The Newsletter Manager integrates with a 3rd party provider - 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 addresses from Person Filters 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 contact support for more information. Accounts can be set up either:

• with a recurring monthly fee which give a certain number of emails per month - this is typically used by larger organisations
• via a pre-paid system where an organisation purchases a number of 'credits' which can then be used as required to send emails - this is ideal for smaller organisations

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.

Setup

Your organisation must be manually setup for integration with SendGrid before you can send emails.

Please contact support if the messages on the Newsletter Portal indicates setup has not been complete.

When you have been setup, and access the portal for the first time, you should do some further setup and checks within SendGrid:

• Click Settings...Account Detail
• Check information is correct, particularly the Account email address which is used by SendGrid in case of account issues. Do not change the username or password.
• Click Marketing..Marketing Emails
• On the right hand side of the screen click Create a Sender Address and complete the details. Repeat for any email addresses you will use to send your emails.

Things to avoid within SendGrid

• Changing your username and/or password within SendGrid (Account Settings screen). This will prevent integration from working and may suspend your account.
• Changing the name of a 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.