STX Beacon: SendGrid Setup

Marketing > Marketing Email is where you will use SendGrid to create your email marketing campaigns. By subscribing to Beacon Premium service, you already have a SendGrid account.

Please contact the STX Support department for your SendGrid login information. You do not need to create your own SendGrid account.

  • If using a browser, or mobile app, the Marketing Email option will display SendGrid as a hyperlink to open SendGrid in a new window/tab.

  • If using the Beacon Mac App, you MUST open a new window/tab in the Chrome browser on your Mac computer and go to sendgrid.com.

Once on the SendGrid home page, click the Log In link in the far upper right-hand corner.

Login to SendGrid with your assigned username and password (case sensitive):

  • Username is usually the owner’s first initial and full last name, all lowercase

  • Password is always Success4u and should never be changed

If you experience difficulty logging in, please contact the STX Support department. Never change the username or password. The STX Support department will always be able to provide the login information.

Once logged into SendGrid, the Dashboard page will appear.

There are two setup items which must be completed prior to creating marketing email campaigns.


Unsubscribe Groups

You will only need to create one Unsubscribe Group. When a client unsubscribes from an email marketing campaign, the client will be tracked in the Unsubscribe Group for statistical purposes.

Using the left margin, navigate to Suppressions > Unsubscribe Groups.

After clicking the Create New Group button, the Add New Group sheet will appear.

  • Group Name: Enter your Company name followed with the word Marketing. For example, Bliss Marketing.

  • Description: Enter the same as what was entered into the Group Name field. 

  • Make a Default Group: Do not check this box. Leaving this box unchecked allows the clients to choose to unsubscribe from Marketing only, or to unsubscribe from all emails - including Appointment Notification and Reminder emails. 

  • Click Save.


Senders

The Sender email address will be the email address from which the marketing email campaigns will be sent. You can create as many Sender addresses as necessary.

(Each Sender address will need to be verified by SendGrid via email.)

Using the left margin, navigate to Marketing > Senders

  • If a Sender is not present, click Create New Sender

  • Enter all required information

  • Do not use a Yahoo, Gmail, or AOL email address for the Sender addresses

  • Click Save

An email will be sent to the address entered in the From Email Address field. You must click the link contained in the email to verify the address is correct, and it must be done on the same computer/device where you created the new Sender.

Once the email address is verified, the Sender Management page will display a green checkmark in the column labeled Verified. The Sender address MUST be verified before continuing with the marketing email.

Marketing Templates

Marketing Templates is where you can build custom templates to match your branding, but will not contain the body of the email. You will not create the actual marketing email campaign here.

The Template can be created to include your header, company logo, footers, buttons and social media links so that it can be used each time you’re ready to build a new marketing email campaign. The templates are the foundation for each marketing email campaign.

Left-hand navigation menu: Go to Marketing > Templates

  • Click Create New Template

  • Select the Design Editor option

  • Click Continue

Name the template using the Template Name field. Something such as Company Branded is helpful when creating the marketing email campaign.

The footer information is automatically added to the template, and cannot be modified.

Go to the Build tab to build the custom template, which is used as the foundation for  marketing email campaigns.

Add Modules by dragging to the appropriate position on the right-hand side.

It is recommended, but not required, to insert the Spacer module between any added modules in order to provide spacing between each one.

Each added module allows moving, duplicating, and deleting.

When using the Social module, items without a URL will appear grayed out within the module added to the right-hand side. The recipient of the campaign using this custom template will not see the grayed out items. Enter the appropriate links for each applicable account.

Each social media icon will default to the standard color used by the social media provider. To change the icon colors to all be the same, use the Icon Color button to select a specific color.

To change the size of the icons, use the Icon Size slider. To change the look of the icon from square to round, or a square with rounded corners, use the Border Radius slider.

Use the Padding options to adjust how much space is between each icon. Use the Alignment options to position the icons.

Once the basic company template is complete, click the Save Template button in the upper middle to save the template for future use. 

Click the left ‘back’ arrow in the upper left corner of the black header to return to the list of Marketing Templates.

Campaigns

Marketing Campaigns is where you will be creating the body of the marketing email campaign for sending to your clients. 

Left-hand navigation menu: Go to Marketing > Campaigns

  • Click Create Campaign

  • Select the Custom option in the Filter By line

  • Select the ‘company branded’ template and click the Continue button

  • Select the option for Design Editor and click the Continue button

The ‘company branded’ template will appear, ready for you to add the necessary settings and build the campaign.

Settings

Note: Not all areas of the Settings tab will be used when creating the campaign.

Campaign Name - Enter the name of your campaign. For example, Grand Opening Invite could be the name of the campaign announcing your grand opening. This is for your reference and is not displayed to the recipients.

From Sender - Selecting a Sender is required. Use the drop-down menu to select the Sender you created and verified earlier. If you do not see the Sender listed in the drop-down menu, the one you created has yet to be verified. Check the Senders area under Marketing to ensure the Sender information is verified with a green checkmark.

Email Subject - Entering an Email Subject is required. This is what is displayed to the recipients when the email campaign is sent.

Email Preheader - An Email Preheader is not required, but supports the Email Subject line and increases opens by further enticing the recipients into opening your email campaign. 

Categories - Categories is not used for our marketing email purposes.

Recipients - Use the Recipients section to select the Unsubscribe Group you created earlier, and to send a test email to yourself prior to sending to the clients. The Send To field is not used for our marketing email purposes. Do not select a Send To option.  

Scheduling - Scheduling is not used for our marketing email purposes.

Build

Click the Build tab to begin building your marketing email campaign.

Add Modules by dragging to the appropriate position on the right-hand side. As you drag a module, a Drag Module Here section will activate to show where you can drop the module.

It is recommended, but not required, to insert the Spacer module between any added modules in order to provide spacing between each one.

Each added module allows moving, duplicating, and deleting.

  • The Crosshairs Symbol: Allows Moving the module to a different position.

  • The Intersecting Rectangles Symbol: Allows a Duplicate of the module.

  • The Trash Symbol: Allows Delete of the module.

Modules

Use the Add Modules section to build the marketing email campaign by dragging the module to any position on the body of the campaign.

Button - User-defined button embedded with the URL of your choice and completely customizable. This module could be used to direct the recipient to your website, or can be used as the Refer A Friend as defined in the Refer A Friend document.

Columns - Once the Columns module is placed on the body of the campaign, you can drag the Text and Image modules onto it so that your text can be positioned to the left of the image. This can be used instead of the Image & Text module.

Code - This is for HTML coding. This module will most likely never be used during the process of building the marketing email campaign.

Text - Allows entering text to span across the width of the campaign.

Image - Allows uploading an image into the body of the campaign. 

Image & Text - Allows uploading an image with corresponding text into the body of the campaign. This module always places the image to the left of the text.

Spacer - Use this module to add spaces between each of the other modules added to the campaign.

Divider - Allows adding a divider line between modules in the campaign in order to separate them. This module spans the width of the campaign. 

Social - This module should already be a part of the campaign’s template, as described in the previous pages.

Unsubscribe - This module should already be a part of the campaign’s template, and was automatically placed in position when creating the new template. 

Once a module is placed in the body of the campaign, click the module to customize the style. 

Each module will have different styles that can be edited. In this example, the Spacer module allows setting a background color and height adjustment by changing the value in the Spacing field. 

Global Styles and Advanced

Use the Global Styles section to set the overall style of the marketing email campaign.

Use the Advanced section to work with HTML.

EMAIL BODY - Allows setting a Background Color for the body of the email campaign, the Text Color to be used in each module containing written text, the Link Color for hyperlinks added to the campaign - such as the Unsubscribe link, the Font Family and Font Size for all written text.

CONTENT CONTAINER - Allows setting the Width and the Background Color for the overall campaign. Padding allows for margins different than the default margins.

IMPORT / EXPORT - Use this option to import custom drag & drop HTML using Marketing Campaigns drag & drop markup.

EDIT HTML HEAD - Edit the HTML head to define metadata for your campaign. For example, you can use the <head> element to define custom fonts.

Image Library and Image Details

When a module for using an image is placed in the body of the campaign, the Image Library will appear.

Select an existing image, drag and drop an image from your desktop, or click the choose images to upload link to upload a new image.

Once the image is in the Image Library, click the image you wish to add to the campaign. 

The Image Details tab will appear.  

Image Details: If an image was either selected or uploaded in the Image Library, the Image URL tab will display the source URL for the image.

Use the Image Details tab to set the properties of the image. If the image is going to behave as a button to a specific website, enter the appropriate Link URL information.

Set the Alignment of the image according to how it should appear within the module.

If the size of the image needs to be adjusted, make sure the Responsive option is set to OFF, then enter the appropriate size. 

To cancel, click the X in the upper right-hand corner. Click the Save Image button to add the image to the campaign. 

Once the image is inserted, you can set a style to the image module by tapping on the module itself.  Using the Module Styles, you can:

  • Edit the Image Properties.

  • Set an Image Background color.

  • Set an Image Margin for the image.

Preview the Campaign

To preview how the campaign will look on a computer screen, tablet, or smart phone, use the Preview tab located in the black header.

To return to the campaign edit screen, click the Design tab located in the black header.

Click the Save Draft button located in the black header when you’re satisfied with the campaign. 

Do NOT click the Send button. Sending the campaign is accomplished in Beacon > Marketing > Marketing Sets.

Send a Test

To send a test of your marketing email campaign, return to the Settings tab and expand the Recipients section.

Using the Send Test Addresses field, enter up to 10 email addresses, with each address separated by a comma. 

Click the Send Test button underneath the email addresses to send the test campaign. Once you receive the test, continue editing the campaign if necessary. Click the Save button located in the black header when you’re satisfied with the campaign. Do NOT click the Send button in the black header. Sending the campaign to clients is accomplished in Beacon > Marketing > Marketing Sets.

Click the left ‘back’ arrow in the upper left corner of the black header to return to the list of Marketing Campaigns.

When you’re finished with the campaign and are ready to send to your clients, you must first sign out of your SendGrid account.

Your name will appear in the upper left corner of the Campaigns page. Click your name and select the Sign Out of Account option.

Return to the Beacon system. Assign the new campaign to the appropriate Marketing Set.

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