SendGrid is a transactional email delivery and management service. Trigger template-based emails and manage email subscription lists from Swrve based on user actions within the app with Swrve’s SendGrid integration.

Supported actions

Swrve’s SendGrid integration supports the following actions:

Outbound actions

• Send a template-based email
• Subscribe user to an email list
• Unsubscribe user from an email list

Inbound actions

• Process email delivery and email engagement events from SendGrid

Use cases

Transactional emails

Transactional emails are sent in response to a user’s real-time action in the app. For example:

• Send a welcome email after the customer completes the sign up process.
• Send a purchase receipt email after the customer completes a purchase.

Using the SendGrid connector, Swrve triggers a transactional email upon receipt of a selected user action that is configured as a mobile event. There are two main steps involved in triggering transactional emails via the SendGrid integration:

1. Create a custom event in the Swrve SDK for the user action you want to use to trigger the email send process; for example, registration_complete.
2. Create a rule in Swrve that is triggered on receipt of the designated event and uses the Send Email action to send the email.

Marketing email lists

Marketing emails are bulk emails sent with minimal personalization to a set audience or list of users. Marketing emails are scheduled as opposed to triggered on a per-user basis. The target audience for a marketing email campaign are grouped as email lists. Management of such email lists and the scheduling of marketing email campaigns is done in SendGrid. Swrve is used only as a client to add or remove users from SendGrid-managed email lists.

For example, if you wanted to maintain an email list for users who have made in-app purchases, for retargeting purposes, you could create an email list called high_value_mobile_users in SendGrid and add users to the list (from Swrve) as and when the user makes their first purchase. Likewise, if the user opts out of receiving emails via an in-app message, the same user may be removed from an existing email list.

The action of removing or adding a user’s email is triggered on receipt of a related event. In the above example, the arrival of the purchase event or the email_opt_out event could be used as a trigger in a Swrve rule to implement the required list management behavior. There are two main steps involved in managing an email list via the SendGrid integration:

1. Create a custom event in the Swrve SDK for the user action that you want to use to trigger the subscribe or unsubscribe action.
2. Create a rule in Swrve that is triggered on receipt of the designated event and uses the Subscribe User or Unsubscribe User action to manage the email list.

Update user properties

The SendGrid connector sends email delivery and engagement events to Swrve, which you can use as part of your campaign engagement analysis or to trigger actions in Swrve. For example, if a customer unsubscribes to an email list, use the receipt of the Unsubscribe event to trigger a rule in Swrve that updates the value of a user property called email_unsubscribed to true. You could then target those users with a push notification instead.

SendGrid configuration

In most instances, your CSM will set up your SendGrid configuration, however you might need to provide them with certain credentials. To view your active Swrve integrations, on the Manage menu, select Adaptors.

Step 1: To access the configuration settings, on the SendGrid card, select Configure.

Step 2: Complete the following fields as required:

Step 3: To save the configuration settings, select Save.

After you select Save, the configuration status changes to Active and the Deactivate button is available. If you Activate or Deactivate the configuration at any time, the changes apply to both the outbound and inbound actions.

SendGrid actions

This section describes the fields that are included when creating a new rule using the selected action. For certain inbound actions, Swrve automatically creates a rule, while your CSM will likely configure any outbound actions. Most fields have the option to manually enter the value or to select a user property from the list to have Swrve automatically populate the value when the rule is processed.

Send email

Triggers a template-based email that is sent from SendGrid. Complete the following fields to include the values required to send the email.

Subscribe user

Adds a specific user to an email list that is maintained in SendGrid. Complete the following fields to include the values required to add the user to an email list.

Unsubscribe user

Removes a specific user from an email list that is maintained in SendGrid. Complete the following fields to include the values required to remove the user from an email list.

Inbound actions

The SendGrid inbound actions use webhooks with the SendGrid system to receive asynchronous email delivery and engagement events. The webhooks are set up when you activate the SendGrid integration. SendGrid sends the following events to Swrve: