Email Providers

Iverton AI supports multiple email providers for sending transactional emails, marketing campaigns, and automated sequences. Configure your preferred provider to enable email functionality throughout the platform.

Supported Providers

Provider	Best For	Features
SendGrid	High-volume senders	Deliverability tools, templates, detailed analytics
Resend	Modern developer experience	Simple API, React Email support, fast setup
Custom SMTP	Self-hosted / enterprise	Use any SMTP server (Gmail, Outlook, custom)

You only need to configure one provider. Iverton AI can be configured to use a fallback provider if your primary fails.

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SendGrid

SendGrid is a robust email delivery platform ideal for high-volume senders who need advanced deliverability tools and detailed analytics.

Prerequisites

• A SendGrid account (free tier available)
• Verified sender identity (domain or single sender)
• API key with appropriate permissions

Getting Your API Key

1. Log in to SendGrid
2. Go to Settings → API Keys
3. Click Create API Key
4. Give it a name (e.g., "Iverton AI")
5. Select permissions:
   • Full Access (recommended for all features)
   • Or Restricted Access with: Mail Send, Tracking, Templates
6. Click Create & View
7. Copy the API key (you won't see it again)

Connecting SendGrid

1. Go to Settings → Email in Iverton AI
2. Select SendGrid as your provider
3. Paste your API key
4. Click Test Connection to verify
5. Click Save

Sender Verification

Before sending, verify your sender identity:

Domain Authentication (Recommended)

1. In SendGrid, go to Settings → Sender Authentication
2. Click Authenticate Your Domain
3. Follow the DNS setup instructions
4. Wait for verification (can take up to 48 hours)

Single Sender Verification

1. Go to Settings → Sender Authentication → Single Sender Verification
2. Add your sender email address
3. Click the verification link sent to that email

Webhook Configuration

To track email events (delivered, opened, clicked, bounced):

1. In SendGrid, go to Settings → Mail Settings → Event Webhook
2. Enter the webhook URL: https://your-domain/api/email/webhooks/sendgrid
3. Select events to track:
   • Delivered
   • Opened
   • Clicked
   • Bounced
   • Spam Report
   • Unsubscribe
4. Enable the webhook

SendGrid Features in Iverton AI

Feature	Description
Transactional email	Password resets, notifications, confirmations
Marketing campaigns	Newsletters, promotional emails
Dynamic templates	Personalized content with variables
Email tracking	Opens, clicks, bounces, spam reports
Deliverability tools	Domain authentication, IP warm-up
Suppression management	Automatic unsubscribe handling

Troubleshooting SendGrid

"API key invalid"

• Verify the key was copied correctly (no extra spaces)
• Check that the key hasn't been revoked in SendGrid
• Ensure the key has Mail Send permissions

"Sender not verified"

• Complete domain or single sender verification
• The "from" address must match a verified sender

Emails going to spam

• Complete domain authentication
• Check your domain reputation in SendGrid
• Avoid spam trigger words in content

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Resend

Resend is a modern email API designed for developers who want a simple, reliable email solution with excellent React Email support.

Prerequisites

• A Resend account (free tier available)
• Verified domain (recommended) or use resend.dev for testing
• API key

Getting Your API Key

1. Log in to Resend
2. Click Create API Key
3. Name it (e.g., "Iverton AI")
4. Select permissions:
   • Full access (recommended)
   • Or Sending access only for restricted use
5. Copy the API key

Connecting Resend

1. Go to Settings → Email in Iverton AI
2. Select Resend as your provider
3. Paste your API key
4. Click Test Connection
5. Click Save

Domain Setup

For production use, add and verify your domain:

1. In Resend, go to Domains
2. Click Add Domain
3. Enter your domain (e.g., mail.yourcompany.com)
4. Add the DNS records Resend provides:
   • SPF record
   • DKIM records
   • MX record (optional, for replies)
5. Click Verify once DNS propagates

Webhook Configuration

To track email events:

1. In Resend, go to Webhooks
2. Click Add Webhook
3. Enter: https://your-domain/api/email/webhooks/resend
4. Select events:
   • email.sent
   • email.delivered
   • email.opened
   • email.clicked
   • email.bounced
   • email.complained
5. Copy the webhook signing secret
6. Add the secret to Iverton AI's environment: RESEND_WEBHOOK_SECRET

Resend Features in Iverton AI

Feature	Description
Simple API	Fast integration, clean responses
React Email	Build emails with React components
Webhooks	Real-time event notifications
Analytics	Delivery and engagement metrics
Batch sending	Send to multiple recipients efficiently

Troubleshooting Resend

"Invalid API key"

• Verify the key is correct
• Check that the key has sending permissions

"Domain not verified"

• DNS records may take up to 48 hours to propagate
• Double-check the DNS records are correct
• Use resend.dev domain for testing

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Custom SMTP

Use any SMTP server including Gmail, Outlook, Amazon SES, or your own mail server.

Prerequisites

• SMTP server hostname and port
• Authentication credentials (username/password or API key)
• SSL/TLS certificate (for secure connections)

Connecting SMTP

1. Go to Settings → Email in Iverton AI
2. Select Custom SMTP as your provider
3. Enter your SMTP settings:

Field	Description	Example
Host	SMTP server hostname	smtp.gmail.com
Port	SMTP port	587 (TLS) or 465 (SSL)
Secure	Use SSL/TLS	Yes (recommended)
Username	Login username	your@email.com
Password	Login password or app password	your-password
From Email	Default sender address	noreply@yourcompany.com
From Name	Default sender name	Your Company

4. Click Test Connection
5. Click Save

Common SMTP Configurations

Gmail

Host: smtp.gmail.com
Port: 587
Secure: Yes (STARTTLS)
Username: your@gmail.com
Password: App Password (not your regular password)

To create an App Password in Gmail:

1. Enable 2-factor authentication
2. Go to Google Account → Security → App passwords
3. Generate a new app password for "Mail"

Outlook / Office 365

Host: smtp.office365.com
Port: 587
Secure: Yes (STARTTLS)
Username: your@outlook.com
Password: Your password

Amazon SES

Host: email-smtp.us-east-1.amazonaws.com (region-specific)
Port: 587
Secure: Yes (STARTTLS)
Username: SMTP username from SES
Password: SMTP password from SES

SMTP Features

Feature	Supported
Transactional email	Yes
Marketing campaigns	Yes
Email tracking	Limited (no open tracking without pixel)
Bounce handling	Via return-path header
Attachments	Yes

Troubleshooting SMTP

"Connection refused"

• Verify host and port are correct
• Check firewall isn't blocking the port
• Try both ports 587 and 465

"Authentication failed"

• Verify username and password
• For Gmail, use an App Password, not your regular password
• Check if your SMTP server requires app-specific passwords

"Certificate error"

• Ensure Secure is enabled for servers that require TLS
• Check that the server's certificate is valid

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Email Tracking & Analytics

All providers support email event tracking. Configure webhooks to receive real-time updates in Iverton AI.

Tracked Events

Event	Description
Sent	Email handed off to provider
Delivered	Provider confirmed delivery to recipient's server
Opened	Recipient opened the email (requires tracking pixel)
Clicked	Recipient clicked a link (requires link tracking)
Bounced	Email couldn't be delivered
Spam Report	Recipient marked as spam
Unsubscribed	Recipient unsubscribed

Viewing Analytics

Email analytics are available in:

• Email Campaigns → Select campaign → Analytics
• Contacts → Select contact → Email History
• Dashboard → Email widget

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Fallback Configuration

Iverton AI supports email failover. If your primary provider fails, emails are sent through the backup.

Setting Up Fallback

1. Go to Settings → Email → Advanced
2. Configure your primary provider
3. Enable Fallback Provider
4. Configure the secondary provider
5. Set failover conditions:
   • API timeout
   • Rate limit exceeded
   • Temporary errors

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Best Practices

Deliverability

• Authenticate your domain: Set up SPF, DKIM, and DMARC
• Warm up new domains: Start with low volume and increase gradually
• Monitor reputation: Check your sender score regularly
• Honor unsubscribes: Process opt-outs immediately
• Clean your list: Remove bounced emails and inactive subscribers

Content

• Avoid spam triggers: Don't use ALL CAPS, excessive punctuation, or spammy words
• Include unsubscribe links: Required by law (CAN-SPAM, GDPR)
• Use plain text alternative: Some recipients prefer or require it
• Test before sending: Send test emails to verify rendering

Technical

• Use a subdomain: mail.yourcompany.com instead of yourcompany.com
• Set return-path: For bounce handling
• Monitor bounce rates: High bounces hurt deliverability
• Use dedicated IPs: For high-volume senders (available with SendGrid)

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Disconnecting Email Providers

Switching Providers

To switch from one email provider to another:

1. Go to Settings → Email
2. Configure the new provider
3. Click Test Connection to verify
4. Click Save to switch

The old provider is automatically disconnected when you save a new one.

Removing Email Configuration

To completely remove email integration:

1. Go to Settings → Email
2. Click Disconnect or Remove Configuration
3. Confirm the removal

Impact of Disconnecting

After disconnecting your email provider:

• Scheduled email campaigns will fail to send
• Transactional emails (password resets, notifications) will not be delivered
• Email tracking and analytics will stop

Revoking API Keys

For security, also revoke the API key in your provider's dashboard:

SendGrid: Settings → API Keys → Delete the key Resend: API Keys → Revoke the key

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Environment Variables

For self-hosted deployments:

# SendGrid
SENDGRID_API_KEY=SG.xxxx
SENDGRID_WEBHOOK_VERIFICATION_KEY=your-verification-key

# Resend
RESEND_API_KEY=re_xxxx
RESEND_WEBHOOK_SECRET=whsec_xxxx

# Custom SMTP
SMTP_HOST=smtp.example.com
SMTP_PORT=587
SMTP_SECURE=true
SMTP_USER=your-username
SMTP_PASS=your-password

# Default sender
EMAIL_FROM=noreply@yourcompany.com
EMAIL_FROM_NAME=Your Company

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Next: Automation Tools