Setting up the Sendgrid connector

There are 3 different versions of the SendGrid connector. The SendGrid Campaign Legacy Connector, Transactional connector and Single Sends connector.

To set up any of the Sendgrid connectors, you'll need to be logged into both your Sendgrid and Taxi accounts. You'll also need your Sendgrid API key.

In Taxi, head to Integrations Select the ESP Connectors tab
Click 'Add New'

3. Select the Sendgrid connector you want to add from the dropdown.

This will need to be enabled by Taxi. You'll need to name your connector

4. Paste your API key These can be found under the Account Settings menu in your Sendgrid account

5. Select if you want to set some restrictions for this connector You can control who can use the connector and also what type of exports users can export. When these are selected you will see the options to the right of the screen where you can add users and teams and select the export types.

6. Next, you can 'Save Details & Exit' to complete the connector set up or you can set up Segmentation and Personalisation for this connector by clicking 'Save Details & Continue' If you continue setting up you will be brought to the setup pages for Segments Sets, Single Segments and Personalisation. Once these are added choose to save and continue on each page and then finally save details and exit.