Integrate Sendgrid

Are you looking to integrate a SendGrid account with Outbound Automation by boberdoo? You’ve come to the right place. SendGrid is one most user-friendly ESPs on the market and it even offers a free usage tier. Follow the steps below to properly configure and integrate your SendGrid account with Outbound Automation.

Step 1: Create a SendGrid Account

If you already have a SendGrid account, skip to step 2. If you’d like to set up a new SendGrid account, click the link above. First, select your plan and follow the instructions to get signed up and verified. If you’re new to SendGrid, the free account (12,000 emails/month) is a great option to get started. You can always bump up your plan if you need additional features or a higher sending limit.

Once you get your verification email, fill out the information requested by SendGrid and you’ll be sent to the dashboard. Note: even if you verify your account, it may take up to a day to be provisioned and activated. You can still proceed with getting everything set up before your SendGrid account is 100% online.


Step 2: Enable Click and Open Tracking

Your next step is to enable click and open tracking within your Sendgrid account. Go to Settings>Tracking and make sure the Click Tracking and Open Tracking settings are set to active.

Step 3: Enable Event Notification

Next, you need to enable the Event Notification setting to relay the correct information to Outbound Automation. Go to Settings>Mail Settings and click Event Notification. Click the edit button to configure this notification. First, you must enter the following URL into the HTTP Post URL box: 

Next, under the select actions section, select every checkbox EXCEPT ASM Group Unsubscribe and ASM Group Resubscribe. Use the Test Your Integration button to make sure everything is set up correctly. Finally, click the blue checkmark to save your settings and click the button on the left to activate your event notification. Once complete, your Event Notification should be identical to the image below.


Step 4: Create an API Key

Go to Settings>API Keys. This will bring you to the page that allows you to generate API keys. In the upper right corner, click the Create API Key button. From here, you will have to name your API Key and specify exactly which features can be accessed via this key. Select Full Access for each feature. Some features only allow No Access or Read Access. For these features, select Read Access. Once your preferences are selected, click Save.

You will now see your unique API Key. Copy your API Key. But be very careful, this is the only time you can access this API key. We highly recommend saving this Key in case you need to reference it again.

Step 5: Add Your Sendgrid Account to Outbound Automation

Once you have your API key copied, head to Outbound Automation in your boberdoo system, and click on the Setup tab.

From here, locate the Email Service Providers box and click the green Add New ESP button. Select Sendgrid from the Email Provider dropdown and choose a name for your ESP. This name will be used for internal reference and organization only. Finally copy your API Key into the Api Key field.

Once you’ve entered the API key, just click “Save ESP Account” and you’re all set! Your SendGrid account will now appear both in your Setup dashboard and as a sending option when building a campaign.