SendGrid is an SMTP service that seamlessly connects with AEvent, enabling you to send emails to attendees upon registration.
Furthermore, it lets you schedule reminder emails leading up to the event and set up prompts for post-event follow-ups.
Once configured, it provides a fully automated email delivery process.
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Timeline Actions:
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How To Find Your API Info For SendGrid
You will need to get the API Key
To find your API Key, you need to go to your dashboard and find the Settings tab in the left menu.
Select the settings tab
Select API Keys
If you do not have APIs set up yet, click the Create API Key and create one for this integration
Name your API Key
You will want to select Full Access
Select Create & View
On the next screen, you want to copy your API Key and keep it somewhere safe.
You will not be able to retrieve it from your account again.
Pop-Up Note: You Will ONLY See This Once
Now select Done
That is it. You have the API Key you will need to integrate SendGrid with AEvent.
Adding SendGrid To AEvent
In order to add your SendGrid Integration, you will need to first navigate to Integrations within AEvent search / select SendGrid, click Add Integration.
Then name your integration as you see fit, and click 'Add.'
Once here on the access popup, take your API Key add them to the form, and click "Continue."
Once your SendGrid account has been successfully added, you will see it's Connected, and you are able to click on 'Test'.
A successful connection will yield a positive test result. Congratulations, your SendGrid account is now successfully connected to AEvent!
Activating & Configuring SendGrid For Your Campaign and On-Registration Email
Go to the campaign you want to use SendGrid on and go to the integration settings.
Find SendGrid and toggle it on
As long as you have Activated the integration, you are good to use it for your Timeline Actions
If you wish to only send SendGrid Emails through a timeline action and not when someone registers for your event, you can skip the rest of this step.
Click the Cog Wheel for the Integration's Settings for On-Registration Email
You will want to click on the Disable Toggle, and it will show Enabled, and an Edit Option will appear to the left of the toggle.
Once you click on Edit, it will open up an email editor so you can create your email that will go to the people who just registered for this event.
You also have many options to personalize the email with.
i.g. Registrants first name and supply the Join Link for example and Save it
If you tick the check box, you can Collect Engagement Metrics.
And that is it. You now have set up an Email to trigger when a person registers for your event.
Collect Engagement Metrics
Below you will find where the two places are that you can set up to collect the Engagement Metrics.
You will also find where you can view your analytics once your event is over to view your sent vs opened.
To Use for On-Reg Emails
You want to go to the campaign you are using the SMTP service on
You want to go to the integrations section of the campaign
Find the integration and select the cog wheel
In the integration settings select the check box “Collect Engagement Metrics”
To Use Metrics with Timeline Actions
When you go into your timeline action for the email you will want to select the checkbox “Collect Engagement Metrics”
Review your Metrics
Once the event passes you can go to Schedule and select Past.
Find your event and select the pie chart for that event
Once in the Analytics go to the User Agent View Section
Select the “Display Email Engagement Metrics” toggle under the chart
Now you see the Total Emails Sent vs the Total Emails Opened
Creating A Timeline Action With SendGrid
Go to the timeline and day you want to trigger your Action/s. Make sure that the integration you want to use is active on this campaign (see how above ⬆️).
Click on the Create Action button in the top right to get started.
Selecting the date and time that you wish the action to occur
Select the Audience you are targeting
Select your SendGrid Integration
Create the email message and choose Collect Engagement Metrics
Then, Create the Action
This is how it will look on your timeline.
How To Reconnect SendGrid
If you are encountering issues with your SendGrid integration, it is possible that your API information has changed from SendGrid, has been reset, or has been closed.
If you click 'Test' and it is NOT successful, the first step we recommend is reconnecting your integration.
By clicking Re-Connect, you will need to re-enter your SendGrid details for the API authentication purpose.
Once your SendGrid account has been successfully added, you will be see it's Connected state, and you are able to click on 'Test'.
A successful connection will yield a positive test result.
Congratulations, your SendGrid account is now successfully re-connected to AEvent!
How To Remove SendGrid
If you want to remove your SendGrid integration from AEvent;
You need to navigate to Integrations.
Locate your SendGrid integration and click on the Trashcan icon.
You then will be prompted to confirm deletion.
Once you confirm removal, the integration within AEvent no longer exists.
⚠️ NOTE: ⚠️
Removing this integration will immediately affect its use with any campaigns that it is active in.
If you are experiencing issues with this integration but do not desire to REMOVE it, we recommend reconnecting it instead.
This will allow its configuration to continue as set within your campaigns.
🆘 Help Is Here 🆘
If you have any questions about this Integration please reach out to our Support Team with any questions about the SendGrid and AEvent Integration.