Migrating from SendGrid: transactional email checklist

A practical sequence for planning, testing, and de-risking a move away from SendGrid.

STEP 1

Map sending streams

Separate resets, receipts, notifications, lifecycle email, and marketing. Identify keys, domains, templates, and webhooks.

STEP 2

Validate SPF, DKIM, DMARC alignment, tracking domains, and return paths before production sending.

STEP 3

Move templates, suppression lists, unsubscribe logic, event webhooks, bounce handling, and monitoring.

STEP 4

Start with low-risk streams, monitor delivery and complaints, then increase traffic in measured cohorts.

Keep the old path available until the new workflow has passed functional, operational, and rollback tests.