SendGrid on Vortex IQ

Monitor email revenue and deliverability for SendGrid, catch broken automations early, and keep lifecycle marketing accountable to store outcomes. No changes are made without the configured approval policy. Read-only operations do not modify the connected system; schedules, access scopes, API usage and data handling remain governed by Vortex IQ controls.

31	13	Build your own	Ready to build yours	13
performance signals	automated checks	automated fixes	workflows	API operations

Monitor performance

31 performance signals. Signals with an alert band can raise Nerve Centre alerts; every signal supports a merchant-configured watcher.

Signal	Outcome	Alert behaviour	What it tracks
Abandoned-Cart Recovery Value	Protect revenue	Watch only	$/30D recovered by the abandoned-cart automation. Goes to zero if the automation is in draft (SG02).
Email Share of Total Store Revenue	Protect revenue	Merchant rule	Healthy DTC ranges 20-30%. Below 15% = email under-leveraged; above 40% = paid-acq atrophy risk.
Active Subscribers (Est.)	Run operations	Merchant rule	Estimated subscribed, reachable contacts.
Bounce Rate	Protect revenue	Alert band 2 / 5	Share of sends that bounced. Rising bounces hurt sender reputation. Audit SG04 fires here.
Campaign Status Breakdown	Grow revenue	Merchant rule	Single Sends grouped by status (triggered, draft, scheduled).
Checkout-to-Order Rate	Grow revenue	Merchant rule	Share of started checkouts that became paid orders.
Checkouts Started	Customer experience	Merchant rule	Checkouts begun from email clicks, where the platform reports it.
Click-to-Open Rate	Grow revenue	Alert band 10 / 3	Truer engagement signal than open rate - proxy filtering doesn’t pre-click.
Conversion Rate	Grow revenue	Merchant rule	Orders as a share of emails sent. Ties send volume to revenue.
Delivery Rate	Protect revenue	Alert band 98 / 95	Share of sends accepted by the inbox provider. Below 95% needs attention. SG01 fires.
Email Click Rate	Grow revenue	Alert band 2 / 0.5	Unique clicks as a share of delivered. The clearest engagement signal.
Email Health KPIs	Protect revenue	Merchant rule	Delivered, bounced and unsubscribed at a glance, your deliverability vitals.
Email Open Rate	Run operations	Alert band 20 / 10	Apple Mail Privacy inflates this - pair with click-to-open for a truer signal.
Engagement Funnel	Protect revenue	Merchant rule	Requested → Delivered → Opened → Clicked. Drop-offs expose deliverability vs content weakness.
Flow Count Summary	Run operations	Merchant rule	How many Automations exist on the account.
Flow Status Breakdown	Run operations	Merchant rule	Automations split by status (activated, draft, deactivated).
Flow Trigger Types	Run operations	Merchant rule	Automations grouped by what triggers them.
Flows List	Run operations	Merchant rule	Every SendGrid Automation and its current status.
List Count	Run operations	Merchant rule	Number of contact lists on the account.
List Health Summary	Run operations	Merchant rule	Total reachable members across all lists.
Lists Overview	Run operations	Merchant rule	Every contact list with its member count.
Placed Orders Total	Run operations	Merchant rule	Orders attributed to SendGrid email in the window.
Refund Rate	Protect revenue	Merchant rule	Share of attributed orders later refunded.
Revenue per Recipient	Grow revenue	Merchant rule	Revenue divided by emails sent. What each address is worth per send.
Revenue per Send	Grow revenue	Merchant rule	Revenue divided by emails sent, the efficiency of each send.
Segments Overview	Run operations	Merchant rule	Saved segments and their sizes.
Spam Complaint Rate	Protect revenue	Alert band 0.1 / 0.3	Above 0.1% Gmail starts marking the sender domain. SG03 fires; investigate immediately.
Top Lists by Name	Run operations	Merchant rule	Largest contact lists by member count.
Total Revenue	Grow revenue	Merchant rule	Placed-order revenue attributed to SendGrid email in the conversion window.
Total Sends	Run operations	Merchant rule	Total emails requested across all sends in the window.
Unsubscribe Rate	Protect revenue	Alert band 0.5 / 2	Unsubscribes per send. A spike signals list fatigue or off-target content.

Audit risks and opportunities

A fix status appears only where the action, inputs, approval, verification and recovery controls are mapped. Candidate remediations are never executable.

Check	Severity	Outcome	Why it matters	Fix status
Spam complaint rate > 0.1%	critical	Protect revenue	Spam complaints are the fastest way to damage sender reputation with mailbox providers; a rate this high can get future campaigns throttled or routed to spam even for recipients who never co	Report only
Spam complaint rate above ISP threshold	critical	Protect revenue	Spam complaints are the fastest way to destroy sender reputation. Above roughly 0.1 percent, providers start routing campaigns to junk for everyone, not just complainers, cutting email reven	Report only
Abandoned-cart / welcome automation not activated	high	Protect revenue	Automations that are switched off or erroring stop producing revenue silently; abandoned-cart, welcome and win-back flows are typically the highest-earning sends a store has.	Report only
Abandoned-cart flow not live	high	Protect revenue	Abandoned-cart recovery is usually the single highest-ROI automation in email: high-intent shoppers who nearly bought are contacted at exactly the right moment. Without it they are never con	Report only
Bounce rate > 5%	high	Protect revenue	More than 1 in 20 emails is bouncing. Beyond the immediate lost reach, mailbox providers watch bounce rate as a sender-reputation signal, and a rate this high risks future emails, even to go	Report only
Delivery rate < 95%	high	Protect revenue	More than 1 in 20 emails is not reaching an inbox at all, whether blocked, bounced, or filtered. Every campaign, promotion or transactional email built on this list is reaching a materially	Report only
Delivery rate below 95%	high	Protect revenue	When more than 1 in 20 emails fails to arrive at all, every campaign, promotion and transactional message built on that list underperforms, and the gap compounds as the list grows.	Report only
Email bounce rate above 5%	high	Protect revenue	Bounced emails never reach the customer, and past roughly 5% mailbox providers treat the sender as risky, dragging down delivery of every future campaign including the ones that make money.	Report only
Sender domain authentication (SPF/DKIM/DMARC) not verified	high	Grow revenue	Without SPF, DKIM and DMARC alignment, mailbox providers cannot verify the sender, so even good campaigns get filtered; authentication is a precondition for inbox placement.	Candidate remediation
Welcome flow not live	medium	Grow revenue	New subscribers are at their most engaged in their first days; without a live welcome flow that window closes unconverted.	Report only
Limited lists / segmentation	low	Grow revenue	Broadcasting to one undifferentiated list sends the same message to buyers, prospects and lapsed customers alike, which depresses engagement and accelerates unsubscribes.	Report only
Limited segmentation , fewer than 3 segments	low	Protect revenue	With fewer than 3 segments, campaigns are almost certainly going to the entire list every time, new customers and loyal repeat buyers, engaged subscribers and people who have not opened an e	Report only
Too many draft flows (> 3) , launch tech debt	low	Grow revenue	More than 3 automation flows are built but never turned on. Each one represents planned revenue, welcome series, replenishment reminders, win-back campaigns, that is sitting unused; the work	Report only

Build your own automated fixes

13 checks report findings on SendGrid today. Turn any finding into an automated fix with a Vortex IQ workflow: 13,885 read and write operations across 229 connectors are available as building blocks, with approval, verification and rollback on every change.

Automate approved work

Vortex IQ is integrated with 11 read and 2 write operations across marketingautomations, marketingcontactcounts, marketinglists, marketinglistcontacts, marketingsegments, marketingsinglesends on SendGrid. Combine them with anything from the 13,885 operations across 229 connectors to automate the work in your own words. Changes follow the merchant’s configured approval policy: the target, proposed change, affected records, risk, reversibility and verification plan are shown before execution. Read-only operations do not modify the connected system.

Ready to build your first SendGrid workflow

Pick a trigger, add the operations above as steps, and every step that changes data pauses for your approval. Monitoring and audits are live now and can start any workflow you build.

Generated from the connector capability graph. Counts reflect the servable registry after alias normalisation and de-duplication, and refresh automatically when the registry changes.

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E-commerce Platforms

Advertising

Payments

Monitor performance

Audit risks and opportunities

Build your own automated fixes

Automate approved work

Ready to build your first SendGrid workflow

​Monitor performance

​Audit risks and opportunities

​Build your own automated fixes

​Automate approved work

​Ready to build your first SendGrid workflow

Monitor performance

Audit risks and opportunities

Build your own automated fixes

Automate approved work

Ready to build your first SendGrid workflow