Adding an additional From Email to your DMS

You may have multiple emails that you would like to connect to your DMS so that you can send communications to your donors from a variety of email addresses. In this case, you'll need to add an additional From Email Address to your DMS and verify it through our email partner, SendGrid.

As a reminder, any DMS From Email (outbound email) is donor-facing, meaning that it will display when issuing Tax Receipts by Email and other email communications (i.e. Thanking your Donor and Bulk Emails).

Have more questions about the DMS From Email? Check out our FAQ!

Login to Your SendGrid Account

As a reminder, in the first few days of your Onboarding, you will have received SendGrid credentials via email from your Onboarding Specialist or a noreply@canadahelps.org email address. 

If you don't have these credentials:

• Please reach out to your onboarding expert if you are still in the onboarding period,
• Or if you have completed your onboarding, contact our Support Team at info@canadahelps.org and so we can provide you with these credentials.

1. Begin by visiting SendGrid and logging in using the SendGrid credentials provided in your original SendGrid

Log in with username and password

2. If you had previously set up Two-Factor Authentication on your account, a code will be sent via SMS to the phone number associated with your SendGrid account. 

3. Enter this code as prompted and skip to Step 2.

Enter code as prompted

Enable Two-Factor Authentication

1. An email will be sent to your original (first) DMS From Email

2. Select the Set Up Two-Factor Authentication button in the email to begin the process

Select "Set Up Two-Factor Authentication"

3. On the new page, select text messages (SMS) as the means of authentication. Then, enter your country code and the telephone number of a mobile phone you have regular access to.

Select Text Message (SMS)Add your Mobile Phone Number

4. You'll receive a text message (SMS) to that number containing a code which you can enter on the screen when prompted.

Input your Authentication code

5. You'll then be prompted to Log In to SendGrid one more time using the username and password provided in the first email from CanadaHelps.

Add Single Sender and Verify Email Address

Once you're logged into SendGrid, you can add your desired additional From Email, which will trigger a verification email to complete the email verification process.

1. From the SendGrid home page, navigate to Settings

Select Settings

2. Select Sender Authentication

Select Sender Authentication

3. On the next page, you'll notice your first verified DMS From Email. Select Verify a Single Sender to add a new from email

Select Verify Single Sender

4. On the next page, enter the details of the additional email you'd like to add to your DMS, and select Create

Enter your additional email details

5. You'll see the below confirmation page and a notice that a verification email sent has been sent to the new address: 

Sender created success page

6. In the verification email sent to your new address, select Verify Single Sender

Select Verify Singer Sender
7. You'll then be directed back to SendGrid, where you'll see a message confirming that the sender identity for the new email address has been successfully verified.

This message confirms the email verification is complete

Add Your Newly Verified Email Address in the DMS

The final step in activating your secondary From Email Address is to add this newly-verified email address into your DMS.

1. Login to your DMS and head to your administrative Settings

2. Under DMS Mail, select From Email Addresses

Settings > From Email Addresses

3. On the next page, you'll see your main DMS From Email that has been configured for you. Do not modify the existing From Email.

Please don't modify your default From email address

4. Instead, select Add From Email Address

Select Add From Email Address

5. Under FROM Email Address, add your desired additional From Name & Email Address with the following format:

"New Name"<info@charityname.ca>

Format your new From Email name and existing address

• a: Your additional desired from name. The name must be within quotation marks
• b: Your additional desired from email. The address must be within < and >

6. Leave all the other fields intact and once you’re done, select Save at the bottom right.

What's Next?

You'll now have multiple email addresses to choose from when when communicating with your donors through the DMS. Try it out by sending them a Single Email or Bulk Email!