Set up the Twilio SendGrid email service

Overview

Before you begin

• Make sure you can access the email integration settings in ShareMarketing.
• Prepare a SendGrid account.
• Confirm a sending subdomain with your marketing and IT operations teams.
• Ask IT operations to help manage DNS records.

Register and confirm domains

1. Register an account at SendGrid. For registration from mainland China, the documented procedure recommends a US VPN node and a Gmail address. SendGrid’s risk controls may prevent a new account from signing in. Contact your account manager if that happens. The documented offer is a 60-day trial with a limit of 100 emails per day. Confirm current trial terms with SendGrid. Upgrade the plan when you need more capacity.
   
2. Ask your marketing team to choose a sending subdomain, such as mkt.example.com. Recipients see this domain in the sender address, so it is required. You can also choose a tracking domain, such as etrack.example.com. When recipients hover over links in the email, they see that domain. Confirm both domains with IT operations. Confirm the domain’s ICP filing with IT operations before binding.

Authenticate the sending domain

1. In SendGrid, select Domain sender authentication for bulk marketing email.
   
2. Ask IT operations which DNS provider manages your domain. In the second setup step, select Yes if you want links to show your company’s tracking domain. Otherwise, SendGrid’s domain appears by default.
   
3. Enter the root domain under From Domain. Enter the sending and tracking subdomain prefixes in the two fields below it. Use the prefixes confirmed with IT in the previous section. For example, the setup can produce mkt.example.com for sending and etrack.example.com for tracking.
   
4. Email the DNS configuration supplied by SendGrid to IT operations so they can add the records.
   
   
5. Return to the pending domain entry. After IT completes the DNS records, open the entry and click Verify. Continue after the sending domain and any optional branded tracking domain pass verification.
   
   

Configure events and API access

1. In SendGrid, configure webhook notifications for delivery, opens, clicks, unsubscribes, and complaints. Set Post URL to https://www.fxiaoke.com/marketing/sendGrid/webhook. If your tenant uses another domain, replace only www.fxiaoke.com with your tenant domain. Keep the request path unchanged. Select every Actions to posted option. Enable Signature Verification, then create a Verification Key for the later binding step.
   
2. Create an API key in SendGrid with Full Access. Keep the generated key information for binding in ShareMarketing.
   

Bind SendGrid in ShareMarketing

1. Open the Twilio SendGrid email integration in the ShareMarketing plugin settings.
   
2. Enter the account and sender information:
   • Sending domain: use the domain verified in SendGrid.
   • API Key: use the API key created in SendGrid.
   • Signature Verification Key: use the key created for webhook verification.
   • Sender name: enter the name recipients should see.
   • Sender email: enter the sender address, such as one beginning with marketing.
   • Reply name: enter the name recipients should see when replying.
   • Reply to Email: use a working mailbox monitored for customer replies, such as a shared customer service inbox.
   
3. In Bulk Email and Email SOP, select the sender and reply details associated with the SendGrid account.
4. After a bulk send, review delivery, opens, clicks, complaints, and unsubscribes.

Expected result

Related topics

• Send bulk email
• Create and review email SOPs