SendGrid

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To enable the integration with the email newsletter service SendGrid, go to

Account Management / Integrations /Email marketing:

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  • In the list that appears, click the activation box in the SendGrid block:

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  • Open SendGrid in a new tab and log in with your account. In the menu, open Settings / API Keys and click Create API Key:

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  • In the panel that appears, give a name to the key and click Create &View:

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  • Copy the generated key:

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  • Go to the SendGrid integration page in Planfix and paste it into the corresponding field:

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Save the changes. After that, there will be an option in each contact filter to automatically export selected contacts to SendGrid (see help).


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