SendGrid

In order to enhance your email capabilities within HirePOS, you have the option to integrate SendGrid, a powerful email platform, with your account. By linking SendGrid to HirePOS, you can access additional features such as activity logs, statistics, and multi-user control. This guide will walk you through the process of setting up a SendGrid account and integrating it into HirePOS.

To begin, follow these steps to create a SendGrid account:

1. Visit the SendGrid website at https://sendgrid.com.

2. Click the "Start for free" button on the home page.

3. Enter your username, email, and preferred password details.

4. Fill in the required fields and click "Create Account."

5. Check your inbox for a confirmation email from SendGrid and confirm your account.

Follow these steps to add your SendGrid account to HirePOS:

Update: November 2020
SendGrid has updated their connection process for outside applications. Follow the steps below to integrate your SendGrid account with HirePOS:

1. Create and save an API Key with SendGrid.

2. Add your SendGrid API credentials to HirePOS.

3. Navigate to Setup > Preferences > Email Templates/Settings in HirePOS.

4. Click the SMTP Settings button and enter your SendGrid password in the "SMTP Password" field.

5. Leave the SMTP Server as "smtp.sendgrid.net" and click the "Test Email" button to verify the connection.

6. If successful, save the settings by clicking "Save Changes."

To monitor your email activity in SendGrid, follow these steps:

1. Visit the SendGrid website and log into your account.

2. Access the Dashboard to view reports on Requests, Delivered, Opened, Clicked, Bounces, and Spam.

3. For specific email activity, use the "Activity" option from the left panel menu.

To reduce the chances of your emails being marked as spam, set up Sender Authentication in SendGrid:

1. In the SendGrid portal, go to "Settings" and then "Sender Authentication."

2. Under "Domain Authentication," click "Get Started" and follow the prompts to authenticate your domain.

3. Enter the domain component of your email address and proceed to the "Install DNS Records" page.

4. Send the DNS settings to your tech support for implementation on your email host provider's portal.

5. Once the settings are added, verify them in the Sender Authentication section of the SendGrid portal.

By following these steps, you can successfully set up and integrate SendGrid with HirePOS, unlocking additional email features and enhancing your email communication capabilities.