Export contact lists

Overview

In this destination service, DinMo will create lists of contacts and keep them up to date in SendGrid.

To do so, you will need to go through these three steps:

• Creating a SendGrid destination. Refer to the corresponding section for more info.

• Creating a user segment composed of all the users that will populate your SendGrid contact list. Refer to this step-by-step tutorial to learn how to build segments without SQL in DinMo.

• Activating the segment to the SendGrid destination to start sending data. Refer to the corresponding section for more info.

Each time the activation will be running:

• Any new user entering your DinMo segment will be added to your SendGrid list

• Any user leaving your DinMo segment will be removed from your SendGrid list

Note that only users who have an email linked to a SendGrid contact will be present in your SendGrid list. In this service, DinMo will not create new contacts in SendGrid.

Destination setup

To start exporting lists, you are first required to create a SendGrid destination with the corresponding destination service.

Learn how to create such a destination in our step-by-step tutorial

Optional: Setup default activation settings

At the end of the destination creation, you will be proposed to setup Default Activation Settings. This step is optional, but is highly recommended to facilitate the activation process.

By configuring default settings, synchronizing all your contacts lists to SendGrid will just take one click. Without default settings, you will be required to go through the configuration each time you activate a new segment.

Note that even if you setup default settings, you will still be able to adjust activation settings for each of your activations if you wish to.

Refer to the Activation configuration section for more info about the default settings configuration process.

Activation configuration

Once the destination has been setup, and your DinMo segment created, you can create an activation to start sending data to SendGrid right away. The segment will be exported as a contact list in SendGrid.

Learn how to activate a segment in our step-by-step tutorial

Activation Name and Description

In this section, the name you enter will be the name given to the list created in SendGrid.

By default, and if you activate your segment using the default activation settings, the name of the list will be the DinMo segment name.

Fields mapping

In the Fields mapping section, you are asked to specify which field corresponds to the email address of the users of the segment.

Scheduling

In this section, specify how often the list should be updated in SendGrid. Every time the list is updated:

• Any new user having entered your DinMo segment since the last update will be added to your list, if and only if this user is already an existing SendGrid contact

• Any user having left your DinMo segment since the last update will be removed from your list