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.
Note that automations will only trigger to contacts who are added to an entry criteria list after the automation is set live. Contacts who you add to a list before the automation is set live will not receive any emails in the series.
You can add contacts to a list via CSV Upload or by creating a Signup Form to automatically send signups to a list.
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 with the SendGrid Automation beta to capture new contacts and add them directly to an Automation list. 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 enable contacts to access your signup form either by sending them a link hosted by SendGrid or by embedding it directly into your website.
The number of signup forms you can create is limited to 15.
To create a new signup form:
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 SendGrid or you can embed code on your website that displays your form as an iframe.
To share the code for your signup form:
Navigate to the signup form you want to share or embed.
Click the action menu and select Share Code.
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 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 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 blacklisted 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 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:
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:
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 Automation Contact APIs.