Configure campaigns for SendGrid

SendGrid is Twilio’s email platform. Marketers use it to manage contact lists and send email campaigns.

Use Amperity to manage audience lists in SendGrid. Build a campaign using the email field, and then send the results of that campaign to SendGrid.

Amperity adds and removes contacts on a named SendGrid marketing list, keyed on email. Each run sends only the additions and removals since the previous run, not the full audience. Email addresses are lowercased before they are sent, and contacts are matched case-insensitively. If the named list does not already exist, Amperity creates it.

Amperity sends only the email address for each contact. You can include the external_id field in your campaign and it is accepted by the schema, but it is not sent to SendGrid in this phase.

Note

This destination uses the SendGrid Marketing Contacts API .

Beta

The SendGrid connector is currently in beta. Contact your Amperity representative to learn more.

Note

SendGrid adds contacts asynchronously: Amperity submits each batch as an import job and waits for it to finish processing. Contact removals are submitted as a separate job that SendGrid does not report status for, so Amperity reports removals as succeeded once they are submitted, not confirmed. To verify a send, check the contacts in the SendGrid dashboard.

Caution

A run can partially succeed. If SendGrid rejects individual contacts during an import (for example, invalid email addresses), those contacts are counted as failed rows while the rest of the run completes.

Note

Amperity sends contacts at a conservative rate of approximately three requests per second and in batches of up to 10,000 contacts. This rate is an Amperity-side limit, not a published SendGrid Marketing Contacts API limit.

Get details

Review the following details before configuring credentials for SendGrid and before configuring Amperity to send email lists to SendGrid.

	Credential settings API key Required The API key for SendGrid. This key must have the following scopes: Marketing > Contacts (read and write) and User > Profile (read). Tip Create the API key in SendGrid with the required scopes: Marketing > Contacts (read and write) and User > Profile (read).
	Required configuration settings Audience primary key Required The primary key for the audience. Set to “email”. List name The name of the SendGrid list to which Amperity will send audience members. Amperity matches this to an existing list by exact name; if no list with that exact name exists, Amperity creates one. A different or changed name creates a new list rather than updating the existing one.
	A campaign that outputs the fields that must be mapped to the SendGrid audience.

Configure credentials

Configure credentials for SendGrid before adding a destination.

An individual with access to SendGrid should use SnapPass to securely share “API Key” details with the individual who configures Amperity.

To configure credentials for SendGrid

	From the Settings page, select the Credentials tab, and then click the Add credential button.
	In the Credentials settings dialog box, do the following: From the Plugin dropdown, select SendGrid. Assign the credential a name and description that ensures other users of Amperity can recognize when to use this destination.
	The settings that are available for a credential vary by credential type. For the “sendgrid” credential type, configure settings, and then click Save. API key Required The API key for SendGrid. This key must have the following scopes: Marketing > Contacts (read and write) and User > Profile (read).

Add destination

Use a sandbox to configure a destination for SendGrid. Before promoting your changes, send a sample audience, and then verify the results in SendGrid. After verifying the end-to-end workflow, push the destination from the sandbox to production.

To add a destination for SendGrid

	Open the Destinations page, select the New destinations button, and then select Campaign. To configure a campaign for SendGrid, do one of the following: Click the row in which SendGrid is located. Destinations list alphabetically and you can scroll up and down the list. Search for SendGrid. Start typing “send”. The list filters to show only matching destinations. Select “SendGrid”.
	Select the credential for SendGrid from the Credential dropdown, and then click Continue. Tip Amperity validates the connection when the destination is saved. If the connection cannot be validated, an error is shown and the destination is not saved.
	In the “Destination settings” dialog box, assign the destination a name and description that ensures other users of Amperity can recognize when to use this destination. Configure business user access By default a destination is available to all users who have permission to view personally identifiable information (PII). Enable the Admin only checkbox to restrict access to only users assigned to the Datagrid Operator and Datagrid Administrator policies. Enable the PII setting checkbox to allow limited access to PII for this destination. Use the Restrict PII access policy option to prevent users from viewing data marked as PII anywhere in Amperity and from sending data to downstream workflows.
	Configure the following settings, and then click “Save”. Audience primary key The primary key for the audience. Set to “email”. Campaign file settings Under Campaign settings select one of the following: Send audience list as separate files This option sends a standalone file for each treatment group sending an audience to SendGrid. Send audience lists as a single file This option consolidates all treatment groups into a single file before sending the audience to SendGrid. List name (Required at orchestration) The name of the SendGrid list to which Amperity will send audience members. Amperity matches this to an existing list by exact name; if no list with that exact name exists, Amperity creates one. A different or changed name creates a new list rather than updating the existing one.
	After configuring this destination users may send campaigns to SendGrid.
	Validate the audience with SendGrid by using a sample audience with a very small membership. For example: 10 or 100 members or the minimum audience size recommended by SendGrid. Send the sample audience to SendGrid and verify the sample audience is correct in SendGrid. Make adjustments if necessary. Only send full audiences after validation is complete.