How to Send email using "SendGrid" in CDP 365
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Last updated
Last updated
To Email
Email recipients.
CC Email
Use to send an email to many people same time
From Email Name
Sender name
From Email Address
Email that you use to send to customers
Unsubscribe Group Id
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.
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
Log into CDP 365 system. Hover your mouse over Marketing and go to All Channels menu.
We have 2 channels that supporting to send:
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.
You can click icon to add Personalization
