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How to Create and Configure SendGrid Email Account on Meritto?

  • Updated

Introduction

We've streamlined the process of creating a SendGrid email account using the Meritto panel. You can handle everything, from setting up the account to authenticating the domain and customizing links, all in one place through our panel. 

How to Create and Configure a SendGrid Email Account?

Step-by-Step guide to creating and configuring a SendGrid email account is as follows:

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Step 1: Click on Settings

Step 2: Click on Communication

Step 3: Click on Email and select Create Email Account


Select Partner as SendGrid from the drop-down and click on Create

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Step 4: Success message on the creation of SendGrid Account

Step 5: Click on Configure Email Account > Domain Authentication

Enter the domain (mandatory) through which communication has to be made and click on Add.
Entering the subdomain is optional and should be used in cases wherein the communication will be made through an email having a subdomain. E.g., emails will be sent using admissions@xyz.abc.com

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Step 6: Email the CNAME records to the intended recipient, who will be configuring the same in the Domain's DNS records. 

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Step 7: (Optional) In case of Link Branding*, enter the domain which is to be used and click on Add

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Step 8: Send the CNAME records for link branding to the intended recipient, who will be configuring the same in the Domain's DNS records. 

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Step 9: Post the CNAME has been configured in the DNS for Domain Authentication, click on Verify

  • Go to Settings

  • Select Communications

  • Choose Email

  • Click on Configure Email Account

     

In case post the verification, you get failure as a result, that means that CNAME has not been mapped correctly, and the same needs to be rectified.

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Step 10: Post the CNAME has been configured in the DNS for Link Branding, click on Verify (Settings> Communications > Email > Configure Email Account)

In case post the verification, you get failure as a result, that means that CNAME has not been mapped correctly, and the same needs to be rectified.

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Step 11: Customizing Unsubscription Text

Unsubscription text can be customized, just configure the desired text (do not delete the unsubscription token) and click on Add

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Voila! you are good to go, just configure the Sender Name and Sender Email Address and communicate with prospects through a personalized email address.