In the e-mail settings you can define if your workflow e-mails should be sent with the default data1.io SendGrid account or with your own company`s SendGrid account.
In this article we show how to setup your own SendGrid account:
- Step 1: Account Creation
Register at www.sendgrid.com a "Free Plan" to send max. 100 e-Mails / day. - Step 2: Sender Authentication
Use the simple "Single Sender Authentication" or the recommended "Domain Authentication" to authorize SendGrid to use your data1.io Workflow "Organizer" e-Mail adress as sender of the workflow e-Mails. - Step 3: Event Webhooks
Webhooks provide information if a specific workflow e-mail actually could be submitted (or bounced) and if the mail was opened by the e-mail recipient or not. - Step 4: API Key Creation
The API Key is used by data1.io to communicate with the SendGrid Webservice and finally sending the workflow e-Mails. The Key must be defined with "Full Access" permissions. - Step 5: Enter the API key in your data1.io workflow
Enter the key into the API Key field in your e-Mail settings.
Step 1: Account Creation
Select the Free Plan and create your account with the button Start for free:
Enter your credentials ...
... and your company profile master data:
Your account will be created and you will see your (empty) Dashboard:
Step 2: Sender Authentication
https://docs.sendgrid.com/for-developers/sending-email/sender-identity
There are 2 methods to authenticate your sender e-Mail adress
- Single Sender Authentication
This is a quick solution and should only be used for testing purposes. You only need a valid (company) e-Mail adress which is defined as "Organizer" in your workflow.
After the process is finished you can use only the defined Email adress as "Organizer" in your data1.io workflow. - Domain Authentication - recommended
This is the proper solution and is recommended to use. You need access to the DNS entries of your (company) domain, i.e. you need assistence of your company IT department.
After the process is finished you can use every Email adress from the authenticated domain as "Organizer" in your data1.io workflow.
Method #1 Single Sender Authentication
https://docs.sendgrid.com/ui/sending-email/sender-verification
Navigate to the Sender Authentication section and press Get Started in the Single Sender Verification area of the screen:
Enter the From Email Adress and the other required information:
The sender Email adress was created ...
... but is not verified yet:
Aknowledge the button in the verification Email that was sent to the defined sender adress ...
... and the Email adress is verified now.
You can use now this sender Email adress now as "Organizer" in your data1.io workflow.
Method #2 Domain Authentication
https://docs.sendgrid.com/ui/account-and-settings/how-to-set-up-domain-authentication
Navigate to the Sender Authentication section and press Get Started in the Domain Authentication area of the screen:
Select your Domain host ...
... and enter the domain you want to authenticate:
SendGrid provides now 3 DNS records for your domain:
Now connect to your domain host - we use United Domains - and navigate to the DNS entries section of the domain you want to authenticate in SendGrid:
In the section CNAME add 3 new DNS records with the information from the SendGrid page:
Back on SendGrid press the Verify button ...
... wait for the sucess message ...
... and go back to the Sender Authentication section to finally proof the domain verification:
You can use now every Email adress from the authenticated domain as "Organizer" in your data1.io workflow.
Step 3: Event Webhooks
Webhooks provide information if a specific workflow e-mail actually could be submitted (or bounced) and if the mail was opened by the e-mail recipient or not.
Activate the section Mail Settings and press the link Event Webhooks ...
... and press the Create new webhook button:
For the definition of the webhook you have to enter 3 types of information:
- Friendly name
Enter any description - Post URL
Enter "https://data1-service.azurewebsites.net/api/SendGridEventWebhook" - Actions to be posted
We recommend to activate all options
Save your settings and validate the webhook created:
Step 4: API Key Creation
The API Key is used by data1.io to communicate with the SendGrid Webservice and finally sending the workflow e-Mails. The Key must be defined with "Full Access" permissions.
Create the API Key in order to use this account as sender for your workflow e-Mails in data1.io:
Define a name for the API key and select Full Access ...
... copy the generated API key ...
... and close the screen:
Step 5: Enter the API key in your data1.io workflow
Finally, enter the API Key in your data1.io application: