From b70506e4dbe305e71703f12ffb9c312d096aceef Mon Sep 17 00:00:00 2001 From: Joe Ayoub Date: Thu, 5 Dec 2024 15:01:26 +0000 Subject: [PATCH 01/14] saving progress --- .../catalog/actions-sendgrid/index.md | 20 +++++++++++++++---- 1 file changed, 16 insertions(+), 4 deletions(-) diff --git a/src/connections/destinations/catalog/actions-sendgrid/index.md b/src/connections/destinations/catalog/actions-sendgrid/index.md index e2653709f2..97cd0c09a2 100644 --- a/src/connections/destinations/catalog/actions-sendgrid/index.md +++ b/src/connections/destinations/catalog/actions-sendgrid/index.md @@ -21,15 +21,27 @@ id: 631a6f32946dd8197e9cab66 {% include components/actions-fields.html %} +## Using the 'Send email with Dynamic Template' Action -## Recording Custom User Traits +### Capabilities +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. + +### Contacts are not required +Emails will be sent to the specified email address even if it is not listed as a Contact in SendGrid Marketing Campaigns. + +### Sendgrid API Key permissions + +TODO - Dustin to explain what types of permissions the API Key needs here + +## Using the 'Upsert Contact' Action + +### Recording Custom User Traits 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. -## Custom Fields +### Custom Fields 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. 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. - -## Recording userId +### Recording userId 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. From 46337b91677734e0d3a8a06837d52b2fbd68ae62 Mon Sep 17 00:00:00 2001 From: Joe Ayoub Date: Mon, 9 Dec 2024 15:34:02 +0000 Subject: [PATCH 02/14] another update --- .../catalog/actions-sendgrid/index.md | 25 ++++++++++++------- 1 file changed, 16 insertions(+), 9 deletions(-) diff --git a/src/connections/destinations/catalog/actions-sendgrid/index.md b/src/connections/destinations/catalog/actions-sendgrid/index.md index 97cd0c09a2..19cff1b1de 100644 --- a/src/connections/destinations/catalog/actions-sendgrid/index.md +++ b/src/connections/destinations/catalog/actions-sendgrid/index.md @@ -21,19 +21,22 @@ id: 631a6f32946dd8197e9cab66 {% include components/actions-fields.html %} -## Using the 'Send email with Dynamic Template' Action +## Additional details for the 'Send email with Dynamic Template' Action -### Capabilities -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. +### Usage +The 'Send email with Dynamic Template' Action can be used to send emails via 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. -### Contacts are not required -Emails will be sent to the specified email address even if it is not listed as a Contact in SendGrid Marketing Campaigns. +### Contacts +Emails will be sent to the specified email addresses, even if they are not listed as Contacts in SendGrid Marketing Campaigns. -### Sendgrid API Key permissions +### Sendgrid API Key +Segment and SendGrid recommend defining the SendGrid API key within a subuser account and ensuring the domain being used is authenticated under that same subuser account. The 'Send email with Dynamic Template' Action requires the Sendgrid API Key to have the following scopes assigned: +1. Category Management: full +2. IP Management: full +3. IP Management: full +4. Template Engine: full -TODO - Dustin to explain what types of permissions the API Key needs here - -## Using the 'Upsert Contact' Action +## Additional details for the 'Upsert Contact' Action ### Recording Custom User Traits 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. @@ -45,3 +48,7 @@ For any other custom traits just add a Custom Field inside of SendGrid Marketing ### Recording userId 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. + +### Sendgrid API Key +The 'Upsert Contact' Action requires the Sendgrid API Key to have the following scopes assigned: +1. Marketing: full From acc0c78233347c9c789bb5cdc367e98f8c0fe255 Mon Sep 17 00:00:00 2001 From: Joe Ayoub <45374896+joe-ayoub-segment@users.noreply.github.com> Date: Tue, 10 Dec 2024 12:03:01 +0000 Subject: [PATCH 03/14] Update src/connections/destinations/catalog/actions-sendgrid/index.md Co-authored-by: forstisabella <92472883+forstisabella@users.noreply.github.com> --- src/connections/destinations/catalog/actions-sendgrid/index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/connections/destinations/catalog/actions-sendgrid/index.md b/src/connections/destinations/catalog/actions-sendgrid/index.md index 19cff1b1de..6e9bd64658 100644 --- a/src/connections/destinations/catalog/actions-sendgrid/index.md +++ b/src/connections/destinations/catalog/actions-sendgrid/index.md @@ -21,7 +21,7 @@ id: 631a6f32946dd8197e9cab66 {% include components/actions-fields.html %} -## Additional details for the 'Send email with Dynamic Template' Action +## Additional details for the Send Email With Dynamic Template Action ### Usage The 'Send email with Dynamic Template' Action can be used to send emails via 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. From 9aa767fa56f4acfa5fa4b82cfea468b57433f8d6 Mon Sep 17 00:00:00 2001 From: Joe Ayoub <45374896+joe-ayoub-segment@users.noreply.github.com> Date: Tue, 10 Dec 2024 12:03:08 +0000 Subject: [PATCH 04/14] Update src/connections/destinations/catalog/actions-sendgrid/index.md Co-authored-by: forstisabella <92472883+forstisabella@users.noreply.github.com> --- src/connections/destinations/catalog/actions-sendgrid/index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/connections/destinations/catalog/actions-sendgrid/index.md b/src/connections/destinations/catalog/actions-sendgrid/index.md index 6e9bd64658..98a706365f 100644 --- a/src/connections/destinations/catalog/actions-sendgrid/index.md +++ b/src/connections/destinations/catalog/actions-sendgrid/index.md @@ -24,7 +24,7 @@ id: 631a6f32946dd8197e9cab66 ## Additional details for the Send Email With Dynamic Template Action ### Usage -The 'Send email with Dynamic Template' Action can be used to send emails via 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. +The [Send Email With Dynamic Template](#send-email-with-dynamic-template) Action can be used to send emails through SendGrid using [SendGrid Dynamic Templates](https://www.twilio.com/docs/sendgrid/ui/sending-email/how-to-send-an-email-with-dynamic-templates){:target="_blank”}. The Dynamic Template you use must already exist in SendGrid. Use the Action field [Dynamic Template Data](#dynamic-template-data) to populate values in the Dynamic Template. ### Contacts Emails will be sent to the specified email addresses, even if they are not listed as Contacts in SendGrid Marketing Campaigns. From f54d11faacdeb6a0f278792d87e5eb794eff55d9 Mon Sep 17 00:00:00 2001 From: Joe Ayoub <45374896+joe-ayoub-segment@users.noreply.github.com> Date: Tue, 10 Dec 2024 12:03:15 +0000 Subject: [PATCH 05/14] Update src/connections/destinations/catalog/actions-sendgrid/index.md Co-authored-by: forstisabella <92472883+forstisabella@users.noreply.github.com> --- src/connections/destinations/catalog/actions-sendgrid/index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/connections/destinations/catalog/actions-sendgrid/index.md b/src/connections/destinations/catalog/actions-sendgrid/index.md index 98a706365f..eeda11020f 100644 --- a/src/connections/destinations/catalog/actions-sendgrid/index.md +++ b/src/connections/destinations/catalog/actions-sendgrid/index.md @@ -27,7 +27,7 @@ id: 631a6f32946dd8197e9cab66 The [Send Email With Dynamic Template](#send-email-with-dynamic-template) Action can be used to send emails through SendGrid using [SendGrid Dynamic Templates](https://www.twilio.com/docs/sendgrid/ui/sending-email/how-to-send-an-email-with-dynamic-templates){:target="_blank”}. The Dynamic Template you use must already exist in SendGrid. Use the Action field [Dynamic Template Data](#dynamic-template-data) to populate values in the Dynamic Template. ### Contacts -Emails will be sent to the specified email addresses, even if they are not listed as Contacts in SendGrid Marketing Campaigns. +SendGrid sends emails to the email addresses you specify, even if they are not listed as Contacts in SendGrid Marketing Campaigns. ### Sendgrid API Key Segment and SendGrid recommend defining the SendGrid API key within a subuser account and ensuring the domain being used is authenticated under that same subuser account. The 'Send email with Dynamic Template' Action requires the Sendgrid API Key to have the following scopes assigned: From 79279f6a86105607eeb15bfa523ab035e1ce9cef Mon Sep 17 00:00:00 2001 From: Joe Ayoub <45374896+joe-ayoub-segment@users.noreply.github.com> Date: Tue, 10 Dec 2024 12:03:21 +0000 Subject: [PATCH 06/14] Update src/connections/destinations/catalog/actions-sendgrid/index.md Co-authored-by: forstisabella <92472883+forstisabella@users.noreply.github.com> --- src/connections/destinations/catalog/actions-sendgrid/index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/connections/destinations/catalog/actions-sendgrid/index.md b/src/connections/destinations/catalog/actions-sendgrid/index.md index eeda11020f..a2e7a5e8d2 100644 --- a/src/connections/destinations/catalog/actions-sendgrid/index.md +++ b/src/connections/destinations/catalog/actions-sendgrid/index.md @@ -30,7 +30,7 @@ The [Send Email With Dynamic Template](#send-email-with-dynamic-template) Action SendGrid sends emails to the email addresses you specify, even if they are not listed as Contacts in SendGrid Marketing Campaigns. ### Sendgrid API Key -Segment and SendGrid recommend defining the SendGrid API key within a subuser account and ensuring the domain being used is authenticated under that same subuser account. The 'Send email with Dynamic Template' Action requires the Sendgrid API Key to have the following scopes assigned: +Segment and SendGrid recommend that you define the SendGrid API key within a subuser account and the domain is authenticated under that same subuser account. The Send Email With Dynamic Template Action requires that the SendGrid API Key has the following scopes assigned: 1. Category Management: full 2. IP Management: full 3. IP Management: full From 2976183f9d740eab57442cd3a4122bbdcee099e5 Mon Sep 17 00:00:00 2001 From: Joe Ayoub <45374896+joe-ayoub-segment@users.noreply.github.com> Date: Tue, 10 Dec 2024 12:03:32 +0000 Subject: [PATCH 07/14] Update src/connections/destinations/catalog/actions-sendgrid/index.md Co-authored-by: forstisabella <92472883+forstisabella@users.noreply.github.com> --- .../destinations/catalog/actions-sendgrid/index.md | 8 ++++---- 1 file changed, 4 insertions(+), 4 deletions(-) diff --git a/src/connections/destinations/catalog/actions-sendgrid/index.md b/src/connections/destinations/catalog/actions-sendgrid/index.md index a2e7a5e8d2..068314d309 100644 --- a/src/connections/destinations/catalog/actions-sendgrid/index.md +++ b/src/connections/destinations/catalog/actions-sendgrid/index.md @@ -31,10 +31,10 @@ SendGrid sends emails to the email addresses you specify, even if they are not l ### Sendgrid API Key Segment and SendGrid recommend that you define the SendGrid API key within a subuser account and the domain is authenticated under that same subuser account. The Send Email With Dynamic Template Action requires that the SendGrid API Key has the following scopes assigned: -1. Category Management: full -2. IP Management: full -3. IP Management: full -4. Template Engine: full +- Category Management: full +- IP Management: full +- IP Management: full +- Template Engine: full ## Additional details for the 'Upsert Contact' Action From e2449c030c2e6c70ddf97ac21020b49900451cd7 Mon Sep 17 00:00:00 2001 From: Joe Ayoub <45374896+joe-ayoub-segment@users.noreply.github.com> Date: Tue, 10 Dec 2024 12:03:38 +0000 Subject: [PATCH 08/14] Update src/connections/destinations/catalog/actions-sendgrid/index.md Co-authored-by: forstisabella <92472883+forstisabella@users.noreply.github.com> --- src/connections/destinations/catalog/actions-sendgrid/index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/connections/destinations/catalog/actions-sendgrid/index.md b/src/connections/destinations/catalog/actions-sendgrid/index.md index 068314d309..ab698fc5dd 100644 --- a/src/connections/destinations/catalog/actions-sendgrid/index.md +++ b/src/connections/destinations/catalog/actions-sendgrid/index.md @@ -49,6 +49,6 @@ For any other custom traits just add a Custom Field inside of SendGrid Marketing ### Recording userId 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. -### Sendgrid API Key +### SendGrid API Key The 'Upsert Contact' Action requires the Sendgrid API Key to have the following scopes assigned: 1. Marketing: full From 74fc79d73a5a21d4ffd031fc17d8ef2127924363 Mon Sep 17 00:00:00 2001 From: Joe Ayoub <45374896+joe-ayoub-segment@users.noreply.github.com> Date: Tue, 10 Dec 2024 12:03:45 +0000 Subject: [PATCH 09/14] Update src/connections/destinations/catalog/actions-sendgrid/index.md Co-authored-by: forstisabella <92472883+forstisabella@users.noreply.github.com> --- src/connections/destinations/catalog/actions-sendgrid/index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/connections/destinations/catalog/actions-sendgrid/index.md b/src/connections/destinations/catalog/actions-sendgrid/index.md index ab698fc5dd..07fa604b8b 100644 --- a/src/connections/destinations/catalog/actions-sendgrid/index.md +++ b/src/connections/destinations/catalog/actions-sendgrid/index.md @@ -36,7 +36,7 @@ Segment and SendGrid recommend that you define the SendGrid API key within a sub - IP Management: full - Template Engine: full -## Additional details for the 'Upsert Contact' Action +## Additional details for the Upsert Contact Action ### Recording Custom User Traits 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. From f558480f5ba3c2391ab9e5a9d77b3df92ecefdac Mon Sep 17 00:00:00 2001 From: Joe Ayoub <45374896+joe-ayoub-segment@users.noreply.github.com> Date: Tue, 10 Dec 2024 12:03:51 +0000 Subject: [PATCH 10/14] Update src/connections/destinations/catalog/actions-sendgrid/index.md Co-authored-by: forstisabella <92472883+forstisabella@users.noreply.github.com> --- src/connections/destinations/catalog/actions-sendgrid/index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/connections/destinations/catalog/actions-sendgrid/index.md b/src/connections/destinations/catalog/actions-sendgrid/index.md index 07fa604b8b..bf8d2b8f7d 100644 --- a/src/connections/destinations/catalog/actions-sendgrid/index.md +++ b/src/connections/destinations/catalog/actions-sendgrid/index.md @@ -50,5 +50,5 @@ For any other custom traits just add a Custom Field inside of SendGrid Marketing 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. ### SendGrid API Key -The 'Upsert Contact' Action requires the Sendgrid API Key to have the following scopes assigned: +The Upsert Contact Action requires the SendGrid API Key to have the following scopes: 1. Marketing: full From fe6c5ea29b62774da610f4c9449e0213c6a603f9 Mon Sep 17 00:00:00 2001 From: Joe Ayoub <45374896+joe-ayoub-segment@users.noreply.github.com> Date: Tue, 10 Dec 2024 12:03:58 +0000 Subject: [PATCH 11/14] Update src/connections/destinations/catalog/actions-sendgrid/index.md Co-authored-by: forstisabella <92472883+forstisabella@users.noreply.github.com> --- src/connections/destinations/catalog/actions-sendgrid/index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/connections/destinations/catalog/actions-sendgrid/index.md b/src/connections/destinations/catalog/actions-sendgrid/index.md index bf8d2b8f7d..0a6a27e8bc 100644 --- a/src/connections/destinations/catalog/actions-sendgrid/index.md +++ b/src/connections/destinations/catalog/actions-sendgrid/index.md @@ -51,4 +51,4 @@ To record a Segment userId in SendGrid Marketing Campaigns, you must pass the us ### SendGrid API Key The Upsert Contact Action requires the SendGrid API Key to have the following scopes: -1. Marketing: full +- Marketing: full From 24a9ee6936f58c8f73448a52057b773b49334d9e Mon Sep 17 00:00:00 2001 From: Joe Ayoub <45374896+joe-ayoub-segment@users.noreply.github.com> Date: Wed, 11 Dec 2024 14:42:24 +0000 Subject: [PATCH 12/14] Update src/connections/destinations/catalog/actions-sendgrid/index.md Co-authored-by: forstisabella <92472883+forstisabella@users.noreply.github.com> --- src/connections/destinations/catalog/actions-sendgrid/index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/connections/destinations/catalog/actions-sendgrid/index.md b/src/connections/destinations/catalog/actions-sendgrid/index.md index 0a6a27e8bc..d7da0b2594 100644 --- a/src/connections/destinations/catalog/actions-sendgrid/index.md +++ b/src/connections/destinations/catalog/actions-sendgrid/index.md @@ -29,7 +29,7 @@ The [Send Email With Dynamic Template](#send-email-with-dynamic-template) Action ### Contacts SendGrid sends emails to the email addresses you specify, even if they are not listed as Contacts in SendGrid Marketing Campaigns. -### Sendgrid API Key +### SendGrid API Key Segment and SendGrid recommend that you define the SendGrid API key within a subuser account and the domain is authenticated under that same subuser account. The Send Email With Dynamic Template Action requires that the SendGrid API Key has the following scopes assigned: - Category Management: full - IP Management: full From 16e5206c7daa728241b13c385bf6c747a1d17529 Mon Sep 17 00:00:00 2001 From: Joe Ayoub Date: Mon, 16 Dec 2024 15:32:15 +0000 Subject: [PATCH 13/14] removing duplicate scope --- src/connections/destinations/catalog/actions-sendgrid/index.md | 1 - 1 file changed, 1 deletion(-) diff --git a/src/connections/destinations/catalog/actions-sendgrid/index.md b/src/connections/destinations/catalog/actions-sendgrid/index.md index d7da0b2594..92c3b0e22b 100644 --- a/src/connections/destinations/catalog/actions-sendgrid/index.md +++ b/src/connections/destinations/catalog/actions-sendgrid/index.md @@ -33,7 +33,6 @@ SendGrid sends emails to the email addresses you specify, even if they are not l Segment and SendGrid recommend that you define the SendGrid API key within a subuser account and the domain is authenticated under that same subuser account. The Send Email With Dynamic Template Action requires that the SendGrid API Key has the following scopes assigned: - Category Management: full - IP Management: full -- IP Management: full - Template Engine: full ## Additional details for the Upsert Contact Action From 2e86729287107bdb46685c6673743a1c1f79dbb6 Mon Sep 17 00:00:00 2001 From: forstisabella <92472883+forstisabella@users.noreply.github.com> Date: Mon, 16 Dec 2024 11:52:26 -0500 Subject: [PATCH 14/14] update name --- .../catalog/actions-sendgrid/index.md | 18 +++++++++--------- 1 file changed, 9 insertions(+), 9 deletions(-) diff --git a/src/connections/destinations/catalog/actions-sendgrid/index.md b/src/connections/destinations/catalog/actions-sendgrid/index.md index 92c3b0e22b..102a99527b 100644 --- a/src/connections/destinations/catalog/actions-sendgrid/index.md +++ b/src/connections/destinations/catalog/actions-sendgrid/index.md @@ -1,5 +1,5 @@ --- -title: SendGrid Marketing Campaigns Destination +title: SendGrid Destination hide-boilerplate: true hide-dossier: true redirect_from: @@ -8,15 +8,15 @@ id: 631a6f32946dd8197e9cab66 --- -[SendGrid Marketing Campaigns](https://sendgrid.com/solutions/email-marketing/){:target="_blank”} provides email marketing automation for businesses. With Segment you can add contacts and lists to SendGrid Marketing Campaigns. +[SendGrid](https://sendgrid.com/solutions/email-marketing/){:target="_blank”} provides email marketing automation for businesses. With Segment you can add contacts and lists to SendGrid. ## Getting started 1. From the Segment web app, click **Catalog**, then click **Destinations**. 2. Find the Destinations Actions item in the left navigation, and click it. -3. Click **Configure SendGrid Marketing Campaigns**. -4. Select an existing Source to connect to SendGrid Marketing Campaigns (Actions). -5. In the destination settings, enter your SendGrid Marketing Campaigns “API key” into the connection settings. You should create a new API key for the Segment destination. You can read more about API keys on [Marketing Campaigns’s docs.](https://docs.sendgrid.com/ui/account-and-settings/api-keys){:target="_blank"} +3. Click **Configure SendGrid**. +4. Select an existing Source to connect to SendGrid. +5. In the destination settings, enter your SendGrid “API key” into the connection settings. You should create a new API key for the Segment destination. You can read more about API keys on [Marketing Campaigns’s docs.](https://docs.sendgrid.com/ui/account-and-settings/api-keys){:target="_blank"} {% include components/actions-fields.html %} @@ -27,10 +27,10 @@ id: 631a6f32946dd8197e9cab66 The [Send Email With Dynamic Template](#send-email-with-dynamic-template) Action can be used to send emails through SendGrid using [SendGrid Dynamic Templates](https://www.twilio.com/docs/sendgrid/ui/sending-email/how-to-send-an-email-with-dynamic-templates){:target="_blank”}. The Dynamic Template you use must already exist in SendGrid. Use the Action field [Dynamic Template Data](#dynamic-template-data) to populate values in the Dynamic Template. ### Contacts -SendGrid sends emails to the email addresses you specify, even if they are not listed as Contacts in SendGrid Marketing Campaigns. +SendGrid sends emails to the email addresses you specify, even if they are not listed as Contacts in SendGrid. ### SendGrid API Key -Segment and SendGrid recommend that you define the SendGrid API key within a subuser account and the domain is authenticated under that same subuser account. The Send Email With Dynamic Template Action requires that the SendGrid API Key has the following scopes assigned: +Segment and SendGrid recommend that you define the SendGrid API key within a subuser account and the domain is authenticated under that same subuser account. The Send Email With Dynamic Template Action requires that the SendGrid API Key has the following scopes assigned: - Category Management: full - IP Management: full - Template Engine: full @@ -43,10 +43,10 @@ If you want to view any other custom user traits in the Marketing Campaigns list ### Custom Fields 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. -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. +For any other custom traits just add a Custom Field inside of SendGrid with a tag that matches the key you are using in your identify call. ### Recording userId -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. +To record a Segment userId in SendGrid, 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. ### SendGrid API Key The Upsert Contact Action requires the SendGrid API Key to have the following scopes: