SendGrid Set Up Guide

Setting up SendGrid to work with LeadEngines is quick and easy. There are still a few things to make sure you check to ensure it’s all working correctly. Follow our guide below to start using SendGrid with LeadEngines today.

Create or Sign In to Your SendGrid Account #

The first step is to sign in to your SendGrid account or create a new one.

sendgrid sign in

Create Your API Key #

Next to generate your API key, go to settings, and click API keys.

Now click create API Key to open the key options.

Name your key & assign permissions #

Enter a name for your API Key such as “leadengines”, and give it full access permissions. Then click the Create & View button.

sendgrid create api key

Save your API Key #

Click to copy your API Key. Save it somewhere you can find it again as SendGrid only allows you to see it once. When you’re ready click Done.

sendgrid apikey

Set up a sending server in LeadEngines #

Go to your sending servers in LeadEngines from the top menu.

Add a new server #

Click the New server button to add a new server.

Select the SendGrid API #

Click the Choose button to select the Sendgrid API.

Add your API Key #

Enter a name for your key (this can be anything for your own internal reference). Then enter your API key from Sendgrid (This should start with SG). You can also enter a default FROM email address if you’d like, but it’s not required if you’re planning to use this key for multiple email addresses.

Update your sending limits. #

Select how many sending credits and time units you want to allow for this API key (or set it as unlimited if you don’t want any restrictions).

Test your set up #

To test your account set up and make sure everything is working, click the Test button to open a test popup.

Then enter the email you want to send a test from and to. Feel free to enter any subject line and content for your test.

 

Sender Identity #

If you created a new account or haven’t set up a sender identity in SendGrid yet, you will see an error when sending your test.

To fix this, make sure to verify your Sender Identity in SendGrid using the steps below.

Go to Settings > Sender Authentication #

In SendGrid go to settings, then click sender authentication in the left menu.

Verify your domain in SendGrid #

Note: The best method is to verify your domain instead of just a single sender. This way you can email from multiple names under the same domain (such as support@yourcompany.com, billing@yourcompany.com, or hello@yourcompany.com). If you verify a single sender only, you can only email from that sender.

Click the Get Started button under Authenticate Your Domain.

Select your domain or hosting company #

Choose your domain or hosting company from the list of options. If you don’t see yours, then choose “other”.

Rebrand your links #

Select Yes to rebrand your links with your domain. This is optional but recommended if you want to hide SendGrid from your emails completely.

Then click Next to continue.

Enter your domain name #

Enter your domain name in the empty box and click Next. Note: you can ignore the Advanced Settings unless you need to do something specific for your own needs, but they are not necessary to use with LeadEngines.

Update your DNS records with your domain company #

Now go to your domain or hosting company and enter the DNS records provided by SendGrid. If you’re not sure how to do this, SendGrid has some more documentation on it here.

Verify that it’s working #

Once you have updated your DNS records, you’re ready to verify. Click the checkbox and the Verify button.

You should see a message that everything has been verified.

Test your connection #

Go back to LeadEngines and test your account set up again to make sure everything is working, click the Test button to open a test popup.

Then enter the email you want to send a test from and to. Feel free to enter any subject line and content for your test.

You should now see a success message and also receive your test email.

 

That’s it! You are now ready to send with LeadEngines and SendGrid.

Don’t forget to Add your Sending Domains and Add Your Email Addresses to LeadEngines. This will make sure LeadEngines can also handle sending out your emails on your behalf.

If you have any trouble make sure to reach out to our support team for help.

 

Updated on August 7, 2021