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SendGrid Email connection

Send personalized emails for survey responses. Notify respondents or alert your team with templated messages triggered by the answers that matter.

Overview

The SendGrid Email connection sends an email for each survey response that matches your trigger rules. You compose a subject and body template with placeholders that get filled in with actual response data. Emails are sent as HTML through your SendGrid account.

Prerequisites

  • A SendGrid account with an API key

  • A verified sender email address in SendGrid

  • A survey with at least one question

Setup

Step 1: Connect your SendGrid account

Select an existing connected SendGrid account or click Connect an account and enter your SendGrid API key.

Step 2: Set sender and recipient

Enter the sender email address and sender name. The sender email must be a verified sender in your SendGrid account.

Set the recipient email address. You can either enter a static email address or map it to a survey question so the email goes to the address each respondent provides.

Step 3: Compose email and set trigger rules

Write your email subject and body using placeholders to insert response data. The body supports HTML content. Then choose which response statuses trigger the email — Complete, Disqualified, or Over Quota. You can also add conditions to filter which responses trigger an email. For example, only send an email when a respondent gives a low satisfaction score.

Message template

The subject line and email body both support placeholders that get replaced with actual response data when the email is sent. Use double curly braces to insert values:

  • Question answers — Use the question ID, e.g., {{question_id}} to insert that question's answer

  • Response metadata — Use {{_meta:status}} and similar meta placeholders to insert response details

For example: "New response from : scored out of 10"

Array answers (such as multi-select questions) are joined with commas. The email body is sent as HTML, so values are HTML-encoded for safety.

No backfill

Like other messaging connections, SendGrid Email does not backfill existing responses when first enabled. Only new responses trigger emails. This prevents sending a batch of unexpected emails to recipients.

Good to know

  • Make sure your SendGrid API key has Mail Send permissions.

  • If you're mapping the recipient email to a survey question, the value must be a valid email address. Responses without a valid email will be skipped.

  • Connections automatically retry on transient failures and auto-disable after repeated consecutive failures to protect your account.