Send Email with Mailjet Template Zap

General Information

In every business it is often necessary to communicate quickly about new developments. You may need to promptly contact other partners or employees about new contacts, leads, opportunities etc. that have been added to SugarCRM. To do this automatically, you can create a zap with the ‘Send Email with Mailjet Template’ action.

You can create highly customizable templates in Mailjet using our powerful and easy-to-use drag-and-drop Passport tool. You can then use these templates to send automatic emails to concerned parties, whenever the Zap is triggered.

The main benefits from using Mailjet Passport templates are:

• Extremely user-friendly Passport interface
• Variety of options to customize your emails
• Easy to collaborate between teams on template design and content
• Templates are stored in Passport and can be reused for other purposes

Note

Feel free to check out our detailed Passport Guide to familiarize yourself with the available features.

The zap will work like this:

1. You create a trigger on your SugarCRM for a certain event of your choice – e.g. a new Contact, Lead, Opportunity etc.
2. You then create an action on Mailjet to ‘Send Email Using a Saved Mailjet Template’ when the respective event occurs.

Trigger Phase

1. Click on ‘Make a Zap!’, choose a zap name, then for a Trigger app select SugarCRM. For reference click here.

2. Afterwards, choose the actual trigger – be it a New Contact, New Opportunity, New Lead etc. For this example we will choose a New Opportunity trigger.

   

3. Select the SugarCRM account you will use, then test the trigger, as usual. Click here for reference.

Action Phase

1. You have entered the Action phase. Search for Mailjet in the Action App search bar and select the result.

2. Select the ‘Send Email Using a Saved Mailjet Template’ action and click on ‘Continue’.

   

3. Select the Mailjet account you want to use, or connect a new one. For reference click here.

4. The initial selections you need to make are the usual ones – for a Sender Address, Sender Name, Recipients and Email Subject.

   Note

   The Sender Address needs to be an email verified with Mailjet – you can verify a new sender email address or domain by visiting the Sender Domains & Emails section in your Mailjet account.

   

5. Once you are done, you need to select a Mailjet template to use for the zap.

   

   You will need to scroll through the list of templates, or simply use the Search menu, to find the one you need.

   

   Note

   The templates you see in the list will be only the ones connected with your account – the one identified with the Public and Secret API keys you provided to link the account to Zapier. If you are using a Mailjet sub-account, any templates saved on the master account will not be displayed.

6. Once you have selected the template you want to use, you will be given the option to enable or disable the Template Language. You need this option turned on, if you want to personalize the email with contact properties or SugarCRM variables.

   

7. You can link these emails to a Campaign for better email tracking and statistics. You can link it to an existing campaign, or – using a Custom Value – create a new one to use for that purpose.

   

8. You can also choose an email, where you will receive any error reports connected to issues with the use of templating language within the emails.

   

9. Now we come to the options to personalize your email template. You can add different variables in the text of your email in order to include details relevant to the communication.

   Simply choose a detail from SugarCRM that you want to include by selecting it from the drop-down menu.

   

   You can select up to 5 variables to include in your email.

   In the end you will have a selection similar to the below.

   

   Remember – you need to add the variables to the template text in order to include the necessary information. They are defined as {{var:var1:”default text”}} for the first one, {{var:var2:”default text”}} for the 2^nd one etc. The “default text” can be changed to accommodate situations where there is no value for the respective variable.

   Note

   Using the default text is optional – you can remove it altogether. However, in case you do, and the variable is not provided, an error will be displayed in its place.

   Here is an example of how a template will look in Passport with variables included and default text added to them.

   

   When you are ready in Zapier with your template configuration, click on ‘Continue’.

10. You will now need to test the template – you will see the details you entered, as well as the information pulled from SugarCRM for the variables you have opted to use.

    

    Review the information and click on ‘Create & Continue’.

11. The only thing left is for you to ‘Finish’ and turn on the zap, and you are ready to go!