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  • Newletter Portal

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Overview

ResultsVault integrates with a 3rd party provider sophisticated newsletter creation and management interface SendGrid - to provide the ability to send Newsletters (know within SendGrid as 'Marketing Emails') to large numbers of recipients. 

The SendGrid platform provides a sophisticated Newsletter management and creation interface, and also manages statistics such as Unsubscribes, Bounces, and Open rates etc.

Integration with ResultsVault provides a way to automatically synchronize the email

Email addresses from Person Filters into are automatically synchronized into a SendGrid Recipient List, which can then be used to send the emails.

Further information on the SendGrid features can be found here.

There are costs associated with using this feature, please Please contact support for more information about associated costs.

Accounts can be set up either:

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Please contact support for initial setup with sendgridSendGrid. 

After initial setup has been completed, accessing SengGrid for the first time would require verification of Account Details and Sender Address within the SendGrid system.

 

Note
titleThings to avoid within SendGrid
  • Changing your username and/or password within SendGrid (Account Settings screen). : This will prevent integration from working prevents integration with ResultsVault and may suspend your account.
  • Changing the name of a synchronized Synchronized Recipient List. These lists are designated with [RV_SYNC] in their titles. Note - if a person filter is renamed, the synchronization will break, in this case it can be restored by renaming the Recipient List within SendGrid accordingly. If synchronization is broken a person filter can be re-synchronized, however this will create a new Recipient List.


Access

 

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Click the link on the portal page to access SendGrid. This will sign you in using the primary credentials of your SendGrid account.

Before accessing SendGrid, synchronize any Person Filters that you wish to use as Recipient Lists.