Magento SendGrid Integration: 6 Easy Steps

on API, Automation, Data Integration, e-commerce, Email Analytics, Magento, Sendgrid, Tutorials, Web Hosting, Webhook, Website Builder • November 10th, 2021 • Write for Hevo

Magento SendGrid- Featured Image

Your best chance of reaching and keeping as many potential customers as possible is by keeping your emails out of the spam folders. Consequently, increasing your revenue and sales will be easier than ever. 

With application-based companies, transaction email open rates are often three times higher than other similar methods. Have trouble configuring SendGrid SMTP (Simple Mail Transfer Protocol) in Magento (Adobe Commerce)? Learn how to set that up if you’re running a business and want to achieve this goal effectively.

This article will guide you through the process of setting up Magento SendGrid Integration using 6 simple steps. It will provide you with a brief overview of Magento (Adobe Commerce) and SendGrid with their key features. You will also explore the key benefits of setting up Magento SendGrid Integration in further sections. Let’s get started.

Table of Contents

Prerequisites

You will have a much easier time setting up your Magento SendGrid Integration if you have gone through the following prerequisites.

  • An active Magento (Adobe Commerce) account.
  • An active SendGrid account.
  • Working knowledge of E-commerce Websites
  • Working knowledge of Email Marketing Applications.

What is Magento 2 (Adobe Commerce)?

Magento logo
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Magento (Adobe Commerce) is an open-source E-commerce platform that was designed by Roy Rubin and Yoav Kutner under Varien Inc. Magento is a leading platform for E-commerce in the world and is highly useful for online businesses. 

Under its robust and scalable architecture, Magento 2 (Adobe Commerce) is the most popular Content Management System (CMS) for creating online stores worldwide.  Magento (Adobe Commerce) provides rich, out-of-the-box functionality that lets you modify your store to your liking, integrate third-party solutions seamlessly, and create unique customer experiences.

Key Features of Magento 2 (Adobe Commerce)

Magento 2 (Adobe Commerce) makes it simple for retailers to build up an enterprise-level Ecommerce site. Some of the key features of Magento 2 (Adobe Commerce) include:

  • User-Friendly Interface: This is possibly one of the most significant Magento 1 updates. The new user interface is both simple and elegant. The navigation tools are more user-friendly and easy to access.
  • SEO Optimized: Magento 2 (Adobe Commerce) increases your consumer reach and search engine presence. It’s built to help you rank higher in search engines by providing SEO (Search Engine Optimization) optimized content on your website.
  • Customizable Themes: It has a theme store with a variety of themes for every business and category. These themes make it easier to create an E-commerce site.
  • Streamlined Common Admin Tasks: Magento 2 (Adobe Commerce) is known for its speed and efficiency. In the admin user panel, you may automate frequently performed actions, which can save you a lot of time in the long run.

To know more about Magento 2 (Adobe Commerce), visit this link.

What is SendGrid?

SendGrid Logo
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SendGrid is an email service that uses the cloud to reliably deliver email to businesses worldwide without creating their email infrastructure. With SendGrid, technical details are handled from infrastructure scaling, ISP (Internet Service Provider) outreach, reputation monitoring, real-time analytics and whitelist services. SendGrid helps you build and maintain customer relationships by sending the right message to the right people at the right time.

Key Features of SendGrid

SendGrid is one of the widely used email Marketing platforms. Some of the key features of SendGrid include:

  • E-Mail Deliverability: SendGrid ensures that Marketing emails are delivered to your customers’ inboxes, not spam folders. Moreover, with SendGrid Analytics, you may learn about the various factors that may cause the emails to be marked as spam.
  • Automation: SendGrid has one pre-built autoresponder, but you may also construct your own automated email series. You can also create automations utilising a Contact List or Triggers like signing up for your email Newsletter or making a Transaction.
  • SendGrid Email Editor: SendGrid provides its own Email Editor, which allows users to use pre-built Email Templates or create new Templates from scratch, either using drag-and-drop functionality or by coding.
  • Seamless Collaboration: From troubleshooting and integration to engagement tracking and design, SendGrid enables you to create an Email program that supports cross-team collaboration.

To know more about SendGrid, visit this link.

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Steps to Set Up Magento SendGrid Integration

Now that you have a basic grasp of both technologies let’s try to understand the procedure to set up Magento SendGrid Integration. Below are the steps you can follow to set up Magento SendGrid Integration:

Step 1: Download Magento SMTP Extension and Create an Account

The first step in setting up Magento SendGrid Integration is to download and install the Magento SMTP extension. Installing Magento (Adobe Commerce) manually requires the installation package.

A community edition is what you should be looking for. An open-source platform like this is ideal for Developers and small- and medium-sized businesses. The below image depicts the Magento Community Edition.

Magento Community Edition
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  • Select Full Release from the next screen and select ZIP from the files available under that category.
  • Click the Download button to download the latest release without the sample data as shown below. You can also install the sample package to see how Magento (Adobe Commerce) looks. However, you will have to modify your settings further to remove the fake products.
Downloading Magento
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It is to be noted that, for the download to begin, you will need to create an account. The account is free, and before you download the Magento (Adobe Commerce) ZIP file, you will need to validate your email address.

Step 2: Set Up a New Database

After you have successfully downloaded the Magento SMTP Extension, you need to set up a new Database. You can follow the below-mentioned procedures to set up a new Database for the Magento SendGrid Integration.

  • Login to your cPanel account.
  • Click on the MySQL Database Wizard tool as shown below. This will set up Magento Databases quickly and easily.
MySQL Database Wizard
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  • Choose a new database name and click Next Step as shown below. 
Creating a New Database
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  • Click Create User, then enter a user name and password for this database as shown below. You will use these credentials to access them. You should keep them safe.
Creating Database Users
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  • Next, select the checkbox for All Privileges and click Next Step as shown below.
Checkbox for Privileges
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The database is now ready to be populated by Magento (Adobe Commerce).

Step 3: Upload Magento to your Web Hosting Account

The process of uploading Magento (Adobe Commerce) to your web hosting account can be done in several ways. Here, you will learn how to upload and unpack a ZIP file using cPanel’s File Manager. Transferring files through FTP (File Transfer Protocol) programs is usually much slower than using this method.

FileZilla is one of the programs that many people prefer because of its flexibility. The choice is yours. No matter which method you use, it’s fine as long as everything in the ZIP file is uploaded to your root directory. Now, you can follow the below-mentioned steps to upload Magento (Adobe Commerce) to your web hosting account.

  • Go to cPanel and click File Manager as shown below.
cPanel Homepage
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  • Navigate to your website’s root directory as shown below. Typically, this folder is found in the public_html tab of the File Manager. Make sure you’re in the directory where you intend to install Magento (Adobe Commerce).
Root Directory of Magento
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  • From the File Manager’s top toolbar, click Upload.
  • Select the ZIP file you downloaded earlier using the Select File button. Your file will automatically begin to upload. Click the Go Back link at the bottom of the page after the file has been uploaded completely.
  • Extraction should be performed in the current directory. The ZIP file can be opened by right-clicking the file from a PC or CMD-clicking from a Mac. Once unzipped, all the files will show up in the directory you choose.

Note: Make sure the ZIP file of Magento (Adobe Commerce) is deleted from the folder. It isn’t needed anymore and will just take up space in the folder.

Step 4: Install and Launch Magento

In this step, you will have to install and launch the Magento (Adobe Commerce). Using your browser, type in the domain to access your website once the files have been uploaded. An application for installing Magento (Adobe Commerce) will then appear. After clicking the Agree and Setup Magento button, the installation process will start as shown below.

Setup Magento
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  • The first step in the installation process is to check for readiness. If you don’t know what PHP version you’re currently running or your host, you may need to consider this. Once ready, click Next.
  • As soon as Magento (Adobe Commerce) verifies that PHP is installed on your site, click Next.
  • Then, choose Next and enter your Database information.
  • Click the Next button after modifying your web configuration. You’ll need to edit your admin address. Changing your site’s admin address will keep it safe from bots and hackers. Since Magento (Adobe Commerce) can customize who can access the backend, you can change your admin address.
  • Click the Next button to customize your store’s essential elements. It is here that you can change your default language, time zone, and currency. In most cases, the only setting you will need to change is your time zone. It is important to remember that all of these can be modified later from the Magento (Adobe Commerce) administration panel.
  • Click the Next button to create an Admin account. Do not use standard terms such as “administrator” or “admin.” Choosing a unique admin username makes gaining access to your site more difficult for bots and hackers.
  • Install Magento (Adobe Commerce) by clicking the Install Now button as shown below.
Intall Magento
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Upon completion, you will be able to access the Magento Admin section. There you have it! The installation of Magento (Adobe Commerce) has been completed manually, which means that you’re ready to use it.

Step 5: Magento SendGrid Integration using Aitoc Extension

After you have successfully installed and launched Magento (Adobe Commerce), you will be setting up the Magento SendGrid Integration using Aitoc extensions. Nevertheless, there are other extensions available for you to choose from. You can follow the below-mentioned procedures to set up Magento SendGrid Integration.

  • To use the extension, you need to be logged into the Admin Panel and then go to Stores > Configuration > Aitoc Extensions > Sendgrid Integration.
  • Aitoc SendGrid Extension must be enabled by choosing Yes as shown below. 
Magento Configuration Page
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Step 6: Add your API Key and Webhook URL

Now, your SendGrid account must be linked to a Magento (Adobe Commerce) account before you can use it. The SendGrid API (Application Programming Interface) Key should be added to your Magento (Adobe Commerce) account. The following steps will guide you through adding an API key to Magento (Adobe Commerce) for setting up the Magento SendGrid Integration.

  • In your SendGrid account, click on Settings > API Key, then click Create API Key as shown below.
Creating API Key
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This is where you can add an API Key Name and set an API Key’s level of access. Then, select a preset or customize your access to meet your specific requirements. API keys come in 3 forms:

  • Full Access: Access to all parts of your account, except billing and Email Address Validation, through the GET, PATCH, PUT, DELETE and POST APIs.
  • Restricted Access: Customizes access levels to every part of your account, except billing and email address validation.
  • Billing Access: The API key provides access to billing endpoints associated with the account.

To ensure that the module is functional, it is recommended that you choose Full Access.

  • Create a new API Key by clicking the Create & View button as shown below.
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  • Your new API Key can be found here. Once you have copied this key, you should visit the Magento (Adobe Commerce) admin panel as shown below.
Magento Admin Panel
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  • In the API key field, paste your new API key. From now on, your store will authenticate with SendGrid using this API Key.

Once you have successfully added the API key, you can add your Webhook URL by following these steps to set up the Magento SendGrid Integration.

  • Go to Settings, then Mail Settings and Event Notifications under your SendGrid account as shown below.
Event Notifications in Magento
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  • Choose ON on the switch selector to activate the configuration.
  • To access your Magento (Adobe Commerce) Admin Panel, copy the HTTP POST URL as shown below.
Magento Admin Panel
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  • In the Webhook URL field, paste your HTTP POST URL.

Now your SendGrid account is connected to your website. Additionally, the SendGrid Unsubscribe List Event Notifications and Magento Unsubscribe List Event Notifications are synchronized. With this, you have successfully set up your Magento SendGrid Integration. It’s as simple as that.

Key Benefits of Setting Up Magento SendGrid Integration

Some of the key benefits of setting up Magento SendGrid Integration include:

  • With Magento SendGrid Integration, you can be sure that your essential transactional and marketing emails, such as receipts, notifications, and password confirmations, are delivered to the inbox of your customers.
  • With Magento SendGrid Integration, you can send marketing and transactional emails easily. You can begin sending emails immediately after setting up your SendGrid account credentials.
  • Magento SendGrid Integration help you drive repeat purchases, reward loyalty, and re-engage inactive customers. You will also see an increase in conversion, sales, and engagement.

These are some of the key benefits of setting up Magento SendGrid Integration.

Conclusion

In this article, you learned how to set up Magento SendGrid Integration. It also gave an overview of Magento (Adobe Commerce) and SendGrid with their key features. You also learned about the key benefits of setting up Magento SendGrid Integration. You are now in the position to create your Magento SendGrid Integration.

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Share your experience of setting up Magento SendGrid Integration in the comments section below!

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