SendGrid Integration

servis.ai
  • Updated

Let's set up an integration with SendGrid

Permissions: Only Administrators can create Integrations, Workflows and App Actions.

  1. SendGrid Set-Up
  2. SendGrid Email Tracking + Analytics Setup
  3. Turn on Unsubscribe in SendGrid

SendGrid Set-Up

First, you'll need to create or access your SendGrid account. From the sidebar menu navigate to Settings > API Keys > Create API Key.

sendgrid6.png

sendgrid2.png

From here, name your API Key and choose your permissions.  Click 'Create & View' when ready, and your key will auto-generate.  Copy your key and save it if needed - you cannot retrieve this key once you navigate away from this page.  (You can restart the process if you need a new key).sendgrid3.png

Now from the sidebar menu, navigate to Settings > Sender Authentication 

There are two options to integrate with FreeAgent

  1. Domain Authentication:  this option requires access to your DNS host. For example, when you authenticate the domain ‘freeagentsoftware.com’ every email address with ‘freeagentsoftware.com’ as the domain e.g. sender@freeagentsoftware.com will be automatically verified. Click on 'Get Started' and follow SendGrid’s guide for Domain Authentication.
  2. Single Sender Authentication

sendgrid_1.pngSendGrid Email Tracking + Analytics Setup

In SendGrid, navigate to Settings > Tracking, and make sure that ‘Open Tracking’ and ‘Click Tracking’ are enabled.
Then navigate to Settings > Mail Settings

Click on the edit Icon for 'Event Webhook' and a modal will appear

For Authentication Method, select ‘None’

For HTTP Post URL:

  1. In FA, navigate to Settings > Integrations > Sendgrid.
  2. Find your tenant’s SendGrid tracking Webhook (this will be added automatically via a migration for each tenant) called ‘SendGrid Tracking Webhook’ and copy the URL.

sendgrid_4.png

sendgrid_webhook.png

For Events to be POSTed to your URL, select: Bounced, Delivered, Opened, Clicked. For now, we only support those events within FA.

Hit 'SAVE' - That is it for setting up SendGrid analytics/tracking

FreeAgent Setup

Navigate to Settings > Integrations > SendGrid

Check the box for enabling SendGrid and enter your SendGrid API Key that you get during SendGrid Setup. Hit 'Save'.

sendgrid_6.png
Once SendGrid is enabled, you can send bulk emails directly from the Contacts App. To do so, select the contacts you want included in the bulk email and click the Email button from the action menu above your contacts list. 
CleanShot 2024-08-01 at 16.40.34@2x.png
After you click the Email button the Bulk Send Email with SendGrid window will appear. 
CleanShot 2024-08-01 at 16.45.20@2x.png
From here you can write the body of the email and the subject line, CC anyone you want to include and send. You can send up to 1000 emails per batch using Bulk Email with SendGrid.

Note:  If the Email button is visible but is disabled (grey) after you have selected your contacts, make sure you have paired your email in FA. There will also now be a field named ‘Sent via SendGrid’.

sendgrid_8.png

Turn on Unsubscribe in SendGrid

Turning on Unsubscribe in SendGrid can only be done in your SendGrid settings. See the following articles for assistance:

- Activate Unsubscribe Links

- Unsubscribe Methods

Note: the unsubscribe link will not be displayed when previewing the email in FreeAgent.

Related articles