To integrate SendGrid with Group Doorman, you’ll need to install our Chrome extension for the group you’re currently managing. You’ll also need a SendGrid account.
Adding SendGrid to Group Doorman integrations
1.Let’s get started! First, open up Group Doorman and navigate to the Manage groups tab (1). From there, click on the +Add integration button (2) to begin setting up your integration.
2. Next, check the list of available integrations, find SendGrid, and click on it.
3. After picking SendGrid, you’ll see a setup form. At this point, you can either make a new account or pick an existing one if you’ve used SendGrid before. Choose whatever works best for you!
Adding API key
4. First, visit your SendGrid profile. On the left, you’ll find a menu. Click on Settings there (1). Next, you’ll see a tab labeled API Keys (2). Click on it, and a new page will open. On this page, click on the button Create API Key (3) in the top-right corner.
5. When the creation form pops up, give your API Key a name (1). Make sure to select Full Access (2) for your API Key permissions. Then, hit the Create & View button (3).
6. You’ve created your API Key. Now, copy it (1) and keep it somewhere safe— in case you’ll need it later. Once you’re done, click Done (2) to wrap up.
7. The next step is to put your API key in the right spot in Group Doorman.
Getting List ID
8. Back to SendGrid – look for Marketing in the side menu (1), then choose Contacts (2). From there, head to the Create button (3), click it, and pick New list (4) from the dropdown.
9. Now, name your shiny new list (1) and hit the Save list button (2).
10. Your list is ready! You can pick it from the dropdown in the according field on the Group Doorman setup form.
Creating a Custom field at SendGrid
Group Doorman allows you to post your group members’ responses to SendGrid using custom fields. You’ll need to specify which response corresponds to each field. Additionally, Group Doorman can automatically generate default custom fields for you. To do this, simply click on the Create Fields for Answers button.
11. For manually creating a custom field at SendGrid, go to Marketing (1) on the side menu, and click Custom Fields (2). When the custom fields page opens, click the New Custom Field button (3) in the right-upper corner.
12. In the form, name your field (1), choose the field’s type (2), and click the Create Field button (3).
Completion of setup
13. In Group Doorman, you can manage custom fields by picking the fields made in SendGrid (1), or create new ones instantly (2). If you’ve changed the custom fields in SendGrid, select Refresh fields (3). Once you’re done managing, click Save and close (4).
