To take advantage of the GroupMail feature, you will need a SendGrid account as the 3rd party software provides the email delivery & tracking services. You will also need the additional email activity history add-on for your SendGrid account.
To link your SendGrid account and your Simply Stakeholders account, you will need to generate an API Key.
Follow the step-by-step instruction below to generate your API key
Log into SendGrid and navigate to Settings > API Keys
Click Create API Key
Enter a name for the API key, e.g. "Simply Stakeholders Group Mail"
Select "Restricted Access"
Change the "Email Activity" permission to Read Access
Under the "Mail Send" header, change the "Mail Send" permission to Full Access
Click Create & View
Click on the API key to copy it, and store it somewhere secure in case you need to access it again
Log into Simply Stakeholders and navigate to Admin > Setup SendGrid Account
Enter the API key and click Save
After entering your API key into your Simply Stakeholders account, you are now ready to send out group mails using your stakeholder database.
Only the email addresses, email subject and email body is sent to SendGrid. The stakeholder's name or any other details are not sent. However, SendGrid does store the email addresses and subject title.
Unsubscribe links are always included in every email, so stakeholders can choose to opt-out of communications when they wish, and won't be included in future Group Mails.
SendGrid has multiple data centres around the world with a SOC2 Type II attestation. Email metadata and activity (such as clicks and open rate) are kept by SendGrid for 30 days.