Annual Subscription Renewal Emails

Custom Template

1. Log into your SendGrid account
2. Navigate to Email API > Dynamic Templates
3. Click “Create a Dynamic Template” and name your template “Annual Renewal Notice” > Create
4. Select your newly created Dynamic Template in the list and click “Add Version” > select the “Blank Template” and then “Design Editor”
5. You can now build your email in the Editor.
   • Add a Subject and a Preheader to your email.
   • You will likely want to add your logo as the header and write up a custom message to your users.
   • The default template below is a helpful reference for key information to include for your subscribers (renewal date along with how users can modify their subscription).
   • There are a few variables you can insert into your email template to dynamically load information for the specific user as well as to include custom messaging for users who subscribe to certain products. (see “Variables & Conditionals” below for more information)
6. Add a Subject and a Preheader to your email.
7. You will likely want to add your logo as the header and write up a custom message to your users.
8. The default template below is a helpful reference for key information to include for your subscribers (renewal date along with how users can modify their subscription).
9. There are a few variables you can insert into your email template to dynamically load information for the specific user as well as to include custom messaging for users who subscribe to certain products. (see “Variables & Conditionals” below for more information)
10. Once you have created your template, contact the Lede team by filing a support ticket for the final setup step.
    • If you need to make changes to your template, you can do so at any time and no further intervention from the Lede team is required as long as you do not create a brand new template in SendGrid.
    • If you want to create a completely new version of the template while preserving the existing version for future use, you can add a new version to the existing template. Only one version can be active at a time.
      • Select your Annual Renewal Notice template from the Dynamic Templates list in SendGrid > Add Version > select the “Blank Template” and then “Design Editor”.
      • Add a Version Name and build your email as described above.
      • Once your new email is ready, select the Annual Renewal Notice template from the Dynamic Templates list in SendGrid again > click the three vertical dots next to the new version and select “Make Active”.
11. If you need to make changes to your template, you can do so at any time and no further intervention from the Lede team is required as long as you do not create a brand new template in SendGrid.
12. If you want to create a completely new version of the template while preserving the existing version for future use, you can add a new version to the existing template. Only one version can be active at a time.
    • Select your Annual Renewal Notice template from the Dynamic Templates list in SendGrid > Add Version > select the “Blank Template” and then “Design Editor”.
    • Add a Version Name and build your email as described above.
    • Once your new email is ready, select the Annual Renewal Notice template from the Dynamic Templates list in SendGrid again > click the three vertical dots next to the new version and select “Make Active”.
13. Select your Annual Renewal Notice template from the Dynamic Templates list in SendGrid > Add Version > select the “Blank Template” and then “Design Editor”.
14. Add a Version Name and build your email as described above.
15. Once your new email is ready, select the Annual Renewal Notice template from the Dynamic Templates list in SendGrid again > click the three vertical dots next to the new version and select “Make Active”.

Variables & Conditionals

In addition to being able to customize the renewal email to better represent your site’s offerings, you can further personalize the emails for your users, including their renewal date and what product they are subscribed to. These variables (besides URL) can also be added to the subject of the email.

Furthermore, you can add conditional text for all users subscribed to a particular product. For example, 

• {{#equals productDisplayName “ABC Product”}}This is special copy just for users who are subscribed to ABC Product.{{/equals}}
• {{#notEquals productGroupDisplayName “Product Group XYZ”}}This is special copy for all users who are not subscribed to any products in Product Group XYZ.{{/notEquals}}

You can also add conditional images for all users subscribed to a particular product. To do this:

• Insert a Text Module with “{{#equals productDisplayName “ABC Product”}}”, followed by an Image module with your desired image, followed by another text module with “{{/equals}}”

In the examples above, replace "ABC Product" or "Product Group YYZ" with the exact name of your product or product group. If you are unsure, please contact the Lede team.

Default Template

If you do not create a custom email for this, a default template is sent to your subscribers. The text of that email can be seen below.