How to configure SendGrid to send emails in Email Subscribers?

SendGrid is a cloud-based SMTP provider that allows you to send email without having to maintain email servers. SendGrid manages all of the technical details, from scaling the infrastructure to ISP outreach and reputation monitoring to whitelist services.

To effectively use SendGrid, you will need to have an email address associated with a domain that you own (emails that are @gmail.com, @yahoo.com, etc are not recommended for use with SendGrid).

In this guide, we will explain to you how to configure SendGrid to send emails in the Email Subscribers plugin.

Create SendGrid Account

If you do not already have a SendGrid account, create one now. SendGrid offers a free plan for low-volume delivery, which may be useful for users just getting started with email sending.

SendGrid Email plans
SendGrid Email plans

In the next step, SendGrid will ask you to provide your email address and password to create your account.

Create SendGrid account
Create SendGrid account

Authenticate your domain for sending email

After your account gets created, you will be redirected to your dashboard. Next, you can configure your domain so that it can send emails from SendGrid via your domain. We recommend this step because configuring a domain will show your emails as coming from your domain rather than via sendgrid.net. You can learn more about domain authentication here.

To add your domain, go to Settings > Sender Authentication. In the Domain Authentication section, click on the Get Started button.

Start Domain authentication
Domain authentication – Get Started

On the next page,

  1. In the first section, select your DNS host from the available list or Other Host (Not Listed) if you can’t find your host name in the list (In this case you can add your hostname in the Which DNS Host? field).
  2. In the second section, select Yes so that links in your email will start with your domain instead of sendgrid.net. This step is required so the Email Subscribers can track clicks in the sent email.
  3. Then click on the Next button.
Authentication questions
Authentication questions

In the next step, enter your domain name from which you will be sending emails and click on the Next button.

Domain authentication advance settings
Advance settings

On the next screen, you will see a list of DNS records which you will need to add into your DNS settings of your host.

Install DNS records
Install DNS records

After successfully adding these records, check I've added these records checkbox and click on the Verify button at the bottom.

Verify DNS records
Verify DNS records

You should see a success message like below after successful verification.

Domain verified
Domain verified

On the Sender Authentication page, now you should see the domain and its verification status.

Verification status
Verification status

Note: Some DNS records take longer to update than others, even up to 24 hours. If you want, you can check to see if the DNS value has updated using a service like Whats My DNS. Just be sure to use the correct hostname there, too.

Create an API key

Create API keys
Create API keys

Now go to Settings > API Keys from the dashboard menu and click on the Create API Key.

In the Create API Key popup, add a name like Email Subscribers API Key in the API Key Name field to identify it later.

In the API Key Permissions, you can choose Full Access but you basically need below permission to send emails:

Mail Send → Full Access

API key permissions
API key permissions

After setting the required permissions and clicking on the Create & View button located at the bottom, you should see a success message like below.

Generated API key
Generated API key

Copy and save the new API key as you won’t be able to see it again later on.

Configuring Email Subscribers to Send Emails

Now that you’ve set up your DNS, you can prepare Email Subscribers to start using SendGrid for sending emails.

  1. Install and activate PRO version of the plugin

    Get Email Subscribers PRO

  2. Navigate to Email Subscribers > Settings page
  3. At the top of this page, you can set the From Name and From Email. By default, these will be filled with your site’s name and admin email.For the From Email, use an email address associated with your authenticated domain from Step 3
    Email Subscribers General settings
    General settings – Sender information

    Select SendGrid Mailer
    Email Sending Setting – SendGrid Mailer
  4. Now click on the Email Sending tab and scroll down to the option Select a mailer to send mail and click on SendGrid as the mailer.

    Now that you’ve selected SendGrid as your mailer, a new section will appear below the Mailers list. Here, you’ll need to enter the API created from Step 4

    API key
    SendGrid API key
  5. Once this information is added, click on the Save Settings button at the bottom.

Sending a Test Email

Once your domain is verified and your settings have been added to Email Subscribers, it’s important to send a test email to ensure that everything is working as expected.

Test Email from Email Subscribers
Test Email

You can try sending a test email from the option provided just above Select a mailer section.

You can enter any email address that you have access to and click the Send Email button.

Test Email in Inbox
Test Email – Inbox

After sending the email, you should see a success message. If you check the inbox for that email address, you should receive the email for this test.