SendGrid: Difference between revisions

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(Created page with "{{#seo: |title=Integration with SendGrid |titlemode=append |keywords=planfix, Integrations, Sendgrid, e-mail, mailing |description=Integration with Sendgrid }} To enable the integration with the email newsletter service [https://sendgrid.com/ SendGrid], go to '''Account Management / Integrations /Email marketing''': https://s.pfx.so/pf/2w/Xo90sg.png *In the list that appears, click the activation box in the SendGrid block: https://s.pfx.so/pf/Ki/vBlSWe.png *Open...")
 
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*Go to the SendGrid integration page in Planfix and paste it into the corresponding field:
*Go to the SendGrid integration page in Planfix and paste it into the corresponding field:


https://s.pfx.so/pf/k3/9JGskf.png
https://s.pfx.so/pf/k3/9JGskf.png




Save the changes. After that, there will be an option in each [[Contact filters| contact filter]] to automatically export selected contacts to SendGrid (see [[Email marketing|help]]).
Save the changes. After that, there will be an option in each [[Contact filters| contact filter]] to automatically export selected contacts to SendGrid (see [[Email marketing services |help]]).





Revision as of 10:13, 22 December 2023

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

Account Management / Integrations /Email marketing:

Xo90sg.png


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

vBlSWe.png


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

ecJtKX.png


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

w3dySF.png


  • Copy the generated key:

TCUsr2.png


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

9JGskf.png


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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