SendGrid email setup instructions
Follow these instructions to configure and send SendGrid email messages using HoodEngage.
Step 1: Setting up SendGrid
- Create a SendGrid Account
- Go to SendGrid.
- Sign up for an account or log in if you already have one.
- Generate an API Key
- Navigate to the SendGrid Dashboard.
- Go to Settings > API Keys.
- Click on Create API Key.
SendGrid API key
- 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: Configure SendGrid in HoodEngage
In your HoodEngage dashboard, navigate to HoodEngage Settings > Email in the top right corner.
Email setup location in the navigation
Here, you can see the overview of all your email configurations.
Email setup overview
Click on any existing email configuration to edit its details.
To set configuration as default, click on the Set as default button next to it.
Email configuration - Set as default
Setting a configuration as default means that this configuration will appear first as an option when sending emails in Campaigns.
To add new email configuration, click on the Add email configuration button in the top right corner.
Add new email configuration
Fill out the integration name, switch the toggle button to Active, and choose Sendgrid as provider.
Sendgrid info & the Validate button
Fill out the neccessary information and click Validate.
Right below, you have the option to send a test email.