Configuring a SendGrid Account
SendGrid provides support for outgoing email and email acknowledgment through Bridging and Connected Field Services in GENESIS.
To send email using the SendGrid provider, you must configure the credentials for SendGrid in Workbench. Email acknowledgment via Connected Field Services or Bridging also requires setting up the GENESIS WebAPI Service.
Before configuring SendGrid in Workbench, you need to perform the following tasks:
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Create a SendGrid account.
- Go to https://signup.sendgrid.com/ and sign up for a SendGrid account. You can choose the tier of your account based on your use case.
- Go to https://app.sendgrid.com/settings/api_keys to create an API Key. SendGrid recommends using an API Key with all permissions for proper verification. You may otherwise get a "Forbidden" error message.
- Copy and save the newly created API Key for later use in the SendGrid configuration in Workbench.
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Verify the sender identity, either as a Single Sender Verification or a Domain Authentication, which is recommended for production use. Learn more
The verified email that you obtain will be used as the default outgoing email (Default From) in the SendGrid configuration in Workbench.
Notes:
- There are sender requirements from Gmail and Yahoo, such as not using a Gmail/Yahoo ID as the verified sender address when using SendGrid. Learn more
- If the sender domain is not verified, email filters may block emails sent via SendGrid (even if you use single sender verification), since email providers are more likely to flag unverified domains as suspicious and send the email to spam or completely block it due to the lack of authentication. View the SendGrid guide for best practices on deliverability.
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