This article includes instructions for:
Step 1: Update SendGrid Integration
Step 2: Create a Campaign in Dispatch
Setup Mass Email
Step 1: Update SendGrid Integration
- Go to CONNECT Login
- Click on the Settings icon (top-right menu)
- Navigate to 3rd Party Integration > SendGrid
- Enter your updated SendGrid information and click Save
Step 2: Create a Campaign in Dispatch
- Select Dispatch from the App Launcher
- Before creating a campaign, ensure you have the following:
- A List
- Custom Fields
- A Sender
- (Optional) An Engagement Plan for follow-up messages based on recipient actions
Step 3: Create a Message
Go to Marketing > Messages
Click A New Message, then choose a template and compose your message.
Create a List
Import your recipient list using any of the following methods:
• From an existing Salesforce Report
• From an existing Campaign
• Uploading a CSV file
Custom Fields
Use custom fields to personalize and segment your messages. These fields are mapped to your recipient list to enhance message relevance.
Senders
You can create multiple Senders to send messages from different names or departments, allowing for tailored branding per campaign.
Engagement Plan
Engagement Plans allow you to automate follow-up messages based on recipient behavior or message status.
To create an Engagement Plan:
1. Go to Engagement Plans > New Engagement Plan
2. Fill out the following:
- Name your plan
- Select a message template
- Create or link to a Salesforce campaign
- Set the initial send date and time
- Define message status stages (e.g., Opened, Clicked, Ignored)
3. Click Add Engagement Steps to build your drip sequence