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Update SendGrid IP Warmup Instructions [DOC-591] [DOC-592] (#3613)
* Add SendGrid support step DOC-592 * Add Manual Warmup Info DOC-591 * Fix Ordered List Instructions DOC-591
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src/engage/onboarding.md

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@@ -27,7 +27,7 @@ The following table shows a high-level checklist of tasks you’ll need to compl
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| Platform | Tasks |
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| -------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
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| Segment | 1. Verify Engage identifiers in your Segment workspace. <br> 2. Add any missing identifiers. |
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| SendGrid | 1. Create a SendGrid account. <br> 2. Upgrade your account to a Pro plan. <br> 3. Configure an IP. <br> 4. Create a SendGrid subuser. <br> 5. Authenticate your domain. <br> 6. Enable subscription tracking. <br> 7. Enable an event webhook. <br> 8. Generate API credentials, then copy them into Engage settings. <br> 9. Enable automated IP warmup. <br> 10. Contact Segment support. |
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| SendGrid | 1. Create a SendGrid account. <br> 2. Upgrade your account to a Pro plan. <br> 3. Configure an IP. <br> 4. Create a SendGrid subuser. <br> 5. Authenticate your domain. <br> 6. Enable subscription tracking. <br> 7. Enable an event webhook. <br> 8. Generate API credentials, then copy them into Engage settings. <br> 9. Warm up your IP. <br> 10. Contact SendGrid support. |
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| Twilio | 1. Create a Twilio account. <br> 2. Purchase phone number(s). <br> 3. If necessary, register phone number(s). <br> 4. Create a messaging service. <br> 5. Generate an API key, then copy it into the Engage settings. <br> 6. Configure an event webhook. |
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![Adding the SendGrid API Key](images/apifields.png "Adding the SendGrid API Key")
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### Enable Automated IP warmup
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### Warm up your IP
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> info "Required Step"
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> Notify Segment support once you've completed IP warmup.
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> Once you've completed IP warmup, contact SendGrid support at [[email protected]](mailto:[email protected]).
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To finish configuring your SendGrid account for usage with Twilio Engage, you’ll enable [automated IP warmup](https://docs.sendgrid.com/ui/sending-email/warming-up-an-ip-address){:target="_blank"}. As a best practice, **only warm up your IP when you're ready to begin sending campaigns.**
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To finish configuring your SendGrid account for usage with Twilio Engage, you’ll [warm up your IP](https://docs.sendgrid.com/ui/sending-email/warming-up-an-ip-address){:target="_blank"}. Depending on when you created your SendGrid account, you'll either warm up your IP manually or use SendGrid's automated IP warmup process.
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As a best practice, **only warm up your IP when you're ready to begin sending campaigns.**
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To enable IP warmup, follow these directions:
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#### Manual IP warmup
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If your SendGrid account is new, you'll need to warm up your IP manually. For details on the manual warmup process, view SendGrid's [manual IP warmup documentation](https://docs.sendgrid.com/ui/sending-email/warming-up-an-ip-address#manually-warmup-your-ip){:target="_blank"}.
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#### Automated IP warmup
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If you've already warmed up an IP with your SendGrid account in the past, you can enable automated IP warmup by following these steps:
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1. Within your SendGrid space, navigate to **Settings > IP Addresses**.
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2. On the **Dedicated IP Addresses** page, click the pencil edit button next to your Engage IP address.
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3. Under **Additional options** (pictured below), check **Use Automated IP warmup** and **Allow my subusers to send mail using this IP address**. Click **Save**.
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4. **Required: Reach out to Segment support. Let them know you’ve enabled IP warmup.**
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4. **Required: Reach out to SendGrid support at [[email protected]](mailto:[email protected]). Let them know you’ve enabled IP warmup.**
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Your SendGrid account is now fully configured and ready to use with Engage. You’re ready to move to Stage 3 and configure Twilio SMS.
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