Step 1: Go to www.sendgrid.com then click start for free


Step 2: Enter in the email address you’d like to use as your login and enter in a password


Step 3: Provide your information

  • First and Last Name

  • Company Name

  • Company Website

  • Phone Number

  • Your Role

  • Emails sent per month

  • How many employees














Step 4: Create Identity for Sender click on Create Identity 


Step 5: Submit the following information as the email you want to use your sender.

  • From Name

  • From Email Address

  • Reply To 

  • Company Address

  • Nickname 



Step 6: Verify your sender email address


Step 7: Click Return to Single Sender Verification

Step 8: Click on Dashboard


Step 9: Scroll down to Important Next Steps





Step 10: Click Start under Sender Authentication 


Step 11: Click Get Started For Authenticate Your Domain


Step 12: Choose your DNS (Domain Name Server) host you use and if you’d like to brand the links for this domain. 

    By choosing to brand all links to the domain it will rewrite all tracking links. (I’d choose no)


Step 13: Authenticate your domain by entering your domain and then click advanced settings to choose automated security.





Step 14: Install your DNS Records with your host. 

You will go to your provider click add new record

Choose CNAME

Then copy the HOST from Sendgrid and add to your provider

Next copy the value for that CNAME

Continue doing this for all 3 CNAME


This can take up to 48 hours to propagate. 


Step 15: Click on Settings then API Keys


Step 16: Click Create API Key
















Step 17: Name API Key and pick Full Access

Step 18: Copy API Key and store in a safe location.


Step 19: Login to app.customerengine.io 

















Step 20: Go to settings 


Step 21: Click on integrations 


Step 22: Click on set SendGrid Config













Step 23: Set SendGrid Credentials

Enter saved API key from previous step

Set from email


Step 24: Login to your agency or business you are setting up the email for. 


Step 25: Go to Settings and click integration 


Step 26: Choose SendGrid Integration


Step 27: Set up integration

Integration Name

API Key (From saved step) or create a new one for a different business

From Email

Step 28: You may have to go through the review process for SendGrid. It will be located at the top of the screen in a yellow box. Click the link. 


Step 29: Provide them with the following information 

  • Business Name

  • Business Website

  • Screenshot of opt in page (Use your landing page showing your disclaimer of how often you will send emails) 

  • Business address

  • Business phone number


Step 30: Wait 24-48 hours for approval and emails will start sending!