Use your SendGrid Account to Send Customer.io

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:

1. In SendGrid

(Optional) Create a subuser

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 an API key associated with this subuser 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.

Point SendGrid’s event API at Customer.io

Now you’ll need to adjust some settings to make sure your SendGrid account (or subuser) sends Customer.io the right data.

  1. 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.

  2. Go to Settings > Mail Settings to activate Event Notification

  3. Enter one of the following URLs underHTTP Post URL to point to Customer.io’s track endpoint for your account region:

    • US: https://track.customer.io/sendgrid/events
    • EU: https://track-eu.customer.io/sendgrid/events

    Only check the boxes for Dropped, Delivered, Bounced, and Mark as Spam. Opens and clicks are tracked on the Customer.io side.

     Use the correct URL for your region

    If your account is based in the European Union (EU), make sure you use endpoints beginning with track-eu. We redirect traffic from US endpoints to EU-based accounts, however the traffic still passes through US servers and data may be logged in the US.
  4. Optionally, set up Domain Keys (DKIM) by going to Settings > Sender Authentication and clicking Authenticate Your Domain.

Now it’s time to configure Customer.io to send your emails through your SendGrid account.

In Customer.io

Configure custom SMTP settings

First, head to Workspace Settings -> Email -> Custom SMTP Settings and click the Add Custom SMTP Server button:

Custom SMTP settings
Custom SMTP settings

Select “YES” where it asks, “Are you using SendGrid as your SMTP Provider?” and then enter your SendGrid API key, like this:

SendGrid SMTP
SendGrid SMTP

Check out SendGrid’s documentation if you need help creating or finding your API key. If you are using a SendGrid subuser account, make sure the API key you enter is associated with that subuser.

Success!

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!