Lets look at how you can connect the following channels with your Bik dashboard to start running campaigns

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Email

To get started with sending campaigns & running journeys on email, you would have to first set up your email channel.

You can send email messages to your customers using Bik’s in-house email service at 3 paise per email. You can also contact our sales team to get a custom quote if you are looking at large messaging volumes. To learn more about this, refer to Bik Email marketing Setup

If you have an existing SendGrid account and wish to use it to send emails, you can also connect your SendGrid account with your Bik dashboard to run campaigns & journeys

How to get started with SendGrid integration? (set up time of ~15 minutes)

Create & configure your account on SendGrid
Under the ‘API Keys’ section, create 3 different API keys, one each with full access, billing access & restricted access
- For the API with restricted access, give the following permissions:
Add sender(s) on your SendGrid account to use while sending campaigns or automated messages. Go to the ‘Sender Management’ section under the ‘Settings’ tab & click on ‘Create new sender’. You would be asked for the following details:
1. From Name - This is a user-friendly name that is displayed to your recipient when they receive their email.
2. From Email Address - This will display to the user as the email address who sent this email. We will send the verification email to the address you enter in this field. If you have not received your verification email after some time, please refer back to the Sender settings and confirm that the "From" email is a valid address.
3. Reply To - If your user hits reply in their email, the reply will go to this address.
4. Company Address, City, State, Zip Code, Country - The address of your business. CAN-SPAM regulations require this information in every email you send.
5. Nickname - A label for your sender identity to help you identify it more quickly. This is not visible to your recipients.1. Check the inbox of the email address that you entered and click the link in the email to verify the Sender email.
Verify the email address associated with your sender identity by clicking on the email received on the added email address
Optional - Upgrade your plan if you wish to send more than 2,000 emails per month. You would have to complete the following 4 steps mentioned on your SendGrid dashboard:
1. Adding a verified sender
2. Setting up 2FA
3. Domain verification
  1. Add your domain name (for example, www.mystore.com)
  2. Select your DNS host (for example, GoDaddy)
  3. Optional - Set up link branding (Would you also like to brand the links for this domain?). We recommend you to choose “No’ to proceed with SendGrid branded links for tracking, so that the link redirections work securely.
    1. If you wish you set up link branding, you would also have to set up your SSL click tracking - https://sendgrid.com/blog/how-to-set-up-ssl-click-tracking/
    2. Please reach out to your technical team and domain providers (GoDaddy, NameCheap, Hostinger etc.) to set this up. Once this is done, you can reach out to SendGrid support to enable SSL click tracking for your account.
  4. Add your domain name (for example, www.mystore.com) in the Domain You Send From question
  5. Add the DNS records to your DNS provider (some reference videos here - https://docs.sendgrid.com/ui/account-and-settings/dns-providers)
  6. Once done, return to the Twilio SendGrid App UI and click Verify.
  7. More details here - https://docs.sendgrid.com/ui/account-and-settings/how-to-set-up-domain-authentication
4. Adding your payment details
Go to the ‘Integrations’ section & connect your SendGrid account on Bik by entering these details

Once the integration is added successfully, you can start sending out campaigns & journeys via email.

WhatsApp

Email

How to get started with SendGrid integration? (set up time of ~15 minutes)

SMS