YesGraph works with 3rd-party email service providers to manage your email delivery. Your organization is probably already setup with a transactional or marketing email service provider.

Here you’ll find instructions on getting set up with each of these services:

  • SendGrid
  • SendWithUs
  • Iterable
  • Mailgun
  • Mailchimp

Let us know if you work with an email service provider not on this list! We’re adding new ones all the time and would be happy to prioritize yours.

SendGrid

Configuring SendGrid is easy – all we need is your API Key.

  • Create an account at sendgrid.com

  • Go into Settings on the left hand navigator panel of the dashboard

  • Select API Keys from the settings dropdown menu

  • Create a new key with “Mail Send” permissions. Save the key–you’ll need it in a moment.

  • From your YesGraph Integration dashboard, scroll down to the “Advanced Web Tools & Customization” section. Click “Add features to the invite flow”, select the “Email Sending” option, and click “Update”.

  • You should now see an option to “Set up email sending”. Add your SendGrid API Key, and fill out the remaining options as appropriate.

Your invite emails should contain an unsubscribe link. You can add a global unsubscribe link to the footer of all emails sent through SendGrid by turning on the Subscription Tracking option under Settings > Tracking.

SendWithUs

Configuring SendWithUs is easy – all we need is your API Key and Email Template ID

  • Create an account at sendwithus.com

  • Go into API Settings on the left hand navigator panel of the dashboard

  • Copy your Production API Key

  • From your YesGraph Integration dashboard, scroll down to the “Advanced Web Tools & Customization” section. Click “Add features to the invite flow”, select the “Email Sending” option, and click “Update”.

  • You should now see an option to “Set up email sending”. Add your SendWithUs API Key.

  • Find your invite email’s Template ID, and save that as well.

Iterable

  • Access your account
  • Get an API Key with mail sending permissions
  • Paste this API Key to the YesGraph Dashboard
  • Get your invite email’s Campaign ID
  • Paste that ID onto the YesGraph Dashboard

Mailgun

  • From your YesGraph Integration dashboard, scroll down to the “Advanced Web Tools & Customization” section. Click “Add features to the invite flow”, select the “Email Sending” option, and click “Update”.

  • You should now see an option to “Set up email sending”. Add your Mailgun API Key.

MailChimp

  • From your YesGraph Integration dashboard, scroll down to the “Advanced Web Tools & Customization” section. Click “Add features to the invite flow”, select the “Email Sending” option, and click “Update”.

  • You should now see an option to “Set up email sending”. Add your MailChimp API Key.

  • From there select “List name & defaults”

Now the required steps are done! Optionally, if you need to pass custom data for each user (to track referrals, for example), here’s how to do it:

  • From the “Settings” dropdown select “List fields and * MERGE * tags

  • Add a new field for each value you expect to pass through. Also add FNAME, LNAME, and FULL_NAME. When possible, we’ll include this information about the recipient. In this example, I have an ID for the person who sent the invite, and I’ll be saving that value under the recipient’s INVITED_BY field.

  • Be sure to update your HTML to include the data you’re passing through. In this example, I saved INVITED_BY as a Mailchimp merge field, so on the YesGraph HTML span I’ll add data-invited_by as a custom attribute.
<span id="yesgraph" data-invited_by="SENDER-ID"
      class="yesgraph-invites" data-app="YOUR-APP-ID"></span>

Now we’re good to go! So if “Martha” signs in to your website and invites her friend “Jane”, Jane will be added to your Mailchimp list. You’ll know that she was invited by Martha, because Jane’s INVITED_BY field will have Martha’s user ID.