Level Up your Emails in SendGrid
Would you like to connect your SendGrid account to your BEE account? It's easy, but - first of all - you need to check your BEE subscription: it must be Team or Agency.
You can choose to connect your BEE and your SendGrid in one of the following ways:
- Before you start designing (from Brand Settings)
- The first time you need to send a specific template to SendGrid (from Export)
Follow the steps below or watch this video tutorial
1. Connect from Brand Settings
Go to Settings > Connectors.
Click the Connect button for SendGrid.
In the pop-up you will be asked to insert:
- Your API Key (mandatory)
The SendGrid API can have Full Access OR Restricted Access. In order to connect your SendGrid and BEE Pro account you need to set:
- Full Access to the API Key
- Full Access to Marketing Campaign (if your SG Account has the Legacy Marketing Campaign)
- Full Access to Template Engine
- Your Account Name (not mandatory)
Do you know how to create an API Key in SendGrid?
Read this for more information: https://sendgrid.com/docs/ui/account-and-settings/api-keys/#creating-an-api-key
2. From Export
When your message is ready, click on the Export button in the Message Details page.
And then click on Push to your sending system.
A new window will be displayed with the connectors list. Select SendGrid and follow the steps to log-in and connect it.
BEE Pro will confirm that the message is successfully exported, and you will see it appear in your SendGrid account.
SendGrid allows you to create 2 different types of messages: Marketing or Transactional. You can easily send templates from BEE to both of them! Use the switcher to select the type.
Multiple Brands / Customers
If you often need to switch between different accounts (e.g. you are designing email templates for several customers, each one with their own SendGrid account), you might be interested in using a BEE Pro Agency account. The Agency version of BEE Pro allows you to set up different brands so you can better organize your emails, control user access, and specify different connectors for each brand (without switching accounts before exporting!)
For example, if you are a digital marketing agency with 10 clients that use SendGrid, you will be able to create 10 brands in BEE Pro and connect each of them to their specific SendGrid account.
SendGrid has just released a new version of its Marketing Campaigns, so we are working to allow you to manage also these new templates type and to send them from BEE to SendGrid / Marketing (new version).
For now, you can send templates from BEE only to the old version of the Marketing Campaigns (called 'Legacy') and - of course - to the Transactional.
If you have already updated to the new version, unfortunately, you can't use this feature right now.
If you need more info, please contact us at firstname.lastname@example.org.
Are you curious about using BEE Pro with other sending apps or the availability of new connectors? Take a look at Using connectors in BEE Pro.