SendGrid Integration

servis.ai
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SendGrid is a powerful email delivery service that enhances how emails are sent from Servis.ai. By integrating SendGrid, you can send personalized email campaigns, automate bulk emails, and increase your sending limit from 50 to 1,000 emails per batch. This integration also provides Effectiveness Reports, giving you valuable insights into campaign performance.

Permissions: Only Administrators can create Integrations, Workflows and App Actions.

  1. SendGrid Set-Up
  2. SendGrid Email Tracking + Analytics Setup
  3. Servis.ai Setup
  4. Turn on Unsubscribe in SendGrid

SendGrid Set-Up

First, you'll need to create or access your SendGrid account. From the sidebar menu navigate to Settings > API Keys > Create API Key.

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From here, name your API Key and choose your permissions.  Click 'Create & View' when ready, and your key will auto-generate.  Copy your key and save it if needed - you cannot retrieve this key once you navigate away from this page.  (You can restart the process if you need a new key).sendgrid3.png

Now from the sidebar menu, navigate to Settings > Sender Authentication 

Authentication

There are two options to integrate with Servis.ai

  1. Domain Authentication:  this option requires access to your DNS host. For example, when you authenticate the domain ‘freeagentsoftware.com’ every email address with ‘freeagentsoftware.com’ as the domain e.g. sender@freeagentsoftware.com will be automatically verified. Click on 'Get Started' and follow SendGrid’s guide for Domain Authentication.
  2. Single Sender Authentication

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Note: If authentication has not been set up in any form, you will not be able to send emails from Servis.ai.

SendGrid Email Tracking + Analytics Setup

In SendGrid, navigate to Settings > Tracking, and make sure that ‘Open Tracking’ and ‘Click Tracking’ are enabled.
Then navigate to Settings > Mail Settings

Click on the edit Icon for 'Event Webhook' and a modal will appear

For Authentication Method, select ‘None’

For HTTP Post URL:

  1. In FA, navigate to Settings > Integrations > Sendgrid.
  2. Find your tenant’s SendGrid tracking Webhook (this will be added automatically via a migration for each tenant) called ‘SendGrid Tracking Webhook’ and copy the URL.

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For Events to be POSTED to your URL, select: Bounced, Delivered, Opened, Clicked. For now, we only support those events within FA.

Hit 'SAVE' - That is it for setting up SendGrid analytics/tracking

Servis.ai Setup

Navigate to Settings > Integrations > SendGrid

Check the box for enabling SendGrid and enter your SendGrid API Key that you get during SendGrid Setup. Hit 'Save'.

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Once SendGrid is enabled, you can send bulk emails directly from the Contacts App. To do so, select the contacts you want included in the bulk email and click the Email button from the action menu above your contacts list. 
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After you click the Email button the Bulk Send Email window will appear. 
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From here you can write the body of the email and the subject line, CC anyone you want to include and send. You can send up to 1000 emails per batch using Bulk Email with SendGrid.

Note:  If the Email button is visible but is disabled (grey) after you have selected your contacts, make sure you have paired your email in FA. There will also now be a field named ‘Sent via SendGrid’.

Turn on Unsubscribe in SendGrid

Turning on Unsubscribe in SendGrid can only be done in your SendGrid settings. See the following articles for assistance:

- Activate Unsubscribe Links

- Unsubscribe Methods

Note: the unsubscribe link will not be displayed when previewing the email in Servis.ai.

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