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twilio-sendgrid-email-settings

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by openai · part of openai/plugins

Configure SendGrid dynamic templates (Handlebars), tracking settings (opens, clicks, subscriptions), link branding for custom tracking domains, and content types (HTML, plain text, AMP). Use when customizing SendGrid email content, tracking behavior, or branded links. Requires a SendGrid API key (SG.-prefix) — not applicable to the Twilio Email API (comms.twilio.com).

🧩 One of 7 skills in the openai/plugins package — works on its own, and pairs well with its siblings.

This is the playbook your agent receives when the skill activates — you don't need to read it to use the skill, but it's here to audit before installing.

Overview

SendGrid email settings control how your messages are constructed, personalized, and tracked. Most configuration happens in the SendGrid Console, but templates and tracking can also be managed via API.


Dynamic Templates

Templates use Handlebars syntax and are managed in Console > Email API > Dynamic Templates. Template IDs start with d-.

Supported Handlebars helpers:

HelperUseExample
if / unlessConditional{{#if premium}}Welcome back!{{/if}}
eachIteration{{#each items}}{{this.name}}{{/each}}
equals / notEqualsComparison{{#equals status "active"}}...{{/equals}}
and / orBoolean logic{{#and premium verified}}...{{/and}}
greaterThan / lessThanNumeric{{#greaterThan count 5}}...{{/greaterThan}}
lengthArray/string{{length items}}
formatDateDate format{{formatDate date "MM/DD/YYYY"}}
insertModule insert{{insert "module_name"}}

NOT supported: Custom helpers, inline partials, lookup, log, with, blockHelperMissing. SendGrid implements a subset of Handlebars.js.

Template Versions

  • Dynamic templates (IDs starting with d-): Support Handlebars
  • Legacy transactional templates: Use -substitution- syntax — not interchangeable with Handlebars

Tracking Settings

SettingWhat it doesCaveat
Open trackingInserts a tracking pixelUnreliable: Apple Mail Privacy Protection inflates opens; image-blocking clients produce false negatives
Click trackingRewrites URLs through SendGrid's redirectCan trigger spam filters on some domains
Subscription trackingAdds unsubscribe footerRequired for CAN-SPAM compliance
Google AnalyticsAdds UTM parametersOnly for marketing campaigns

Configure per-message or account-wide in Console > Settings > Tracking.


By default, click-tracked links route through url####.ct.sendgrid.net. Link Branding lets you use your own domain (e.g., links.yourdomain.com) instead, which improves deliverability and builds trust.

Setup: Console > Settings > Sender Authentication > Link Branding

Requires a CNAME DNS record pointing your subdomain to sendgrid.net. Validate via API: GET /v3/whitelabel/links/{id}/validate


Content Type Priority

When sending multiple content types, email clients display in this priority:

  1. text/x-amp-html (AMP — only in supporting clients, requires sender registration)
  2. text/html (standard — most clients)
  3. text/plain (fallback)

Always include at least text/plain and text/html.


CANNOT

  • Cannot use custom Handlebars helpers — Only the built-in set listed above.
  • Cannot guarantee open tracking accuracy — Pixel-based tracking is fundamentally unreliable. Do not use for business-critical logic.
  • Personalizations subject is a plain string override — It bypasses the template subject. To use dynamic subjects, set Handlebars variables (e.g., {{{subject}}}) in the Dynamic Template's subject field and pass values via dynamic_template_data.
  • Undefined template variables are silent — Missing keys in dynamic_template_data render as empty strings with no error.

Next Steps

  • Send email: twilio-sendgrid-email-send
  • Delivery tracking: twilio-sendgrid-webhooks
  • Manage bounces/unsubscribes: twilio-sendgrid-suppressions