Overview

You can fully customize the automated emails sent through your Whitelabel platform by integrating your own SendGrid account. This allows all system-triggered emails—such as password resets, invitations, and email verification—to reflect your brand identity.

By the end of this guide, you'll know how to:

✔ Connect your own SendGrid account
✔ Create and activate branded templates for each system email
✔ Assign each template to its respective trigger in the platform
✔ Use dynamic variables for personalization

Step-by-Step Setup Guide

Step 1 – Create or Log In to Your SendGrid Account

Go to sendgrid.com and sign in or create an account.
Complete the domain and sender verification steps if prompted.
- This ensures your emails are authenticated and less likely to land in spam folders.

Step 2 – Create Your API Key in SendGrid

From the left-hand menu, go to Settings > API Keys.
Click Create API Key.
Name your key (e.g., "Whitelabel Platform").
Select Full Access.
Click Create & View, then copy your API key.

Step 3 – Paste the API Key into Your Platform

In your Whitelabel dashboard, go to Settings > Integrations > SendGrid.
Paste your API Key into the API KEY field.
Fill in your From Name and From Email.
Toggle the Enable switch to ON.

Step 4 – View All Required Templates

In the integration panel, you'll see a dropdown labeled Template.
These are the system-triggered emails that require a unique dynamic template ID:

📧 Email Verification Instructions
✅ Email Verified
💳 Wallet Recharged
👥 Invite to Join the Team
🔐 Forgot My Password
🔓 Password Recovered

💡 Note: You will need to create one dynamic template in SendGrid for each of these.

Step 5 – Create Your Dynamic Templates in SendGrid

In SendGrid, go to Email API > Dynamic Templates.
Click Create a Dynamic Template and name it appropriately (e.g., "Email Verification Instructions").
After creating it, click into the template and click Add Version.
Choose to start from scratch or select a pre-designed layout to customize.

Step 6 – Customize the Template

In the editor, you can update the subject line, preheader, and full email body. This is where you can add your branding, logo, messaging, and layout style. Make sure to use the dynamic variables provided below so that content like names or links are automatically inserted by the system.

Use the following variables according to each system email:

📧 Email Verification Instructions

Sent to verify the client’s email address

{{logoImage}} – Your company’s logo
{{name}} – Recipient’s name
{{url}} – Email verification link

✅ Email Verified

Sent once the client verifies their email

{{name}} – Recipient’s name

💳 Wallet Recharged

Sent when a client adds funds to their wallet

{{value}} – Amount added to wallet
{{url}} – Link to the billing page

👥 Invite to Join the Team

Sent to team members when invited to your platform

{{company_name}} – Your company name
{{url}} – Invitation link

🔐 Forgot My Password

Sent when a user requests a password reset

{{name}} – User’s name
{{url}} – Password reset link

🔓 Password Recovered

Sent once the password has been successfully reset

{{name}} – User’s name

💡 Tip: To make links dynamic, insert {{url}} inside a button or anchor tag (e.g., “Verify Email” or “Reset Password”) during template design. This ensures each user receives a unique, actionable link.

Step 7 – Activate the Template and Get Its ID

Once your design is ready, click Save.
Back on the template list, click into the template, then activate the current version.
Locate and copy the Template ID.

Step 8 – Paste Template ID into the Platform

In your platform, select the matching system email from the Template dropdown.
Paste the correct Template ID into the Template ID field.
Click Save Updates.

🚨 Repeat this process for each of the 6 system emails.

💡 Tip: Make sure you’ve toggled the integration switch ON.