SendGrid: Adding Email Templates
Problem
You need to create, edit, or delete email templates as directed by HICAPPS.
Solution
HICAPPS will send the raw HTML file(s) for the email templates they'll like to add or modify. The general steps below will go through incorporating the email template into the application.
- Login into the main SendGrid account page (see recipe "Setup SendGrid Email Access")
- Go to the Email API > Dynamic Templates by navigating on the left sidebar.
- Create a Dynamic Template by pressing the Create a Dynamic Template button on the top right and give it a name referring to the template.
Note
HICAPPS usually has several different projects running within this SendGrid account. It's important to template names in the following format:
<project-name>_<template-name>See the existing Dynamic Templates to get a sense of the naming scheme.
- For each created Dynamic Template click Add Version (via the accordion expansion for the Dynamic Template) and select a blank template.
- Click on the Design Editor option. It will open a page to configure the Dynamic Template.
- Select the "BUILD" tab, scroll on the left sidebar and click the accordion called "ADVANCED".
- Click on the Import button and paste the HTML associated with the Dynamic Template.
- Click on update to save the Dynamic Template. Click on the "SETTINGS" tab at the top left of the page and in the SUBJECT field write
{{subjectTitle}}. - Finally, click on "SAVE" at the top of the page.
- Click back to return to the dynamic templates, and expand the accordion of the dynamic template created previously. Select the "Template ID", copy it, and send the template name and ID information to HICAPPS. That's the information they need to incorporate the template into their application code.
Discussion
HICAPPS applications often send emails to their users and administrators via SendGrid. As HICAPPS cannot directly access the production environment, ICS personnel often serve as "configuration brokers" to the SendGrid SaaS application backend.