Setup Wizard

The Setup Wizard guides you through configuring SendGrail for the first time. It runs automatically after plugin activation and takes under two minutes to complete.

Accessing the Wizard

The wizard launches automatically when you first visit the SendGrail dashboard and no connections have been configured yet. If you need to run it again, navigate to #/setup-wizard from the SendGrail admin page.

INFO

When the dashboard detects no existing connections, it automatically redirects you to the wizard. This redirect only happens when sendgrail_setup_complete has not been set in your WordPress options.

Step 1: Welcome

The welcome screen introduces SendGrail and outlines what the wizard will configure. You have two options:

• Continue -- Proceed to the next step.
• Skip -- Mark the wizard as complete and go directly to the dashboard. This sets the sendgrail_setup_complete option to true, preventing future auto-redirects.

Step 2: Configure

This is the main configuration step. You will:

1. Select a provider from the dropdown list (Gmail, SendGrid, Amazon SES, etc.). Selecting a provider auto-fills the host, port, and encryption fields with the correct defaults.
2. Enter your credentials:
   • From Email
   • From Name
   • SMTP Username
   • SMTP Password (or API key, depending on the provider)
3. Save the connection.

WARNING

For providers like Gmail, Yahoo, and Zoho Mail, you must use an App Password if two-factor authentication is enabled on your account. Your regular account password will not work.

Step 3: Test

SendGrail sends a test email through the connection you just configured. Enter a recipient email address and click Send Test Email.

• Success -- A confirmation message appears. The test email should arrive in the recipient's inbox within seconds.
• Failure -- An error message is displayed with details about what went wrong (authentication failure, connection timeout, etc.). You can go back to Step 2 to correct your settings.

Step 4: Done

The wizard marks setup as complete by saving sendgrail_setup_complete to the WordPress options table. You are presented with:

• A summary of the connection you created.
• A link to the SendGrail dashboard.
• Quick links to configure additional settings like email logging, fallback connections, and notifications.

The sendgrail_setup_complete Option

This WordPress option (wp_options table) controls the auto-redirect behavior:

Value	Behavior
Not set	Dashboard redirects to the Setup Wizard automatically.
true	Dashboard loads normally. Wizard is accessible manually.

Skipping the wizard or completing it both set this option to true. If you ever want to force the wizard to appear again, delete this option from the database:

DELETE FROM wp_options WHERE option_name = 'sendgrail_setup_complete';