Export segments to SendGrid (preview)
[This article is prerelease documentation and is subject to change.]
Export segments of unified customer profiles to SendGrid contact lists and use them for campaigns and email marketing in SendGrid.
Prerequisites
- A SendGrid account and corresponding administrator credentials.
- Existing contact lists in SendGrid and the corresponding IDs.
- A SendGrid API key.
- Configured segments.
- Unified customer profiles in the exported segments contain a field representing an email address.
Known limitations
- Private link in combination with Bring your own storage (BYOS) is not supported.
- Up to 100,000 customer profiles in total to SendGrid, which can take up to a few hours to complete. The number of customer profiles that you can export to SendGrid depends on your contract with SendGrid.
- Segments only.
Set up connection to SendGrid
You must be an administrator in Customer Insights to add a connection.
Go to Settings > Connections.
Select Add connection and choose SendGrid.
Give your connection a recognizable name in the Display name field. The name and the type of the connection describe this connection. We recommend choosing a name that explains the purpose and target of the connection.
Choose who can use this connection. By default, it's only administrators. For more information, see Allow contributors to use a connection for exports.
Enter your SendGrid API key.
Review the data privacy and compliance and select I agree.
Select Connect to initialize the connection.
Select Add yourself as export user and provide your Dynamics 365 Customer Insights - Data credentials.
Select Save to complete the connection.
Configure an export
To configure this export, you must have permission for this connection type.
Go to Data > Exports.
Select Add export.
In the Connection for export field, choose a connection from the SendGrid section. Contact an administrator if no connection is available.
Enter a name for the export.
Enter your SendGrid list ID.
In the Data matching section, in the Email field, select the field that represents a customer's email address.
Optionally, select fields such as First name, Last name, Country/Region, State, City, and Post code.
Select the segments you want to export following the known limitations.
Select Save.
Saving an export doesn't run the export immediately. The export runs with every scheduled refresh. You can also export data on demand.