To export a version to Sendgrid you will need to select the Project, Mailing and finally the Version you would like to export. You can export from the Mailing level, Version level or from the visual editor.

The Transactional connector allows you to create multiple versions by sending one version or using a segment set. It used SendGrid handlebars to select a version based on information about an individual recipient. This will be exported as one HTML to SendGrid and the handlebars will wrap around the HTML for each version to determine who will receive what content.

Unlike the Single Send connector, you cannot Create or update a Single Send for each version.

To export:

  1. In Taxi, head to your Home screen
    Select the Project that contains the version you want to export
  2. Select the Mailing
    If you are Admin you can select the Kebab menu and select 'Export' on the mailing level
  3. After selecting the Mailing you will see the Versions page
    Select the 'Export Mailing' option on the right-hand side of the screen under the Exports section. Alternatively, select the version you want to export to open it in the visual editor.
  4. In the visual editor, select 'Export Mailing'

5. On the Export page, scroll to ESP connectors
Select your Sendgrid connector.

6. Select 'Create a new email' or 'Update an existing email'
Fill in the details.

7. Under the Segmentation section
You can select if you want to export one version or use a segment set.

8. Click 'Start Export'
You will see a green banner when your export is complete and you can open your exported email in Sendgrid from Taxi.


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