Explained in title
I want to include something along {{Date.Now}} for when the email was sent in a SendGrid template.
Is that possible?
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I'm using a certain SendGrid template for several different projects and am trying to find a way to stop emails from going out in some conditions, through SendGrid.
For example, lets say I'm passing SendGrid some parameters like:
{id, name, amount, date}
I want to stop that email from going out when i'm passing a certain id.
I know that I can change the email template i'm sending with conditionals using handlebars:
From here
But Can I actually stop the mail if some condition happens?
In my case, every time I send the id = 5
You can control the body of the email using Handlebar templating, but by that point, you have already told SendGrid to send email with the data you provided. You cannot stop the email from being sent from within Handlebars.
If you're using code to tell SendGrid to send these emails, you could check in your code if the id equals 5, and if so, do not send an email.
If you're using Single Sends to send an email to SendGrid Contacts, you could to store this id field as a custom field, and create a segment or update your existing segment to filter out the contact with that id.
I have a form on my portfolio that allows a user fill in a form with a question they have and send that to me by email.
When i try to use sendgrid it only allows me as a verified user to send emails from my own email address. but i want the 'from' field to be dynamically filled in by that user and then sent to me.
note: I also tried 'emailjs' but that works fine in development but fails in production.
Any suggestions on how to fix this or any other platforms i can use for that preferabally free since it is a hobby project.
Thanks
Twilio SendGrid developer evangelist here.
You do need to use a verified email address to send emails from SendGrid, this is to stop people using a form like you describe to spoof anyone's email address.
A better idea is to send emails created in your form from a verified email address and set the reply-to address as the submitted email. That way you can send with SendGrid and then when you reply in your email client it will return to the person that submitted the form.
I added more detail and example code (in Python) in this answer.
In the last days, I have started to integrate DocuSign for SalesForce, and I have some questions and issues :
Can one define ahead and anchor the location for signature and other fields that the customer has to fill? So that our sales reps won't have to go through each document and plant the fields in the envelope, and instead it would be immediately ready to send?
Is it possible to define default Email sender as a Queue email/Department Email, and not the user email? Also, can the final email with the signed document be sent to the queue email?
Can I define the subject and the body of the email on Hebrew (it's a right to left language!)
Can I use in the email subject and body dynamic parameters from SF objects? Like from the opportunity or the account.
I did some tests, but the signed document doesn't show in the Document status section in the opportunity. What might be the reason for it?
Yes you can, you can set up a template with predefined tabs or anchor text depending on how you are using DocuSign here is the how-to: https://support.docusign.com/en/guides/ndse-user-guide-working-with-templates
That email address would need an account, personally I would not set it up that way, if the end goal is to get a copy of the final doc to that mail queue I would add that email address as a recipient (gets a copy)
you can set up custom languages for each recipient: start a new envelope, add recipients, in the Message to All Recipients, select Custom email and language for each recipient.here is the how to:https://support.docusign.com/en/guides/ndse-user-guide-recipient-language
Yes, custom buttons in Salesforce allow you to dynamically define the Subject and Email Message of an envelope using any field in the Salesforce object.
It sounds like your Connect for Salesforce may not be authenticated, look and see if it is for just one envelope or for all, perhaps disconnect and reconnect. DocuSign had a support article on this: https://support.docusign.com/articles/Why-aren-t-my-completed-envelopes-being-shown-in-Salesforce
I wanted to know if there's any email clients (e.g. Outlook, etc.) which strip out custom email headers e.g. X-Tallyfy-Y-Z : value
The reason is that I'm adding headers to email so that plugins for Gmail and Outlook can take a certain action if those headers are seen on an email.
In my case, http://tallyfy.com aims to link a "how to" re-usable checklist to an email - so that you can send an email and link a checklist showing how to get something done, right within your email client - with no attachments.
You can access full MIME headers in Outlook by reading the PR_TRANSPORT_MESSAGE_HEADERS property (DASL name http://schemas.microsoft.com/mapi/proptag/0x007D001F) using MailItem.PropertyAccessor.GetProperty.
What exactly makes you think Outlook strips out your headers?
I want to sent a email every time a email from a particular template is send in Dynamics CRM 2011. I tried to use a workflow :
When a mail is created, i tried to add a condition to check the template of the mail which has been sent, but I can't find the condition on the template in the differents conditions available
Any Suggestions to create such a workflow?
You can try base your filter on a keyword in the subject of the mail. Can you try this ?