Sendgrid Marketing Campaigns

Overview

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

note

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

4. 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

Field	Description
email	E-mail address
first_name	Contact first name
last_name	Contact last name
customer_company	Company name
customer_iso_currency_code	3-character ISO 4217 currency code
customer_status	Customer status (e.g. "Active", "Overdue", etc.)
customer_sales_rep	Customer sales rep name
customer_billing_state	Customer billing address state
customer_billing_post_code	Customer billing address postal code
customer_billing_country	Customer billing address country
customer_external_key	Customer external key
contact_title	Contact title
contact_full_name	Contact first and last name