SendGrid is now part of Twilio, powering the future of customer engagement on one platform.

3 Ways to Use SendGrid Automation {beta}

Wondering what types of use cases are served with SendGrid's Automation beta? This guide offers a few starter ideas for how you can use SendGrid Automation to create engaging, automated experiences for your recipients—all in the time it takes to create your usual 1-to-many emails.

Chapter 1

Chapter 1

Up Next

Welcome Series

Chapter 2

Chapter 2

Chapter 2

SG_EmailAutomation-EfficientConnections
Best Practice Tip:

Always check your foundation: Senders, Unsubscribe Groups, and Categories.


• Do you have a compelling sender profile that makes sense for this automation? • If a user wants to opt out of this type of content, do you have an Unsubscribe Group that will let them tailor their preferences? • Do you have the right categories in place for tracking this automation?

Step 1: Name your automation

App Signup Welcome Flow

Step 2: Define your entry criteria

Set your entry criteria to “The first time a contact” “Is added to a list” and create a new list called “New App Signups”.

Step 3: Define your exit criteria

For now, leave this step as is: recipients who enter the automation will receive all emails in your series. You’ll want recipients to receive each welcoming email in the series!

Step 4: Assign your Unsubscribe Group and assign categories

Create a new Unsubscribe Group for “App Signup Welcome Flow” so your recipients can choose to opt-out of this particular automation.

Add a category for “App Signup Welcome Flow” and any other categories that will help you track the performance of this automation.

Step 5: Build the email experience for your contacts

Craft three messages (Tip: we recommend no more than three emails in a welcome series):

  • A simple, on-brand, signup confirmation with a warm thank you.
  • An overview of the value of your fitness app, including a motivating user testimonial.
  • Tips for how to get started by adding their fitness baseline and goals.
  • Looking for some examples of some winning welcome emails? Check out 4 Effective Welcome Email Campaigns.

Decide when to send each message in your series:

  • Welcome: Send immediately
  • Overview: Send 1 day later
  • Tips: Send 3 days after your overview message

Step 6: Trigger your automation

Towards the end of each day, export a list of new users from your database.

The next morning, add your batch of new users to your “New App Signups” Automation list.

Up Next

Event Promotion

Chapter 3

Chapter 3

Chapter 3

Rear view of group of people doing Yoga meditation exercises on a terrace.

Step 1: Name your automation

Chicago Fall Yoga Event

Step 2: Define your entry criteria

Set your entry criteria to “The first time a contact” “Is added to a list” and create a new list called “Chicago Fall Yoga Event”

Screen Shot 2018-10-10 at 9.25.38 AM
Trigger your automations when you add contacts to your chosen list.

Step 3: Define your exit criteria

For now, leave this step as is: recipients who enter the automation will receive all emails in your series.

Step 4: Assign your Unsubscribe Group and assign categories

Create a new Unsubscribe Group for “Chicago Fall Yoga Event” so your recipients can choose to opt-out of this particular automation.

Add a category for “Chicago Fall Yoga Event” and any other categories that will help you track the performance of this automation.

Step 5: Build your series of messages

Craft four messages:

  • A special email promotion announcing your pop-up event
  • A reminder email unveiling your headlining instructor
  • An exclusive VIP access offer
  • A final invitation with an incentive to refer a friend

Decide when to send each message in your series:

  • Announcement: Send immediately
  • Reminder: Send 7 days later
  • VIP access: Send 5 days after your reminder
  • Final invite: Send 5 days after your VIP access email
Best Practice Tip:

If you’re a Marketing Campaigns user, you can create a segment based on any custom fields you’ve added or engagement data Marketing Campaigns provides...


After that, you can export your segment as a CSV file to be imported as an Automation contact list.

Step 6: Trigger your automation

Export a list of all of your Chicago app users and contacts who are yogis.

When you’re ready for your automation to begin sending, add your contacts to your “Chicago Fall Yoga Event” list.

Up Next

Content Download

Chapter 4

Chapter 4

Chapter 4

Step 1: Name your automation

Travel Workout Download

Step 2: Define your entry criteria

Set your entry criteria to “The first time a contact” “Is added to a list” and create a new list called “Travel Workout Download”

Step 3: Define your exit criteria

For now, leave this step as is: recipients who enter the automation will receive all emails in your series.

Step 4: Assign your Unsubscribe Group and assign categories

Create a new Unsubscribe Group for “Travel Workout Download” so your recipients can choose to opt-out of this particular automation.

Add a category for “Travel Workout Download” and any other categories that will help you track the performance of this automation.

Step 5: Build your series of messages

Craft three messages:

  • A congratulatory email with their link to download
  • An email cheering them on to work out on the road, plus a discount offer to enjoy workout videos as a paid user
  • Bonus tips for nutrition while traveling, plus a referral incentive to share the travel workout plan with a friend

Decide when to send each message in your series:

  • Download: Send immediately
  • Reminder and discount offer: Send 5 days later
  • Nutrition tips: Send 3 days after your reminder
MVP 2

Up Next

Takeaways

Chapter 5

Chapter 5

Chapter 5

Screen Shot 2018-10-10 at 9.37.34 AM

See an email that’s out performing—or underperforming—compared to others in the series? You can take those learnings and make content or subject line changes to optimize.

With these examples in hand, you’re ready to create your own compelling, automated email experiences for your contacts!

Get Started with SendGrid

SendGrid helps you focus on your business without the cost and complexity of owning and maintaining an email infrastructure. And with a full-featured marketing email service that offers a flexible workflow, powerful list segmentation, and actionable analytics, all of your email needs are met in one simple platform.

See Plans and Pricing
SendGrid uses cookies to enhance your experience. We use these for advertising and analytics purposes. By continuing to use our site, you agree to our use of cookies.
Newsletter Subscription

Sign up for our newsletter to get The Scoop on product and email news.

Please enter a valid email address.

We respect your privacy. Learn more here.