Overview
SendGrid is an email delivery service that enables secure, reliable and scalable email communications. Integrating SendGrid with AppVentory supports automated email notifications such as invitations, campaigns and client onboarding confirmations.
This integration allows the application to utilize SendGrid's infrastructure for sending system-generated emails efficiently. Once activated, email communications from AppVentory will be routed via the SendGrid platform.
Step by Step Integration process
Step 1: Access SendGrid Integration
- Navigate to SendGrid Integration section in Appventory
- Click "Connect Now"
- Click "Connect" again on the SendGrid Integration setup page
Step 2: Generate API Key from SendGrid
To obtain the API Key required for integration:
- Open the SendGrid Website
- Click "Sign Up Now"
- Choose Sign Up with Google or any email address and create a password
- Select a Google account and proceed with "Continue"
- Provide a valid phone number
- Select either "Send Code via SMS" or "Send Code via Voice Call"
- Enter the verification code received and click "Verify"
- Copy the recovery code for future access recovery and proceed with "Continue"
- Describe the purpose of using SendGrid.
- Enter company name and create an organization.
- Fill in required details such as Name, Email, and Company Name
- Click "Next" to finish the setup.
Step 3: Create API Key
- From the SendGrid dashboard, navigate to Settings > API Keys
- Select "Create API Key"
- Provide a name for the API key.
Under API Key Permissions, select "Full Access"
Click "Create & View"
Copy the generated API key immediately.
Step 4: Complete Integration in AppVentory
- Return to the AppVentory integration screen
- Paste the copied API Key into the designated field
- Select the "Sender Email" from the dropdown menu
- Click "Activate" to enable the integration.
Step 5: Customize Integrations Settings
- Use the Customize (gear) icon to access integration settings
- Manage options such as:
- View activation status
- Deactivate integration if required
Integration Outcomes in AppVentory
Once activated, the integration will influence specific functions across the platform. All emails generated through AppVentory will use the organization's own domain and sender email instead of the default support@appventory.com.
This ensures client communications appears as coming directly from the organization, which is preferred by most advisors.
Any undelivered emails can be easily investigated using the "Activity Tab" in SendGrid.
Campaign Creation
When creating a campaign under AppVentory > Practice Pages, the From Email field will reflect SendGrid integration (e.g., `abc@gmail.com via SendGrid`), confirming the active connection.
Client Management
During new client creation (via Add Manually, Bulk Upload, CRM Integration, or Self-Onboarding), emails sent to added prospects will be routed via SendGrid.
The AppVentory dashboard and SendGrid application dashboard will reflect updates such as:
- Message request logs
- Delivery confirmations
- Statistics under Application Activity (e.g., “Invitation to join AppVentory portal”)
The SendGrid integration ensures all automated emails from AppVentory are sent through a secure, monitored, and scalable email infrastructure. This streamlines campaign delivery, onboarding, and ongoing communications with clients and prospects.
If you need further assistance, please contact our dedicated customer support team at support@appventory.com, who will assist you with anything else you need. We take pride in providing exceptional service experiences, and our commitment to client satisfaction is at the heart of everything we do.
