Email Configuration

Email campaigns are powered by SendGrid. Email configuration is a two-step process: first save a valid SendGrid API key, then verify at least one sender email address. Both steps must be completed before campaigners can fully create and run email campaigns.

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Without a valid SendGrid API key, the Email delivery channel is disabled in the campaign wizard. Even with a valid API key, campaigners cannot finish an email campaign unless at least one verified sender is available for the From and Reply-to fields.

Prerequisites

• Your organisation must have an active Outreach subscription (request access if not)
• You need a SendGrid account with an API Key that has mail send permissions

How to Configure SendGrid

1. Log in to the Admin app as an Org Admin.
2. Navigate to Outreach → Settings.
3. Select the Email section.
4. Click Edit on the SendGrid Integration panel.

API Key

1. Enter your SendGrid API Key in the API Key field.
2. Click Save.
3. The API key is validated and encrypted on save.
4. After saving, the key is masked in the UI and cannot be viewed again. You will see a placeholder value instead.

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The API Key is stored securely and cannot be retrieved after saving. If you need to change it, enter a new key and save again.

After Saving the API Key

Once a valid API key is saved, two additional configuration areas become available:

• Domains: verify your sending domains for improved deliverability and authentication
• Senders: add and verify sender email addresses used as "From" and "Reply-to" in email campaigns

These are managed on the same Settings page. See Domains and Senders for a detailed guide.

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You cannot add domains or senders until a valid SendGrid API key has been saved.

Impact on Campaigners

The table below shows what campaigners can do based on the current email configuration state:

Configuration state	Email option in wizard	Can create email campaigns?	Can run email campaigns?
No API key saved	Disabled	No	No
Valid API key, no verified senders	Enabled, but campaigner cannot progress past delivery channel selection	No	No
Valid API key + at least one verified sender	Fully enabled	Yes	Yes

To complete email setup, see Domains and Senders for instructions on verifying sender email addresses.

Editing the API Key

To replace the API key:

1. Navigate to Outreach → Settings → Email.
2. Click Edit on the SendGrid Integration panel.
3. Enter the new API key and click Save.
4. The new key is validated before being applied.

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Changing the API key may affect existing domain and sender verifications if the new key belongs to a different SendGrid account. Verify your domains and senders are still valid after changing the key.

Next Steps

• Domains and Senders. Verify domains and sender emails
• SMS Configuration. Configure the SMS channel
• Quickstart. Create your first campaign