> ## 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. [Connect or manage this source](https://app.vortexiq.ai/workbench/settings/sources) · [How connecting works](/integrations/connector-catalogue) · [Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=sendgrid) performance signals automated checks prepared fixes proven workflows API operations ### What you can achieve Capabilities are grouped around merchant outcomes, not API terminology. Find failures, leaks and risks before they cost sales. Monitor orders, fulfilment, delivery and settlement. Improve discovery, conversion, campaigns and repeat purchase. 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. Authorise the source. Scopes are shown before access is granted. Watch the signals against your own baselines, not universal defaults. Run checks and gather evidence specific to your store. Explain what happened, why it matters and the proposed action. You review scope, risk and reversibility before anything changes. Apply through governed connector operations. 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 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. | 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. | | 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. | | 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. | | Signal | Alert behaviour | What it tracks | | --------------------- | --------------- | ----------------------------------------------------------------- | | **Checkouts Started** | Merchant rule | Checkouts begun from email clicks, where the platform reports it. | ### 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. **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` **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` **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` **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` **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` **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` **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` **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` **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` **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` **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` **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` **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 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](https://app.vortexiq.ai/workbench/flows/create?connector=sendgrid) #### 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. | 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.