Setting up personalisation for Sendgrid

Before setting up personalisation in Taxi from Sendgrid, you'll need to set up personalisation in your account.

SendGrid uses handlebars for segmentation and personalisation. Personalisation fields in SendGrid use the following style of notation:

#{{first_name}}

These are set up in the personalisation settings in Taxi. Below is what this will look like in Taxi.

These will become available in rich text fields in the editor.

You can add as much or as little code here as you like, so it’s possible to use SendGrid code to do things like use a default name:

#{{#if user.profile.male}} <p>Dear Sir</p>#{{else if user.profile.female}} <p>Dear Madame</p>#{{else}} <p>Dear Customer</p>#{{/if}}