How to Send email using "SendGrid" in CDP 365
1. Log in to CDP 365. Hover your mouse over Settings. Choose Channel Integration.
2. Click + button and select Email
3. Select Destination catalog: SendGrid
4. Fill in the necessary information for the destination
| Field | Description |
|---|---|
To Email | Email recipients. |
CC Email | Use to send an email to many people same time |
API Key | |
From Email Name | Sender name |
From Email Address | Email that you use to send to customers |
Unsubscribe Group Id |
How to create "API Key" on "SendGrid"
1. Login SendGrid system
2. Navigate to Settings on the left navigation bar, and then select API Keys.
3. Click Create API Key.
4. Give your API key a name and select Full Access, Restricted Access, or Billing Access.
5. Click Create & View button.
6. After successfully creating, copy your API key somewhere safe. For security reasons, do not put it directly in your code, or commit it somewhere public like GitHub.
How to create an Unsubscribe Group
Allow customers to opt-out of specific types of emails you send.
1. Login SendGrid system
2. Navigate to Marketing on the left navigation bar, and then select Unsubscribe Group
3. Click Create new Group button
4. Fill in the Group name and description
5. After successfully creating, you must upload or manual add data for Unsubscribe Group
6. Get Unsubscribe Group Id
5. Save to finish creating the SendGrid destination
6. Sending email using SendGrid via Customer Journey
Log into CDP 365 system. Hover your mouse over Marketing and go to All Channels menu.
We have 2 channels that supporting to send:
Email
Orchestration
Click + button to Create Journey, add Destination node and select SendGrid destination
Select the SendGrid destination that you have created before
Fill out necessary information
Variant Name: The name of Variant. This field is required.
Subject: title of Email. This field is required.
Preheader: overview of email. This field is optional. If there is no value, the default will show the content of the email in the preheader position.
Select email template: Can select from gallery or you template. Hover on template and click Use template to select.
Click the Save button to finish setting up journey
After finishing the setting of the Journey, we can activate and send email to customer.
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