Exporting to SendGrid
This article applies to the Email builder in all plans.
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:
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From the Workspace Settings section: connect your SendGrid account before you start designing.
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From the Export options of your email.
Follow the steps below or watch our Beefree Academy 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.
Click on the Integrations icon for SendGrid. If you don’t see it from this screen, click More to see all the connectors.
In the Integrations screen, scroll or search for SendGrid. Click on the icon and follow the steps to connect your accounts. If you have already connected, you will not be asked to do so again.
SendGrid allows you to select where to export your Beefree email:
- to the Legacy Templates section (if applicable)
- to the Dynamic Templates section
- to the Design Library
The Design Library section can be used to create emails in Single Sends and in Automations (they are both under the Marketing section).
The Single Sends allows you to save time by creating an email to be used in the sending process.
Beefree will confirm that the design is successfully exported. You will see it appear in your SendGrid account.
Exporting Existing Designs
Beefree will recognize if you are exporting an Email that you've already pushed to SendGrid. You can update the existing version in SendGrid using the Update existing option. This export option will overwrite the existing version. If you want to export a new version of your email instead, use Create as new.
alt "this image shows the modal where you can choose whether to create a new template or update the existing one"
Plain Text Emails
The SendGrid connector also exports a plain text version of your email. This will export alongside the HTML version; you don't need to do anything extra. This version doesn't include any images, links, graphics, HTML, or formatting.
For more information on plain text emails, check out this article from Litmus.
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.
Looking for a different sending platform? You can check our complete list of connectors for Beefree — or request a new one!
If you have any questions, feel free to contact us.
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