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How to use: SendGrid

Julia edited this page Oct 15, 2021 · 1 revision

About SendGrid

DeX uses SendGrid as an e-mail provider so we don't have to deal with any email servers of our own. With SendGrid we can send (dynamic) emails generated by our platform. In this wiki-article we'll describe shortly how to use SendGrid.

SendGrid also has a some of resources available of their own: https://sendgrid.com/resources/

Do keep in mind that up until this point we are using the free version of sendgrid

Designing Templates

Using SendGrid we can quite easily add styling to the e-mails generated by DeX.

Accessing the SendGrid Dashboard

To access SendGrid you need to navigate to https://app.sendgrid.com/ and login with our DeX credentials. You can contact the current project-lead to obtain these.

Design Library

SendGrid has a built in Design Library. If you want to make changes to the default styling of our emails. For this you go to this link or you click on the Design Library button in SendGrid.

When making very big changes, please create a new template so we can still revert to a previous version if needed.

You can also create a new template if you need several different e-mails with a similar layout. For this you can go to the Design Library and Duplicate the Default Design, add your styling and use it to create different templates.

When creating a new template from scratch, in most cases it's nicest to use the Design Editor, not the code editor. This way you can easily drag and drop your design.

Adding Templates

A template is used by DeX to send the actual email. You can access the templates by clicking here or navigating trough the menu by clicking on Email API and then Dynamic Templates. Here you can create or change the templates.

When creating a new template, please make sure to give it a clear name and use a Design from the library. Either the default one, or one you created.

When writing the text for your email please remember to use variables like {{Name}} to make the e-mail personalized to what you're trying to tell the recipient.

Generating an email

When you've created your email template you can use this to send an email with DeX. more info needs to to be added here