SendGrid Lists (Actions) Destination

SendGrid Lists (Actions) is designed to work with Engage Audiences only. The steps below outline how to create and connect the Destination to Engage and then to an Engage Audience. SendGrid Lists (Actions) is not designed to connect to Connections Sources.

1. Sign in to your SendGrid account, then navigate to Settings > API Keys.
2. Click Create API Key and follow the instructions to generate a new API key. Be sure to grant the API key Full Access permission.
3. Save the API key value in a secure location, as you will need it in later steps.

1. From your Segment workspace's home page, navigate to Engage > Engage Settings > Settings and click Add destination.
2. Search for SendGrid Lists (Actions) and select the SendGrid Lists (Action) tile. Click Add Destination and Confirm Source.
3. On the Basic Settings screen, provide Name and API Key values in the specified fields, toggle "Enable destination" to on, and then click Save Changes.

1. From your Segment workspace's home page, click Connections > Destinations and select the SendGrid Lists (Actions) destination you previously created.
2. Click on Mappings > New Mapping > Sync Audience > Save.
3. On the next screen, enable the Mapping using the Status toggle.

1. From your Segment workspace's home page, navigate to Engage > Audiences and select the Audience you'd like to sync to SendGrid.
2. Click Add Destination, and select the SendGrid Lists (Actions) destination you previously created.
3. Enter a List Name, select Default Setup, and click Save. When prompted, select Add 1 Destination.

The SendGrid Lists (Actions) destination will now start to sync your Engage Audience to a SendGrid List.

Segment automatically creates Lists in SendGrid. If you provide a value in the Name field, Segment names the List the value you provided. If you do not provide a name in the Name field, Segment gives the List the Engage Audience's Audience Key value.

Segment creates Contacts in SendGrid if a Contact doesn't already exist for the user.

Segment doesn't delete Contacts from SendGrid. If you remove a user from an Engage Audience, Segment does remove the Contact from the associated SendGrid List, but doesn't delete the Contact from SendGrid.

Segment supports sending Engage user profile traits to SendGrid Contact User Attributes. The following additional manual configuration steps are required:

1. Use Trait Enrichment to include specific user profile traits when syncing users to a SendGrid List.
2. Standard User Attributes: Use the Sync Audience Action's User Attributes field to map the following Contact Profile Fields to SendGrid:
   • First Name
   • Last Name
   • Phone Number (must be in E.164 format)
   • Address Line 1
   • Address Line 2
   • City
   • State/Province/Region
   • Country
   • Postal Code
3. Custom User Attributes: Define a custom User Attribute in SendGrid, then use Sync Audience Action to send custom User Attributes to SendGrid using the Custom Fields field. You can only send string, number, and date values to SendGrid with this method.

At least one of the following identifier types is required when syncing members of an Engage Audience to a SendGrid List:

• Email Address (must be a valid email address)
• Anonymous ID
• Phone Number ID (must be in E.164 format)
• External ID

To sync Engage users to a SendGrid list using an identifier type other than email, complete the following additional steps:

1. Configure ID Sync to include a value for the identifier when syncing users from an Engage Audience to the SendGrid List.
2. Map the identifier using the Sync Audience Action's mapping field.