How To Integrate And Use SendGrid With AEvent

AEvent avatar
Written by AEvent
Updated over a week ago

SendGrid is an SMTP service that seamlessly connects with AEvent, enabling you to send emails to attendees upon registration.

Furthermore, it lets you schedule reminder emails leading up to the event and set up prompts for post-event follow-ups.

Once configured, it provides a fully automated email delivery process.

Timeline Actions:

How To Find You API Info For SendGrid

You will need to get the API Key

To find your API Key you need to go to your dashboard and find the Settings tab in the left menu

  • Select the settings tab

  • Select API Keys

  • If you do not have APIs set up yet click the Create API Key and create one for this integrations

  • Name your API Key

  • You will want to select Full Access

  • Select Create & View

  • On the next screen you want to copy your API Key and keep it somewhere safe.

    • You will not be able to retrieve it from your account again.

Pop-Up Note: You Will ONLY See This Once

  • Now select Done

That is it, you have the API Key you will need to integrate SendGrid with AEvent.

Adding SendGrid To AEvent

In order to add your SendGrid Integration you will need to first navigate to Integrations within AEvent search / select SendGrid click Add Integration

  • Then name your integration as you see fit, and click 'Add'

  • Once here on access popup take your API Key and add them into the form and click "Continue"

  • Once your SendGrid account has been successfully added, you will see it's Connected, and you are able to click on 'Test'.

A successful connection will yield a positive test result. Congratulations, your SendGrid account is now successfully connected to AEvent!

Activating & Configuring SendGrid For Your Timeline and On-Registration Email

Go to the timeline you want to use SendGrid on and go to the integration settings

  • Find SendGrid and toggle it on

  • As long as you have Activated the integration you are good to us it for your Timeline Actions

    • If you wish to only send an SendGrid Emails thru a timeline action and not when someone registers for your event, you can skip the rest of this step

  • Click the Cog Wheel for the Integration's Settings for On-Registration Email

You will want to click on the Disable Toggle and it will show Enabled and an Edit Option will appear to the left of the Toggle

Once you click on Edit, it will open up an email editor so you can create your email that will go to the people who just registered for this event.

  • You also have many option to personalize the email with.

    • i.g. Registrants first name and supply the Join Link for example and Save it

  • If you tick the check box you can Collect Engagement Metrics

And that is it, you now have set up an Email to trigger when a person registers for your event.

Creating A Timeline Action With SendGrid

Go to the timeline and day you want to trigger your Action/s make sure that the integration you want to use is active on this timeline (see how above ⬆️)

Click on the Create Action button in the top right to get started

  • Selecting the date and time that you wish the action to occur

  • Select the Audience you are targeting

  • Select your SendGrid Integration

  • Create the email message and choose Collect Engagement Metrics

  • Then Create the Action

  • This is how it will look on your timeline.

How To Reconnect SendGrid

If you are encountering issues with your SendGrid integration it is possible that your API information has changed from SendGrid, has been reset, or has been closed.

  • If you click 'Test' and it is NOT successful, first step we recommend is reconnecting your integration.

  • By clicking Re-Connect you will need to re-enter your SendGrid details for the API authentication purpose

  • Once your SendGrid account has been successfully added, you will be see it's Connected state, and you are able to click on 'Test'.

  • A successful connection will yield a positive test result.

Congratulations, your SendGrid account is now successfully re-connected to AEvent!

How To Remove SendGrid

If you want to remove your SendGrid integration from AEvent,

  • You need to navigate to Integrations

  • Locate your SendGrid integration and click on the Trashcan icon

  • You then will be prompted to confirm deletion.

Once you confirm removal, the integration within AEvent no longer exists.

⚠️ NOTE: ⚠️

Removing this integration will immediately effect

it's use with any timelines that it is active in.

IF you are experiencing issues with this integration, but do not desire to REMOVE it, we recommend on reconnecting it instead.

This will allow it's configuration to continue as set within your timelines.

🆘 Help Is Here 🆘

If you have any questions about this Integration please reach out to our Support Team with any questions about the SendGrid and AEvent Integration.

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