Learn how to connect your SendGrid account with Voucherify and send transactional emails with promo codes.
The integration with SendGrid uses webhook limits for sending messages.
Log into your account and go to the Integrations directory.
Choose Connect next to the SendGrid integration and provide the SendGrid API key and sender details.
To prevent false spam reports, you need to inform your recipients of how they got on your email list. Go to the Project settings > Brand Details to compose a short message before creating a distribution. We will automatically place this information in your message footer.
Voucherify offers manual and automatic distributions. Manual distribution sends an email message to a selected customer/customer segment as a one-time action. Manual messages are sent 10 minutes after you confirm the distribution. Automatic distributions trigger a message every time a customer performs a predefined action and meets the distribution conditions.
Using your SendGrid account, you can send both manual and automatic messages.
To start a new distribution, go to the Distributions tab in your dashboard and run the Distribution Manager with the plus.
Choose the relevant distribution type. Click on Manual message for one-time delivery or choose between the automatic distribution types.
Scheduling the distribution in the Manager is a three-step process:
Step 1: Distribution conditions
Name your distribution and select the purpose:
- Notifying customers about a promotion (you'll be asked to provide the promotion tier name).
- Sending a unique code from a campaign (you'll be asked to select the campaign).
- Sending a plain message (without unique promo codes).
Next to the message purpose, you need to define your audience. Some distributions have the audience defined by its type (for example, Order cancelled distribution sends messages to every customer who cancelled the order). Otherwise, you need to choose a customer or customer segment that will be your recipients.
Step 2: Consents
Next, choose marketing consents that you can create in the Project Settings. You can also disable the use of consents by checking the "Disable consents verification" option.
Step 3: Channel choice & messages
The next step is about channel(s) configuration. First, enable email as your channel. Note that you can allow many channels within a single distribution. Choose SendGrid as your provider.
If you connect your SendGrid account in the Integrations, you can choose it from the list when configuring an email provider.
Next, you need to choose a message template. You can choose between built-in Voucherify templates and dynamic SendGrid templates created in your account.
If you choose a SendGrid template, you can place Voucherify variables in it. They will be mapped to fields added to SendGrid dynamic template.
You can choose from the following message variables:
- customer name,
- customer email,
- customer cockpit URL,
- customer preference center URL,
- voucher code,
- voucher value,
- voucher QR URL,
- voucher barcode URL,
- voucher publication date.
If you want to place the Voucherify variable in the message template, type the SendGrid field name but skip the curly brackets, as in the picture below.
If you decide to use Voucherify templates, you can learn more about the email editor in this guide.
When the email message is ready, go to the fourth step (summary) to analyze the workflow once more. If there are no other modifications needed, save and send the messages.
You can analyze the performance of your email campaign with built-in analytics. Learn more here. After you confirm distribution, manual messages will be sent with a 10-minute delay, whereas automatic distribution will be triggered every time a customer performs the required action.