When you create a new account with Sendgrid they often want to verify that you are a legitimate company. They will ask you to answer a variety of questions to learn how you plan to use their system.


This guide will help you answer their most common questions.





*When you attempt to upgrade your Sendgrid account they will ask you several questions. Please use our answers below as a guide.



  • What is your full name and association with the business (if applicable)? 

  • Enter your name and let them know that you are the business owner.


  • What is the nature of your business, the services you provide, and your potential customer base? 

  • We are a CRM company. The majority of the emails sent from our system are going to users who have signed up for an account on our platform


  • What is your expected sending frequency and volume?

  • Less than 10K a month at this point. We use Sendgrid to send system alerts and notifications to our CRM users.


  • How do you collect your recipient addresses (eg. Do you have a link to an opt in page? Or what is your sign up process)?

  • We are a CRM company. The majority of the emails sent from our system are going to users who have signed up for an account on our platform. We obtain their emails as part of the signup process. Any email use case outside of that would require optin. 


  • How do you allow your recipients to opt out of your emails (eg. Do you plan to use SendGrid’s one-click unsubscribe feature or do you have your own method)?

  • All of our emails have a one-click unsubscribe link at the bottom of all emails.


  • What are the types of messages you will be sending (eg. Transactional or marketing)

  • Most of the messages we will be sending are transactional in nature. Examples include password resets and billing notifications.


Where is your business registered and under what name? Please provide a link to your registration.

If you have registered your business: 

Let them know the name you used and what state you registered it in. Most, if not all states put your registration online. If you can find it, provide a link to Sendgrid.


If you haven’t registered your business state the following: 

Our business isn’t registered. We are using Sendgrid as an internal communication tool as part of our CRM.


Please send a screenshot of your domain receipt showing ownership of the website.

Share a screenshot of the domain we configured in sendgrid and its ownership. This can be done by logging into the provider’s website that you bought the domain from.