SendGrid is a Third Party Provider and the preferred email service utilized by Clubessential clients. This guide will help familiarize the user with the available features and tools available within SendGrid. The email configuration settings are installed on the Club's Office system during Implementation. All emails will be created and generated directly in CMA or POS and delivered via SendGrid. Reporting and Delivery of emails, such as Monthly Statements, sent through CMA can be tracked on the SendGrid client portal, for 7 days after the email has been sent. |
To Login to SendGrid, open a browser and enter the following URL to navigate to the SendGrid login page: https://app.sendgrid.com/login.
Enter the Username and Password assigned to the Primary Administrator of the account.
Two-Factor Authentication is a security enhancement that will be required for all users as of January 21, 2021. After entering the Username and Password, enter the 7-Digit Token that will be received via SMS Text or by using the Authy App. For more information on how to set up 2FA, please refer to the Two-Factor Authentication Guide.
Please Note: Each club will have one primary administrator. For additional administrative users, Teammate accounts can be created by the Club's SendGrid Primary administrator. For more information on how to create/utilize Teammate accounts, please refer to the Two-Factor Authentication Guide.
The Dashboard provides a general overview of the Club's recent email activity. The number of emails Delivered, Opened, Links Clicked as well as Suppressions will display in graph format.
Detailed Statistics regarding the Club's email delivery can be located under the Stats tab. Details such as which Devices members are using to view their emails, Mailbox providers as well as Browsers that are commonly being used can be found in this area. Users may toggle between Day, Week or Month View.
The Activity tab allows Admins to search delivery results of sent emails within the last 7 DAYS.
To Use the Basic Search (default), enter a single email address, then click Search. This will display the results for that email within the last 7 days. To view all email activity, click Show All Activity.
The Advanced Search option allows the User to Add a Filter(s) such as the Subject of the email, the From Email address, the Status etc. Once the filter is selected, complete the parameters in the fields that follow.
A Suppression is the action taken to no longer send communication to a specific email address. This could occur when a recipient has opted out of an email list or when the recipient’s email server or email service provider has rejected emails sent to that specific address. SendGrid automatically suppresses emails sent to Users for a variety of reasons in order to aid the Club (or Account) in having the best possible reputation by attempting to prevent unwanted mail.
The only report that needs to be manually cleared on a regular basis is the Spam Report. The Bounces and Blocks can be configured to automatically purge once daily based in the Mail Settings Area. Emails that need to be removed from the Spam Report can be removed individually, or by using the Delete All option.
The Settings area provides access to the Account Details, Alert Settings, Teammate accounts, Sender Authentication, Two-Factor Authentication as well as managing API keys. To learn more about API Keys, Two-Factor Authentication and Teammates, please refer to the Two-Factor Authentication Guide.
The most utilized Settings are Mail Settings and Sender Authentication. The Mail Settings contain various options that Forward Spam Reports, Purge Bounces & Blocks Address Whitelist.
To edit any of the options, click the pencil icon.
Enter any email address that should receive spam notifications.
These are automatically configured to purge daily.
The Address Whitelist setting allows a specified email address or domain for which mail should never be suppressed.
Domain Authentication is a highly suggested to ensure successful email delivery. Domain authentication, formerly known as Domain Whitelabel, shows email providers that SendGrid has permission to send emails on behalf of the account. To give SendGrid permission, point DNS entries from the DNS provider (like GoDaddy, Rackspace, or Cloudflare) to SendGrid. Recipients will no longer see the “via sendgrid.net” message on incoming emails.
Click Here for a detailed guide on how to Authenticate the Domain.
Helpful Hint: If you have a client that continually lands on one of the suppression lists, you may want to suggest to your member they should add email.clubsoftmail.net to their safe sender list.
Q. What happens if I forgot my password? (Effective January 20,2021)
A. If you forgot the password, but know the Username, use the Forgot Password option on the SendGrid login screen. A valid email must be on file for the account. An email will be sent to the account holder, where the user may reset their own password. This will not affect sending mail. If you are the primary account holder or have a Teammate account, but do not know the username, please email support@clubessential.com for assistance.
Note: In the past, it was advised that the SendGrid password was never to be changed by the individual user. The same password was required in the Office Settings to Authenticate Sending mail. As of January 20, 2021, Clubessential will no longer use a Username/Password to Authenticate Sending email. We have converted to using API Keys instead. If you need password assistance prior to January 20, 2021, please contact Clubessential first so we can confirm your system has been converted to API Keys.
Q. Is there a shared login for my club or is this specific to me?
A. In the past, all administrators utilized the same shared login to view email results in SendGrid. With the addition of the required Two-Factor Authentication during login, this limits the ability to share a login. The recommendation is for the Primary Administrator to create Teammate Accounts for each additional user. Each user will then have their own unique login, but can share the same admin capabilities as the Primary Administrator. For steps on how to create a Teammate account, please reference our Two-Factor Authentication Guide.