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src/connections/sources/catalog/cloud-apps/sendgrid/index.md

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@@ -28,8 +28,7 @@ To add the Sendgrid source to Segment, return to your Segment Workspace and foll
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1. Navigate to **Connections > Catalog**, and search for "Sendgrid".
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2. Click the "Sendgrid" source, and click **Add Source**. **Note**: This source only supports warehouses as a destination.
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3. Give the source a meaningful name and (optional) add any labels to help you organize and filter your sources. Select all of the Warehouse destinations from the existing connections.
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> info ""
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> Segment recommends that you give your source a name that reflects the source itself as this name populates the schema name. For example, the source name `SendGrid` creates the schema `SendGrid`. You can add multiple instances if you have multiple SendGrid accounts.
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> **Note**: Segment recommends that you give your source a name that reflects the source itself as this name populates the schema name. For example, the source name `SendGrid` creates the schema `SendGrid`. You can add multiple instances if you have multiple SendGrid accounts.
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4. Add the [SendGrid API Key](#sendgrid-api-key) to connect Sendgrid to Segment. Click **Connect**.
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![Screenshot of the Settings page in the setup flow for the Sendgrid source.](images/601347_Key.png)
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5. Copy the auto-generated Webhook URL from Segment and paste it in your Sendgrid account. Navigate to **Settings > Mail Settings > Event Webhooks** and create a new event webhook.
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> 3. **Select the collections to sync**. The collections that you select will be synced from the start date.
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7. Click **Finish** to complete connecting your Sendgrid source to Segment.
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8. To set the date from which the sync should start, go to **Settings > Basic Settings**, and configure the start date.
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> info ""
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> Changing the start date after the first sync doesn't change anything unless a full manual sync is initiated.
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>
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> Changing the collections to be synced takes effect after the next sync. The previous data synced for any collection that has been unselected will be in the warehouse.
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>
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> The default value for Source Sync Schedule in 3 hours. To change the sync, schedule send a message to [[email protected]](mailto:[email protected]){:target="_blank”}.
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> * Changing the start date after the first sync doesn't change anything unless a full manual sync is initiated.
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> * Changing the collections to be synced takes effect after the next sync. The previous data synced for any collection that has been unselected will be in the warehouse.
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> * The default value for Source Sync Schedule in 3 hours. To change the sync, schedule send a message to [[email protected]](mailto:[email protected]){:target="_blank”}.
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9. Toggle **Enable source** on to start syncing data.
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10. The first sync begins after you successfully create the source. To review the collections and number of rows synced, go to the **Overview** tab.
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@@ -83,22 +79,22 @@ Collections are the groupings of resources Segment pulls from your source. In yo
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| Collection | Type | Description |
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| ------ | ------ | ------ |
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| activity | Event | The union of all SendGrid **event** tables. Useful for creating funnels. |
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| _open | Event | Recipient has opened the HTML message. Enable Open Tracking to get this type of event. |
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| click | Event | Recipient clicked on a link within the message. Enable Click Tracking to get this type of event. |
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| _open | Event | Recipient has opened the HTML message. Enable **Open Tracking** to get this type of event. |
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| click | Event | Recipient clicked on a link within the message. Enable **Click Tracking** to get this type of event. |
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| bounce | Event | Receiving server could not or would not accept message. |
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| delivered | Event | Message has been successfully delivered to the receiving server. |
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| processed | Event | Triggered when the email is processed. |
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| dropped | Event | You may see the following drop reasons: Invalid SMTPAPI header, Spam Content (if spam checker app enabled), Unsubscribed Address, Bounced Address, Spam Reporting Address, Invalid, Recipient List over Package Quota |
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| dropped | Event | You may see the following drop reasons: `Invalid SMTPAPI header`, `Spam Content` (if spam checker app enabled), `Unsubscribed Address`, `Bounced Address`, `Spam Reporting Address`, `Invalid`, `Recipient List over Package Quota`. |
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| deferred | Event | Recipient's email server temporarily rejected message. |
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| unsubscribe | Event | Recipient clicked on message's subscription management link. You need to enable Subscription Tracking for getting this type of event. |
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| unsubscribe | Event | Recipient clicked on message's subscription management link. You need to enable **Subscription Tracking** for getting this type of event. |
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| mc_contacts | Object | A sample of fifty latest contacts uploaded or linked from the list, returned from [Sendgrid](https://docs.sendgrid.com/api-reference/contacts/get-sample-contacts){:target="_blank"}. **Will only return data if you're using SendGrid's New Marketing Campaign features.** |
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| mc_lists | Object | Lists returned from [Sendgrid Lists endpoint](https://docs.sendgrid.com/api-reference/lists/get-all-lists){:target="_blank"}. **Will only return data if you're using SendGrid's New Marketing Campaign features.** |
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| mc_single_sends | Object | Single Sends with condensed details about each from [Sendgrid Single Sends endpoint](https://docs.sendgrid.com/api-reference/single-sends/get-all-single-sends){:target="_blank"}. **Will only return data if you're using SendGrid's New Marketing Campaign features.** |
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| spam_report | Event | Recipient marked message as spam. |
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| lists | Object | [Groups of contacts](https://sendgrid.com/docs/API_Reference/Web_API_v3/Marketing_Campaigns/contactdb.html){:target="_blank”}. **Will only return data if you had Legacy Marketing Campaigns data** |
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| segments | Object | [Slices of lists](https://sendgrid.com/docs/API_Reference/Web_API_v3/Marketing_Campaigns/contactdb.html){:target="_blank”}. **Will only return data if you had Legacy Marketing Campaigns data** |
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| recipients | Object | All contacts who have received an email, with information about their last activities and custom activities. [More Info](https://sendgrid.com/docs/API_Reference/Web_API_v3/Marketing_Campaigns/contactdb.html){:target="_blank”}. **Will only return data if you had Legacy Marketing Campaigns data** |
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| campaigns | Object | All campaigns you've created in SendGrid. [More Info](https://sendgrid.com/docs/API_Reference/Web_API_v3/Marketing_Campaigns/campaigns.html){:target="_blank”}. **Will only return data if you had Legacy Marketing Campaigns data** |
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| lists | Object | [Groups of contacts](https://sendgrid.com/docs/API_Reference/Web_API_v3/Marketing_Campaigns/contactdb.html){:target="_blank”}. **Will only return data if you had Legacy Marketing Campaigns data.** |
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| segments | Object | [Slices of lists](https://sendgrid.com/docs/API_Reference/Web_API_v3/Marketing_Campaigns/contactdb.html){:target="_blank”}. **Will only return data if you had Legacy Marketing Campaigns data.** |
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| recipients | Object | All contacts who have received an email, with information about their last activities and custom activities. For more information, see the [Sendgrid docs](https://sendgrid.com/docs/API_Reference/Web_API_v3/Marketing_Campaigns/contactdb.html){:target="_blank”}. **Will only return data if you had Legacy Marketing Campaigns data.** |
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| campaigns | Object | All campaigns you've created in SendGrid. For more information, see the [Sendgrid docs](https://sendgrid.com/docs/API_Reference/Web_API_v3/Marketing_Campaigns/campaigns.html){:target="_blank”}. **Will only return data if you had Legacy Marketing Campaigns data.** |
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## Troubleshooting
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