Configure SendGrid Tracking Settings

IMPORTANT NOTE: These action items are done in the SendGrid interface. Use the credentials used to activate the integration to access SendGrid at app.sendgrid.com

It's important to consider the privacy implications of enabling Click and Open Tracking before enabling the feature. Depending on the country where your recipient resides, using this feature to track engagement may require the unambiguous consent of the recipient.

Click Tracking

Enabling Click Tracking causes all the links and URLs in your emails to be overwritten and pointed to either SendGrid's servers or the domain you branded your link with so that any time a customer clicks a link, SendGrid can track those clicks. SendGrid can track up to 1000 links per Email.

Settings

Status - On or Off

Google Analytics

We default the settings to Google's recommendations. Anything you enter into those fields in the app settings or via API will take precedence.

Settings

Status - On or Off

Campaign Source - Name of the referrer source. (e.g., Google, SomeDomain.com, Marketing Email)

Campaign Medium - Name of the marketing medium. (e.g., Email)

Campaign Term - Identify paid keywords.

Campaign Content - Use to differentiate ads.

Campaign Name - Name of the campaign.

Open Tracking

IMPORTANT NOTE: If you use email link branding, your open tracking image will be served from your branded domain instead of from SendGrid.net.

Open Tracking adds an invisible, one-pixel image at the end of the email, which can track email opens. An open event is logged if the email recipient has images enabled on their email client, and a request to SendGrid's server for the invisible image is executed. These events are logged in the Statistics UI, Email Activity interface and are reported by the Event Webhook.

When using this service, customers often ask the difference between a unique open versus an open. A unique open is logged only the first time a given recipient opens the theEmaill, whereas normal opens are logged for all opens of the theEmaill in question.

Settings

Status - On or Off

Replacement Tag - If you do not want the open tracking image inserted at the end of your email, it is possible to specify an alternative location using a replacement tag and the open tracking SMTP API header.

IMPORTANT NOTE: If you are sending emails through the v3 Web API, you may also enable the open_tracking parameter and set the substitution_tag parameter to a value of your choice. You may insert that substitution tag anywhere in your email, and it will be replaced with the open tracking image.

Subscription Tracking

Add automatic subscription management links to the bottom of emails. SendGrid will keep track of these unsubscribes and ensure these users don't get future emails from you.

You can customize the text attached to emails and customize the landing page. The links can be configured in whatever fashion suits your needs.

Settings

Replacement Tag - Your custom-defined tag for your templates. Use this to place your unsubscribe URL wherever you want in your template. If you provide this, make sure you put it within a <a href= tag. If you don't provide this, your default unsubscribe content will automatically be added to your email.

HTML Unsubscribe Content - The information and HTML for your unsubscribe link. In this HTML, you should include the link text you would like displayed in your email within the tag, like so:

<% Unsubscribe Here %>
<span aria-hidden="true" class="line-numbers-rows" style="margin: 0px; padding: 0px; box-sizing: border-box; position: absolute; pointer-events: none; top: 0px; font-size: 14.4px; left: -3.8em; width: 3em; letter-spacing: -1px; border-right: 1px solid rgb(153, 153, 153); user-select: none;"><span style="margin: 0px; padding: 0px; box-sizing: border-box; display: block; counter-increment: linenumber 1;"></span></span>

Text Unsubscribe Content - The information in plain text for your unsubscribe link. It would be best if you had the "<% %>" tag in your content; otherwise, the user will have no URL for unsubscribing.

Custom Landing Page URL - The URL where you would like your users sent to unsubscribe. This must be a valid URL.

SendGrid Landing Page (HTML) - The HTML displayed on the page that your customers will see after clicking unsubscribe, hosted on SendGrid's server.

FAQ

Are there privacy best practices for Open and Click Tracking?

Many privacy laws worldwide require a service provider to get an individual's unambiguous consent before using technologies that track that individual's behavior, which is why many websites have pop-ups asking you to allow cookies for that site. The transparent pixels included in emails are often seen as a behavioral tracking mechanism comparable to cookies.

Open Tracking is a process that embeds a tiny transparent image in the emails you send. When your recipient opens their email, these images are requested from SendGrid's server. This allows SendGrid to create "open" events. These events are sent to the customer via webhooks and are available in Email Activity.

SendGrid's Marketing Campaigns service relies on Open Tracking, so it is enabled by default. Suppose you are using our Marketing Campaigns service and sending mail to recipients in jurisdictions that require this kind of unambiguous consent. In that case, ensuring that your recipients have consented to cookies and other Tracking before you send mail is important.