> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vortexiq.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# SendGrid on Vortex IQ

> Monitor email revenue and deliverability for SendGrid, catch broken automations early, and keep lifecycle marketing accountable to store outcomes.

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.

[Connect or manage this source](https://app.vortexiq.ai/workbench/settings/sources) · [How connecting works](/integrations/connector-catalogue)

| **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.

[Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=sendgrid)

<Accordion title="Browse the operations you can build with">
  | Resource               | Read operations | Write operations |
  | ---------------------- | --------------- | ---------------- |
  | marketingautomations   | 1               | 1                |
  | marketingcontactcounts | 1               | 0                |
  | marketinglists         | 1               | 0                |
  | marketinglistcontacts  | 0               | 1                |
  | marketingsegments      | 1               | 0                |
  | marketingsinglesends   | 1               | 0                |
  | scopes                 | 1               | 0                |
  | stats                  | 1               | 0                |

  Signed-in users see the full catalogue in the workflow builder, filtered to the sources they have connected.
</Accordion>

### 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.*
