SendGrid provides a cloud-based email delivery service that assists businesses with email delivery. The service manages various types of email including shipping notifications, friend requests, sign-up confirmations, and email newsletters. It also handles internet service provider (ISP) monitoring, domain keys, sender policy framework (SPF), and feedback loops.

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With Sendgrid integration, we can track the following: 

  • Sends - via blueshift
  • Impressions
  • Unique impressions
  • Clicks
  • Unique clicks
  • Delivered (sent and not bounced)
  • Bounces
  • Spam reports
  • Unsubscribes

Set up integration

There are two steps to integrate with SendGrid:

  1. Let Blueshift access your SendGrid account
  2. Add a SendGrid adapter in Blueshift

You can directly go to the second step if you think that Blueshift can access the configuration of your SendGrid account to send emails.

Let Blueshift access your SendGrid account

To enable access for Blueshift, you have to:

  1. Create a sub user account
  2. Configure a sub domain in SendGrid
  3. Create event callback in SendGrid 
  4. Create an API key in SendGrid

Create a sub user account

Perform the following steps to create a sub account:

  1. Request or select IP address for Sub user.
  2. Create Sub user.
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  • Sub account should be created for each Blueshift adapter.
  • Sub Accounts/Blueshift adapters can share IPs. 
  • Set Sub User name and password.
  • Select IP Address from step 1.

Configure a sub domain in SendGrid

To configure a sub domain in SendGrid:

  1. Configure Sending Domain authentication and configure Reverse DNS. For more information, see SendGrid DNS authentication documentation.
  2. Add SendGrid DNS entries with your hosting provider. Each hosting provider's configuration varies. Ensure that you follow the steps that your DNS provider supports.
  3. Verify the sub domain in Sendgrid:
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  4. Associate the sub domain that you se tup to the sub user that you create. At a high level:
    • Select sub user from the parent account
    • Add Sending authentication
    • Add IP Address if not already associated
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Create event callback in SendGrid

Perform the following steps on the SendGrid console:

  1. Log into Sendgrid as the sub user that you created.
  2. Update the HTTP Post URL.
  3. Update Select Actions
    • Select all actions except the ASM Unsubscribe action.
  4. Save and enable Event Notification

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Create an API key in Sendgrid

  • Log into Sendgrid as the sub user account that you created.
  • Go to Settings > API Keys in the left navigation.
  • Click Create API Key.
  • Give your API key a name.
  • Under API Key Permissions, select Restricted Access and select the following permissions.
    • Email Activity > Read
    • Email Testing > Full
    • Mail Send > Full
    • Mail Settings > Full
    • Sender Authentication > Full
    • Suppressions > Full
    • Tracking > Full
  • Click Create & View.
  • Copy your API key and save it.
    Note: You will be shown your API key one time only. Ensure that you save it as you will not be able to retrieve or restore it.

Add the SendGrid adapter in Blueshift

Perform the following steps to add a SendGrid adapter:

  1. In the Blueshift app, click Settings > Channels.
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  2. On the Setup Channels page, select SendGrid under Email.
  3. On the SendGrid adapter page of the Blueshift app, click +ADD ADAPTER and provide the following details:

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    Alias name

    Specify an alias for the adapter. This is for identification purpose only. 

    Username

    Specify the username of the sub user account that you create. 

    Password

    Specify the password of the sub user account that you create. 

    API Key

    Provide the API key that you get from your sub user account. For more information, see Manage SendGrid API keys

    From Name

    Specify a name that is displayed on the From field of an email. You can override this value in the trigger that you create for a campaign. 

    From Address

    Specify the sender's email address. You can override this value in the trigger that you create for a campaign. 

    Ensure that domain that you use for this address is the same as the domain that you add in SendGrid.
    For example, if you add default.subdomain.com in SendGrid, the From Address value should be someone@default.subdomain.com where someone can be anyone.

    Reply To Address

    Specify the email address to which a user can reply.

    BCC

    Specify the email addresses of people who should receive the copy of the email that your customers receive.

    Use comma to provide multiple email addresses. For example:

    johndoe@blueshift.com,janedoe@blueshift.com,doejohn@blueshift.com

    By default, our platform sends a copy of the email to the email addresses that you specify. If you want to include the email addresses in the BCC field of the email, drop us an email on support@blueshift.com.

    Enable ESP engagement callback

    Specify this value as true or false based on your preference. If you set this value to true, our platform can leverage SendGrid's engagement events and record campaign engagements. This field is optional.

    Whitelabel host name (CNAME)

    Specify the domain that you add in SendGrid. This field is optional.

    Suppression Group

    Specify the ID for the Unsubscribe groups to which the email must not be sent.

    In addition, you have an option to bypass SendGrid's suppression list and use the campaign's UUID as the name instead of category. 

     

  4. Save your settings.

Verify your configuration

You can verify your configuration. Just send a test message from any Blueshift template:

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If you see an error in Blueshift, then either domain is not validated or settings are incorrect.

 

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If you receive the test message -- and your domain says example@xxx.example.com via example.com or via sengrid.com -- the sending domain authentication is not configured for the sub user in Sendgrid.

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Unsubscribe Groups

Unsubscribe groups in Sendgrid allows you to manage content category subscriptions.

For example, if you are a news network, some of your users may be interested in political news while some others may be interested in sports news, and so on. Users who would like to receive news update about sporting events might not want to receive updates related to political news. Using unsubscribe groups in Sendgrid, you can manage unsubscribes for each news category. You can then specify the unsubscribe group ID in Blueshift. This ensures that even if you send the email to all users, any user who has unsubscribed from that content category will not receive the email.

Note:
▪ You can use unsubscribe groups only if you have your own Sendgrid account.
▪ To use this feature, contact support@getblueshift.com or your CSM.

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