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How do I Configure Email Provider -Sendgrid Integration?

Azavista Support
Updated

Configuring Email Provider -Sendgrid Integration

Overview

The Email Provider – SendGrid integration allows administrators to configure SendGrid as an email delivery provider for the platform. This integration enables secure email delivery using API credentials, optional default usage across all email campaigns, activation control, and team-based access management to ensure reliable and consistent email communication.

Step-by-Step Approach

1. Create a New Email Provider – SendGrid Integration

  • On the General Dashboard, go to Integrations.
  • Click + Integration.
  • Select Email Provider – SendGrid from the list of available integration types.
  • Enter a meaningful name for the integration to clearly identify its purpose.
  • Save the integration.

2. Enter or Edit API Key and Webhook Verification Key

  • Open the Email Provider – SendGrid integration.
  • Locate the fields for API Key and Webhook Verification Key.
  • Enter or update the required values.
  • Save your changes.

3. Select or Unselect “Set Email Integration as Default Delivery for All Email Campaigns”

  • Open the Email Provider – SendGrid integration.
  • Locate the checkbox Set email integration as default delivery for all email campaigns.
  • Select the checkbox to apply SendGrid as the default provider.
  • Unselect the checkbox to allow other providers or configurations.
  • Save your changes.

4. Activate or Deactivate the Email Provider – SendGrid Integration

  • Open the Email Provider – SendGrid integration.
  • Use the Activate / Deactivate toggle.
  • Activated: SendGrid is enabled and available for email delivery.
  • Deactivated: Email delivery via SendGrid is disabled.
  • Confirm the status change.

5. Access the Teams Listing

  • Open the Email Provider – SendGrid integration.
  • Navigate to the Teams tab.

6. Select Teams from the Select Teams Pop-Up

  • Click Select Teams.
  • In the Select Teams pop-up, browse or search for the required teams.
  • Select one or more teams.
  • Click Select to confirm.
  • The selected teams appear in the Teams listing.

7. Remove Teams from the Listing

  • In the Teams listing, locate the team you want to remove.
  • Click the More Options (⋮) icon next to the team name.
  • Select Remove teams.

8. Remove the Email Provider – SendGrid Integration

  • Open the Email Provider – SendGrid integration.
  • Click Delete or Remove Integration.
  • Confirm the deletion.

Once configured, the Email Provider – SendGrid integration ensures secure, reliable, and centrally managed email delivery while providing flexibility through activation controls and team-based access.

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