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.