Configuring connectors

Configuring SendGrid Connector

Setting up SendGrid account

You can sign up for SendGrid at https://sendgrid.com/pricing and select your pricing plan. After account creation, you can optionally whitelabel your domain in your account by clicking on "Set Up + Configure" button, adding new domain and clicking on "Save". Then you can add the SendGrid specified TXT Records in your domain's DNS settings. This will remove "via sendgrid.net" seen by email recipients.

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SendGrid has a mechanism to track Unsubscribes, Bounces & Complaints which is described in detail later in this article.

Configuring SendGrid SMTP Settings

You can find the SendGrid's SMTP connector configurations here

  • SMTP Host name, Port and Protocol type can be filled from the details in link. To avoid rate limits set by some companies, port 587 is the suggested port. 
  • SMTP Username and Password are your SendGrid account credentials
  • Maximum send rate depends on your pricing plan. You can get in touch with SendGrid to get these are per your plan.

Unsubscribe Tracking 

    • "SendGrid Tracking" will enable us to use unsubscribe information received from SendGrid on the Callback URL (mentioned below in Bounces section) to track unsubscribes. You need to mandatorily turn ON Subscription Tracking in your SendGrid Account -> Settings -> Tracking. Scroll down in Subscription tracking to add your unsubscribe page url in "Custom landing page url" to redirect the user to. Learn more about SendGrid Subscription tracking here. 

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    • Selecting "None" for promotional email campaigns will lead to higher chances of being classified as spam.

Bounce & Complaints Tracking

This information is obtained by setting Event Notifications ON in your SendGrid Account -> Mail Settings

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Now, copy the url from Moengage App Settings -> Email Settings -> Connector Configurations -> SendGrid -> Callback URL and paste it in HTTP POST URL text box shown above.

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Now, select the actions checked in the below snapshot to enable tracking of unsubscribes, bounces and complaints.  

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You are all set up with connector configurations. You can now click on "Save" button which will test these settings (including credentials etc.) and save them. You can then select SendGrid as the default connector in General Settings.

 

Setting up Amazon SES account

You can create an Amazon Web Services account at http://aws.amazon.com/. After account creation, go to AWS Console -> SES and verify your domain by adding the specified TXT Records in your domain's DNS settings.

Your new Amazon SES account might be a sandbox account. In that case, you need to request for a production account from Amazon SES without which your SMTP settings will not be configured. More details are mentioned here. Your request can also cite a limit increase for Daily Sending Quota and Maximum Sending Rate. Amazon usually takes 4 hours to confirm access to production account. 

Bounces & Complaints in SES are tracked through Amazon SNS which is described in detail later in this article.

Configuring SES SMTP Settings

You can find the SMTP connector configurations in your AWS Account -> SES -> SMTP Settings

  • SMTP Host name, Port and Protocol type can be filled from the above details. Avoid using port 25 as it has a higher rate of emails getting throttled. 
  • SMTP Username and Password can be obtained by clicking on the button "Create My SMTP Credentials". Since, there is limited generation of SMTP credentials, you need to mandatorily save the credentials in your records. Read more about generating credentials here.
  • Maximum send rate is mentioned in "Sending Statistics" tab

Unsubscribe Tracking

  • "MoEngage Tracking" will add your unsubscribe page url as the email footer - "If you do not wish to receive future emails, unsubscribe here". You can learn more about unsubscribe tracking in this article.
  • Selecting "None" for promotional email campaigns will lead to higher chances of being classified as spam.

Bounce & Complaints Tracking

This tracking is implemented through Amazon SNS notifications which is also described in detail as follows:

Once your domain is verified on SES, select the domain name and click on "Edit Configuration" button under Notifications. You can then create a new SNS topic, select this topic for Bounces and Complaints under SNS Topic Configuration and click on "Save Config".
Next step is to go to AWS Console -> SNS -> Topics and click on the recently created topic

Now, copy the url from Moengage App Settings -> Email Settings -> Connector Configurations -> Amazon SES -> Callback URL 

Go back to SNS Topic Details, click on "Create Subscription" and paste the url in Endpoint as shown below in the snapshot

You are all set up with connector configurations. You can now click on "Save" button which will test these settings (including credentials etc.) and save them. You can then select Amazon SES as the default connector in General Settings.

Setting up Mandrill account

You can select your pricing plan and sign up for Mandrill at https://mandrill.com/signup/. After account creation, you need to set up your sending domain by adding your domain, verifying it and adding DKIM & SPF records to your DNS settings. More details on setting up domain here

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Mandrill has a mechanism to track Unsubscribes, Bounces & Complaints which is described in detail later in this article.

Configuring Mandrill SMTP Settings

You can find SMTP Settings in your Mandrill account -> Settings -> SMTP & API Info

  • SMTP Host name can be filled from the details in SMTP & API Info.
  • SMTP Port and Protocol type can be obtained from here. To avoid the rate limits set by some hosting companies, port 587 is the recommended port.

  • SMTP Username is your Mandrill account username

  • SMTP Password is any API Key generated by clicking on New API Key button under SMTP & API Info

  • Maximum send rate depends on your pricing plan and is mentioned on your Mandrill Dashboard

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Unsubscribe Tracking

    • "MoEngage Tracking" will add your unsubscribe page url as the email footer - "If you do not wish to receive future emails, unsubscribe here". You can learn more about our unsubscribe tracking in this article.
    • "Mandrill Tracking" will enable us to use unsubscribe information received from Mandrill on the Callback URL (mentioned below under Bounces) to track unsubscribes. You need to mandatorily either add Unsubscribe Tag or enable "add Unsubscribe Footer" in your Mandrill Account -> Settings -> Sending Defaults. More details here

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    • Selecting "None" for promotional email campaigns will lead to higher chances of being classified as spam.

Bounce & Complaints Tracking

This information is obtained by "Adding a Webhook" in your Mandrill Account -> Settings -> Webhooks and selecting events as shown below to enable tracking of unsubscribes, bounces and complaints. Also, copy the url from Moengage App Settings -> Email Settings -> Connector Configurations -> Mandrill -> Callback URL and paste it in "POST to URL" text box shown below.

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You are all set up with connector configurations. You can now click on "Save" button which will test these settings (including credentials etc.) and save them. You can then select Mandrill as the default connector in General Settings.

Setting up Custom SMTP connector

Moengage can integrate with any SMTP connector for sending email campaigns. You would need to configure the connector, set up the unsubscribe mechanism and optionally track bounces & complaints if your SMTP connector can post these details in the required format (as described later in the article)

On Dashboard, click on top-right drop-down button, select App Settings and navigate to Email Settings tab. Before you can select the Default Connector in General Settings, you need to compulsorily setup configurations for that Custom SMTP connector

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  • SMTP Host Name: IP Address or server name of the SMTP connector service you are using
  • SMTP Port: This is the SMTP port number of the connector service to which the connection would be established. To avoid the rate limits set by some hosting companies, we recommend using port 587 instead on port 25.
  • SMTP Protocol: You can select the protocol prefix (SSL/TLS) that your connector supports.
  • SMTP Authentication: Select "ON" here if your SMTP connector requires authentication to establish the connection. Then, enter the SMTP credentials in username and password.  
  • Maximum send rate: This is the maximum number of emails per second that can be accepted by your SMTP connector.
  • Unsubscribe Tracking:
    • "MoEngage Tracking" will add your unsubscribe page url as the email footer - "If you do not wish to receive future emails, unsubscribe here". You can learn more about our unsubscribe tracking in this article
    • Selecting "None" for promotional email campaigns will lead to higher chances of being classified as spam
  • Bounce & Complaints Tracking: Moengage can receive this information in a POST call in the below format to url mentioned in your Moengage Account -> App Settings -> Email Settings -> Connector Configurations -> Custom -> Callback URL

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Note:

Since we will not have the Campaign ID in case of this callback, we are unable to show the bounce and complaint details in Campaign Analytics for Custom SMTP Connectors.

POST Format - list of JSON. In "event" you can pass "hard_bounce", "soft_bounce" or "spam" for each case.

       [
           {
               "event": hard_bounce
               "data":[
                   {
                       "email":"abc@moengage.com"
                   },
                   {
                       "email":"bcd@moengage.com"
                   }
               ]
           }
       ]

You are all set up with connector configurations. You can now click on "Save" button which will test these settings (including credentials etc.) and save them. You can then select Custom SMTP as the default connector in General Settings. 

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