior research on this subject I have come across the following suggestions:
Adding a 1x1 invisible image to the email with a unique id
Adding a regular image instead of a 1x1, maybe company logo
Having the recipient click a link to see the invoice
With all these solutions, you have to detect image requests or link request for them and extract/produce a unique id for each client. I am not really sure how to do this in salesforce so any help would be appreciated, along with other detection ideas.
If you have Salesforce Content, there are some ways to expose documents to clients with the features you need. Basically you'll send an email with link and later you can track confirmation of opening, count how many times was it downloaded.. You can also set the expiration date to the document (can't be downloaded anymore after the date).
As for "pure" email from Apex/Visualforce and basically manually recreating the Content's functionality... nowadays most mail clients block external pictures unless explicitly allowed by the mail recipient, so I suspect you'll have poor track of emails marked as opened. Probably you could create a small Visualforce page (no header, no styles, just controller that makes update "invoice viewed" in the database). Display image from Documents on this page (make sure it's "externally available image") or even just display 1 pixel encoded in base64...