Mail Processing using SendGrid

After the integration with SendGrid has been configured, you can start processing emails and track activities related to a specific email account.

Sending and Tracking of an Email

On the Email Activity (CR306015) form, you create a new email. In the From box (see Item 1 in the following screenshot), you select an email account of the Email Service Plug-In type (Item 2). With an account of this type selected, the system displays the SendGrid section (Item 3) on the Details tab of the form.

Figure 1. The SendGrid settings available for an email

In the section, you can edit the list of categories and override the default tracking settings. Additionally, by selecting the Bypass Suppression Checks check box, you can specify whether the system should send the email to the specified addresses even if these addresses are in the Suppressions list of SendGrid. The Suppressions list includes email addresses that have unsubscribed, email addresses that have marked the email as spam, email addresses to which the system failed to deliver emails (because they bounced, are blocked, or are invalid).

After the email has been sent, you can review the tracking results in the SendGrid portal. If receipt of the tracking results was configured for the email account on the System Email Accounts (SM204002) form, you can review the tracking results of a particular email on the Tracking tab of the Email Activity (CR306015) form.

Tracking Activities for an Email Account

For tracking activities related to a specific email account of the Email Service Plug-In type, you can use the Email Summary dashboard and the Email Tracking inquiry located on the side-panel of the System Email Accounts (SM204002) form (see the following screenshot).

Figure 2. The dashboard with information related to an email account of the Email Service Plug-In type

Scheduling an Email Delivery

On the Email Activity (CR306015) form, you create an email to be sent from the email account that is connected to SendGrid and click Send At on the More menu. The system opens the Send At dialog box, where you specify the date and time of delayed email delivery, as the following screenshot shows.

The system sends the data to SendGrid for processing, and upon receiving a confirmation, the system changes the email's status to Scheduled and displays the scheduled date and time in the Send At box on the Details tab.

For the email activities with the Scheduled status, the Cancel Sending command is available on the More menu of the form. If you cancel the sending of a scheduled email, the system clears the value of the Send At box and changes the email's status to Draft.

Importing SendGrid Designs

To enable importing of SendGrid designs, you enable the SendGrid Integration and Import of SendGrid Designs (Experimental) features on the Enable/Disable Features (CS100000) form. With the features enabled the Import SendGrid Design button is displayed on the toolbar of the Email Templates (SM204003) form.

You select an email account that has been configured for integration with the SendGrid email service in the From box for an email template and the Import SendGrid Design button becomes available, as the following screenshot shows.

Figure 4. The new Import SendGrid Design button

You click Import SendGrid Design, and the system opens the Import SendGrid Design dialog box, where you selects a design to be imported by searching the list of the available templates (if any have been created in SendGrid). The following screenshot shows the Import SendGrid Design dialog box with the preview of the selected design loaded.

Figure 5. The Import SendGrid Design dialog box

Then you click Import in the dialog box, and the system replaces the content in the Subject box of the Summary area and on the Message tab of the form. You can edit the imported content then.