Prerequisites

Please ensure that the following settings are in place before you integrate your Sendgrid account with WebEngage:

1. From Email/Domain Verification

Please verify all the Sender IDs you'll be using for Email marketing in your Sendgrid dashboard before proceeding.

2. Create API Key & Configure Access Permissions

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Here's how you can create an API Key in your Sendgrid dashboard

Once created, we highly recommend that you give WebEngage Full Access across all permission categories. If that's not feasible, and you prefer granting Restricted Access, then please ensure that Full Access is given for the following:

• Alerts
• Email activity
• Mail Send
• Mail Settings
• Stats
• Suppressions
• Tracking
• User account

Restricting access to the aforementioned aspects can cause integration failure.

Now, let's show you how you can configure Sendgrid as an ESP in your WebEngage dashboard.

Configuration

As shown above:

Step 1: Select ESP

Select Sendgrid from the List of Available ESPs. In doing so, you will be prompted by a configuration modal.

Step 2: Name your Configuration

Please add a user-friendly name that enables you to identify the right ESP for a campaign while creating it. This comes in handy especially when you have multiple accounts with the same ESP for sending different types of campaigns (Transactional/ Promotional).

For example, if you have configured a Sendgrid account for sending both transactional and promotional campaigns, then you can name the configuration:

• Sendgrid all campaigns
• Sendgrid Global

Step 3: Add API Key

Navigate to your Sendgrid dashboard to find and copy your API Key, paste it in the configuration modal.

Step 4 (Optional): Add IP Pool Name

If you're using a specific IP for email marketing, then please specify the same here. You can skip this field if no such settings have been configured in your Sendgrid dashboard.

Step 5: Add ESP

Click Add ESP, and you're good to go!

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Congratulations!

You've now successfully integrated Sendgrid with your WebEngage dashboard.

You can test the integration by creating a test Email campaign and sending it to a group of internal users (aka your teammates).

A quick guide on Editing/ Deleting an integration.

Please feel free to drop in a few lines at [email protected] in case you have any further queries or feedback. We're always just an email away!