Integrating Sendgrid As An Email Service Provider

Modified on Mon, 21 Aug 2023 at 06:03 PM

Email campaigns are the most effective way to attract customers to your brand. Also, when you send these campaigns to customers. It becomes necessary to know the effectiveness of your campaigns by tracking campaign analytics. i.e., email click rates and open rates.

Usually, You can get these analytics through third-Party service providers who send these email campaigns to the customers. To begin with the process, you require integration with the service providers.

In this article, we will understand how to integrate Sendgrid as an email service provider.

Configuring Sendgrid In NotifyVisitors

NotifyVisitors allows you to add Sendgrid as an email service provider.

To configure Sendgrid,  Navigate to NotifyVisitors Dashboard> Settings> Channel> Email

Now, click on Add Service Provider to select Sendgrid as an email service provider.

After that, you need to fill in the information to configure it such as 

  • Name - Name of your Sendgrid account, so that if you want to use more than one SendGrid account,  you can identify them uniquely

  • API Key - provided by SendGrid when an account is created

  • Sender Email - the "from" email address for the emails

Note: If you tick the Save as Default checkbox then Sendgrid will be automatically set as a default service provider for upcoming campaigns.

What are the prerequisites before integration?

1. Firstly, ensure that the email/domain in your Sendgrid account is authenticated.

2, Now, to get the API key, Navigate to the Sendgrid dashboard > Settings> API keys

3. Now, look out if the API key generated in Sendgrid has full access.

How to send email campaigns using Sendgrid?

To add Sendgrid as an email service provider, Navigate to NotifyVisitors Dashboard> Campaigns> Email.

There are five stages to creating an email campaign. 

In the Content Stage, you get an option to select the service provider from the dropdown for that particular campaign.

Here we have added Sendgrid as a service provider for this campaign. Apart from that, in the case of multiple accounts of Sendgrid, you can select a particular account (In this case sendgrid_p) for a particular campaign. Likewise, you can select any other service provider as well for your campaign.

Configuring Webhook For Tracking Delivered, Bounced, Rejected and Unsubscribed 

Sendgrid provides such analytics so that you can understand your subscribers' preferences and further improves email delivery rates. To track the results,

1. Go to the email settings and turn on the email notification.

2. Navigate to the Mail settings in Sendgrid  and click on Event Webhook  within the EVENT Settings

3. Add the below Callback URL in the HTTP post URL in the input box:

4. Next, go to the SELECT options menu. Choose the Delivered, Bounced, Dropped and Spam Reports options.

5. Now, Enable the webhook status.

Notes: In case any of the email campaigns bounces or drops. Those email addresses will themselves be marked as inactive by NotifyVisitors.

You can view the count of email bounces on the email report screen. By doing this, you can peep into the drawbacks of your strategies. Also, you can further improvise them and take further courses of action.

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