This article covers setting up a Twilio SendGrid account and adding Senders to that account so that the Senders can then be mapped to personal or company email accounts in Pipeliner and used for sending bulk emails.

Open the Sendgrid link https://sendgrid.com/ and click on “Start for Free”

Complete all the required details to create your account. The user entered here will be the SendGrid account owner

You'll need to verify your email address and phone number for security and multi factor authorisation. The final part of the verification process will generate a Recovery Code which you will need to save for future use.

Once your account is verified, you'll be able to click on "Create new account" to login for the first time. Complete all required information.

The account set up guide will help you add Senders to your account. You can access the setup guide using this link http://app.sendgrid.com/guide

Each sender is a valid email address that will be used for sending emails from Pipeliner. You'll need to authenticate each sender and add all required information. This will help prevent emails being treated as Spam and will protect your account reputation

Depending on your SendGrid API plan, you'll be able to create multiple senders

Follow the instructions to create a verified sender https://app.sendgrid.com/settings/sender_auth/senders

Once you've finished adding all required information, click on "Create". You'll then need to go to your inbox and click on the link provided by Sendgrid to verify the sender email.

Return to the Dashboard to complete the account setup

Click on "Authenticate domain ->"

Choose the Domain Name Server that you use and then click on No under "Would you like to brand the links for this domain?"

Add your domain, leave Advanced Settings as the default "Use automated security" then click on "Next"

NOTE: you may need to your web admins to set these settings correctly

If you have multiple instances of SendGrid, or you want to use a different DKIM you should use “Use a custom DKIM selector” (e.g. “SG1”, “SG2”, or other)

Update the DNS records on your domain with the provided data and then check the “I’ve added these records” and click on "Verify". If all settings are correct, your domain will be authenticated and you’re ready to go using Sendgrid

If you want to use SendGrid integration for marketing purposes, you'll want to sign up for a higher Email API plan that matches your needs in terms of number of emails that can be sent per month.

Click on "Add payment info ->" to add your credit card payment information, then go to Account details -> Your Products and, under Email API, click on "Change Plan" to select your preferred plan

To use the Pipeliner-Sengrid integration, you'll now need to create an API key.

Under Settings, select API Keys and click on "Create API key"

Add a name for the API Key Name and choose between Full Access or Restricted Access

NOTE: we recommend that you use restricted access for better security

If you select Restricted Access, you need to set the following permissions as the minimum requirements for the Pipeliner and Sendgrid integration to work properly.

Click on "Create & View". Sendgrid will show your API key (like the example below)

Make sure to copy the key straight away and store it securely. You'll need the API key during the integration setup in Pipeliner.