Choose your plan
Before installing the integration, you must select a SendGrid plan and create an account. Note that only an administrator can install the integration.
SendGrid offers two types of marketing campaigns:
- Automations – A series of time-delayed emails triggered when a new contact joins the associated list. Ideal for lead nurturing, new customer onboarding, and sales engagement.
- Single Sends – One-time emails sent to all contacts in the associated list at a scheduled date and time. Perfect for newsletters, product promotions, or service announcements.
Choose a plan that fits your business needs. (https://sendgrid.com/en-us/pricing)
To install the integration
- After creating your SendGrid account, get the SendGrid API key - Log in to your SendGrid account. Go to Settings > API Keys. Create a new key for the integration with Maximizer. Note that you should set the API key permission to Full Access. Copy and paste the key to a notepad. You will need the key during the installation process.
2. Install the integration - Click the Setup button to start the installation process. Enter the API key during the installation.
After installation, you'll see a new Campaigns module. The menu item to add Address Book entries to SendGrid campaigns will appear under the Action menu.
A button for adding leads to SendGrid campaigns will appear in the Leads module.