Sendgrid multiple substitution tags / Create list using multiple data pills
I am using sendgrid to send out emails. There is field option when using Workato for sendgrid. The field names are under the section Substitutions fields but there is only one set of the fields "original text" and "replace text". I also see the "Substitutions Source List" but I'm not sure how to use it. I have multiple words that need to be replaced dynamically using data from Quickbase. How can I do this?
%first_name%
%Appointment Date%
%Appointment Time%
%Address%
%City%
%State%
%Postal Code%
Best Answer
A
Amanda Wong
said
over 5 years ago
Hi Saul, you are correct that you can use the Substitutions Source List to replace multiple email placeholders with data.
First, you would need to create a list containing your placeholder fields and the corresponding data. There are a few steps involved.
1) Create a dummy list for iteration
Since you have a total of 7 placeholder fields, you would create a list of size = 7.
2) Use repeat action to iterate over dummy list i.e. repeat nested action 7 times
3) The nested action within the Repeat action is Append item to list
Define a name for your list e.g. Email Placeholders.
Create 2 list item fields: (1) Placeholder names and (2) Text fields to contain the placeholder text and actual text respectively. For 7 item fields, the index of the items begin from 0 and ends at 6. The sequence of the item fields should match. The additional formula for date and time is to return the datetime data in a specified format.
Once you have followed the above steps and successfully created the list, you can map it to your Sendgrid Substitution Source List fields as follows:
Answer
Amanda Wong
said
over 5 years ago
Hi Saul, you are correct that you can use the Substitutions Source List to replace multiple email placeholders with data.
First, you would need to create a list containing your placeholder fields and the corresponding data. There are a few steps involved.
1) Create a dummy list for iteration
Since you have a total of 7 placeholder fields, you would create a list of size = 7.
2) Use repeat action to iterate over dummy list i.e. repeat nested action 7 times
3) The nested action within the Repeat action is Append item to list
Define a name for your list e.g. Email Placeholders.
Create 2 list item fields: (1) Placeholder names and (2) Text fields to contain the placeholder text and actual text respectively. For 7 item fields, the index of the items begin from 0 and ends at 6. The sequence of the item fields should match. The additional formula for date and time is to return the datetime data in a specified format.
Once you have followed the above steps and successfully created the list, you can map it to your Sendgrid Substitution Source List fields as follows:
Saul Macht
Sendgrid multiple substitution tags / Create list using multiple data pills
I am using sendgrid to send out emails. There is field option when using Workato for sendgrid. The field names are under the section Substitutions fields but there is only one set of the fields "original text" and "replace text". I also see the "Substitutions Source List" but I'm not sure how to use it. I have multiple words that need to be replaced dynamically using data from Quickbase. How can I do this?
%first_name%
%Appointment Date%
%Appointment Time%
%Address%
%City%
%State%
%Postal Code%
Hi Saul, you are correct that you can use the Substitutions Source List to replace multiple email placeholders with data.
First, you would need to create a list containing your placeholder fields and the corresponding data. There are a few steps involved.
1) Create a dummy list for iteration
Since you have a total of 7 placeholder fields, you would create a list of size = 7.
2) Use repeat action to iterate over dummy list i.e. repeat nested action 7 times
3) The nested action within the Repeat action is Append item to list
Define a name for your list e.g. Email Placeholders.
Create 2 list item fields: (1) Placeholder names and (2) Text fields to contain the placeholder text and actual text respectively. For 7 item fields, the index of the items begin from 0 and ends at 6. The sequence of the item fields should match. The additional formula for date and time is to return the datetime data in a specified format.
Once you have followed the above steps and successfully created the list, you can map it to your Sendgrid Substitution Source List fields as follows:
Amanda Wong
Hi Saul, you are correct that you can use the Substitutions Source List to replace multiple email placeholders with data.
First, you would need to create a list containing your placeholder fields and the corresponding data. There are a few steps involved.
1) Create a dummy list for iteration
Since you have a total of 7 placeholder fields, you would create a list of size = 7.
2) Use repeat action to iterate over dummy list i.e. repeat nested action 7 times
3) The nested action within the Repeat action is Append item to list
Define a name for your list e.g. Email Placeholders.
Create 2 list item fields: (1) Placeholder names and (2) Text fields to contain the placeholder text and actual text respectively. For 7 item fields, the index of the items begin from 0 and ends at 6. The sequence of the item fields should match. The additional formula for date and time is to return the datetime data in a specified format.
Once you have followed the above steps and successfully created the list, you can map it to your Sendgrid Substitution Source List fields as follows: