Collect More Information with SendGrid

Setup SendGrid with our built in integration

 

Last updated 2/3/2021

Intro

This document covers the steps needed to configure the SendGrid Design Canvas Integration.  Setting up the SendGrid integration through our legacy setup (Settings > Integration) will be no longer supported after September 2019.


REQUIREMENTS

Get SendGrid API Key

Navigate to Settings > API Keys and create a new API Key with Full Permissions if one does not exist. Copy the API Key for later use.

api keys

Integrate SendGrid to Promotion

  1. Log into Justuno and access the desired promotions design canvas.
  2. If you already have an email form, click on the email form and proceed to the next step.

If there is no email form you may use this guide to help add it in: 

    1. To ADD a new email form, select “Email Form” under the “Add Layer” option on the left side and drag it onto the Promotion Canvas.

    2. Click the “SendGrid” tile and authenticate.
3. Enter the API TOKEN you copied earlier into the screen that appears:
Screenshot 2021-02-04 173901

SendGrid Mailing List Selection

  1. Once authenticated, you will see your current SendGrid Mailing Lists appear. Select one list you would like contacts to be added to or create a new one. The new one will be added to your SendGrid account and will be available for immediate selection.

 

choose list

SendGrid Field Definition

We provide a limited set of fields to use which you can use in the Create Form process. To view/use your SendGrid Custom Fields, click "Load Additional Fields" and check off the fields you would like to add to the form.

If you are sending information that does not require a user to fill anything out make sure the hidden setting is checked. We have added a few hidden fields that are commonly used:

  • Current url (the url a user is on when they submit the form)
  • IP address (the visitor’s IP address)
  • Coupon code (the coupon code they receive in the post engagement)
  • Referring url (the url the user clicked on to get to the new page in your website.)
  • Previous Domain Referring URL (the url of the last page)
  • First url visitor landed on (the url the user first landed on)

Preview and Publish Your Changes

Once you have arranged all fields, be sure to SAVE and then Preview or Publish your Promotion.