# SendGrid 科技接觸整合 - 月費每月89.95美金,每月可以發送15萬封信件 - 提供SSO,可以整合CRM帳號登入 - 1000個teammate(業務、行銷、行政、工程帳號),可以指定權限及發送限制 - 固定IP,可請客戶設定白名單 - 5組 Webhook,開信、點擊事件可以分群處理 工作流程: 1. CRM定期同步聯絡人欄位到Sendgrid(聯絡人名稱、個人電話、Email、標籤、公司名稱) 2. 行銷設定好分眾條件,可透過Automation或是Single Send在Sendgrid發送EDM,透過Webhook打回CRM 3. CRM根據Webhook事件,建立EDM Campaign, 建立名片、更新聯絡人與客戶關係,更新聯絡人與客戶資訊,更新潛客名單,建立活動紀錄。 4. 撈取發送信件失敗紀錄,顯示查無用戶:回CRM將聯絡人標記為「離職」 5. 活動通知:活動後台->同步CRM及標籤->行銷在SendGrid設定Segment->發送活動通知->沒有開信續發第二次通知->續發簡訊 6. 直接上傳名單到sendgrid發信,透過Webhook通知CRM發信事件,因為只能收到email,CRM嘗試透過Email歸戶,既有聯絡人,新增Email活動紀錄,不建立新的聯絡人(只有名片)。 Webhook 參數整理 |參數|數值說明|CRM處理方式| |--|--|--| |email|實際發送的email地址,Contact Key|建立Email事件,活動紀錄,活動紀錄Mapping對應到的聯絡人(複數)| |mc_stats|判斷發信事件來源,automation 主要是腳本式的發送活動,無法貼標(需要配合Webhook,由CRM貼標回去),singlesend作為有轉換目標性的發送事件,可以貼標|紀錄即可,影響後面取資料的規則| |event|delivered: 發送成功<br>open: 開信<br>click: 點擊連結<br>group_unsubscribe:取消訂閱<br>group_resubscribe: 重新訂閱|delivered: 建立EDM活動<br>open: 建立開啟EDM活動<br>click: 建立EDM點擊活動<br>group_unsubscribe: 更新聯絡人取消訂閱時間<br>group_resubscribe: 更新聯絡人訂閱時間| |category|類似標籤|確認何種情形,加上「EDM_標籤」貼在聯絡人身上| |asm_group_id|取消訂閱名單ID|應該不用| |mc_auto_id|Automation ID|作為 Email Event Object ID| |mc_auto_name|Automation名稱| |mc_auto_msg_id|信件ID,有版號關係|可以反查automation信件內容,但要錢| |mc_auto_step_id|屬於Automation的Step ID| |mc_auto_unique_id|實際上信件的id,每封信不同|| |singlesend_id|Single Send ID|可透過 https://mc.sendgrid.com/single-sends/{{single_send_id}}/stats/preview 連結到SendGrid查看EDM版型,但需要有SG權限。| |singlesend_name|事件名稱|存在Campaign| |sg_event_id|| |sg_message_id||(要錢)透過message_id取得信件標題 |template_id|Template ID |https://api.sendgrid.com/v3/templates/{{template_id}} 取回樣板內容,存在Campaign中| |timestamp|事件時間|用來標註每個事件的時間(GMT+0),需要轉換成GMT+8| |bounce|待確認 透過Webhook收取信件發送資訊(Single Send) ```json [ { "asm_group_id":27632, // unsubscribe id "category":[ // 信件標籤 "Newsletter", "Hospitality", "Restaraunt", "Seasonal", "ESG" ], "email":"jeanc@cw.com.tw", // Contact PK "event":"delivered", // 信件事件 "ip":"149.72.255.128", "mc_pod_id":"1", "mc_stats":"singlesend", "phase_id":"send", "response":"250 2.0.0 OK 1717383976 6a1803df08f44-6ae4b43dac6si75518376d6.583 - gsmtp", "send_at":"1717383920", // 事件時間 "sg_event_id":"ZGVsaXZlcmVkLTAtNDAyNDk4NzUtVGo4UTV3ZXZUT1cwYUpSTWIzNE1jZy0y", // SendGrid 事件ID "sg_message_id":"Tj8Q5wevTOW0aJRMb34Mcg.recvd-6c74bc6469-zhd74-1-665D3328-2.2", // SendGrid Message ID "sg_template_id":"d-afdbf83cc4524a54a7478b7804177489", // Email ID "sg_template_name":"Version 2024-06-03T02:26:36.747Z", // Email 版號 "singlesend_id":"b735b90f-2150-11ef-aff1-12c635daab1c", // 發送 ID "singlesend_name":"20240602 Single Send-2", // Email 標題 "smtp-id":"<Tj8Q5wevTOW0aJRMb34Mcg@geopod-ismtpd-1>", "template_hash":"e4f0475cdfa3ad19a1e3a61286b0638e7f42d856cf0dab2b33c0b48cb2bf63ec", "template_id":"d-afdbf83cc4524a54a7478b7804177489", "template_version_id":"a24885c8-4e90-4bb2-a921-cd13b2ee930c", "timestamp":1717383976, // 事件時間戳記 "tls":1 }, { "asm_group_id":27632, "category":[ "Newsletter", "Hospitality", "Restaraunt", "Seasonal", "ESG" ], "email":"aman1022@yahoo.com.tw", "event":"delivered", "ip":"149.72.70.15", "mc_pod_id":"1", "mc_stats":"singlesend", "phase_id":"send", "response":"250 ok dirdel", "send_at":"1717383920", "sg_event_id":"ZGVsaXZlcmVkLTAtNDAyNDk4NzUtVGo4UTV3ZXZUT1cwYUpSTWIzNE1jZy0w", "sg_message_id":"Tj8Q5wevTOW0aJRMb34Mcg.recvd-6c74bc6469-zhd74-1-665D3328-2.0", "sg_template_id":"d-afdbf83cc4524a54a7478b7804177489", "sg_template_name":"Version 2024-06-03T02:26:36.747Z", "singlesend_id":"b735b90f-2150-11ef-aff1-12c635daab1c", "singlesend_name":"20240602 Single Send-2", "smtp-id":"<Tj8Q5wevTOW0aJRMb34Mcg@geopod-ismtpd-1>", "template_hash":"e4f0475cdfa3ad19a1e3a61286b0638e7f42d856cf0dab2b33c0b48cb2bf63ec", "template_id":"d-afdbf83cc4524a54a7478b7804177489", "template_version_id":"a24885c8-4e90-4bb2-a921-cd13b2ee930c", "timestamp":1717383979, "tls":1 }, { "asm_group_id":27632, "category":[ "Newsletter", "Hospitality", "Restaraunt", "Seasonal", "ESG" ], "email":"jeanc@cw.com.tw", "event":"processed", "mc_pod_id":"1", "mc_stats":"singlesend", "phase_id":"send", "send_at":0, "sg_event_id":"cHJvY2Vzc2VkLTQwMjQ5ODc1LVRqOFE1d2V2VE9XMGFKUk1iMzRNY2ctMg", "sg_message_id":"Tj8Q5wevTOW0aJRMb34Mcg.recvd-6c74bc6469-zhd74-1-665D3328-2.2", "sg_template_id":"d-afdbf83cc4524a54a7478b7804177489", "sg_template_name":"Version 2024-06-03T02:26:36.747Z", "singlesend_id":"b735b90f-2150-11ef-aff1-12c635daab1c", "singlesend_name":"20240602 Single Send-2", "smtp-id":"<Tj8Q5wevTOW0aJRMb34Mcg@geopod-ismtpd-1>", "template_hash":"e4f0475cdfa3ad19a1e3a61286b0638e7f42d856cf0dab2b33c0b48cb2bf63ec", "template_id":"d-afdbf83cc4524a54a7478b7804177489", "template_version_id":"a24885c8-4e90-4bb2-a921-cd13b2ee930c", "timestamp":1717383976 } ] ``` ```json [ { "asm_group_id":27632, "email":"sun1229@gmail.com", "event":"open", "ip":"74.125.209.5", "mc_auto_id":"dfb5cd6b-9851-4c59-b0a3-b319077945ff", "mc_auto_msg_id":"25323aa0-6742-4ed5-9d71-6e0da9d11f54", "mc_auto_name":"創新學院申請試用 旅程信(New)", "mc_auto_step_id":"3b8cba40-8db3-4d85-b26c-d8eb877c7405", "mc_auto_unique_id":"8768032dec7fa495", "mc_pod_id":"1", "mc_stats":"automation", "sg_content_type":"html", "sg_event_id":"bnkUZjWCS0aHhOxjQ6QLrg", "sg_machine_open":false, "sg_message_id":"AHGffTkKQi-4XHn7aiwJyg.filterdrecv-698cc84895-8vlbq-1-665D602B-C.0", "sg_template_id":"d-4ea6528ec14e4721bc4c9e31caa26bb4", "sg_template_name":"Clone: Version 2024-06-03T03:24:52.787Z 2024-06-03T03:50:51.287Z", "template_hash":"61de6c6994f20dde07fc5a676357bbc2cd2ca570422c8776d5f09f307cb060c3", "template_id":"d-4ea6528ec14e4721bc4c9e31caa26bb4", "template_version_id":"1707d1ef-aeda-48a7-9104-20d3e9d94180", "timestamp":1717395534, "useragent":"Mozilla/5.0 (Windows NT 5.1; rv:11.0) Gecko Firefox/11.0 (via ggpht.com GoogleImageProxy)" } ] ``` ![image](https://hackmd.io/_uploads/rkVnGloNR.png) ``` // Webhook 資訊 { "asm_group_id": 27632, // Unsubscribe Group ID "email": "shihyen@cw.com.tw", // Contact Key "event": "click", // Webhook 事件 "ip": "59.124.244.160", "mc_pod_id": "1", "mc_stats": "sendtest", "sendtest_id": "sendtest:40249875:1717381707271665993", "sg_event_id": "Vq_5tlzlQcq-po2LJ8jtWA", "sg_message_id": "TosQVJqfTM-SL7UZSjmvWg.recvd-6d78dbc954-ws6bq-1-665D2A4B-9.0", "sg_template_id": "d-afdbf83cc4524a54a7478b7804177489", "sg_template_name": "Version 2024-06-03T02:26:36.747Z", "template_id": "d-afdbf83cc4524a54a7478b7804177489", "timestamp": 1717381719, "url": "https://www.cw.com.tw", "url_offset": { "index": 0, "type": "html" }, "useragent": "Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/125.0.0.0 Safari/537.36" } ```