Integrating SendGrid To Send Transactional Email Notifications

In your PayKickstart account, go to the integrations section in the Configure menu.

In the Integrations section, select Email in the dropdown, then select SendGrid.

Then, copy and paste the Webhook URL:

Important to Note

Please note that we have added the ability to change the Port and Encryption used for the integration, if needed.

The default settings (Port: 25) and Encryption (TLS) can be used to integrate SendGrid without making any changes.

For the integration fields below, please refer to SendGrid’s support team.

• Account Name: For your display purposes

• From Name: The name the emails will be sent from

• From Email: The email address the emails will be sent from

• Webhook URL: Automatically generated link used to create the integration

• Host: Your domain name. Example: smtp.gmail.com

• Port: You can check your service provider for the port number

• SSL/TLS: If your email service provider provides this option in your 3rd party account settings, you can enable this option.

• API Key: Unique API key for your SendGrid account

Once the fields have been entered, select Connect.

Access your SendGrid account, then go to Settings > Mail Settings and click on the Event Webhook button.

In the opened side-tab, paste the copied Webhook URL in the HTTP Post URL field.

In the Events to be posted to your URL section, make sure the following options are selected:

• Delivered

• Bounced

• Spam Report

Then, change the “Event Webhook Status” to Enabled and click the “Save” button.

To obtain your API Key, you would need to go to Settings > API Keys and click on the Create API key button in your SendGrid account.

In the opened side tab, enter the following information:

Add your API Key Name; the name of your API Key is only used to differentiate between multiple API Keys; you can enter any name you prefer.

Then, select the Restricted Access option.

In the Access Details section, enable the Mail Send option.

Afterward, click the Create & View button.

On the next page, copy your unique API Key.

After filling out the fields, go to your PayKickstart account and paste the API Key into the API Key field.

Then, click on Connect to integrate your SendGrid account with PayKickstart.

After connecting the SMTP integration, you will receive an email via the FROM email address used to verify and activate the integration at the platform level.

To enable SendPost in your campaign settings, go to the Campaigns section in your PayKickstart account.

Then, go to the three-dotted menu on the right side of the relevant campaign and click on Edit Campaign.

Once you click on Edit Campaign, move on to the Communication tab and look for the Email Delivery section.

Select the SendGrid you previously added from the provided options.

Once selected, make sure to click the Save button to save your campaign.

From this moment on, all of your transactional emails for this campaign will be sent through SendGrid to your customers.

You can repeat these same steps to enable SendGrid for your other Campaigns, if needed.

You can also select the SendGrid service to be used for sending out emails related to your Embeddable Customer Billing Portal.

The Hosted Billing portal does not need to be switched to the 3rd party integration.

If you have any previously created Embeddable Portals, please follow these steps:

To enable your SendGrid integration for the portal, navigate to
Tools → Customer Billing Portal.

1. Find the Embeddable Portal you have created and click the edit icon (pencil icon).

In the portal settings, select the Email SMTP Service tab and choose your SendPost integration from the dropdown menu.

Click Next Step and proceed to the final step to Save your portal settings.

Once saved, the integration will take over, and all future emails for authorizing customer access or related billing events will be sent via SendGrid.