If you want to take advantage of your Thrive Themes and your SendGrid account at the same time, you can set up an API connection between them.
This way you will be able to make a connection between a “Lead Generation” element you added to your page with Thrive Architect, or one of your opt-in forms created with Thrive Leads, and the email marketing (as well as transactional email) services of SendGrid.
Thus, if someone will subscribe through the respective “Lead Generation” element, or Thrive Leads opt-in form, they will be added to the mailing list of your choice from your SendGrid account.
Here are the steps you need to take in order to achieve that:
How to set up the connection
In order to be able to set up the API connection between SendGrid and Thrive Themes you will need an API key. You can get that key from your SendGrid account. Once you have it, you will have to insert it to your Thrive Themes Dashboard.
Get an API key from SendGrid
Log in to your SendGrid account and click on the “Settings” section from the menu on the left sidebar:
This will open a drop down with all the settings and options you can use. Look for the “API Keys” section and click on it to open it:
You will have to create a new “API Key” in the API Keys page that opened. Click on the blue “Create API Key” button, from the upper right corner of the page:
This will open a window where you can create a new key. There are three things you need in order to do this:
- Give a name for your key in the “API Key Name” section
- Set the API Key Permissions by selecting one of the permission types. In our case, you should select/click on the “Full Access” type.
- Click on the “Create & View” button to create the key:
After the key is created, it will be displayed along with a notification message. Make sure to copy the key and also save it somewhere, because just as the notification says, this key will not be displayed to you again, because of security reasons:
You can copy the key by simply clicking on it, or pressing the “CTRL+C” keys simultaneously after selecting the key.
Once you have copied it, the “Done” button will become active and you can click on it, to go back to the API Keys page:
Add the API key to your Thrive dashboard
The next thing you will have to do is to insert the API key you have just created and copied into the API Connections section of the Thrive dashboard.
To do that, go to your WordPress admin dashboard click on the “Thrive Dashboard” from the left sidebar to access it:
Scroll down a bit to see the “API Connections” card and when you have found it, click on the “Manage Connections” button from it:
The button will open the “Active Connections” page. Here you can see every API connection that you have set up so far, and you can also add new connections. Look for the “Add new Connection” option from the page and when you have found it, click on it:
Then click on the “Select an app” section to open its drop down:
Look for “SendGrid” in the drop down. Either start typing "SendGrid" or scroll down until you see it:
Once you have found it, click on it and the SendGrid connection card will open:
This is where you will have to paste/enter the API key that you have previously created and copied from your SendGrid account. Complete the “API key” field with the key you have copied:
Besides completing the API key field, you also have another option here. You can choose whether or not you would like to connect to the Transactional Email Service as well.
If you use SendGrid to send transactional emails (e.g. asset delivery emails) then, this option can be useful for you. In order to activate this option, select “Yes” in the second section of the SendGrid connection card:
After you have completed the API key and selected an option for the transactional email connection, click on the “Connect” button:
In a few seconds, you will see that your API connection will be ready to use:
How to use the connection
Setting up the API connection between your SendGrid and Thrive Themes account will make it available for your website. In order to use this connection you will have to connect one of the “Lead Generation” elements you have added to your page with Thrive Architect, or your opt-in forms created with Thrive Leads, to this SendGrid API connection.
This way when someone will subscribe through the opt-in forms or “Lead Generation” elements, they will automatically be added to one of your mailing lists from SendGrid.
Connect a Lead Generation element to SendGrid
You will need to access the “Lead Generation” element you want to connect with SendGrid. For that go to the “Pages” or “Posts” section of your WordPress admin dashboard and edit the page/post that contains this “Lead Generation” element with Thrive Architect.
Once you are in the Thrive Architect editor, look for the “Lead Generation” element you want to connect with SendGrid and click on it.
Tip: If you have not added a “Lead Generation” element to your page yet, you can do so by opening the list of elements with the plus sign on the right sidebar and then, dragging and dropping it from the list.
If you are not familiar with using the “Lead Generation” element and you need detailed information on how to use it, check out this tutorial.
Clicking on the element will open its options in the left sidebar. These are the options you will need to use to set up and customize the “Lead Generation” element.
You will see that by default the “API” option is selected in the “Connection” section of the “Main Options”:
This is the option that needs to be selected/used to connect the “Lead Generation” element to SendGrid, so leave it selected.
Send leads to
Now go to the “Send leads to” section, which is below the “Connection” one and click on the “Add Connection” button:
Click on the “Choose connection” option from the window that opened:
A list will open with the available connections that you have set up in your Thrive dashboard. Look for the SendGrid connection and once you have found it in the list, click on it:
Set connection details
Another option will appear in the same window, allowing you to choose between the mailing lists you have in your SendGrid account. Just click on the field under the “Choose your mailing list” option in order to choose the list you want subscribers to be added to:
This will open a drop down with the mailing lists that you have set up in SendGrid. Simply click on the list you want to use to select it.
In case the list was recently added to your SendGrid account and you do not see it here yet, you can also use the “Refresh” option (arrow icon), that is next to the “Mailing list”. This will refresh the information in the drop down:
After you have selected the list, click on the “Apply” button to save the settings:
You can also set up the fields that appear in the “Lead Generation” element using the “Form Fields” section. By default, the “Name” and the “Email” fields are already added to the element.
Add new field
If you want to add a new field, the “Phone” field to the element, click on the “Add new” option from the “Form Fields” section:
This will open a window where you can add the new “Phone” field. Complete the “Placeholder” field with the text you want displayed in this field and then, select whether you want the field to be required or not:
After you have done these, click on the “Apply” button to add the field to the “Lead Generation” element:
If you want to edit one of the fields, click on the “Edit” option (pencil icon) next to them:
This will open a drop down with the editing options. These are the same options as the ones you have when adding fields:
Change the placeholder for the field if you wish, or modify the field to be required or not. When you are done with editing the field, click on the “Apply” button to apply the changes.
If later on, you want to delete one of the fields from the “Lead Generation” element, you can use the remove option (trash icon) next to the respective field:
Note: Please keep in mind that the “Email” field cannot be deleted because without it people would not be able to sign up through the “Lead Generation” element.
After Successful Submission
Last but not least, using the “After Successful Submission” section of the “Main Options”, from the left sidebar, you can also define what will happen after someone will subscribe.
Click on the field from the “After Successful Submission” section:
This will open a drop down with the two options you can choose from:
Select the option that you want to use out of the two. Then click on the “Apply” button to apply it and complete the other necessary information to set it up as follows:
- Redirect to Custom URL: You should select this option if you want to redirect the user to another page after he/she subscribes through the opt-in form. After you select it, you will have to enter a custom URL, or select one of the pages of your website, in the “Target URL” section:
- Show success notification: You should choose this option if you want to show a success message after someone subscribes. In order to do that, simply replace the default “Success” text with your own text, after you have chosen this option:
After you have finished using these options, the “Lead Generation” element will be connected to the mailing list of your choice from your SendGrid account. All you have left to do is to save your work using the “Save Work” button, from the bottom left side of the editor, in order to apply the changes to the page.
Once this is done, whenever someone will subscribe using the “Lead Generation” element, their information will be added to the SendGrid mailing list that you have chosen.
If you need more information about this setup or on how to use the “Lead Generation” element in general, please check out this tutorial.
Hopefully, this article was useful for you. If so, please reward it with a smile below :)