Where to Find SendGrid in the Dashboard

Step 1: Log in to your **Per Diem Merchant Dashboard
**Step 2: Go to Settings from the left sidebar
Step 3: Click **Integrations
**Step 4: Locate SendGrid and click Configure

Once you open the configuration screen, you will see two ways to connect to SendGrid.

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Option 1: Register a Custom Domain (Recommended)**

Use this method if you want emails to be sent from your own domain, such as:

orders@yourstore.com

Step 1: Choose “Register a Custom Domain”

Select the Register a Custom Domain option and continue.

Step 2: Enter Your Domain and Sender Details

You will be asked to provide:

• Domain (example: yourstore.com)
• Subdomain (optional, example: mail)
• From Email (example: orders@yourstore.com)
• From Name (your business name)

Important: The From email must match your domain or subdomain.

Examples:

• Domain yourstore.com → orders@yourstore.com
• Domain yourstore.com with subdomain mail → orders@mail.yourstore.com

Save the details to proceed.‍

Step 3: Add DNS Records

The dashboard will generate three CNAME records required for domain authentication.

You will need to add these records in your domain provider’s DNS settings (such as GoDaddy, Cloudflare, Namecheap, AWS, etc.).

Once the records are added:

• Return to the dashboard
• Click Validate DNS Configuration

DNS updates may take 15–30 minutes to complete.

Step 4: Send a Test Email

After validation:

1. Enter a test recipient email
2. Click Send Test Email
3. Confirm the email arrives from your custom sender address

Step 5: Complete Setup

Once the test email is successful, your domain will be fully connected, and customer emails will start sending from your custom email address.

**

Option 2: Single Sender Verification**

If you already use SendGrid or prefer not to configure DNS records, you can verify a single email address instead.

Example: you@company.com

Step 1: Select “Already have a SendGrid account?”

Choose the Single Sender Verification option.

Step 2: Enter Sender Information

Provide the required sender details:

• From name
• From email
• Reply-to name
• Reply-to email
• Business address
• City, state, zip code
• Country
• Sender nickname

Save the information to continue.

Step 3: Verify the Sender

SendGrid will send a verification email to the sender address you entered.

1. Open the verification email
2. Click Verify Single Sender
3. Return to the dashboard and continue

Once verified, the sender will be active.

After Setup

Once SendGrid is connected:

• Emails will be sent from your custom sender address
• The Integrations page will show SendGrid as Active

From the same page, you can also:

• Edit sender details
• Resend verification emails
• Disconnect the integration if needed

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