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Sendgrid Marketing Campaigns

ChargeOver's integration with SendGrid lets you push contacts from ChargeOver to your SendGrid marketing campaign contact lists.

In SendGrid

Create Contacts List

  1. Log in to your SendGrid account
  2. Click on Marketing Campaigns then Contacts
  3. Select 'Add contact and include in a new list' & name the list

In order to create the list, you must create the first contact in the list.

  1. Click Save Contact

After that, you will be redirected to your Contact Lists page and your new contact list should be listed.

If you already have contact lists configured in your SendGrid account, then you can select the list you want to send in the next steps.

Next, we'll need to connect SendGrid with ChargeOver.

Find SendGrid API Key

  1. Open your SendGrid account
  2. Navigate to Settings then API Keys
  3. Click 'Create API Key' in top right corner

You will need full access to marketing campaigns.

In ChargeOver

  1. Find 'SendGrid Contacts' under Apps & Integrations
  2. Copy the API key from the steps above into the API key field
  3. Click Save
  4. Select the contact list you'd like to sync & click Save

Fields ChargeOver Sends to SendGrid Contacts

emailE-mail address
first_nameContact first name
last_nameContact last name
customer_companyCompany name
customer_iso_currency_code3-character ISO 4217 currency code
customer_statusCustomer status (e.g. "Active", "Overdue", etc.)
customer_sales_repCustomer sales rep name
customer_billing_stateCustomer billing address state
customer_billing_post_codeCustomer billing address postal code
customer_billing_countryCustomer billing address country
customer_external_keyCustomer external key
contact_titleContact title
contact_full_nameContact first and last name