SOP: Creating a SendGrid Account

Purpose:
 To create and verify a SendGrid account for sending transactional and marketing emails.

Who This Is For:
 Team members responsible for email setup, integrations, or onboarding new tools.

Time Required:
 10–15 minutes

✅ Prerequisites

• A valid business email address (recommended: not Gmail/Yahoo)
  
  

• Access to the domain you’ll be sending emails from (for later DNS verification)
  
  

• Company name and website URL
  
  

Step 1: Go to SendGrid Sign-Up Page

1. Open your browser
   
   

2. Navigate to sendgrid.com
   
   

3. Click “Start for Free” or “Sign Up”
   
   

Step 2: Create Your Account

Fill out the form with the following:

• Email Address
  
  

• Password
  
  

• Company Name
  
  

Then:

• Check the I’m not a robot box
  
  

• Click Create Account
  
  

? Use a strong password and a shared team email if applicable.

Step 3: Verify Your Email Address

1. Check your inbox for a SendGrid email
   
   

2. Click Verify Email Address
   
   

3. You’ll be redirected back to SendGrid
   
   

⚠️ You cannot send emails until this step is completed.

Step 4: Answer Account Setup Questions

SendGrid will ask a few onboarding questions:

• What will you use SendGrid for? (Transactional / Marketing)
  
  

• Approximate monthly email volume
  
  

• Industry
  
  

• Website URL
  
  

Answer honestly → click Continue

Step 5: Add Sender Identity (Required)

1. Go to Settings → Sender Authentication
   
   

2. Click Create New Sender
   
   

3. Fill in:
   
   

   • From Name
     
     

   • From Email
     
     

   • Company Address
     
     

4. Save
   
   

? This controls what recipients see in their inbox.

Step 6: (Optional but Recommended) Authenticate Your Domain

⚠️ This step improves deliverability and prevents spam issues.

1. In Sender Authentication
   
   

2. Click Authenticate Your Domain
   
   

3. Choose your DNS host (GoDaddy, Cloudflare, etc.)
   
   

4. Copy DNS records into your domain provider
   
   

5. Click Verify
   
   

? This may take a few minutes to propagate.

Step 7: Confirm Account Is Ready

You should now have access to:

• Dashboard
  
  

• API Keys
  
  

• Email Activity
  
  

• Suppressions
  
  

✅ Your SendGrid account is officially ready to use.

✅ Completion Checklist

• Account created
  
  

• Email verified
  
  

• Sender identity added
  
  

• Domain authenticated (recommended)
  
  

• Dashboard access confirmed
  
  

? Notes for Internal Use

• Free tier allows 100 emails/day
  
  

• API keys should be stored securely
  Do not share login credentials in plain text