How to configure Twilio SendGrid for sending marketing emails through B2CORE

Learn how to configure Twilio SendGrid for sending marketing emails through B2CORE

The instructions below describe how to set up Twilio SendGrid and connect it to B2CORE so you can send marketing emails to your clients through the B2CORE Back Office.

If you want to manage email delivery and marketing campaigns directly through SendGrid and sync client data from B2CORE to SendGrid contacts for this purpose, refer to How to integrate Twilio SendGrid.

To set up SendGrid for email delivery through the B2CORE Back Office, follow the steps below:

First, register on the SendGrid platform to get API keys.

1

Go to SendGrid website and register in the system.

2

After registration, navigate to Settings > API Keys.

3

Click Create API Key.

4

Click the generated API key and make sure the Full Access option is checked.

5

Copy the API key.

Then, configure SendGrid in the B2CORE Back Office.

1

Navigate to Mailing > Configuration.

2

Click Create.

3

Fill out the form:

• Caption — enter the name that you want to use for the SendGrid configuration.

• Platform — select SendGrid from the drop-down list.

4

Click Save.

5

Paste the copied API key to the API key field.

6

Enter Sender address and Sender name.

7

Switch Status to enabled.

8

Click Save.

Finally, set up a webhook on the SendGrid platform.

1

Go to SendGrid website.

2

Navigate to Settings > Mail settings.

3

In the Event Settings section, switch the Status option to enabled.

4

Click Event Webhook and fill out the form:

• Authorization Method — select None.

• Host URL — enter the URL specified in the Webhook URL field in the Mailing > Configuration section of the B2CORE Back Office.

• Deliverability Data — check all the available checkboxes.

• Event Webhook Status — must be switched to enabled.

5

Click Save.