CONNECT: 3rd Party Integrations - SendGrid

The SendGrid Integration can be used in CONNECT and/or Click & Pay Suite in Salesforce. To use this integration, you’ll need a SendGrid account. You can try SendGrid for free, but you’ll need at least the Marketing Campaigns Basic Plan to create and manage contact lists.

In CONNECT, the integration lets you add a section to your donation forms where donors can choose to join your email list. You can show the option to join multiple lists - for example, Donors and Volunteers.

In Salesforce, the SendGrid Integration works through Click & Pay Suite’s Dispatch feature. Use it to create templates and conditions so emails are sent automatically to your Salesforce Contacts.

The basic setup is the same for CONNECT and Click & Pay Suite: first, create an API Key in SendGrid and connect your SendGrid account to your Click & Pledge account. After that, this article will continue with instructions for using SendGrid in CONNECT. For Click & Pay Dispatch instructions, see Click & Pay (Salesforce): Dispatch - Email - Mass Email.

Create an API Key in SendGrid 

1. Log in to your SendGrid account.
2. In the menu on the left, select Settings.
3. Select API Keys.
4. Click Create API Key.
5. Enter a name for the API Key.
6. Set the API Key Permissions to Full Access.
   • 
   • For details on permissions, see Manage SendGrid API Keys | SendGrid Documentation
7. Click Create & View at the bottom of the page.
8. Copy the API Key to your clipboard.
   • You will see "Copied!" appear by the key.
   • Click Done when finished.
   • Important: For security, SendGrid does not display the API Key again. Save it somewhere safe.

 Connect your SendGrid account to your Click & Pledge Account

1. Log in to CONNECT.
2. Click the Launcher (four white squares in the upper right corner).
3. Select Settings.
4. In the menu on the left, click 3rd Party Integrations.
5. Click SendGrid.
6. Paste the API Key you copied from SendGrid.
7. Enter the name of your Contact List(s) in the e-Newsletter field.
   • Note: Use the Contact List from the Marketing "New" section in SendGrid.
8. Click Submit.

For more information on the integration in Salesforce, please see the following article: Click & Pay (Salesforce): Dispatch - Email - Mass Email

Enable SendGrid for your CONNECT Campaigns

1. In CONNECT, click the Launcher (four white squares in the upper right corner).
2. Select Fundraising.
3. In the menu on the left, select Campaigns.
4. Find the Campaign you want to add SendGrid to, then click the edit (pencil) icon.
5. In the Campaign, select Campaign Details.
6. Click Third Party Integration.
7. Under Activated, check the box for SendGrid.
8. Click Update.

Result

The option to be added to the mailing list will appear at the bottom of your donation form. In the form builder, you can customize the text that appears above the checkbox. For example you can have the text: “Would you like to sign up for our mailing list?”  This mailing list section can be moved in the form builder by clicking and dragging.