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  • Newletter Portal

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Email addresses from Person Filters are automatically synchronized into a SendGrid Recipient List to send the newsletters.

Further information on the SendGrid features can be found here.

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Please contact support for initial setup with sendgridSendGrid. 

After initial setup has been completed, accessing SengGrid for the first time would require verification of Account Details and Sender Address within the SendGrid system.

 

Note
titleThings to avoid within SendGrid
  • Changing your username and/or password within SendGrid (Account Settings screen). : This will prevent integration from working prevents integration with ResultsVault and may suspend your account.
  • Changing the name of a synchronized Synchronized Recipient List. These lists are designated with [RV_SYNC] in their titles. Note - if a person filter is renamed, the synchronization will break, in this case it can be restored by renaming the Recipient List within SendGrid accordingly. If synchronization is broken a person filter can be re-synchronized, however this will create a new Recipient List.

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