Connecting SendGrid with your Chamaileon account allows you to streamline your email marketing workflow, enabling seamless syncing of email designs as templates in SendGrid.
When the design or content is updated in Chamaileon and the Sync button is pressed, the template will automatically update in SendGrid.
This guide will walk you through the integration process step-by-step, covering everything you need to know to get started.
Prerequisites
Before you begin the process, make sure you have:
An active Chamaileon account with Administrator or Content Manager access.
Access to your SendGrid account with the necessary permissions (e.g., Admin access).
A SendGrid API key, which you will obtain during the integration setup.
Step-by-Step Integration Setup Process
Step 1: Access Integration Settings in Chamaileon
Log in to your Chamaileon account.
Navigate to the Workspace settings and select the "Integrations" tab.
Choose "SendGrid" from the list of available integrations.
Step 2: Obtain API Key from SendGrid
Log in to your SendGrid account.
Navigate to the "Settings" menu and select "API Keys."
Generate a new API key with the necessary permissions for template management.
Note: Ensure you have the correct user permissions to create an API key.
Copy the API key and return to Chamaileon.
Step 3: Authorize SendGrid with Chamaileon
In the Chamaileon integration setup for SendGrid, create a new Variation. Each variation serves as a distinct account connection, allowing you to sync emails from one Chamaileon account to multiple SendGrid accounts.
Name the integration variation and click "Auth."
Enter the API key you obtained from SendGrid to complete the authorization.
Data Sync Details
The integration will sync the following data between Chamaileon and SendGrid:
Subject: The email's subject line.
Preview Text: The preview text displayed in the recipient's inbox.
The synced email templates can be found in the "Design Library" within your SendGrid account.
Testing the Integration
To test the integration, try syncing a sample email template from Chamaileon to SendGrid.
Check the "Design Library" in your SendGrid account to verify that the template has been successfully imported.
If the export is successful, you’re all set!
Handling API Limits and Security Considerations
API Limits: SendGrid may impose API call limits. Refer to SendGrid’s documentation to ensure you stay within these limits.
Security: Keep your API key secure and do not share it. If you suspect it has been compromised, regenerate the key in your SendGrid account.
Troubleshooting and Known Limitations
Common Issues:
If the connection fails, double-check that the API key is correctly copied and has the necessary permissions.
Ensure that your SendGrid account has the correct access level for integration.
Known Limitations:
This integration supports syncing only email templates.
Supported file types and character limits depend on SendGrid’s specifications.
Notifications: Chamaileon will notify you in case of integration issues, such as failed syncs.
Disconnecting or Removing the Integration
To safely disconnect or remove the SendGrid integration, go to the “Integrations” section in Chamaileon Workspace settings.
Click on the SendGrid card, select the desired variation, and click the red "Delete Variation" button.
Remember to remove access/authorization/API keys from SendGrid as well.
Sync Email Designs with SendGrid
From the email dashboard, click the "Sync" button in the email's menu.
Choose "SendGrid" from the options list.
Customize your email template's settings, such as the subject line and preview text, before clicking "Sync."
Attention!
Avoid editing the code directly in SendGrid, as its editor might alter the email HTML code, potentially causing size or rendering issues. Use Chamaileon’s visual editor interface for any changes and the Sync button to update the design.
Syncing one template to multiple SendGrid accounts is possible using Integration Variations, so avoid manually copying and pasting HTML.
Conclusion
You have now successfully integrated SendGrid with your Chamaileon account! This integration will enhance your email marketing process by allowing seamless exports and efficient content management. If you have any questions or encounter issues, please refer to our support documentation or contact our support team.