How to Send Email via a SendGrid SMTP Server

You can set up a custom SMTP server such that Prefinery emails are sent to your users through your own SMTP server, and not through Prefinery's servers.

Please note that using a custom SMTP server will change which email metrics Prefinery can track for you. When using a custom SMTP server, we can no longer track clicks, bounces and spam complaints. However, we will continue to track email opens and unsubscribes.

To add a SendGrid SMTP server, follow these steps: 


Click on the Email link in the left-hand sidebar and then on Addresses. Add the email address from which you will be sending your email campaign. 

Be sure to confirm this email address by clicking the confirmation link that we send you via email. You do not need to verify this domain if you will be using your own SMTP server.


In SendGrid, be sure to add the same email address you specified in step #1, above, to SendGrid as a Verified Sender by following this SendGrid guide.


Back in your Prefinery project dashboard, go to  Settings > Project Settings > Custom SMTP Server then turn ON the feature. 


In the provided input boxes, enter your SMTP server credentials. For SendGrid, you will need to specify the following: 

Port: 587
Domain: <leave blank>
Authentication: Login
User name: apikey
Password: <your SendGrid API key>
TLS: Enabled

Once you click Save you will see a Testing Connection message while a test email is attempted to be sent to you via your SendGrid SMTP server from the address you added in steps 1 & 2. 

If the connection fails, be sure to double-check the credentials you added in step #4 and be sure that you have added the sender email address to SendGrid, as specified in step #2. 

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