SendGrid Integration

Here's how to add your SendGrid Account to trigger Guest Automation Emails from your own mail server.

  1. Click the Apps Tab

  2. Click Add New App

  3. Select Email Services and then choose SendGrid from the list.

  4. Set a Name for your Integration and paste your SendGrid login details then click Proceed

    Click here for help find your SendGrid Username and Password

  5. To create an automation using your SendGrid App, go to Automations then follow the steps below
    1. Under Automations, click Add New Automation

    2. Name your automation, choose which Location and Campaign to implement this automation. Then click Proceed

    3. Choose the Trigger for this automation and the Delay. 

    4. Choose the Frequency, or how many times this automation is implemented on a per user basis. 

    5. Choose Email from the list of available apps then Choose SendGrid. Then choose the app you added earlier from the App List. Enter your Name, Email Address and Email Subject then click Proceed.

    6. On the next screen, format your email message. If you have an existing email template, choose it from the list. Once you are done formatting your email message, click Proceed to finish the automation creation using SendGrid. 

  6. Voila!  🎩You've added a SendGrid Integration and can now send automated emails from your own mail accounts.
If you have any questions about this, please contact our support team by clicking the support icon in the bottom right-hand corner of this page.

Did this answer your question?