Synchronize contacts

Overview

In this destination service, DinMo will export and update attributes in the contacts table, and, optionally, insert new contacts.

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 and their attributes that will be updated in SendGrid. 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:

• If you ticked the insert mode option, all new contacts in the segment will be inserted as a contact in SendGrid

• All attributes values that have changed since the last activation will be updated in SendGrid

If you chose not to insert new contacts, only users of the segment who have an email address linked to a SendGrid contact will be updated.

Destination setup

To start synchronizing contacts, 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

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.

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

Fields mapping

In the Fields mapping section, you are asked to specify the field contained in your DinMo segment corresponding to the email address of the user (it must be in clear text). This field will be used to link the segment's records to existing contacts in SendGrid.

You can then map any other attribute existing in SendGrid. These attributes will then be updated by DinMo during each activation. Non mapped attributes will not be modified by DinMo.

Custom Attributes

In this section, any field you select will be exported as a new custom attribute in SendGrid. The associated field will have the same name in SendGrid and DinMo.

The values of the attributes selected here will then also be updated at each activation.