Documentation / Product / Integrations / SendGrid

SendGrid Experiences

Lytics Experiences supports SendGrid marketing campaign single sends, transactional emails, and legacy marketing campaigns. These Experiences may be run as stand-alone campaigns such as newsletters or blast emails, or using the Journey Canvas you can manage the cross-channel customer life-cycle.

Experience Import

Like all Experience enabled providers, you can import Experiences from SendGrid to Lytics. During the import process, you will be asked to select an authorization. Read the SendGrid authorization documentation for more information.

SendGrid Experience Import

Tactics

SendGrid Experiences in Lytics support the following tactics:

  • Single Send - Sync a Lytics audience for a one-time email blast.
  • Legacy Marketing Campaign - Sync a Lytics audience for a one-time email blast to a legacy contact list for use in a legacy campaign.
  • Transactional Email - Send a transactional email to audience members whenever they enter a Lytics audience.

The tactic for an Experience is determined by the type of email created in SendGrid, single send, campaign, or transactional template. The import list is generated using all three of the endpoints in SendGrid.

Configuration

After importing a SendGrid Experience you can configure it for activation. All tactics for SendGrid Experiences have the same three configuration steps within the Experience Editor:

  1. Target - select the target audience for your Experience.
  2. Configure SendGrid - set up how the audience for your Experience will be exported. This step will match the configuration instructions of the following workflows based on tactic:

    The activation will generally function the same as the corresponding workflow, but without the Audience selection, as that is configured by the Target step in the Experience editor.

  3. Configure Delivery - choose to turn the Delivery Optimization feature on or off. Delivery Optimization is only supported by Transactional Email experiences because it is the only real time Experience type; Single Send, and Legacy Marketing Campaign Experiences are scheduled to send at a specific time and therefore cannot benefit from Delivery Optimization.

Once you've finished configuring the Experience you can save and activate it.

Activation

Single Send and Legacy Marketing Campaign activation pushes users to a SendGrid contact List that you select and creates a segment of users to assign to your campaign, and function similarly to the Export Users, and the Export Users (Legacy) workflows respectively. Transactional Email Experiences trigger real-time emails using the Send Triggered Emails workflow.

Single Send Tactics

When you activate this Experience, users will be pushed to a SendGrid contact list, and a segment will be created for the Experience in SendGrid.

  1. Ensure that a new segment was created and populated in your SendGrid account. Navigate to Marketing > Contacts. (If you have the legacy marketing campaigns enabled use the Marketing tab that is marked as NEW).
  2. You should see a new segment under the list you selected during configuration. This segment should have the same name as your Experience in Lytics and will have a single contains rule. SendGrid Contacts List
  3. Next you will assign this segment to your single send campaign. Navigate to Marketing > Single Sends And click on the single send you imported.
  4. Configure your single send to use the segment by selecting the segment under the Send To in the Recipients of the email editor. SendGrid Single Send Configuration
  5. Once your email is ready to send, click Review Details and Send to proceed with the sending process.

Legacy Marketing Campaign Tactics

When you activate this Experience, users will be pushed to a legacy contact list in SendGrid, and a segment will be created for the Experience.

  1. Ensure that a new segment was created and populated in your SendGrid account. Navigate to Marketing > Contacts. (If you have new marketing campaigns enabled use the Marketing tab that does not say NEW).
  2. You should see a new segment under the list you selected during configuration. This segment should have the same name as your Experience in Lytics and will have a single contains rule. SendGrid Contacts List
  3. Next you will assign this segment to your single send campaign. Navigate to Marketing > Campaigns And click on the marketing campaign you imported.
  4. Configure your marketing campaign to use the segment by selecting the segment under the Send To in the Recipients of the campaign editor. SendGrid Marketing Campaign Configuration
  5. Once your email is ready to send, click Review Details and Send to proceed with the sending process.

Transactional Email Tactics

After you activate this Experience, emails will automatically begin sending when users enter the audience in Lytics. No further configuration is necessary assuming your HTML template is ready to go. Confirm that emails are sending, you can check your SendGrid email activity feed once new users have entered the audience in Lytics.

Metrics

SendGrid metrics are collected through webhooks. You must enable webhooks as described in that doc for Lytics to populate the reach and conversion metrics for SendGrid Experiences.

Note: If you are already running the Import Users & Activity workflow, webhooks should automatically be configured to send to Lytics.

SendGrid Experience Metrics

Metrics from the SendGrid are mapped to Lytics user fields as follows:

  • Reach - Open events in Sendgrid are mapped to Lytics impressions.

  • Converted - Click events in Sendgrid are mapped to Lytics conversions.

These events are also mapped to the Lytics user fields Reached with SendGrid Experience and Converted on SendGrid Experience, which are available in the audience builder so that you can create audiences of users who have been reached by or converted on your SendGrid Experiences.

SendGrid Conversion field