Sendgrid
- Packy Fahey (Unlicensed)
To process Email Marketing Campaigns with Send Grid Service > Follow these steps
1. Signup and create new account at www.sendgrid.com > this will store your SendGrid userid, password and APIKey
In sendgrid.com main menu Click on APIKey to view the key > you will need this key to setup Send Grid in Konnektive CRM
2. Select Marketing > Contacts - Click on Add List or Segment > Manuel Add to create a new contact list file for your Campaigns > Add New
You can add more contact list files in the future but you must have at least one to start
Enter a name for this list, your first name, your last name, and email address > Save
3. Setup a Campaign
Select Marketing > Campaign > Create Campaign > Template > Save and Update
In Lists/Segments to Send To > Select the list you created in step 2 > Complete the Campaign Page > Save
4. Set up in Konnektive CRM
Select Admin > Plugins > Go to Email Service Providers > Select Send Grid from the list > Activate
Enter the APIKey from step 1 > Connect
Click Edit Plugin> Add Route
Send Grid Campaigns show up as Campaign Name- List Number > Select one > Create