LogoLogo
Siteglide.comAdminRoadmap
  • 👋Welcome
  • Get Started
    • 🚀Quickstart Guides
    • ❔Support & FAQs
      • â„šī¸Siteglide Support Policy
      • â„šī¸Siteglide Technology Stack
      • â„šī¸External Resources
      • â„šī¸Front-end Browser Support
  • Portal
    • Account
    • Sites
      • 🚀Quickstart: Create a Site
      • â„šī¸Site Details
      • â„šī¸Site Users
      • 📋Install & Manage Modules
      • đŸ’ŗGo Live
      • đŸ’ŗSubscription
      • 🌍Domains
        • 📋Add a Fully Delegated Domain
        • 📋Add an External Domain
        • đŸ’ģSubdomain on a separate instance
        • 📋How to setup a multi domain start page
      • â˜ī¸Site Backups and Disaster Recovery
    • Users
      • 📋User Roles
      • 📋Invite & Manage Users
    • Billing
      • đŸ’ŗBilling Setup
      • đŸ’ŗSubscriptions and Changes
      • đŸ’ŗAutomatic Site Upgrades
      • đŸ’ŗInvoices
    • Tickets
    • Marketplace
    • Agencies
      • 👩‍đŸ’ģAgency Account
      • 👩‍đŸ’ģClients
      • 👩‍đŸ’ģSite Copies
      • 👩‍đŸ’ģAgency Whitelabelling
  • Developer Tools
    • CLI
      • 🚀Quickstart: CLI
      • â„šī¸About
      • 📋Site Setup
      • ❔Troubleshooting
      • đŸ’ģReference
      • đŸ›ŗī¸CLI Changelog
      • đŸ§™â€â™‚ī¸Go Further: CLI
        • Creating WebApps via CLI
    • Liquid
      • â„šī¸About
      • đŸ’ģReference
      • Accessing Data in Liquid Variables - Tutorial 1 - Using Dot Notation
      • Accessing Data in Liquid Variables - Tutorial 2 - Iterating over Arrays and Objects
      • Using Collections with WebApps and Modules
      • Accessing Data from the Global Context Variable
      • Truthiness - Using Liquid to determine if a field is empty or blank
      • 📋Alternatives to Storing and Executing Liquid from Database Items
    • GraphQL
      • â„šī¸About GraphQL
      • 📋Tutorials
        • Tutorial 1 - Your First Query
        • Tutorial 2 - Pagination
        • Tutorial 3 - Filtering the Results
        • Tutorial 3 - (Answers)
        • Tutorial 4 - Advanced Filtering
        • Tutorial 4 - (Answers)
        • Tutorial 5 - Using Liquid to run GraphQL queries on your Site
        • Tutorial 6 - Variables
        • Tutorial 6 - (Answers)
        • Tutorial 7 - Sorting
        • Tutorial 8 - Building a Liquid API GET Endpoint Page powered by GraphQL queries
        • Tutorial 9 - Using Mutations to Create New Records
        • Tutorial 10 - Using Mutations to Edit a Record
        • Tutorial 11 - Using Mutations to Delete an Item
        • Tutorial 12 - Related Records and Datasources
    • Configuration
      • â„šī¸Field Types
      • â„šī¸Custom Field IDs
    • Zapier Integration
      • â„šī¸Formatting arrays correctly
    • Developer Marketplace
      • â„šī¸About Building Modules
      • â„šī¸Module Setup
      • â„šī¸Site Template Modules - and How to Make Your Own
      • â„šī¸Create Folder Structure
      • â„šī¸Updating Modules
      • â„šī¸Submit Module for Approval
      • â„šī¸Adding Payment to a Module
      • â„šī¸Theme Module Example
      • â„šī¸Data & UI Module Example
      • đŸ’ģReference
      • đŸŒŗFile Structure
    • Release Notes
      • đŸ›ŗī¸Siteglide Admin/API - Changelog
      • đŸ›ŗī¸Module - System Files - Changelog
      • đŸ›ŗī¸Module - eCommerce - Changelog
      • đŸ›ŗī¸Module - Menu - Changelog
      • đŸ›ŗī¸Module - Slider - Changelog
      • đŸ›ŗī¸Module - Secure Zones - Changelog
      • đŸ›ŗī¸Module - FAQ - Changelog
      • đŸ›ŗī¸Module - Events - Changelog
      • đŸ›ŗī¸Module - Blog - Changelog
  • SiteBuilder
    • Build Sites Faster
      • 🚀Quickstart: SiteBuilder
      • About
      • Site Setup
        • đŸ—ī¸Marketplace Themes & Templates
        • đŸ—ī¸Create Site From Template
        • đŸ—ī¸Install SiteBuilder Module
        • đŸ—ī¸Create a Page Template
        • đŸ—ī¸Set Up Tailwind CSS with the recommended CLI method
      • Styling
        • đŸ—ī¸Editing Tailwind CSS using the recommended CLI method
        • đŸ—ī¸Tailwind CSS Themes - Choosing a Build Method
        • đŸ—ī¸Tailwind CSS - Preview Mode
        • đŸ—ī¸Tailwind's JIT Compiler Via CDN (deprecated)
        • đŸ—ī¸Theme Presets
        • đŸ—ī¸Example Tailwind Project Setup
      • Layouts
        • đŸ—ī¸Insert Static Layouts
        • đŸ—ī¸Installing Dynamic Layouts
        • đŸ—ī¸Editing Dynamic Layouts
        • About Layouts
          • đŸ—ī¸Dynamic Layouts
          • đŸ—ī¸Static and Dynamic Form Layouts
          • đŸ—ī¸Sliders
      • đŸ’ģReference
    • Advanced Features
      • 🧞SiteBuilder Live Updates API
        • 👀Live Updates Reference
        • 🔹Live Updates Markup Example
        • 📋Steps to Setting Up Live Updates API in a Module/WebApp Layout
        • 🔹Live Updates Example - Enforcing Filters
        • 📋Steps to Use Live Updates Methods
        • 📋Steps to Initialise Live Updates with JS
        • đŸ—“ī¸Live Updates Changelog
      • â„šī¸SiteBuilder JavaScript
        • â„šī¸Forms JS
        • â„šī¸Social Sharing JS
        • â„šī¸Sliders JS
        • â„šī¸Dark Mode JS
        • â„šī¸Cookie Settings JS
      • â„šī¸SiteBuilder Liquid Includes
        • â„šī¸Pagination
      • â„šī¸SiteBuilder Liquid Functions
        • â„šī¸Detail Page Valid
        • â„šī¸Field Mapping
        • â„šī¸Get Table Config
        • â„šī¸Case From Order ID
      • đŸ—“ī¸SiteBuilder Changelog
    • Extend SiteBuilder
      • â„šī¸Create SiteBuilder Themes
      • â„šī¸Create Marketplace Modules
      • â„šī¸Adding Dynamic Layouts to Themes & Modules
      • â„šī¸Adding Static Layouts to your Theme
      • đŸ’ģReference
  • CMS
    • Dashboard
    • Pages
      • 🚀Quickstart: Pages
      • 🎨Studio Alpha Release
      • â„šī¸Studio
      • â„šī¸Code View & Toolbox
      • â„šī¸About Pages
        • â„šī¸Page Settings
        • â„šī¸Custom Fields in Pages
        • â„šī¸Pages with Siteglide CLI
      • â„šī¸About Page Templates
        • â„šī¸Page Templates with Siteglide CLI
        • Preventing Duplicate Content
      • â„šī¸System Pages
      • đŸ’ģReference
      • đŸŒŗFile Structure
    • Content Sections
    • File Manager
      • 🔹About Assets
      • 🔹Linking to Assets Explained
      • 🔧Assets Troubleshooting
      • 🔹Siteglide Scripts Explained
      • đŸ’ģAssets with CLI
      • đŸ”ŧMigrating Assets
      • 📋Steps to Optimise Images on the Fly with Cloudinary
      • 🔹siteglide_head_scripts and siteglide_footer_scripts Explained
      • đŸŒŗAssets File Structure
      • 👀Tags for Assets
    • Forms
      • Quickstart: Forms
      • â„šī¸About Forms
      • 📋Guides: Forms
        • 📋Steps to Using Separate Fields for First Name and Surname in a Form
        • 📋Steps to Programmatically Redirecting after a Form Submission
        • 📋Steps to Adding Form Confirmation Pages
        • 📋Steps to Adding a Progress Bar
        • 📋Steps to Changing Form Styling on Submission Using CSS
        • 📋Steps to Using Custom Field Set fields in a Form's Custom Layout
      • đŸ§™â€â™‚ī¸Go Further: Forms
        • â„šī¸Migrating Forms
        • â„šī¸Explained - Preventing Spam Form Submissions and Captchas
        • â„šī¸Explained - Show Clearly When a User is Already Logged in When Submitting a Form
        • â„šī¸Forms Error Callback and Validation
        • â„šī¸Forms Success Callback
        • â„šī¸File Upload Previews
      • đŸŒŗForms File Structure
      • đŸ’ģReference
      • ❔Troubleshooting
    • Automations
      • 🚀Quickstart: Automations
      • â„šī¸About
        • â„šī¸Email Templates
        • â„šī¸Email Automations and Email Templates with Siteglide CLI
      • 📋Guides
        • â„šī¸Integration Automations
        • â„šī¸A Transactional Email Example
        • â„šī¸An API Call Action Example
        • â„šī¸A Custom Liquid Action Example
        • 📋Steps to Testing Emails on a Staging Site
        • 📋Steps to Authenticating Sendgrid Emails on Live Sites
      • đŸ§™â€â™‚ī¸Go Further
      • đŸ’ģReference
      • đŸŒŗFile Structure
    • Categories
      • 🚀Quickstart: Categories
      • â„šī¸About
        • â„šī¸Outputting Categories on WebApp / Module / eCommerce Layouts
        • â„šī¸Filtering WebApps and Modules by Categories Using Liquid Parameters
      • đŸŒŗFile Structure
      • đŸ’ģReference
    • Company Information
      • â„šī¸About
      • đŸ’ģReference
      • ❔Troubleshooting
    • URL Redirects
  • Modules
    • Core Modules
      • MenuBuilder
        • 🚀Quickstart: Menu Builder
        • â„šī¸About
      • Secure Zones
        • 🚀Quickstart: Secure Zones
        • â„šī¸About
          • 📋Dynamically Assign a Secure Zone during Form Submission
        • đŸ§™â€â™‚ī¸Go Further
          • â„šī¸Secure Zones with Siteglide CLI
          • â„šī¸Using the context.current_user object
      • Media Downloads
        • 🚀Quickstart: Media Downloads
        • â„šī¸Layouts
        • đŸ’ģReference
      • Blog & Authors
        • 🚀Quickstart: Blog & Authors
        • 🔹Blog Archive & Date Filtering
        • 🔹Blog Search
        • 🔹Blog Filter by Category
        • 🔹Blog Filter by Author
        • đŸŒŗFile Structure
        • đŸ’ģReference
      • Events
        • 🚀Quickstart: Events
        • â„šī¸Standard List View
        • â„šī¸Getting Started with Event Filtering & Searching
        • â„šī¸Filter by Category
        • â„šī¸Filter By Host (Author)
        • â„šī¸Filter by Event Dates
        • â„šī¸Datasourcing the Event Host
        • â„šī¸Search
        • â„šī¸Map List View
        • â„šī¸Calendar List View
      • FAQ
        • 🚀Quickstart: FAQ
        • đŸ’ģReference
      • Testimonials
        • 🚀Quickstart: Testimonials
        • đŸ’ģReference
      • Slider
        • 🚀Quickstart: Slider
        • đŸ’ģReference: Slider
    • Community Modules
      • đŸ—ī¸SiteBuilder
      • 🚀CRM Sync
        • â„šī¸About CRM Sync Module
        • 📋Steps to Set Up CRM Sync on an Automation
        • đŸ—“ī¸CRM Sync Changelog
    • Go Further: Modules
      • â„šī¸Front-end Submit Modules
  • WebApps
    • 🚀Quickstart: WebApps
    • WebApp Items
      • 📋Create WebApp Items
      • 📋Importing and Exporting
    • Layouts
      • â„šī¸WebApp List Layout
      • â„šī¸WebApp Detail Layouts
    • Go Further: WebApps
      • 📋Searching by Location
      • 📋Searching - Advanced Filtering
      • 📋Searching - By Keyword
      • 📋Front End Create Forms
      • 📋Front End Update Forms
      • 📋Front End Delete
  • WebApp Troubleshooting
  • eCommerce
    • 🚀Quickstart: eCommerce
    • Get Started
      • 💡About the eCommerce Module
      • Settings
      • 📂Cart, Checkout and Quotes
        • 💡About Cart, Checkout and Quotes
        • 📋Steps to Implement a Guest Checkout Flow
        • 📂Product Views
          • 🔹Product Layouts
          • 🔹Product List Layout
          • 🔹Product Detail Layout
          • 🔹Add to Cart Button
          • 📋Steps to Datasource and Display Related Products
          • 🔹Dynamic Product Layouts based on Categories
          • 📂Attribute Selection
            • 🔹Attribute Layout - Presenting the Choice to the Customer
            • 🔹Attributes - Changing Product Price after Change
          • 📂Discount Selection
            • Discount Codes Layout
            • Minimum Payments
          • 📂Shipping Selection
            • Shipping Options Layout
        • Managing Products
          • Creating and Editing
          • Securing Products
          • Location
          • Custom Fields
          • Edit Module Structure
          • Product Custom Field Sets
          • Inventory
          • Managing Attributes
          • Pricing
          • Product Categories
          • Open Graph Fields
          • SEO Fields
          • Standard Fields
          • Product Import and Export
          • Discounts
        • 📂Cart
          • 🔹Cart Layouts
          • Checking Inventory in Cart
          • Updating Quantity in Cart
          • Updating Displayed Cart Quantity
        • 📋How to Set Up a Shopping Cart and Guest Checkout - Tutorial
        • 📂Checkout Forms
          • 🔹Checkout Form Layouts
          • 🔹Checkout Forms with PayPal
        • 📂Orders
          • Order Confirmation
          • Re-Ordering
          • 🔹Orders Layouts
        • 📋Steps to Add Secure Zones and User Orders View to your Checkout Flow
        • Quotes
        • Selling Digital Products
        • 🔹Volume Pricing
        • 📋Steps - Alternatives to Product Grouping
      • 📂Basic Payment Forms
        • 💡About Basic Payment Forms
        • 📋Steps to Set up a Basic Payment Form (with a Fixed Payment Amount)
        • 📋Authorize.net Basic Payment Forms
        • 📋PayPal Basic Payment Forms
        • 📋Steps to Allow User to Decide Amount they Will Pay
        • 📋Step-by-step Basic Payment Confirmations
        • 👀Basic Payment Forms Reference
        • â„šī¸ecommerce/basic_payment
      • 📂Payment Gateways
        • đŸ’ģBuilding a Custom Payment Gateway
          • 📋Steps to Support Basic Payment Forms with your Custom Payment Gateway
          • 📋Steps to Support Checkout with your Custom Payment Gateway
        • 🔹Paypal Custom Parameters
        • 🔹Styling Stripe Card Elements
        • 💡About Payment Gateways
        • 📋Steps to Switching Payment Gateway
        • 🔹Test Cards
      • 📂Currency and Tax
        • 💡About Tax Codes
        • Currency Changer
        • Tax Code Changer
        • Formatting Currency
      • 📂Subscriptions
        • 💡About Subscriptions
        • Managing Subscriptions
          • Creating Subscription Products
          • Changing Price and Billing Interval
          • Creating a Form for Signing Up and Changing Payment Details
          • Subscription Order Status Explained
          • Terms and Conditions (Good Practice)
        • 📋Subscriptions Payment Gateway Setup
        • Subscriptions List Layout
        • Subscriptions Detail Layout
        • User's Active Subscriptions
        • Subscription Action Required
        • Cancelling Subscriptions
      • đŸŒŗBasic Payment Forms Folder Structure
      • đŸŒŗCart and Checkout Folder Structure
  • CRM
    • 🚀Quickstart: CRM
    • Users
      • User Details
      • User Secure Zones
      • How Users Edit their Email and Password Front End
      • Custom Field Sets & CRM Custom Fields
      • Storing User's Favourite WebApp / Module Items
    • Companies
    • Cases
      • User's Form Submissions (Cases)
  • Site Manager
    • Code Editor
    • Templates (Pages & Email)
    • Headers & Footers
    • Code Snippets (Includes)
      • 🔧Includes Troubleshooting
      • 👀constants_json
      • 👀constants
      • đŸŒŗIncludes File Structure
      • đŸ’ģIncludes with Siteglide CLI
      • 🔧Tags for Includes
    • System Pages
      • Automatic Site Maps
    • System Emails
    • Data Management
    • Admin Menu Editor
    • Integrations
  • Reporting
    • 🚀Quickstart: Reports
  • Miscellaneous
    • System Features
      • Pagination on Liquid Tags
      • Custom Pagination Layouts
      • Timezones in the Siteglide Admin and on the front-end of your Site
      • Module/WebApp Caching
      • Getting Started with Liquid Caching - to Reduce Server Response time and Improve Performance
      • Translating Dates
      • Site Search
      • About Site Search
      • AI Tools for the Rich Text Editor
      • Cookies on Siteglide Sites
    • Front-End Performance
      • Video Embeds
      • Forms Above the Fold
Powered by GitBook
On this page
  • Why do I need to do this on Live Sites?
  • Terminology
  • Automatic Setup
  • Step 1 - Request your Site's Sendgrid Logins from Support
  • Step 2 - Authenticate Domain
  • Step 3 - Add Records to DNS
  • Step 4 - Verify Records in SendGrid

Was this helpful?

Export as PDF
  1. CMS
  2. Automations
  3. Guides

Steps to Authenticating Sendgrid Emails on Live Sites

PreviousSteps to Testing Emails on a Staging SiteNextGo Further

Last updated 8 months ago

Was this helpful?

Why do I need to do this on Live Sites?

When you first set up your Site's automation emails, you may find there is a "Via SendGrid" warning for the email in the recipient's mailbox.

This warning means you haven't authorized SendGrid to deliver emails for you, so the mailbox provider considers that sent from SendGrid instead of your brand.

To authorize SendGrid to send emails you need to set up SPF and DKIM for SendGrid on your domain. This is a process also known as email domain authentication.

Setting up SPF and DKIM for SendGrid has 2 benefits:

  • your automation emails are more likely to reach the inbox;

  • the "Via SendGrid" warning is removed, and your emails are perceived as coming from your brand, instead of SendGrid. This boosts user engagement, as the user is more likely to open the email.

Terminology

Automatic Setup

This option allows SendGrid to authenticate and configure the DNS changes for you in your DNS without needing to add them manually. Currently, only GoDaddy is supported for this setup method.

Manual Setup If Sendgrid cannot automatically finish the setup, you will be taken to the Manual Setup tab where you will be provided with records to add to your DNS manually. If you cannot modify your domain's DNS records, you can email the records to a colleague using the Send To A Coworker tab. The email includes a direct link to the records

Both automatic and manual setup begin the same way with the "Setup steps required for both automatic and manual setup" that follow.

Automatic Security

If you turn off automated security, you are responsible for managing and updating the MX and TXT records yourself.

Step 1 - Request your Site's Sendgrid Logins from Support

Your site's Sendgrid credentials need to be generated by Siteglide Support.

See below the different options to request the logins:

  • Discord Agency Channel: Message on your agency channel for support

Info Required:

  • Site name or ID

  • Optional: Additional context to the issue you are facing or reason for requesting logins.

Step 2 - Authenticate Domain

Go to Settings/Sender Authentication/Domain Authentication, and click Get Started.

In Advanced settings, there is an option to turn on "link branding". We strongly suggest you leave this off (unless you know what you are doing), as it can cause problems when linking to assets on our CDN from emails.

Step 3 - Add Records to DNS

SendGrid has now created a list of records to add to your DNS including the 2 DKIM records using selectors s1 and s2 respectively.

If you chose the Automatic setup option and your hosting partner is GoDaddy. SendGrid will automatically make the DNS changes for you.

DMARC

Although a DMARC record is provided by Sendgrid, it's not required to verify your domain. However it is still important for email delivery and brand reputation as it tells a participating receiving email server what to do with a message that fails both SPF and DKIM validation. It can protect you from having malicious people sending emails from your domain.

Please note: "v-DMARC1;p=none" is the simplest policy and organisations may have stricter DMARC requirements. Therefore please confirm before adding or updating an existing DMARC record.

Step 4 - Verify Records in SendGrid

Once you add the DNS records to your domain, return to the SendGrid App UI and click Verify to finalise the setup.

Go to Settings/Sender Authentication/Select the Domain and then select Verify. \

\

See the that are supported by SendGrid's automated setup.

Automated security is different from automatic setup. Automated security allows SendGrid to handle the signing of your DKIM and the authentication of your SPF with CNAME records. This allows you to add a dedicated IP address or update your account without having to update your DNS records. Find a detailed explanation of how this works on the . Automated security defaults to On. If your DNS provider does not accept underscores in CNAME records, you will have to turn automated security off and use MX and TXT records.

Chat Bot: Create a new conversation by clicking on the Chat Bot icon at the bottom right of our or in the Siteglide .

Portal Ticket: Submit a

Log in to the using your credentials.

Enter the domain you want to authenticate (e.g. siteglide.info) and click the Next button.

📋
📋
list of DNS providers
Sendgrid Documentation
website
Portal
portal ticket
SendGrid dashboard