SendGrid Automations

SendGrid Automations – Features and Limitations8 min read

SendGrid Automations – Features and Limitations


You can set up time-based series and triggers for your campaigns with SendGrid Automation. It also gives you a comprehensive report about each automation with both group and individual data. Similar automation features are available in ActiveCampaign, which also tracks total contact engagement and helps you find the most engaged contacts. This article will explore some of the most common features and limitations of SendGrid automations. Let’s get started! Let’s look at the main features of SendGrid Automations.

Easy to set up

There are two main types of automations in SendGrid: Follow-up campaigns and “set it and forget it” campaigns. If you’re interested in the latter, you’ll want to use GMass. You’ll get both features with GMass. But there are a few things to keep in mind if you’re using SendGrid for your automation campaigns. Here’s how to set up SendGrid automations for your email marketing campaign:

Upon creating your automation, you’ll need to create an audience segment. By default, you’ll select the Subscribed Users segment. This can be changed later if you have a larger list. Afterward, you can add other email sequences to your automation series by selecting the “Add Email” button. You’ll be asked to specify the time period between emails. The interval will be relative to the previous email. Finally, you’ll need to click on “Set Live” to make your automation live.

Upon creating an automation, you’ll see a list of contacts in the recipient’s inbox. When you create an automation, you can edit each email individually or create a template based on an existing email. Then, make changes in the email editor and save. You can then see all changes to the automation. You can even select multiple automations if needed. And don’t forget to test the automation to make sure that your email campaign is effective!

Email marketing can be a challenging endeavor. SendGrid has many great features, including an email editor that allows drag and drop features. It also provides custom fields for email addresses. And if you want to go beyond the pre-built autoresponders, you can create your own automations. Then, once you’ve finished testing your automation, publish it! You can then track the success of each automation by monitoring your email campaign’s performance against specific criteria.

Email signup forms can be created in the dashboard. For more guidance, visit SendGrid Signup Forms. You want to collect emails as much as possible, and the more fields you provide, the lower the signup rate. To encourage signup, offer incentives such as discounts or free resources, or set clear sending frequencies. SendGrid offers a number of official client libraries to help you create and set up automated email campaigns. You can get started with sending your first email in a matter of minutes.


In addition to email marketing, SendGrid also offers an API service that allows you to integrate other solutions. This means that you can set up a sequence of emails based on various engagement criteria. While this service lacks flexibility for advanced marketers, it is still a viable option for small businesses and beginner bloggers. As for the pricing, SendGrid offers a free plan, so you can try it out before you decide to pay for its premium features.

The two options available on SendGrid are for automated series, but these options are somewhat limited. Instead of thinking of automations as follow-up campaigns, SendGrid focuses on a more “set-it-and-forget” approach. On the other hand, GMass offers a combination of these two approaches. Unlike SendGrid, GMass lets you customize your automations with a few clicks.

Once you’ve created a sequence, you can use a template to include images and embedded URLs. You can import a template from SendGrid into a code editor and add your content. After you’ve set up your automation, you can test it by sending it to 50% of your audience. For even more results, you can use Twilio’s pre-built integration with Google Analytics and other business intelligence tools.

While SendGrid offers some flexibility in its email templates, GMass offers a higher level of control over recipients and campaign creation. With a single account, multiple team members can use one email template and share organization-wide unsubscribes. Its free account includes all features, but comes with a daily limit of 50 emails. But if you’re looking for more control, GMass is the way to go.

Alternatively you can use Gohighlevel email marketing software for your email marketing campaigns.

Easy to integrate

If you are using a CRM such as Salesforce, you may want to look into integration options for SendGrid. It is a highly regarded transactional email delivery service, sending over 19 billion emails a month. The API provides a number of features for automating personalization and sending emails, including events and notifications. Furthermore, SendGrid has an API that parses email content, allowing you to use the contents of a message in your automations.

SendGrid Automation provides real-time metrics that provide insights into the performance of your email campaigns. You can see both the aggregate performance of your automation and the performance of individual emails. The statistics are also easily readable, so you can make any necessary changes to your email campaigns. For example, if you want to send an automated email to subscribers who haven’t opened your last email, you can create a welcome series that shows them the most popular picks or walk them through the product you have.

With Sendgrid integration, you can export your email events and other marketing data to your data warehouse. Then, you can integrate the data with other applications using an ETL pipeline. You can choose from several tools for the integration process, including open source options or enterprise ETL tools. However, a custom ETL pipeline requires planning and configuration. Once you have a good foundation in Sendgrid automations, it’s easy to get started!

You can also choose a time frame to automate your marketing emails with SendGrid. You can choose the criteria by which you want your contacts to exit. For example, you can automate the process by selecting a time period when they’ve received all their emails or if they don’t fit any of the entry criteria. This way, you can easily manage your email marketing campaigns in a simple and automated way.

You can use HubSpot integration with SendGrid to integrate your marketing campaigns. This is especially helpful for HubSpot users. You can import contact data and export it to SendGrid. This way, you won’t lose any valuable information while you’re integrating the two applications. You can even use SendGrid’s integration with HubSpot to maximize the results of your marketing campaigns. You’ll find this integration helpful, so get started today!


While there are a lot of benefits to using SendGrid for your email marketing campaigns, you must also consider its limitations. While you can customize your email template and send campaigns using the HTML editor, you should not expect that SendGrid will provide you with a vast library of templates. You must have some knowledge of HTML, CSS, or other coding languages to create and customize email marketing campaigns using SendGrid.

While SendGrid offers a variety of useful tools to manage campaigns, its main limitation is deliverability. Emails sent with the Basic and Free plans are sent through shared IPs and may experience deliverability issues. For more information, read SendGrid reviews on Capterra. Also, note that some of the templates can require customization and integration with third-party applications, which limits the functionality of automated email campaigns. It also requires some coding to ensure that an email looks right.

Although SendGrid provides flexible pricing plans, it does not include the essential features required by most businesses. This includes features like marketing automation, multiple-user access, and sub-users. Advanced plans begin at $60 per month and increase in price depending on the number of emails sent. Another drawback is the complexity of the SendGrid interface. New users can find the interface confusing and difficult to navigate. This can be frustrating and limit the functionality of automations.

While SendGrid does not compete with other email marketing solutions, it does have a web-based design editor and analytic features. The latter can help measure list segmentation, conversion rates, and click-through rates. You can also use the Twilio SendGrid functionality to deliver your campaigns to the most people. But this is not a one-stop-shop for your email marketing needs, so you should look for another tool to do the job.

Also learn about constant contact pricing here.

SendGrid has a few limitations, including the fact that you can’t segment contacts beyond demographics and email actions. Unless you want to create a list with more than eight thousand characters, you need to use their API. But you can create professional HTML templates using SendGrid’s API, which enables you to design email templates and automate sending. It is worth noting that sending emails beyond your purchase quota will result in additional taxes and fees.



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