SendGrid Integration

Overview

To send emails through gaiia, you need to connect an external email provider. This guide walks you through setting up SendGrid as your email delivery service. You’ll create a SendGrid account, authenticate your domain, and connect it to gaiia using an API key and sender email.

Setting up your SendGrid integration

Before you can send emails through gaiia, you need to connect your SendGrid account and configure the basics.

Step 1 – Create your SendGrid account

If you don’t already have a SendGrid account, start by creating one here:
https://signup.sendgrid.com/

Step 2 – Authenticate your domain

Domain authentication ensures that your emails appear trusted and don’t get flagged as spam.
Follow SendGrid’s official guide to set up domain authentication:
https://docs.sendgrid.com/ui/account-and-settings/how-to-set-up-domain-authentication

Step 3 – Disable click tracking

Do not skip this step. When click tracking is on, SendGrid replaces the links in your emails with its own tracking links. Customers who click them get security errors in most modern browsers, and the links do not open the intended page (payment links, client portal invitations, etc.).

Turn off click tracking in your SendGrid account before sending any communications from gaiia.

1. Log in to your SendGrid account.
2. Go to Settings > Tracking.
3. Open Click Tracking and switch it off.
4. Save your changes.

For more details, see SendGrid’s tracking settings guide:
https://www.twilio.com/docs/sendgrid/ui/account-and-settings/tracking

Already sent emails with click tracking on? Disabling the setting does not fix emails that were already delivered, because they still contain the tracked links. After you disable click tracking, resend the affected communications to your customers.

Step 4 – Connect SendGrid in gaiia

Once your domain is authenticated, you can link SendGrid to gaiia.

1. Go to the Integrations page: https://app.gaiia.com/[my tenant slug]/admin/integrations
2. Click on Install next to SendGrid
3. Provide the required information:
   • SendGrid API Key:
     You can generate or manage your API keys from this page:
     https://docs.sendgrid.com/ui/account-and-settings/api-keys
   • Default sender email:
     This will be the address emails are sent from. Use a format like support@mydomain.com
     You can also include a custom name like:
     My custom name <support@mydomain.com>

You can update this configuration at any time from the Integrations page.
Important: You’ll need to re-enter your API key and default sender email when updating the integration. gaiia currently doesn’t support editing a single field—both the sender email and API key must be filled in again.