Schedule Single Send activity

An activity that creates and schedules a Single Send email in Twilio SendGrid.


Schedule Single Send activity

Configure the Schedule Single Send 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 Process Builder, in the Activity Library, open the Twilio SendGrid tab.

    Open Twilio SendGrid tab
  3. On the Twilio SendGrid tab, drag the Schedule Single Send activity onto your process.

    Drag Schedule Single Send activity

General Configuration

Specifies the basic settings for the Schedule Single Send 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

Description:
Specifies the activity name that shows in your process.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
Default Value:
None
Accepts 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

Description:
Specifies an optional text description for your activity.
Allowed Values:
More than one line of text.
Default Value:
None
Accepts Variables:
No

Schedule Single Send Configuration

Specifies the information to create and schedule a Single Send email in Twilio SendGrid.

Figure: Schedule Single Send Configuration screen

Schedule Single Send Configuration screen

Fields

Field NameDefinition

Twilio SendGrid

Description:
Specifies the access token that connects to your Twilio SendGrid service.
Allowed 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.

Using Existing Email Design / Compose New Email

Description:
Specifies whether to create an email design to use to create the Single Send email in Twilio SendGrid.
Allowed Values:
  • Using Existing Email Design - Uses the email design that exists in Twilio SendGrid to create the Single Send email.
  • Compose New Email - Creates an email design to use to create the Single Send email in Twilio SendGrid.
Default Value:
Using Existing Email Design

Email Design Name Or ID

Description:
Specifies the name or ID of the email design to use to create the Single Send email.
To Open this Field:
  1. On the Schedule Single Send Configuration screen, select Using Existing Email Design.
Allowed Values:
  • An email design name from the list.

    When you select the access token from the Twilio SendGrid field, this field shows the email design names associated with the access token.

  • An alphanumeric string that represents an email design ID.

    The email design ID comes from Twilio SendGrid.

Default Value:
None
Accepts 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?

Single Send Name

Description:
Specifies the name of the Single Send email to create in Twilio SendGrid.
Allowed Values:
One line of text (a string) that can have letters, numbers, spaces, and special characters.
Default Value:
None
Accepts 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?

From

Description:
Specifies the email address of the verified sender to show on the Single Send email.

The email address specified in this field must be a verified sender in your Twilio SendGrid environment.

Allowed Values:
One line of text (a string) in email address format.
Default Value:
None
Accepts Variables:
Yes

Send To Contact List Name Or ID

Description:
Specifies the name or ID of the contact list to which to send the Single Send email.
Allowed Values:
  • A contact list name from the list.

    When you select the access token from the Twilio SendGrid field, this field shows the contact list names associated with the access token.

  • An alphanumeric string that represents a contact list ID.

    The contact list ID comes from Twilio SendGrid.

Default Value:
None
Accepts 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

Description:
Specifies the subject line for your email design that shows on the Single Send email.
To Open this Field:
  1. On the Schedule Single Send Configuration screen, select Compose New Email.
Allowed Values:
One line of text (a string) that can have letters, numbers, spaces, and special characters.
Default Value:
None
Accepts Variables:
Yes

HTML Body

Description:
Specifies the content for the email design in HTML format.
To Open this Field:
  1. On the Schedule Single Send Configuration screen, select Compose New Email.
Allowed Values:
More than one line of text.
Default Value:
None
Accepts Variables:
Yes

Generate Plain Text Body

Description:
Specifies whether to enter the text to create an email design in plain text format.
To Open this Field:
  1. On the Schedule Single Send Configuration screen, select Compose New Email.
Allowed 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

Description:
Specifies the content for the email design in plain text format.
To Open this Field:
  1. On the Schedule Single Send Configuration screen, select Compose New Email.
  2. Deselect Generate Plain Text Body.
Allowed Values:
More than one line of text.
Default Value:
Selected
Accepts Variables:
Yes

Custom Suppression Group / Custom Unsubscribe URL

Description:
Specifies whether to enter a URL for the text that shows on the Single Send email to unsubscribe.
Allowed Values:
  • Custom Suppression Group - Specifies a custom suppression group to which to not send the Single Send email.
  • Custom Unsubscribe URL - Specifies a URL for the text that shows to the recipients on the Single Send email to unsubscribe.
Default Value:
Custom Suppression Group

Custom Suppression Group Name Or ID

Description:
Specifies the name or ID of the custom suppression group in which the contacts are unsubscribed to receive the Single Send email.
To Open this Field:
  1. On the Schedule Single Send Configuration screen, select Custom Suppression Group.
Allowed Values:
  • A custom suppression group name from the list.

    When you select the access token from the Twilio SendGrid field, this field shows the custom suppression group names associated with the access token.

  • An alphanumeric string that represents a custom suppression group ID.

    The custom suppression group ID comes from Twilio SendGrid.

Default Value:
None
Accepts 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?

Custom Unsubscribe URL

Description:
Specifies a URL for the text that shows to the recipients on the Single Send email to unsubscribe..
To Open this Field:
  1. On the Schedule Single Send Configuration screen, select Custom Unsubscrie URL.
Allowed Values:
One line of text (a string) in URL format.
Default Value:
None
Accepts 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?

Send Now / Send Later

Description:
Specifies whether to set the date and time to send the Single Send email in Twilio SendGrid.
Allowed Values:
  • Send Now - Sends the Single Send email at the time when the activity executes at runtime.
  • Send Later - Sends the Single Send email on the date and time specified in the Date And Time To Send field.
Default Value:
Send Now

Date And Time To Send

Description:
Specifies the date and time to send the Single Send email in Twilio SendGrid.
Allowed Values:
A valid date and time
Default Value:
None