Supported syncing
For more information about sync modes, refer to the sync modes docs.
Connect to SendGrid
Go to the Destinations overview page and click the Add destination button. Select SendGrid and click Continue. You can then authenticate Hightouch to SendGrid by entering a SendGrid API Key. To create an API Key in SendGrid, follow the steps outlined in the SendGrid documentation.Permissions
The permissions the API key needs depend on what you plan on syncing.Sync configuration
Once you’ve set up your SendGrid destination and have a model to pull data from, you can set up your sync configuration to begin syncing data. Go to the Syncs overview page and click the Add sync button to begin. Then, select the relevant model and the SendGrid destination you want to sync to.Syncing contacts
Upsert is the only available sync mode for the SendGrid destination. Use this sync mode to update existing contacts and insert new ones into SendGrid.Record matching
To match rows from your model to contacts in SendGrid, you need to select the model column that contains your contacts’ email.SendGrid’s
email field is case-sensitive. Make sure the emails in your model
follow a case convention, for example, all lowercase, to avoid duplicate
contacts. For example, if your model has contact data for the email addresses
john@example.com and John@example.com, this would create two separate
contacts.Field mapping
You can sync columns from your model to SendGrid default and custom fields.Sending mail
Mail syncs send one transactional email per row in your model using SendGrid’s Mail Send API. Enter the email address, and optionally the name, that emails should be sent from. Then choose whether to send with a SendGrid template or with content you provide in the sync. You can also select an unsubscribe group so recipients can opt out of similar emails.Personalization fields
Map columns from your model, or static values, to the fields SendGrid uses to personalize each email.To copy the same address on every email, for example a shared team inbox, map
BCC or CC to a static value containing that email address. You don’t
need an array column to send to a single recipient.
Mail and tracking settings
Under Advanced options, you can bypass SendGrid’s list, spam, bounce, and unsubscribe management, add a custom footer, and enable sandbox mode. You can also turn on click, open, subscription, and Google Analytics tracking. These options map to themail_settings and tracking_settings objects in the Mail Send API.
Tips and troubleshooting
To see the exact API requests and responses from each sync run, use the live debugger. To get notified by Slack, PagerDuty, SMS, or email when a sync fails, set up sync alerts. If you run into an issue this page doesn’t cover, .Common errors
Invalid list id
When you run a sync to SendGrid for the first time, Hightouch creates a new contact list. You can find this list on the Contact Lists page in your SendGrid workspace. If you delete this contact list, future sync runs will reject all rows with theinvalid list id error.
To resolve this issue, create a new sync. This allows Hightouch to create a new contact list, which must exist for the sync to run successfully.