To send automated mass messages through QuoteIQ, you’ll need to connect a third-party gateway. This guide walks you through accessing the gateway settings and connecting either a Twilio or SendGrid account to start sending automated text and email blasts.
Step 1: Go to Gateway Setup in Settings
From your Dashboard, click Settings in the left-hand sidebar.
Scroll down to the Automation & Integration section and click Text & Email Blast Gateways.
Step 2: Choose a Gateway Provider
Press the Add Gateway button. You’ll see two available gateway provider options:
Twilio – For sending SMS messages
SendGrid – For sending email blasts
Choose the provider you want to connect by clicking on its setup button.
Step 3: Add Your Twilio Gateway Credentials
If using Twilio, you’ll need the following credentials from your Twilio account:
Account SID
Auth Token
Twilio Phone Number
Where to find your Twilio Credentials?
Where to find your Twilio Credentials?
Log into Twilio.com
Click the profile dropdown in the top-right corner
Under Project Info, copy your Account SID and Auth Token
Navigate to the Phone Numbers section in the sidebar to select or purchase your Twilio number
Paste these into the QuoteIQ gateway fields, then click Save.
Need to create a Twilio account? Click Here
Additional Info: Twilio Registration & Compliance
To be fully approved for SMS sending via Twilio, you’ll need to complete A2P 10DLC registration:
A2P Registration in Twilio
A2P Registration in Twilio
In your Twilio Console, go to Messaging → A2P 10DLC
Click Start Registration
Complete the following:
A. Business Registration (Brand Info)
Legal business name
EIN or Tax ID
Company address
Website (must include opt-in language for texting)
Business type and industry (e.g. “Home Services”)
B. Campaign Use Case
Select Low Volume Mixed (recommended for small to mid-sized home service businesses)
Enter sample messages that include:
Business name
Clear service-related context
Opt-out language (e.g., “Reply STOP to unsubscribe”)
C. Phone Number Registration
Register your active Twilio number used in QuoteIQ
Associate the number with your new campaign
Carrier Approval & Delays
Approval typically takes 1–3 business days, but may take longer depending on accuracy of info
If your registration is rejected, you’ll receive feedback and can edit and resubmit
Once approved, Twilio will automatically assign your campaign and number a registered status, unlocking full deliverability
Your website must clearly explain how a customer opts into SMS (e.g. “By submitting this form, you agree to receive text updates…”)
If you don’t have a site, you may not pass registration.
Always include opt-out language in mass messages: “Reply STOP to unsubscribe”
Once Twilio is set up and registered, you’ll be fully approved to send compliant SMS campaigns and automation from inside QuoteIQ—no delays, no filtering.
Step 4: Add SendGrid Gateway (Email)
If using SendGrid for email blasts, click the SendGrid setup button.
Required Fields
When setting up your SendGrid Gateway, you’ll need:
API Key — This allows QuoteIQ to send emails on your behalf
Reply-To Email — Where any customer replies will be directed
Sender Email — The email that will appear in the “From” field of your message
(Note: this must match the email domain verified in your SendGrid account)
How to Get Your SendGrid API Key
Go to sendgrid.com and log into your account
In the left-hand menu, click Settings → API Keys
Click Create API Key
Name your key something like “QuoteIQ Email Blast”
Select Full Access or Restricted Access (Mail Send Only)
Click Create & View Key, then copy the generated key
Once submitted, your email gateway will be active and ready to use.
Email Domain Verification Reminder
To send emails through SendGrid, you must have a verified sender domain.
This is required to prevent spoofing and improve deliverability.
In your SendGrid account, go to Settings → Sender Authentication
Add your domain (e.g., yourbusiness.com)
Follow SendGrid’s instructions to add DNS records to your domain registrar (GoDaddy, Google Domains, etc.)
Once verified, your email will be fully authenticated for use.
Make sure your “Sender Email” and domain match your verified domain inside SendGrid. If not, messages may fail to send or go to spam.
Twilio FAQs
Twilio FAQs
What is a Twilio Account SID or Auth Token, and where do I find them?
What is a Twilio Account SID or Auth Token, and where do I find them?
Your Account SID and Auth Token are unique credentials found in your Twilio Console under Project Info. Click the eye icon to reveal your Auth Token.
What format does my Twilio phone number need to be in?
What format does my Twilio phone number need to be in?
Use full E.164 format with country code (e.g. +1XXXXXXXXXX). Omitting the +1 may cause errors.
Why do I need to register for A2P 10DLC?
Why do I need to register for A2P 10DLC?
Carriers require A2P registration to send business SMS from long code numbers. Without it, messages will be filtered or blocked.
What do I put in the sample messages during registration?
What do I put in the sample messages during registration?
Include a clear, branded message and opt-out language:
“Hi, this is [Your Company]. Your estimate is ready! Reply STOP to unsubscribe.”
What if I don’t have a website?
What if I don’t have a website?
A website with opt-in language is required to register for A2P. Consider creating a simple one-page site or using your QuoteIQ InstaQuote link.
What if I don’t have an EIN or am a sole proprietor?
What if I don’t have an EIN or am a sole proprietor?
You can still register under “Sole Proprietor” status in Twilio, but registration volume and message limits may apply.
Can I use my cell phone number instead of a Twilio number?
Can I use my cell phone number instead of a Twilio number?
No. You must purchase or use a dedicated Twilio phone number.
Can I send texts to customers outside the U.S.?
Can I send texts to customers outside the U.S.?
Only if your Twilio number supports international messaging. U.S. numbers typically don’t by default.
Why are my messages marked as “undelivered”?
Why are my messages marked as “undelivered”?
This can happen due to A2P non-compliance, invalid numbers, or missing opt-out language. Check Twilio’s message logs for error codes.
What’s the difference between a long code and a toll-free number?
What’s the difference between a long code and a toll-free number?
Long codes are 10-digit numbers used for person-to-person or A2P messaging. Toll-free numbers are often used for higher-volume messages and require separate registration
Do I need to warm up my Twilio number before sending a lot of messages?
Do I need to warm up my Twilio number before sending a lot of messages?
Yes. If sending 500+ messages, gradually increase volume over several days to build reputation.
How much does Twilio cost per message?
How much does Twilio cost per message?
U.S. SMS rates are around $0.0075/message plus fees. MMS and international messages are more expensive.
Can I switch or delete my Twilio gateway later?
Can I switch or delete my Twilio gateway later?
Yes. Go to your QuoteIQ gateway settings at any time to remove or replace a gateway.
SendGrid FAQs
SendGrid FAQs
What is an API Key, and where do I get it?
What is an API Key, and where do I get it?
Create an API Key in SendGrid under Settings → API Keys. Choose “Full Access” or restrict to “Mail Send” for safety.
Why does my “Sender Email” have to match my domain?
Why does my “Sender Email” have to match my domain?
To prevent spoofing and ensure deliverability. If it doesn’t match a verified domain in SendGrid, emails may fail or go to spam.
How do I verify my domain in SendGrid?
How do I verify my domain in SendGrid?
Go to Sender Authentication in SendGrid. You’ll be prompted to add TXT and CNAME records to your domain DNS (GoDaddy, etc.).
Can I use a Gmail or Yahoo email as my sender?
Can I use a Gmail or Yahoo email as my sender?
No. You must use a domain-based email (e.g., info@yourbusiness.com) that’s authenticated in SendGrid.
What happens if I don’t verify my domain?
What happens if I don’t verify my domain?
Your emails may be blocked or routed to spam. SendGrid requires verified domains for reliable sending.
How long does domain verification take?
How long does domain verification take?
Usually under 10 minutes after you add DNS records, though DNS propagation may take up to 24 hours.
Can I track opens and clicks from SendGrid?
Can I track opens and clicks from SendGrid?
Yes, but only inside SendGrid. QuoteIQ does not currently display open/click analytics.
Do I need a paid SendGrid account?
Do I need a paid SendGrid account?
No, but the free tier limits you to 100 emails/day. For campaigns or automation, a paid plan is recommended.
Can I delete or replace a SendGrid gateway?
Can I delete or replace a SendGrid gateway?
Yes. You can update or remove it any time in QuoteIQ’s gateway settings.
Shared/General FAQs
Shared/General FAQs
Can someone help me set this up?
Can someone help me set this up?
QuoteIQ doesn’t offer gateway setup services, but we provide walkthroughs and guides. For full setup, consider hiring a freelancer or agency.
How do I know if my gateway is working after I connect it?
How do I know if my gateway is working after I connect it?
There is no confirmation popup. If credentials are valid, your gateway will save successfully. If messages fail, revisit your gateway credentials.
Can I use both Twilio and SendGrid at the same time?
Can I use both Twilio and SendGrid at the same time?
Yes. Twilio is used for SMS, SendGrid for email. Each must be set up individually.
What happens if I enter the wrong credentials?
What happens if I enter the wrong credentials?
The gateway will not function. SMS or email automations will silently fail until correct credentials are saved.
Do I need to use both Twilio and SendGrid?
Do I need to use both Twilio and SendGrid?
No. You can use either depending on whether you want to send SMS, email, or both.