How to Send email using "SendGrid" in CDP 365
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Last updated
Last updated
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 system, access "MARKETING HUB" app and go to "Customer Journeys" menu
We have 2 channels that supporting to send:
"Email"
"Journey Orchestration"
Click "+" button to Create Journey, add "Destination" node and select "SendGrid" destination
Select a "SendGrid" destination that you have created before
Fill out necessary information
Click "Save change" button to finish setting journey
After finishing the setting of the Journey, we can activate and send email to customer.
| 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
You can click icon to add Personalization
