Customer.io supports using your own SendGrid account to send email with zero loss in functionality. To set this up, there are two places you’ll need to change settings:
If you’re sending some (but not all) of the mail in your SendGrid account through Customer.io, you’ll want to create a subuser first. With a subuser, you could track all your Customer.io email activity without blending in data from your other SendGrid activity or use separate IPs for separates services (amongst other things).
Note that not all SendGrid plans support the ability to create subusers, so check your plan before attempting to create one.
If your plan offers subusers, you should see an option to create a new subuser on Settings > Subuser Management. A SendGrid subuser will have a username, email address and password, allowing for you (or someone on your team) to log in to SendGrid as that subuser. You’ll also need this username and password later on in this process.
If you don’t set up a subuser and use your primary SendGrid account for Customer.io, all your email sent via SendGrid will show up under the one account.
Now you’ll need to adjust some settings to make sure your SendGrid account (or subuser) sends Customer.io the right data.
If you created a subuser, click your account name at the top left, click Switch User, and select the subuser you created for Customer.io.
Go to Settings > Mail Settings to activate Event Notification.
Enter the following underHTTP Post URL to point to Customer.io’s track endpoint:
Only check the boxes for Dropped, Delivered, Bounced, and Mark as Spam. Opens and clicks are tracked on the Customer.io side.
Now it’s time to configure Customer.io to send your emails through your SendGrid account.
If you created a SendGrid subuser, be sure to have its username and password.
First, head to Custom SMTP Settings in the Email & Actions section:
Enter your settings in the form. Enter
smtp.sendgrid.net as your address, and
2525 as your port. The “Domain” field is for the sending domain for your emails. Choose
login for Authentication and enter the username and password for your SendGrid subuser (or primary account if you don’t create a subuser), like this:
Your account is now set up to send email through Sendgrid. If you have any questions or feedback about setting this up, just get in touch and we’ll be happy to help!