Email Settings Explained: Grouping Key, Grouping Fields & Grid
Give your emails a professional look using these email settings. You can customize your marketing and transactional emails so they will be easy to read and relevant to your customers while you make your brand known.
Grouping Key in Social Good Software
The Grouping Key is not optional. It is a function that is needed when removing duplicates from your data. It uses the first item in your duplicate data to send the email and ignore the duplicate rows if you did not configure the grouping key.
The grouping key is used to group items together and be able to use the specific columns from your duplicate rows. By grouping the emails by the System record ID, we prevent the Email Designer from sending more than one email for the same sales order. Typically, we group the emails by the System record ID or the email address.
If we did not group the emails by the System record ID, multiple of them would go out to the same constituent outlined by the red box below:
Grouped fields in Social Good Software
Grouped fields are data points that you want to display in your email. For example, your query may include the Transaction dates, Lookup ID, Constituent/First Name, Email Address, Sales Order Item/Quantity, etc.
You may not want to display all those fields in your email. With the Grouping fields, you can select what your constituent will see in the email related to their purchase.
Refer below to see the grouped fields in an email where a program name, start date, start time, net amount, and quantity are selected and added to a grid:
Email Settings with the use of Grid
The Grid allows you to add a table to the email. In the above example, the email is for a program event. The organization wanted to display the program description, quantity, cost, and the total amount of the sales order. It is possible by selecting the fields in Grouped fields setting (refer below):
If there are no grouped fields, you cannot create a Grid. There is an alert when you are inside the Grid settings “No grouped fields found”.
Do I have to use grouped fields and grids?
The short answer is no. Grouped fields are an optional feature.
When might I want to use these features?
The best time to use the Grouped fields and Grid is when there is a possibility that the email will pull in multiple purchases such as tickets and memberships. It will be easier for your constituents to see the breakdown of what they purchased with the most relevant information.
