The content on this page describes the experience in the latest version of Marketing Campaigns. If you’re using the legacy version of Marketing Campaigns, your experience may be different. To explore Marketing Campaigns plans and upgrade, click here.
You can add contacts to Marketing Campaigns by uploading a CSV, manually via the UI, using a Signup Form, or by integrating with the Contacts API.
A common way to add contacts is to upload a CSV and map your data to custom fields.
You can upload a CSV containing up to 1M contacts or 5MB of data, whichever is less.
Once the CSV has processed, you will receive a notification email.
You can add your contacts manually including alternate email addresses, addresses and names from the Contacts page.
Use Signup Forms to capture new contacts and add them directly to Marketing Campaigns. You can choose to add them to All Contacts, or to a specific list. You can create up to 15 Signup Forms.
If the list you add them to is acting as the entry criteria for a live automation, the new contact will automatically receive any emails you’ve created as part of that automation.
You can invite contacts to sign up to hear from you by sharing your signup form either by sending them a link hosted by Twilio SendGrid or by embedding it directly into your website.
To create a new signup form:
If a contact (defined by a unique email address) already exists in your contact database, any new or updated data will be reflected on that existing contact.
Using the action menu on the Signup Forms page you can edit, duplicate, or delete existing signup forms.
Because of the iframe technology used to create the signup form, the form dynamically updates on the page or pages where you have the form embedded anytime you edit a form and click Save & Apply.
To make your form accessible to new contacts, you can either send them a link hosted by Twilio SendGrid or you can embed code on your website that displays your form as an iframe.
To share the code for your signup form:
On the Integrate Form modal, copy either the Landing Page or Direct Embed link.
You can also find the options to share the signup form in the form editor by clicking Share Code in the top-right corner of the editor.
Managing contacts is an integral part of your Marketing Campaigns lifecycle. You can create lists for contacts, as well as view and edit each individual contact within your contact database.
To view a specific contact profile, find the contact in one of your lists by searching your contact database. Then, click the contact’s email address. You will then be able to view the email, engagement data, profile information, custom fields, and list associations for this contact.
Searches are case agnostic but must be done using a whole email address that includes an "@" and any top-level domain like ".com" or ".io".
To view any custom fields you have assigned to this contact, or to view any lists that you have added this contact to, you may flip through the tabs beneath the Contact Details. You may either view all custom fields at once, or you can filter them by the following types: “Text”, “Date”, and “Number”.
When you are viewing a contact, click any of the Edit buttons in the Contact Fields tab to edit the contact's information within that section. This includes the Twilio SendGrid provided reserved fields, except email, any custom fields you’ve added for this contact, and any lists the contact is associated with.
To edit the associated lists for your contact:
Sending to a well-managed address list can drastically improve your delivery. We have put together some simple steps and guidelines that will improve any senders list.
In your Twilio SendGrid Account are different Suppressions lists.
Global Unsubscribes - Addresses on this list are opted out of all mail.
Bounces - Addresses that have failed to deliver to the recipient's inbox. Once an address has been added to this list, we do not attempt to deliver further messages to it. We will instead Drop them to protect your external reputation.
Spam Reports - Addresses that have marked your mail as spam.
Blocks - Addresses that have blocked your mail temporarily, usually due to factors like a denied IP address. You can attempt to resend to these addresses.
Invalid - Addresses on this list are malformed and do not have a valid email address structure. (Ex. info.sendgrid.com, info@sendgridcom, info @ sendgrid.com)
Emails sent to addresses listed in the Bounce, invalid, Spam, and Unsubscribe list are automatically dropped by Twilio SendGrid. Feel free to remove these addresses from your lists to save money and time.
It is common to have contacts that result in a group unsubscribe, block, bounce, invalid email address, or spam report. Attempting to send email to these contacts can negatively impact your reputation since these contacts do not want to (and will not) receive your marketing emails.
To remove all of your unusable Marketing Campaigns contacts:
There are two methods to delete contacts; one in which only a specific list or segment will be deleted and the contacts will remain in All Contacts, and the second in which you can delete a list or segment and ALL associated contacts.
When you delete a contact, all stats related to that contact will also be removed.
To remove a list or segment, but keep the contacts in All Contacts:
To remove a list or segment, and ALL associated contacts:
To remove one or more contacts from a list:
Use this to permanently delete your recipients from all of your contact lists and all segments if required by applicable law.
To delete all of your contacts at once:
To manage your contact lists more efficiently, you can edit and remove contact lists from the Contacts page.
To edit a contact:
To delete a contact from your account:
To remove a contact from a list:
Contacts that are deleted from your SendGrid account are removed compliantly, according to GDPR. Click here for more information on GDPR.
To view the contents of a contact list, you can export the list to a CSV and download it to your computer.
To export contacts:
Exported CSV files are only available for download for 72 hours after the export is initialized.
You can integrate with the Contact Management APIs to create and update lists, add contacts, manage reserved field data, export contact lists, and pull data about your contacts and lists. Learn more through the documentation for the Marketing Campaigns Contact APIs.
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