Use your own sending identity
Connect the SendGrid account and sender setup your business uses. Keep responsibility for sender configuration clear as email becomes part of your customer communication.
Build a considered campaign
Work through the campaign steps to select the audience, create the email, and review it before sending. Use email for the information customers may want to keep and revisit.
Follow delivery, then the relationship
Check delivery status in the campaign tools. Pair email activity with the lead record and team follow-up rather than treating a send as the end of the journey.
How it comes together.
- 1Connect SendGrid
- 2Design and review
- 3Send and inspect delivery
Setup & availability
A configured SendGrid account and sender setup are required. Email campaigns are distinct from WhatsApp Scheduled Broadcasts.
Detailed setup instructions