Integrating SendGrid To Send Transactional Email Notifications

PayKickstart offers vendors the ability to integrate transactional email notifications with SendGrid to use their own email services and deliver email notifications via their own domains.

To integrate with SendGrid to deliver transactional email notifications, please follow the steps below:

NOTE:
  • If you choose to handle the transactional emails via SendGrid, PayKickstart cannot guarantee the deliverability of all email notifications.
  • Due to the complexity of the various SMTP platforms on the web PayKickstart is only able to offer minimal support with 3rd party SMTP connections. If integration connection issues occur, it is best to contact your Email host provider.

STEP 1:

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


In the integrations section, select "Email" then select "Add Integration"

Integrations - Email services.png

STEP 2:

A pop-up will appear, in the first dropdown select "SendGrid"

Then, copy the Webhook URL:

Webhook URL - SendGrid.jpg

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

Sengrid - Settings - Mail Settings.jpg

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.

SendGrid Deliverability and Webhook adding.jpg

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.

Sendgrid - API key.jpg

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.

SendGrid - Creating a new API key.jpg

Afterward, click the "Create & View" button

Create and View button.jpg

On the next page, copy your unique API Key

API key created - SendGrid.jpg

STEP 3:

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.

connect the integration.png

STEP 4:

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.


STEP 5:

After integrating at the platform level with SendGrid, you can go to the specific campaign you want to use SMTP notification delivery with and enable the SMTP feature in the campaign settings.



Once enabled and saved on the campaign level, you are now integrated to send transaction emails via SendGrid for the selected campaign.

You can connect SMTP integrations with all campaigns you want to use SMTP services for delivering your transactional emails.

Maximizing deliverability of your emails. (Optional)

To maximise your delivery rate of your email notifications, we strongly recommend you set up Domain, SPF & DKIM verification. Below are some useful resources to help you with this:

Helpful Tip: 
 MXToolBox is a great resource for monitoring the health of your domain.

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