SendGrid Template Names
We recommend that you adopt a naming convention for your email templates that matches the name of the email campaign in FI Works. This makes it much easier to maintain your templates and campaigns over time. For example, if you are designing campaigns and emails for an onboarding program, use a name like "OB Day 001 - New Personal Customers - Welcome Email" for both the campaign and the template. The prefix describes the group of campaigns (OB = onboarding). The "day" describes the timing, "New Personal Customers" describes the target audience, and the final component describes the template.
This makes it easy to know which templates are used in each campaign. The prefix helps sort the campaigns and templates so you can see which ones belong together.
SendGrid Versions
Each SendGrid template has to have at least one version. Versions should be used to design minor variations in a template over time. Each version of a template has a name. Make sure you change the default version name to something meaningful. Even "version 1" and "version 2" help you remember which version should be active.
Do not use versions to design unrelated email templates. This would be version confusing as you add more templates. The version name is not visible in FI Works, FI Works only sees the template name.
Unsubscribe Module
SendGrid has a standard unsubscribe module that allows your customers to opt out of marketing communications. When using the Unsubscribe module, be sure to hide the Unsubscribe Preferences option as it gives the recipient the option to "unsubscribe from all". It is visible by default. You can hide Unsubscribe Preferences in the settings on the left-hand side:
