1. Register for a SendGrid API Key and enter this on the plugin page.
2. Add the Send Beautiful Calendar Invite action to your workflow
3. Select whether you are using a legacy or dynamic SendGrid template and enter the Template ID.
4. Select whether you are creating/updating a new event or cancelling an event you already created.
5. Enter an incremental sequence number for updates or leave this blank to use an automatic timestamp for the sequence number.
6. Set your invite visibility; however, note that not all email clients honor this setting - i.e. private or confidential invites will appear in some clients as public.
7. Enter you event details, including the Event Title, Location, Description, Start date and time, duration (leave duration blank for all day events) and recurrence rule (optional). Ensure you enter a Unique Event ID so you can use the same ID if you want to cancel the event later.
Note: Exchange clients will generally use the email as the event description and ignore the Event Description field. Gmail and other clients require an Event Description. Recommendation is to create an HTML equivalent of your message body to ensure consistency, otherwise use this like a backup description.
8. Enter your From Email details matching what you registered with SendGrid.
9. Enter key/value pairs of names and email addresses for both required and optional attendees using the following format: "name":"email","name":"email", etc.
10. Set your invite status for both required and optional attendees - this determines whether a reply is required (needs-action), or whether the RSVP is already set.
11. Enter either a Subject and HTML Message for legacy templates or key/value pairs for your dynamic template subtitution tags.
12. Set your SendGrid Options for tracking opens, clicks and any Unsubscribe ID.
13. Override API Key allows you to use a separate Sendgrid API Key for this workflow.
Your workflow will now send an invite to users with a beautifully rendered calendar invite, just as it would if you sent it from a regular email client.
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