Twilio SendGrid

Twilio SendGrid email integration allows you to send emails through Twilio SendGrid's scalable email service using the standard emailing capabilities of Bloomreach Engagement. You can find it in Integrations > + Add new integration.

For more details on working with emails in Bloomreach Engagement, you can visit Working with Emails.

How to set up the integration

Create account

Before you set up the integration, you must establish your Twilio SendGrid account. Contact our CSM to help you create your account. If you don't have a Twilio SendGrid account yet, contact your CSM to help get yours created.

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Already have a Twilio SendGrid account?

We still recommend setting up an account dedicated to Bloomreach Engagement. Once configured, Twilio SendGrid will send webhook status updates to Bloomreach Engagement for every email sent through the user account, which may impact privacy and performance.

You will also need the following info from your Twilio SendGrid account:

• API Key ID – Your unique 69-character API Key ID to authenticate access to your Twilio SendGrid account. The steps below include how to create an API key.
• IP pool name (Optional) – Name/identifier of an existing IP Pool within your Twilio SendGrid account that you would like to use.

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What are IP Pools?

IP Pools are groups of dedicated IP addresses that are used to manage the sending reputation of your individual mail streams. IP pools enable a more granular and effective approach to email deliverability, particularly for those who manage multiple types of email communications.

Authenticate your domain in Twilio SendGrid

Setting up Domain Authentication is a critical step when establishing your Twilio SendGrid account. This process is essential for ensuring the optimal delivery of your emails. Domain authentication not only enhances your email deliverability rates but also boosts trustworthiness with both email inbox providers and your recipients. You only need to verify a domain once.

To complete the Domain Authentication process, in your Twilio SendGrid account go to: Settings > Sender Authentication > Authenticate Your Domain > Get Started button.

Since this step is somewhat technical and you need access to your DNS host, please consult your technical team if you are not sure what to do.

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DNS host access required

You (or your technical team) will need access to your DNS host to complete this domain authentication step.

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Allow time for domain verification

Please be aware it can take time for your domain/DNS records to be fully verified; typically less than an hour, but possibly longer.

Create API key in Twilio SendGrid

In your Twilio SendGrid account, you will need to create an API key which will be used by this integration to authenticate access to your Twilio SendGrid account.

To create an API key in your Twilio SendGrid account, go to Settings > API Keys > Create API Key > enter a key name to the API Key Name field > set the API Key Permissions level to "Full Access" > click Create & View button.

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Setting your API Key Name

We recommend including the word "Bloomreach" when setting your API Key Name so the API Key's purpose is self-explanatory and will not be deleted by accident.

Copy API key

Your new API Key ID is shown on the next screen. For security reasons, it is only shown once on this screen at the time of creation. Copy your API key, and save it somewhere safe!

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API Key ID only shown once

Your Twilio SendGrid account will only show your API Key ID one time. Please store it somewhere safe as we will not be able to retrieve or restore it.

Add Twilio SendGrid Email integration

Open your Bloomreach Engagement project, go to Data & Assets > Integrations > + Add new integration and search for "Twilio SendGrid". Next, click + Add integration.

Enter the API key

On the next screen, you will need to populate the fields shown with your Twilio SendGrid information:

1. Paste your API Key value to the API Key ID field.
2. (Optional) If you have an existing IP Pool within your Twilio SendGrid account that you would like to use, enter it to the IP Pool Name field.
3. Ensure the Handle webhooks automatically checkbox is checked.
4. Click the Save integration button to save your configuration.

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Warning about reusing email API keys

While Bloomreach Engagement allows you to use the same mail API key in multiple integrations even in multiple projects, this is not recommended because all integrations with the same API key will share a single mail provider webhook for tracking delivered campaign events.

Deleting any of these integrations with a shared API key will result in deletion of the webhook and therefore none of the given projects will have tracking of delivered campaign events.

(Optional) Webhook configuration

If you did not select the Handle webhooks automatically checkbox on the previous step, copy the given tracking webhook URL from your integration settings page. Your unique tracking webhook URL is generated upon saving your integration configuration.

In your Twilio SendGrid account, you will need to enter this tracking webhook URL to ensure complete tracking setup.

To place your tracking webhook URL in your Twilio SendGrid account, go to Settings > Mail Settings > Event Webhooks > click Create new webhook button. Enter your URL in all the given fields..

You can now use Bloomreach Engagement campaigns to send signed emails from your own domains using Twilio SendGrid.

For more information, review the article on [webhook notification and naming](webhook notification documentation and naming).

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Default email settings

After Twilio SendGrid integration you can look at Default email settings in order to change it to your default email integration.