Exporting to SendGrid
This article applies to the Email builder in all plans.
SendGrid released a new version of its Marketing Campaigns in 2019. We are working on an update allowing users to push Beefree designs to SendGrid / Marketing (new version).
For now, you can send templates from Beefree only to the old version of Marketing Campaigns (called 'Legacy'). You can also export designs as Transactional templates.
If you have already updated to the new version, unfortunately, you can't use this feature right now. However, you can always manually import your Beefree emails to SendGrid. We recommend using the workflow described in this SendGrid documentation.
Level Up your Emails in SendGrid
You can easily design your emails in the Beefree builder and then push them to SendGrid for sending. Our connector allows you to export an email to SendGrid with only one click.
Here are 2 ways that you can connect your SendGrid account in Beefree:
From the Workspace Settings section: connect your SendGrid account before you start designing.
From the Export options of your email.
Setting up a connector does not sync your designs with external services. If you update a design after exporting it, you must re-export to see the updates. The export file will populate as a new design inside your ESP.
Follow the steps below or watch our video tutorial.
1. Connect from Workspace Settings
Go to Settings > Connectors.
Click the Connect button for SendGrid.
Fill out the information in the modal to begin setting up the connector. After you provide this data and click Connect, a popup window will open. The pop-up asks you to insert:
- Your API Key (mandatory)
The SendGrid API can have Full Access OR Restricted Access. To connect your SendGrid and Beefree account you need to one of the following:
- Full Access to the API Key
- Full Access to Marketing Campaign (only applicable if you're still using the Legacy Marketing Campaigns product)
- 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. Connect From Export
When your email is ready, click on the Export button on the Email Details page. This option is also available from the actions menu for your email.
Then click on Push to your sending system.
A new modal will display the list of available connectors. Select SendGrid and follow the steps to connect your accounts. If you have already connected, you will not be asked to do so again.
Beefree will confirm that the design is successfully exported. You will see it appear in your SendGrid account.
SendGrid allows you to create 2 different types of emails: Marketing or Transactional. You can easily send templates from Beefree to both of them! Use the toggle to select the type.
Multiple Workspaces / Customers
Do you work with multiple brands or clients and need to easily manage all your emails and templates?
No problem! The Enterprise Version of Beefree allows you to set up different workspaces so you can better organize your email creation workflow. Enterprise allows you to specify different connectors for each workspace, so you never need to switch accounts.
For example, say you are a digital marketing agency with 10 clients that use SendGrid. With Enterprise, you will be able to create 10 workspaces in Beefree and connect each of them to their specific SendGrid account.
If you have any questions, feel free to contact us.