|
| 1 | +--- |
| 2 | +title: [SendGrid Lists (Actions)] Destination |
| 3 | +--- |
| 4 | + |
| 5 | +{% include content/plan-grid.md name="actions" %} |
| 6 | + |
| 7 | +[SendGrid Lists (Actions)](https://mc.sendgrid.com/contacts/?utm_source=segmentio&utm_medium=docs&utm_campaign=partners){:target="_blank”} help customers organize their email recipients into targeted groups, enabling them to send personalized, relevant content to specific audiences. This improves engagement, increases email deliverability, and streamlines campaign management. |
| 8 | + |
| 9 | +This destination is maintained by Segment. For any issues with the destination [contact the Segment Support team ](mailto:[email protected]). |
| 10 | + |
| 11 | +## Getting started |
| 12 | + |
| 13 | +**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 regular Connections Sources. |
| 14 | + |
| 15 | +### Create a SendGrid API Key |
| 16 | +1. Sign in to your SendGrid account, then navigate to **Settings** > **API Keys**. |
| 17 | +2. Click **Create API Key** and follow the instructions to generate a new API key. Ensure Full Access permission is selected. |
| 18 | +3. Save the API key value securely, as you will need it in later steps. |
| 19 | + |
| 20 | +### Create and connect 'SendGrid Lists (Actions)' to an Engage Space |
| 21 | + |
| 22 | +1. From your Segment workspace's home page, click on **Engage** > **Engage Settings** > **Settings**. Click the **Add destination** button. |
| 23 | +2. Search for **SendGrid Lists (Actions)** and select its tile. Click **Add Destination** and then **Confirm Source**. |
| 24 | +3. On the Basic Settings screen provide **Name** and **API Key** values in the specified fields. Enable the Destination. |
| 25 | + |
| 26 | +### Create a Mapping |
| 27 | + |
| 28 | +1. From your Segment workspace's home page, click **Connections** > **Destinations**, then search for the **Destination** created in previous steps and click on its tile. |
| 29 | +2. Click on **Mappings** > **New Mapping** > **Sync Audience** > **Save**. |
| 30 | +3. On the next screen, enable the Mapping using the **Status** toggle. |
| 31 | + |
| 32 | +### Connect an Audience |
| 33 | + |
| 34 | +1. From your Segment workspace's home page, navigate to the Audience you'd like to sync to SendGrid by clicking on **Engage** > **Audiences**, then selecting the Audience to connect. |
| 35 | +2. Click **Add Destination**, then search for the **SendGrid Lists (Actions)** instance you created earlier and select its tile. |
| 36 | +3. Enter a **List Name**, select **Default Setup**, and click **Save**. On the following screen, click **Add 1 Destination**. |
| 37 | + |
| 38 | +The **SendGrid Lists (Actions)** will now start to sync the **Engage Audience** to a **SendGrid List**. |
| 39 | + |
| 40 | +{% include components/actions-fields.html %} |
| 41 | + |
| 42 | + |
| 43 | +## Additional information |
| 44 | + |
| 45 | +### Does Segment create Lists in SendGrid? |
| 46 | +Segment automatically creates Lists in SendGrid. The List will be named with the value provided in the **Name** field. If no name is provided in the **Name** field Segment will default to using the Audience's **Audience Key** value. |
| 47 | + |
| 48 | +### Does Segment create new Contacts in SendGrid? |
| 49 | +Segment will create Contacts in SendGrid if a Contact doesn't already exist. |
| 50 | + |
| 51 | +### Will Segment delete Contacts from SendGrid? |
| 52 | +Segment will not delete Contacts from SendGrid. If a user is removed from an Engage Audience, Segment will remove the Contact from the associated List in SendGrid but will not delete the Contact. |
| 53 | + |
| 54 | +### Sending additional user traits |
| 55 | +Segment supports sending Engage user profile traits to SendGrid Contact User Attributes. The following additional manual configuration steps are required: |
| 56 | + |
| 57 | +1. Use Engage's [Trait Enrichment](https://segment.com/docs/engage/trait-activation/trait-enrichment/) to configure Engage to include specific user profile traits when syncing users to the SendGrid List. |
| 58 | +2. Standard **User Attributes**: The **Sync Audience** Action's **User Attributes** field should be used to map **First Name**, **Last Name**, **Address Line 1**, **Address Line 2**, **City**, **State/Province/Region**, **Country**, and **Postal Code** values to Sendgrid. |
| 59 | +3. Non-standard **User Attributes**: The **Sync Audience** Action's **Custom Fields** field should be used to map non-standard or custom **User Attribute** to SendGrid. Note that these **User Attributes** must be pre-defined in SendGrid. Segment supports sending only string, number, and date values via the **Custom Fields** field. |
| 60 | + |
| 61 | +### Supported identifiers |
| 62 | +Segment can sync Engage users to a SendGrid List using any of the following identifier types: **Email Address**, **Anonymous ID**, **Phone Number ID**, and **External ID**. The following additional manual configuration steps are required in order to use **Anonymous ID**, **Phone Number ID**, and **External ID** identifier types: |
| 63 | + |
| 64 | +1. Use Engage's [ID Sync](https://segment.com/docs/engage/trait-activation/id-sync/) capability to configure Engage to include **Anonymous ID**, **Phone Number ID**, or **External ID** identifiers when syncing users to the SendGrid List. |
| 65 | +2. Map the **Anonymous ID**, **Phone Number ID**, and **External ID** identifiers using the **Sync Audience** Action's **Anonymous ID**, **Phone Number ID**, and **External ID** fields. |
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