Configuring Email Setup with SendGrid in Pitchbox

If you've recently configured your email account with SendGrid , you may be wondering how you can set it up in Pitchbox so the emails are sent through the relay. This comprehensive guide will walk you through the process step-by-step.

Watch the Video Tutorial

Before diving into the written instructions, we recommend watching our video tutorial that demonstrates the entire process of setting up SendGrid with Pitchbox. This visual walkthrough will help you understand each step before you begin the configuration process.

Video: Using SendGrid with Pitchbox

The video covers:

Accessing your SendGrid account settings
Locating your SMTP credentials
Navigating to Pitchbox email account settings
Configuring the custom SMTP connection
Testing your email delivery

Prerequisites

Before setting up custom SMTP with SendGrid in Pitchbox, ensure you have:

An active SendGrid account
Your SMTP credentials (server, port, username, password)

Sendgrid SMTP Setup

If your email account is already connected to Pitchbox via the IMAP/SMTP option, you can replace the current SMTP settings with the SendGrid SMTP settings

The SMTP server settings for SendGrid are most commonly:

SMTP Server: smtp.sendgrid.net
Port: 587 (recommended) or 25, 2525
Username: apikey (when using API key) or your SendGrid username
Password: Your SendGrid API key or account password
Encryption: TLS

Step 3: Test Your Configuration

After entering your SMTP settings:

Save the configuration
Send a test email through Pitchbox, either when previewing your template or by adding a test opportunity to one of your campaigns

Need Help?

If you encounter issues during setup:

Contact support with your specific configuration details
Reference the video tutorial for visual guidance

Remember, proper SMTP configuration is crucial for successful email outreach campaigns. Take time to verify each setting and test thoroughly before launching your campaigns.