SendGrid Email Setup Instructions

Step 1: Setting Up SendGrid


  1. Create a SendGrid Account
    • Go to SendGrid.
    • Sign up for an account or log in if you already have one.

  1. Generate an API Key
    • Navigate to the SendGrid Dashboard.
    • Go to Settings > API Keys.
    • Click on Create API Key.

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Create new API key button location in SendGrid Settings

  • Provide a name for the API key, e.g., “Ocamba Integration”.
  • Select Full Access and click Create & View.
  • Copy the API key and store it securely.

Step 2: Configuring SendGrid in Ocamba

  1. Access Ocamba Email Settings

    • Log in to your Ocamba account.
    • Navigate to Hood Settings > Email.

  2. Add SendGrid Integration

    • Click on Add New Integration.
    • Select SendGrid from the list of email service providers.
    • Enter the following details:
      • API Key: Paste the API key generated from SendGrid.
      • Sender Email: Enter the verified sender email address from SendGrid.
      • Sender Name: Enter the name that will appear as the sender.

  3. Click on Validate to confirm the input validation.

  4. Send a Test Email

  • Enter recipient email address and click on the Send Test Email.
  • Verify that the test email is received at the specified email address.

Step 5: Add Subscribers

  • Upload CSV:
  • If you have a list of emails ready, select Upload CSV to import email addresses.
  • Alternatively, use the Ocamba Email Web Prompt to collect emails from your website.

Import Options

  • Dashboard Upload - Upload a CSV of emails and user data or manually add emails.
  • Server API: Programmatically add emails server-side.
  • SDK Method: Add emails using our client-side SDK, recommended if using our SDKs for push or in-app messaging.
  • Email Web Prompt: Use a web prompt to collect email addresses and phone numbers
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