How to Send a File in a SendGrid Marketing Email

SendGrid Logo

SendGrid, the leader in transaction email just launched an easy way to also send Marketing Email Newsletters. Now, with Digioh you can also send large, trackable files in your SendGrid email newsletters. Check out these steps below to learn how.

Step 1: Create a Digioh account and connect it to SendGrid

Sign up to Digioh for free, and connect your SendGrid account.

Link Your SendGrid Account Screenshot

Step 2: Upload your file and set the security level

Use the red Select a File button to choose the file you want to upload. Under Security Options you’ll be able to set the security level for the file. The security level tells Digioh what to do when someone who is not on your list tries to access your file.

Upload file and set security level

With List Grower Security, if a person is not already on your list, it will ask them to sign up in order to download the file.
With Membership Security, only those already subscribed to your list are allowed access.

Learn more about Expiration Options and Download Tracking.

Step 3: Customize your download page

Add your logo and customize your download page for a branded, professional look.

Customize your Digioh download page

Save your changes and move to the next page.  Here you’ll be given the download link to copy and paste into your SendGrid email. Notice the SendGrid email merge field is included at the end of the link.  This allows Digioh to track which subscribers are most engaged and are downloading your files.

Digioh download link for SendGrid

Step 4: Create a SendGrid marketing email and paste your Digioh download link into it

In SendGrid, create a new marketing email.

Create a marketing email in SendGrid

Then click on Create Marketing Email.

Click to create a marketing email in SendGrid

After filling in the setup details you’ll be able to Select Recipients.  You can choose from an existing list or create a new one.

Choose or create a SendGrid list

After selecting your list, go to the next step and design your email.  Paste your Digioh download link where it fits best into your email.

To create a link, just highlight the words you want to be linked, then click on the link icon.  In the popup, you can paste your Digioh download link.

Insert the Digioh download link into SendGrid email

After you finish composing your email, complete the steps to review, test, and schedule your email.

If you have any questions, let us know in the comments section below.

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