How to create a workflow to send automated follow-up emails in Bubble.io?

Learn how to create a workflow for sending automated follow-up emails in Bubble.io. From setting up your project and configuring SendGrid to testing and monitoring, follow these steps for seamless email automation.

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Overview

Creating a workflow to send automated follow-up emails in Bubble.io can streamline your user engagement strategy. This guide walks you through the entire process, from setting up your Bubble project and configuring the SendGrid plugin to creating email templates and setting up an API workflow. You'll learn how to trigger, test, and monitor your automated emails, ensuring efficient follow-up communication. With step-by-step instructions, you’ll be able to keep your users engaged effortlessly. Let’s dive in and automate your follow-up emails!

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How to create a workflow to send automated follow-up emails in Bubble.io?

Setting up the Bubble.io Project

Open Bubble.io and create a new app or open an existing one where you want to implement the workflow automation.
Make sure you have set up your database properly with the fields that you will need for sending automated follow-up emails (e.g., user email, last interaction date, follow-up status, etc.).

Installing and Configuring the SendGrid Plugin

In your Bubble editor, go to the Plugin tab (left sidebar) and click on "Add Plugins."
Search for "SendGrid" and install the SendGrid plugin.
Once installed, go to the Plugin settings and configure it by entering your SendGrid API key. If you don’t have one, create an account on the SendGrid website, and generate an API key.

Creating Email Templates

Log into your SendGrid account and navigate to the "Templates" section to create email templates for your follow-up emails. Make sure each template is saved and ready to use.

Creating Workflow to Send Automated Follow-Up Emails

Go back to your Bubble.io editor. In the Data tab, create a new field in your user data type for tracking the follow-up status, such as "follow_up_status" (text field), and "last_interaction_date" (date field).
Navigate to the Workflow tab and create a new workflow. This can be an "API Workflow" if you want this to run server-side periodically, or a regular workflow if it’s triggered by user actions.
To create an API workflow, make sure you have the API workflows enabled in your plan. Go to the Backend Workflows section (Previously called API workflows).

Setting Up the API Workflow

In the Backend Workflows section, click on "Add an endpoint" and give it a meaningful name like "send_follow_up\_emails".
Add parameters if necessary, such as user ID.
Click on "Add an action" and select "Send Email" from the actions menu.
Configure the email action to use the SendGrid plugin. Select your email template, and map user-specific data (e.g., user’s email) to the respective fields in the template.
Save your workflow.

Triggering the Workflow

Set up another workflow or a scheduled custom event that triggers the API workflow at your desired intervals (e.g., every day, every week). You can do this by using the Schedule API Workflow action.
Configure the Schedule API Workflow action to iterate over a list of users who need follow-up emails.
Set the conditions for sending the email. For example, if the follow_up_status is "pending" and the current date is greater than the last_interaction_date plus the specified number of days.

Testing the Workflow

Before going live, it's crucial to test your workflow. Manually set the conditions for a test user and trigger the workflow.
Ensure that the email is sent correctly and all dynamic data in the email template populate as expected.

Monitoring and Debugging

Once live, monitor the workflow’s performance via Bubble’s Logs tab.
If you encounter any issues, use Bubble’s debugging tools to trace what may have gone wrong in your workflows.

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