Create Email Design activity

An activity that creates an email design in Twilio SendGrid.


Create Email Design activity

Configure the Create Email Design activity

Prerequisites

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In the Process Builder, in the Activity Library, open the Twilio SendGrid tab.

    Open Twilio SendGrid tab
  3. On the Twilio SendGrid tab, drag the Create Email Design activity onto your process.

    Drag Create Email Design activity

General Configuration

Specifies the basic settings for the Create Email Design activity.

Figure: General Configuration screen

General Configuration screen

Good to Know

  • Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Fields

Field NameDefinition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Create Email Design Configuration

Specifies the information to create an email design in Twilio SendGrid.

Figure: Create Email Design Configuration screen

Create Email Design Configuration screen

Fields

Field NameDefinition

Twilio SendGrid

Function:
Specifies the access token that connects to your Twilio SendGrid service.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None

Create Add Token icon

Opens this Screen:
Access Token for Twilio SendGrid
Function of this Screen:
Configure an access token to connect to Twilio SendGrid.

Design Name

Function:
Specifies the name of the email design to create in Twilio SendGrid.
Accepted Values:
One line of text (a string) that can have letters, numbers, spaces, and special characters.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Subject

Function:
Specifies the subject line for your email design.
Accepted Values:
One line of text (a string) that can have letters, numbers, spaces, and special characters.
Default Value:
None
Accepts Process Data Variables:
Yes

HTML Body

Function:
Specifies the content for the email design in HTML format.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
Yes

Generate Plain Text Body

Function:
Specifies whether to enter the text to create an email design in plain text format.
Accepted Values:
  • Deselected - Specifies the text to use to create the email design in plain text format.
  • Selected - Creates the email design in plain text format from the content specified in the HTML Body field.
Default Value:
Selected

Plain Text Body

Function:
Specifies the content for the email design in plain text format.
To Open this Field:
  1. On the Create Email Design Configuration screen, deselect Generate Plain Text Body.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
Yes

Categories

Function:
Specifies one or more categories for the email design that are used to count or track emails in Twilio SendGrid.
Accepted Values:
One line of text (a string) that can have letters, numbers, spaces, and special characters.

The line of text represents one or more categories, separated by semicolons (;).

If the categories entered in this field do not exist in your Twilio SendGrid environment, when this activity runs, the activity creates the categories and adds them to the email design.

Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Store Email Design ID In This Variable

Function:
Specifies the process data variable to store the ID of the email design.

The email design ID comes from Twilio SendGrid.

Accepted Values:
One line of text (a string) that can have letters and numbers, and can not have spaces or special characters. Hyphens (-) are accepted.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?