SendGrid Account Setup

Use the following instructions to set up a SendGrid account.

1. Go to the SendGrid homepage.
2. Choose Start for free.
   Note: SendGrid is free for 60 days.
   
3. Fill out the sign up form using a company Email address. The password can be different than the one used for the email account. Signing up with a Gmail account is an option if the company is using that email service. Selecting Sign up with Google navigates to a new page to choose the appropriate Gmail account.
   Note: An email will be sent from SendGrid to the email address used here to verify the account.
   
4. Choose Continue, then enter a Phone Number for two-factor authentication (2FA). The code can be sent via SMS or a voice call.
   
5. Enter the Recovery code, which can be used as a failsafe if access to the 2FA device is lost. BE SURE TO KEEP THIS CODE IN A SAFE LOCATION. Download the code as a text file, or copy it to another location. Ensure it's saved somewhere safe and accessible in case it is ever needed.
   
6. The next screen that displays is optional, giving the ability to Send emails from your domain. This can be set up later by choosing Skip to dashboard.
   
7. If Skip to dashboard is selected, it is necessary to go into the settings and verify a single sender using the following steps:
   1. Log into the account already set up.
   2. Go to Settings / Sender Authentication / Verify a Single Sender.
      
   3. Add the exact From email address. The address must be an exact match, or it will not send.
   4. Complete the email verification sent to the From email address. Be sure to check Spam folders if it does not go directly to the Inbox.
8. Upon accessing the dashboard, create an API key by going to Settings / API Keys.
   
9. Choose the Create API Key button. Enter an API Key Name (like email) and choose the preferred API Key Permission (Full Access, Custom Access, or Billing Access). Select Create & View.
   
10. Save the key by copying and pasting into a text document with Notepad (or similar application). This is the only time this code will be shown, so make sure it is saved before leaving this screen.
    
11. When revisiting the SendGrid website, enter the credentials set up earlier to access the dashboard.