You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert
Copy file name to clipboardExpand all lines: src/connections/destinations/catalog/actions-sendgrid/index.md
+16-4Lines changed: 16 additions & 4 deletions
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -21,15 +21,27 @@ id: 631a6f32946dd8197e9cab66
21
21
22
22
{% include components/actions-fields.html %}
23
23
24
+
## Using the 'Send email with Dynamic Template' Action
24
25
25
-
## Recording Custom User Traits
26
+
### Capabilities
27
+
This Action can be used to send emails to Contacts in Sendgrid using [Sendgrid Dynamic Templates](https://www.twilio.com/docs/sendgrid/ui/sending-email/how-to-send-an-email-with-dynamic-templates). The Dynamic Template being used must already exist in Sendgrid. Use the Action field named 'Dynamic Template Data' to populate values in the Dynamic Template.
28
+
29
+
### Contacts are not required
30
+
Emails will be sent to the specified email address even if it is not listed as a Contact in SendGrid Marketing Campaigns.
31
+
32
+
### Sendgrid API Key permissions
33
+
34
+
TODO - Dustin to explain what types of permissions the API Key needs here
35
+
36
+
## Using the 'Upsert Contact' Action
37
+
38
+
### Recording Custom User Traits
26
39
If you want to view any other custom user traits in the Marketing Campaigns list dashboard, you must create a [Custom Field inside Marketing Campaigns’s UI](https://docs.sendgrid.com/ui/managing-contacts/custom-fields#creating-custom-fields){:target="_blank"} of the traits in your identify calls. Note that you do not need to map all user.traits you are sending inside Marketing Campaigns. You only need to create Custom Fields of the traits you want to see in your list view.
27
40
28
-
## Custom Fields
41
+
###Custom Fields
29
42
To send custom fields/user traits to Marketing Campaigns you need to create the field first in Marketing Campaigns for each trait you want sent to Marketing Campaigns. Then when you call identify with keys that match those traits they will appear in your Marketing Campaigns list.
30
43
31
44
For any other custom traits just add a Custom Field inside of SendGrid Marketing Campaigns with a tag that matches the key you are using in your identify call.
32
45
33
-
34
-
## Recording userId
46
+
### Recording userId
35
47
To record a Segment userId in SendGrid Marketing Campaigns, you must pass the userID as a trait on your identify() calls. SendGrid does not automatically map the Segment userID to any Marketing Campaigns properties.
0 commit comments