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Send Verified Email via Send Grid and LeadManager
Send Verified Email via Send Grid and LeadManager

Protect your Sender Identity and stay in compliance with CAN-SPAM rules and guidelines.

Elsa de la Garza avatar
Written by Elsa de la Garza
Updated over a week ago

To protect your Sender Identity and stay in compliance, you must authenticate your domain or verify your email via the Single Sender verification process in LeadManager.

Authentication Options

Please proceed to LeadManager through the URL below to make the necessary updates.

Option 1 - Verify Each of Your Senders by adding their email address, allowing them to send you a verification link.

Option 2 - Verify your Domain, which works if you have a large sales team, and don’t want to have to continually update new users.

Proceed to Send Grid integration settings

Login to your account at:

  • Use the Ribbon at the top of the software when you first login

  • Navigate to More > Settings > Integrations > Send Grid

Option A

Option B

Option 1 - Verified Email Senders

These are single-sender verifications that allow users to validate an outbound email address. This is required to send an email from LeadExec using that email address as the From address. This includes email delivery as well as any other email communications throughout the system, such as forgot password and MFA emails when using custom domains on the client portal.

To add a Verified Sender simply click on Add Sender and fill out their information, after selecting Add Sender.

They will receive an email with a link they will need to provide to the Admin user to validate their email. The user will need to follow these instructions or simply forward the email to you, and you can validate for them.

The user can forward the verification email to one of the registered administrative users, where you can use the (Right Click to copy) verification link according to the screenshot and then paste it into the verification box below.

Example Link:

Option 2 - Verified Domains

This allows an account to validate an entire domain as a valid From address. When a domain is validated, a company is able to send from any address as long as it matches that domain.

Step 1 - Add Administrative Users

You will add the administrators who can verify the domain, most likely this is a technical resource within your company.

  • Once you have added the user, you will be emailed to verify your identity.

  • You will also be asked to establish two-factor authentication by either cell phone or an authentication application.

  • Navigate to Sendgrid from the following email

Step 2 - Add DNS Settings

  1. Once in SendGrid navigate to the Create Sender Identify button

2. Cancel Create a Sender Option

3. Navigate to the left-hand toolbar and select Sender Authentication

4. Select Authenticate Your Domain > Get Started

Select your domain provider from the drop-down list

5. You can either set the DNS records automatically or manually. Currently, only GoDaddy registered DNS may be set automatically.

6. Once your DNS records have been updated and authenticated your SendGrid account will show Verified like this.

Step 7. User Sender Assignment

Once you have verified and authenticated your domain you can edit your users to use the verified domain or use the self sender verification.

This allows an account to choose if their users will inherit the verified sender’s address or if they will have their own. This can be broken from the corporate account to the branch account, all the way to the user account.

Note: In the case of larger enterprise accounts that use a substantial number of different email addresses, verifying the domain rather than individual email addresses may be more efficient.

For Verified Domains, you`ll need to add an Administrative User in order to access those settings.

Once you select Add User a pop-up will appear asking for the email address to send the invitation to.

*Please note this email may be delivered to your Spam/Junk folder.

When creating your SendGrid Profile please keep in mind your password must be at least 16 characters and needs to contain upper and lower case letters, numbers, and symbols.

Once you have ste up your profile you will need to authenticate your user with 2FA

From the Sender Authentication tab you will be able to authenticate your domain.

Common Questions

Question: What is Single Sender Verification?

Answer: To protect your sender reputation and to uphold legitimate sending behavior, we require customers to verify their Sender Identities. Single Sender Verification is an easy method to verify your Sender Identity when you don't have access to the DNS settings for your domain.

Question: What is Domain Authentication?

Answer: When sending email, you must set Domain Name System (DNS) records on the domain to:

1. Communicate to receiving email servers that you own the domain emails are sent from.

2. Verify that you have given the sending email server permission to send email on behalf of the domain.

Domain Authentication, formerly known as Domain Whitelabel, is Twilio SendGrid's process for domain setup and configuring the DNS entries that grant us permission to send email on your behalf.

After completing Domain Authentication, your recipients will no longer see "via" included with the From address of your messages.

Both receiving email servers and human recipients will be more likely to trust the legitimacy of your messages, which means you're more likely to reach an inbox than a spam folder.

More Information

To learn about the recent changes in email send regulations, please visit our blog article below.

Navigating Email Registration and CAN-SPAM in 2023

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