In this tutorial, you’ll learn how to connect Signal Magician with your Sendgrid account. Signal Magician requires Sendgrid (or another SMTP service) so that it can send Welcome email and other email notifications to your clients and admins.
Sendgrid is an email delivery service (SMTP). We recommend SendGrid because it works very well, and it is free (although we’ve noticed that paid plans do a better job avoiding spam folders and delivering email to inboxes).
It is essential to understand that emails might get trapped in the receiver’s Spam or Junk folder. That is out of our control. The Signal Magician is just a sender, and the Sendgrid is like a post office.
There’s no 100% guaranteed way to make all emails land in the receiver’s inbox and avoid the spam folder all the time. Of course, there are some good practices you can follow. Sendgrid has excellent tutorials on this topic.
Helpful tutorial: Why Are My Emails Going To Spam?
Helpful tutorial: Recommendations and Best Practices for avoiding Spam Blocking
Helpful tutorial: Top 10 Tips and Tricks to Stay Out of the Spam Folder
Connecting Signal Magician with Sendgrid
You will need to complete 4 steps to connect your Signal Magician with Sendgrid.
1) Create your free SendGrid account for email delivery here: https://www.sendgrid.com/pricing/
2) Complete the Sendgrid sender verification process through Domain Authentication.
3) Create Sendgrid API Key.
4) Connect Signal Magician to the Sendgrid SMTP Relay using your API Key.
Sendgrid Sender Verification
Once you have a Sendgrid account, you need to complete the Sendgrid sender verification process.
There are two options to do sender verification, “Single Sender Verification” and “Domain Authentication”. I recommend you to complete Domain Authentication, and that is the process I explain in this tutorial.
But it is better to follow this step-by-step tutorial and complete the Domain Authentication.
Whichever verification method you choose, note that you have to verify the email or domain of the email address you’ll use to send emails from Signal Magician. You must add those email addresses to the “Support email address” and “No-Reply address” fields on the “Admin Settings” page in your Signal Magician panel.
In this example, I have added support@fx*****.com and noreply@fx*****.com email addresses.
From the support email address (support@fx*****.com), Signal Magician will send Welcome and other important emails. If your users reply to any of the messages received from this email, they should reach you or your customer support.
From the “no-reply” email address, Signal Magician sends email notifications about new trades or closed trades, etc.
The “no-reply” email may not exist, or you might create this email address and turn on the auto-reply function. Some email providers offer such a service. If the user sends you an email or replies to the message received from the “no-reply” email, the auto-reply can immediately answer like “This inbox is not monitored. You should contact support@fx*****.com if you have questions”.
To complete the Domain Authentication, you’ll have to create DNS records for your domain.
There are so many domain providers, and each of them has a different control panel. So it is apparent that we cannot add a step-by-step explanation for each domain provider.
To make it simple, we chose the most popular domain provider – GoDaddy.
But trust me, other domain providers will have a similar process. And most decent domain providers also offer help on this, so don’t be shy and ask them for help if needed.
The first step is to log into your domain provider’s control panel, find a list of your domains, and open settings for the domain you will use for sending emails from Signal Magician.
The next step is to look for a page where you can manage DNS records. On GoDaddy, you’ll find this at the bottom of the page after choosing a domain from the list.
On the DNS Management page, you’ll usually see lots of items, numbers, etc.
To create a new DNS record, you need to click on the ADD button.
All DNS records we need to create must be of CNAME type. So that’s what we choose.
Then, we’ll need to add a “host” value and the “points to” value.
But first, we need to locate those values on Sendgrid. Let’s switch to your Sendgrid account on another browser window.
In your Sendgrid account, go to the “Sender Authentication” page.
Then, click “Get Started” in the “Authenticate Your Domain” section.
Choose your Domain Name Server (DNS) provider. In our example, it is GoDaddy.
If your domain provider is not on this list, do not panic. Just choose “Other” or anything from the list.
Next, answer YES to “also brand the links for your domain”.
Enter your domain.
Note that a domain name is that part without www or any other sub-name.
Here’s a simple explanation of how a domain looks like. If we take this website address “www.exampledomain.com”, then the domain here is “exampledomain.com”.
In other words, a domain can have only one dot.
Click on NEXT.
Add all required records to your DNS
On the “Install DNS Records” page, Sendgrid gives us two options.
One option is to install those DNS records myself.
Another option is to send these instructions to a coworker. If you have a tech person on your team, then you can use this option to make it easier for you.
But in this tutorial, I am going to show you how to do this yourself.
Sendgrid requires us to create 5 DNS records for the domain. You can see 5 items on the page.
All 5 DNS records are of CNAME type (see the first column).
Each of these records has a “Host” and an address listed on the 3rd column “Points to”.
Let’s copy and paste them one by one to the domain control panel to create 5 DNS records.
First, I copy the “host” of the 1st CNAME record, which is em6053.fxxxxxxx.com. We’ll need only the part before the first dot (em6053). That’s how GoDaddy needs it (and most other domain providers), just the first part of the host. On other domain providers, you might need to take a full host value. Sorry, I wish it wasn’t so complicated, but it is 🙂
Then, I switch to the domain control panel.
On my domain control panel, after I clicked on ADD, a few input fields appear where I can create a new DNS record.
The “host” value of the 1st record from the Sendgrid goes to the “host” field on GoDaddy’s control panel.
Then, I switch back to Sendgrid to copy the “Points to” value, and again, I’ll have to switch back to GoDaddy’s panel to paste it.
So, as I said, I copy the “Points to” value of the 1st record and then switch back to GoDaddy’s panel to paste it.
“Points to” always has to be full value as you see it on screen.
Here’s how it looks like.
Host: the “host” value from Sendgrid (actually, just the first part of it, em6053).
Points to: the “points to” value from Sendgrid (full value).
Click SAVE to create the first DNS record.
Now repeat the same steps to create 4 more DNS records.
Remember, for GoDaddy and most other domain providers, we take just the first part of the “host” value.
In this example, those values would be:
In other words, we take only the characters before the first dot.
Once you create all 5 DNS records, come back to this “Install DNS Records” page on Sendgrid, check the “I’ve added these records” box and click on VERIFY.
If you did everything well, you’d see a message “It worked”.
Note that DNS records can take up to 72 hours to populate across the world, so you might need to get back and check on the status later.
Once you complete the verification and Sendgrid finally finds your DNS records, you’ll see the status change to “Verified” for Domain Authentication and Link Branding.
Creating Sendgrid API key for SMTP Relay
Next, we need to create an API key for use as a password for SMTP Relay.
On your Sendgrid main menu, open the Email API and then Integration Guide.
Inside, click on the “Choose” button below the SMTP Relay.
Give a name to your API Key (just for your reference), i.e., Signal Magician emailing.
Click on “Create Key”.
Copy your new API Key.
You’ll have to use this as your SMTP password on Signal Magician.
Now switch to your SM control panel and go to the SMTP Settings tab on the Admin Settings page.
Make sure to enable “Use SMTP server” and set the other SMTP settings properly.
SMTP server host: smtp.sendgrid.net
Use SSL/TLS: SSL
SMTP server port: 465
SMTP username: apikey
SMTP password: (paste your Sendgrid API Key here)
Click on the button to update SMTP settings.
Switch back to Sendgrid.
The final step is to verify if your SMTP connection works, and Signal Magician can send emails through your Sendgrid account.
Check the “I’ve updated my settings” box and click on “Next: Verify Integration”.
Go back to the SM panel.
In your SM panel, on the same SMTP Settings tab, you’ll see a “Send test email” section.
Input your email where you want to receive a test message and click on “Send”.
If all goes well, SM will send a test email, and you should receive it in your inbox.
Note that emails might get trapped in your Spam or Junk folder. That is out of our control.
It is essential to understand that the Signal Magician is just a sender and the Sendgrid is like a post office.
If the Signal Magician sent the email successfully, switch back to Sendgrid and click on “Verify Integration”.
If SM could not send a test email, then double-check if you have entered the correct SMTP password (Sendgrid API Key) and other SMTP info.
Sendgrid confirms that they received the email and the setup is complete.