Google Sheets and SendGrid automations — Email Personalization

Ready-made scenarios where Google Sheets and SendGrid work for you (email personalization): pick one — a copy appears in your account and runs on its own.

19 scenarios

Personalised client emails from a spreadsheet
Birthday greetings — on time, on their own
Birthday greetings and a promo code — automatic, right on the day
Personalized email mail merge from a table
Personal occasion wishes by date — sent to inboxes automatically
Emails matched to a lead's readiness: warm gets one thing, cold gets another
A personalized email campaign to your list
Personalized emails to leads from a table
A personal email for every lead — as a ready draft
Client birthday greetings — on their own, on the right day
Personalised welcome emails right after payment
Client portfolio update emails, with adviser approval built in
Personalized email blasts from a sheet — one by one, no duplicates
Daily personal emails to your contacts
Personal emails with open tracking
Personalized email campaigns from a list
Guest emails from booking to review, plus a staff report
An event content pack — email, posts and ad copy
Personal outreach emails that remember your past correspondence