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.

Connect or manage this source · How connecting works · Create a workflow

31

performance signals

13

automated checks

0

prepared fixes

0

proven workflows

13

API operations

Overview

What you can achieve

Capabilities are grouped around merchant outcomes, not API terminology.

Protect revenue

Find failures, leaks and risks before they cost sales.

Run operations

Monitor orders, fulfilment, delivery and settlement.

Grow revenue

Improve discovery, conversion, campaigns and repeat purchase.

Customer experience

Find storefront, speed, accessibility and journey problems.

From connection to verified outcome

The controlled sequence every capability follows. Nothing changes a connected system without the approval step.

1. Connect

   Authorise the source. Scopes are shown before access is granted.

2. Monitor

   Watch the signals against your own baselines, not universal defaults.

3. Detect

   Run checks and gather evidence specific to your store.

4. Recommend

   Explain what happened, why it matters and the proposed action.

5. Approve

   You review scope, risk and reversibility before anything changes.

6. Execute

   Apply through governed connector operations.

7. Verify

   Confirm the intended result and keep the receipt.

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.

Monitor (31)

Monitor performance

31 performance signals. Open an outcome to see its signals and how each one alerts. Read-only operations do not modify the connected system.

Run operations (13 signals)

Signal	Alert behaviour	What it tracks
Active Subscribers (Est.)	Merchant rule	Estimated subscribed, reachable contacts.
Email Open Rate	Alert band 20 / 10	Apple Mail Privacy inflates this - pair with click-to-open for a truer signal.
Flow Count Summary	Merchant rule	How many Automations exist on the account.
Flow Status Breakdown	Merchant rule	Automations split by status (activated, draft, deactivated).
Flow Trigger Types	Merchant rule	Automations grouped by what triggers them.
Flows List	Merchant rule	Every SendGrid Automation and its current status.
List Count	Merchant rule	Number of contact lists on the account.
List Health Summary	Merchant rule	Total reachable members across all lists.
Lists Overview	Merchant rule	Every contact list with its member count.
Placed Orders Total	Merchant rule	Orders attributed to SendGrid email in the window.
Segments Overview	Merchant rule	Saved segments and their sizes.
Top Lists by Name	Merchant rule	Largest contact lists by member count.
Total Sends	Merchant rule	Total emails requested across all sends in the window.

Protect revenue (9 signals)

Signal	Alert behaviour	What it tracks
Abandoned-Cart Recovery Value	Watch only	$/30D recovered by the abandoned-cart automation. Goes to zero if the automation is in draft (SG02).
Bounce Rate	Alert band 2 / 5	Share of sends that bounced. Rising bounces hurt sender reputation. Audit SG04 fires here.
Delivery Rate	Alert band 98 / 95	Share of sends accepted by the inbox provider. Below 95% needs attention. SG01 fires.
Email Health KPIs	Merchant rule	Delivered, bounced and unsubscribed at a glance, your deliverability vitals.
Email Share of Total Store Revenue	Merchant rule	Healthy DTC ranges 20-30%. Below 15% = email under-leveraged; above 40% = paid-acq atrophy risk.
Engagement Funnel	Merchant rule	Requested → Delivered → Opened → Clicked. Drop-offs expose deliverability vs content weakness.
Refund Rate	Merchant rule	Share of attributed orders later refunded.
Spam Complaint Rate	Alert band 0.1 / 0.3	Above 0.1% Gmail starts marking the sender domain. SG03 fires; investigate immediately.
Unsubscribe Rate	Alert band 0.5 / 2	Unsubscribes per send. A spike signals list fatigue or off-target content.

Grow revenue (8 signals)

Signal	Alert behaviour	What it tracks
Campaign Status Breakdown	Merchant rule	Single Sends grouped by status (triggered, draft, scheduled).
Checkout-to-Order Rate	Merchant rule	Share of started checkouts that became paid orders.
Click-to-Open Rate	Alert band 10 / 3	Truer engagement signal than open rate - proxy filtering doesn’t pre-click.
Conversion Rate	Merchant rule	Orders as a share of emails sent. Ties send volume to revenue.
Email Click Rate	Alert band 2 / 0.5	Unique clicks as a share of delivered. The clearest engagement signal.
Revenue per Recipient	Merchant rule	Revenue divided by emails sent. What each address is worth per send.
Revenue per Send	Merchant rule	Revenue divided by emails sent, the efficiency of each send.
Total Revenue	Merchant rule	Placed-order revenue attributed to SendGrid email in the conversion window.

Customer experience (1 signals)

Signal	Alert behaviour	What it tracks
Checkouts Started	Merchant rule	Checkouts begun from email clicks, where the platform reports it.

Audit (13)

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. Open a check for the detail.

Spam complaint rate > 0.1%

Severity critical · Outcome Protect revenue · Fix status Report only

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 complained, which drags down deliverability for the whole list, not just the segment that complained.

Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

Reference: EM-DEL-002

Spam complaint rate above ISP threshold

Severity critical · Outcome Protect revenue · Fix status Report only

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 revenue silently.

Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

Reference: SG03

Abandoned-cart / welcome automation not activated

Severity high · Outcome Protect revenue · Fix status Report only

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.

Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

Reference: SG02

Abandoned-cart flow not live

Severity high · Outcome Protect revenue · Fix status Report only

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 contacted at all.

Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

Reference: EM-FLOW-001

Bounce rate > 5%

Severity high · Outcome Protect revenue · Fix status Report only

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 good addresses, landing in spam instead of the inbox.

Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

Reference: EM-DEL-001

Delivery rate < 95%

Severity high · Outcome Protect revenue · Fix status Report only

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 smaller audience than the send count suggests.

Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

Reference: EM-DEL-003

Delivery rate below 95%

Severity high · Outcome Protect revenue · Fix status Report only

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.

Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

Reference: SG01

Email bounce rate above 5%

Severity high · Outcome Protect revenue · Fix status Report only

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.

Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

Reference: SG04

Sender domain authentication (SPF/DKIM/DMARC) not verified

Severity high · Outcome Grow revenue · Fix status Candidate remediation

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.

A likely corrective operation exists, but its mapping and recovery are not yet complete, so execution is not offered. Evidence and recommended manual steps are provided.

Reference: SG05

Welcome flow not live

Severity medium · Outcome Grow revenue · Fix status Report only

New subscribers are at their most engaged in their first days; without a live welcome flow that window closes unconverted.

Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

Reference: EM-FLOW-002

Limited lists / segmentation

Severity low · Outcome Grow revenue · Fix status Report only

Broadcasting to one undifferentiated list sends the same message to buyers, prospects and lapsed customers alike, which depresses engagement and accelerates unsubscribes.

Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

Reference: SG06

Limited segmentation , fewer than 3 segments

Severity low · Outcome Protect revenue · Fix status Report only

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 email in a year, all treated identically. That flattens response rates and raises the same unsubscribe and spam

Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

Reference: EM-LIST-001

Too many draft flows (> 3) , launch tech debt

Severity low · Outcome Grow revenue · Fix status Report only

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 to build them already happened, so the only thing standing between the store and that revenue is publishing t

Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

Reference: EM-FLOW-004

Build your own automated fixes

Turn any finding into an automated fix with a Vortex IQ workflow: over 13,000 read and write operations across more than 200 connectors are available as building blocks, with approval, verification and rollback on every change.

Automate

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 over 13,000 operations across more than 200 connectors to automate the work in your own words.

Changes follow your configured approval policy: the target, proposed change, affected records, risk, reversibility and verification plan are shown before execution.

Create a workflow

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.

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.