Integration Guide

Your First Warp with Email

Transform your email communication with WarpTrigger-powered automation. Schedule newsletters, reminders, follow-ups, and personalized campaigns with perfect timing and professional delivery

Beginner⏱️ 20 minutes🔗 Email

📋Prerequisites

✓A WarpTrigger account (free trial available)

✓Email service provider account (Gmail, Outlook, SendGrid, etc.)

✓SMTP credentials or API keys for your email service

✓Basic understanding of email formatting (HTML/plain text)

✓Domain authentication setup (recommended for deliverability)

Part 1: Setting Up Email Service Integration

Configure your email service provider to work with WarpTrigger for reliable and professional email delivery.

Choose Your Email Service Provider

Select an appropriate email service based on your needs. Different providers offer varying features for transactional vs. marketing emails.

Popular Options:

Transactional Email:
- SendGrid (developer-friendly)
- Mailgun (high deliverability)
- Amazon SES (cost-effective)
- Postmark (simple setup)

Marketing Email:
- Mailchimp (user-friendly)
- ConvertKit (creator-focused)
- EmailOctopus (affordable)

Standard SMTP:
- Gmail/Google Workspace
- Outlook/Microsoft 365
- Custom SMTP servers

bash

Gather SMTP Configuration Details

Collect the necessary SMTP server information and authentication credentials from your email provider.

Required SMTP Information:

SMTP Server: smtp.gmail.com
Port: 587 (TLS) or 465 (SSL)
Username: [email protected]
Password: your-app-password
Encryption: TLS/STARTTLS

For Gmail:
- Enable 2FA
- Generate App Password
- Use App Password instead of regular password

bash

Test SMTP Connection

Verify your SMTP configuration works correctly before integrating with WarpTrigger by sending a test email.

# Test with curl (if your provider supports it)
curl --ssl-reqd \
  --url "smtps://smtp.gmail.com:465" \
  --user "[email protected]:your-app-password" \
  --mail-from "[email protected]" \
  --mail-rcpt "[email protected]" \
  --upload-file test-email.txt

bash

Set Up Domain Authentication (Recommended)

Configure SPF, DKIM, and DMARC records for your domain to improve email deliverability and avoid spam filters.

DNS Records to Add:

SPF Record:
v=spf1 include:_spf.google.com ~all

DKIM Record (from your provider):
default._domainkey.yourdomain.com

DMARC Record:
v=DMARC1; p=quarantine; rua=mailto:[email protected]

bash

💡Note: Domain authentication significantly improves email delivery rates and builds recipient trust.

Configure Email Templates

Prepare HTML and plain text email templates that you'll use with WarpTrigger for consistent, professional communication.

<!DOCTYPE html>
<html>
<head>
  <meta charset="UTF-8">
  <title>{{subject}}</title>
</head>
<body style="font-family: Arial, sans-serif; line-height: 1.6; color: #333;">
  <div style="max-width: 600px; margin: 0 auto; padding: 20px;">
    <h1 style="color: #2c3e50;">{{title}}</h1>
    <p>Hello {{recipient_name}},</p>
    <p>{{message_body}}</p>
    <p>Best regards,<br>{{sender_name}}</p>
  </div>
</body>
</html>

bash

Part 2: Creating Your First Email Warp

Build a WarpTrigger Warp that automatically sends emails at specific times with professional formatting and personalization.

Plan Your Email Campaign Strategy

Define what types of emails you want to automate and when they should be sent for maximum engagement.

Common email automation scenarios:
- Weekly newsletter (Mondays 9 AM)
- Welcome series for new subscribers
- Appointment reminders (24 hours before)
- Follow-up sequences after purchases
- Monthly reports and updates
- Birthday and anniversary messages
- Cart abandonment reminders

bash

Create a New Email Warp

Set up a new Warp in WarpTrigger specifically designed to send emails with appropriate timing and content.

Warp Name: Weekly Newsletter Campaign

bash

Configure Email Delivery Schedule

Set up precise timing for your email delivery, considering recipient time zones and optimal engagement times.

every Monday at 9:00 AM EST

bash

💡Note: Research shows Monday-Thursday 9-11 AM and 1-3 PM have highest email open rates for business communications.

Build Your Email Payload

Create a comprehensive email payload with headers, content, and formatting options for professional delivery.

{
  "to": [
    {
      "email": "[email protected]",
      "name": "John Doe"
    },
    {
      "email": "[email protected]", 
      "name": "Jane Smith"
    }
  ],
  "from": {
    "email": "[email protected]",
    "name": "Your Company Newsletter"
  },
  "reply_to": {
    "email": "[email protected]",
    "name": "Your Company Support"
  },
  "subject": "Weekly Update: New Features and Industry Insights",
  "html_content": "{{html_template}}",
  "text_content": "{{plain_text_version}}",
  "headers": {
    "List-Unsubscribe": "<mailto:[email protected]>",
    "List-Id": "Weekly Newsletter <newsletter.yourcompany.com>"
  }
}

bash

Configure Email Service API Endpoint

Set up the correct API endpoint for your email service provider to handle the email delivery request.

Service-Specific Endpoints:

SendGrid:
https://api.sendgrid.com/v3/mail/send

Mailgun:
https://api.mailgun.net/v3/your-domain.com/messages

Amazon SES:
https://email.us-east-1.amazonaws.com/

SMTP Webhook Services:
https://api.smtp2go.com/v3/email/send

bash

Set Authentication Headers

Configure the proper authentication headers for your email service API to ensure secure and authorized email delivery.

SendGrid Headers:
Authorization: Bearer your-api-key
Content-Type: application/json

Mailgun Headers:
Authorization: Basic base64(api:your-api-key)
Content-Type: application/json

SMTP Headers (if using SMTP-to-HTTP service):
X-SMTP-Username: your-username
X-SMTP-Password: your-password
Content-Type: application/json

bash

Test Your Email Warp

Use WarpTrigger's test function to send a sample email and verify it arrives correctly formatted in the recipient's inbox.

Part 3: Advanced Email Automation Features

Implement sophisticated email marketing and automation features including personalization, segmentation, and dynamic content.

Add Email Personalization

Use WarpTrigger's variable system and recipient data to create highly personalized email experiences.

{
  "personalizations": [
    {
      "to": [{"email": "[email protected]", "name": "John Doe"}],
      "substitutions": {
        "{{first_name}}": "John",
        "{{last_purchase}}": "Premium Plan Upgrade",
        "{{renewal_date}}": "March 15, 2024",
        "{{account_status}}": "Active Premium"
      }
    }
  ],
  "subject": "Hi {{first_name}}, your {{account_status}} account update",
  "html_content": "<h1>Hello {{first_name}}!</h1><p>Thank you for your recent {{last_purchase}}. Your account will renew on {{renewal_date}}.</p>"
}

bash

💡Note: Personalized emails can increase click-through rates by up to 14% and conversion rates by 10%.

Implement Email Segmentation

Create different email Warps for different audience segments based on behavior, preferences, or demographics.

Segmentation Strategy:

New Subscribers (0-30 days):
- Welcome series
- Onboarding tips
- Feature introductions

Active Users (31-90 days):
- Advanced tutorials
- Use case examples
- Community highlights

Long-term Users (90+ days):
- Loyalty rewards
- Early access features
- Referral programs

bash

Set Up Dynamic Content Templates

Create email templates that automatically adapt content based on recipient data, time of year, or current promotions.

{
  "dynamic_template_data": {
    "user_name": "{{user_name}}",
    "current_plan": "{{subscription_tier}}",
    "usage_stats": {
      "emails_sent": "{{monthly_emails}}",
      "automation_runs": "{{automation_count}}",
      "time_saved": "{{calculated_hours}} hours"
    },
    "recommendations": [
      {
        "title": "Upgrade to Pro",
        "description": "Unlock advanced features",
        "show_if": "{{current_plan}} == \"basic\""
      }
    ]
  }
}

bash

Create Email Drip Campaigns

Set up sequences of Warps that send a series of emails over time for onboarding, nurturing, or re-engagement.

Drip Campaign Example - New User Onboarding:

Day 0: Welcome email (immediate)
Day 1: Getting started guide
Day 3: First feature spotlight
Day 7: Success stories and tips
Day 14: Advanced features introduction
Day 30: Feedback request and next steps

bash

Implement A/B Testing

Create multiple versions of your email Warps to test subject lines, content, and send times for optimal performance.

{
  "a_b_test": {
    "test_name": "subject_line_test",
    "variant_a": {
      "subject": "Your Weekly Update is Here",
      "percentage": 50
    },
    "variant_b": {
      "subject": "Don't Miss This Week's Insights",
      "percentage": 50
    }
  }
}

bash

💡Note: Test one element at a time (subject, content, or timing) for clear results on what drives engagement.

Add Email Tracking and Analytics

Configure open tracking, click tracking, and unsubscribe handling to measure and improve email performance.

{
  "tracking_settings": {
    "click_tracking": {
      "enable": true,
      "enable_text": true
    },
    "open_tracking": {
      "enable": true,
      "substitution_tag": "{{tracking_pixel}}"
    },
    "subscription_tracking": {
      "enable": true,
      "text": "If you would like to unsubscribe, click here: {{unsubscribe_url}}"
    }
  }
}

bash

Part 4: Email Deliverability and Best Practices

Ensure your automated emails reach recipients' inboxes and maintain high delivery rates with professional email practices.

Test Email Rendering Across Clients

Verify your emails display correctly across different email clients (Gmail, Outlook, Apple Mail) and devices.

Testing Checklist:
✅ Gmail (web and mobile)
✅ Outlook (desktop and web)
✅ Apple Mail (macOS and iOS)
✅ Mobile responsiveness
✅ Dark mode compatibility
✅ Image loading with/without auto-display

bash

💡Note: Use email testing tools like Litmus or Email on Acid for comprehensive client testing.

Monitor Email Metrics and Performance

Track key email metrics to measure success and identify areas for improvement in your automated campaigns.

Key Metrics to Monitor:

Delivery Metrics:
- Delivery rate (>95%)
- Bounce rate (<3%)
- Spam complaint rate (<0.1%)

Engagement Metrics:
- Open rate (15-25% average)
- Click-through rate (2-5% average)
- Unsubscribe rate (<0.5%)

Conversion Metrics:
- Click-to-conversion rate
- Revenue per email
- List growth rate

bash

Implement Email List Hygiene

Set up automated processes to maintain a clean, engaged email list by handling bounces and inactive subscribers.

List Hygiene Automation:

1. Hard Bounce Handling:
   - Immediately remove addresses
   - Update suppression lists

2. Soft Bounce Management:
   - Retry delivery 3-5 times
   - Remove after repeated failures

3. Engagement-Based Segmentation:
   - Identify inactive subscribers (90+ days)
   - Send re-engagement campaign
   - Remove non-responders after 6 months

bash

Handle Email Compliance (GDPR, CAN-SPAM)

Ensure your automated emails comply with email marketing regulations and include required unsubscribe and contact information.

Required Compliance Elements:

{
  "footer_content": {
    "company_info": {
      "name": "Your Company Name",
      "address": "123 Business St, City, State 12345"
    },
    "unsubscribe_link": "{{unsubscribe_url}}",
    "privacy_policy": "https://yoursite.com/privacy",
    "contact_info": "[email protected]"
  },
  "list_unsubscribe_header": "<mailto:[email protected]>, <{{unsubscribe_url}}>"
}

bash

💡Note: Include clear unsubscribe options and honor unsubscribe requests immediately to maintain compliance.

Set Up Email Backup and Failover

Configure backup email delivery methods to ensure critical emails are sent even if your primary service experiences issues.

Failover Strategy:

Primary: SendGrid API
Backup 1: Mailgun API
Backup 2: Amazon SES
Emergency: Direct SMTP

Implement retry logic:
1. Try primary service
2. If fails, wait 5 minutes
3. Try backup service
4. Log all failures for analysis

bash

Create Email Emergency Procedures

Establish procedures for handling email delivery issues, spam complaints, and emergency communications.

Emergency Response Plan:

1. High Bounce Rate (>10%):
   - Pause all campaigns immediately
   - Investigate list quality
   - Contact service provider

2. Spam Complaints (>0.5%):
   - Review email content
   - Check list acquisition methods
   - Implement additional consent verification

3. Service Outage:
   - Activate backup provider
   - Communicate with stakeholders
   - Document incident for improvement

bash

🎉

Congratulations!

You've successfully set up Email with WarpTrigger! Your automation is now ready to handle time-based triggers with precision.

🚀What's Next?

Advanced Email Marketing Automation

Learn to build sophisticated email marketing funnels and behavioral trigger campaigns with WarpTrigger.

Learn More→

Email Analytics and Optimization

Deep dive into email performance analytics and optimization strategies for better engagement.

Learn More→

Multi-Channel Communication

Integrate email with SMS, push notifications, and social media for comprehensive communication workflows.

Learn More→

📚Related Guides

WarpTrigger with Slack→

WarpTrigger with Discord→

Webhook Integration Patterns→

Automated Marketing Campaigns→

Create Your First Warp⚡Explore More Integrations🔗