How to Upload Email List to Sendgrid

Create and Manage Contacts

The content on this page describes the experience in the latest version of Marketing Campaigns. If yous're using the legacy version of Marketing Campaigns, your experience may be different. To explore Marketing Campaigns plans and upgrade, click hither.

Add Contacts

Yous can add contacts to Marketing Campaigns by uploading CSV files, working with the the Twilio SendGrid user interface, deploying Signup Forms, and integrating with the Contacts API. Twilio SendGrid provides multiple ways to manage contacts and then that you lot can interact with Marketing Campaigns in the way that all-time fits your needs.

Annotation that automations will only trigger to contacts who are added to an entry criteria list after the automation is set alive. Contacts who you add together to a list before the automation is set alive volition not receive any emails in the serial.

Upload a CSV

Uploading a CSV file to Marketing Campaigns is one of the about common ways to import contacts.

Y'all tin can upload a CSV containing upwards to 1M contacts or 5GB of data, whichever is less.

1. Apply this CSV template to brand certain your upload is formatted correctly.
2. Navigate to Marketing > Contacts in the Twilio SendGrid App.
3. Click Add Contacts at the elevation correct corner of the page. So, select Upload CSV from the carte.
4. A page will load where you can choose whether to add your contacts to All Contacts, an existing contacts listing, or a new list you create.
5. Upload your CSV file by dragging and dropping it onto the upload box or past clicking the select a CSV file to upload.
6. Click Side by side: Review CSV Upload.
7. A new page will load where all fields related to your contacts are listed. You can see which fields don't take a corresponding reserved or system field.
8. For each unmapped field, either select a custom field from the drop-down or create a new custom field past clicking Create New Custom Field.
   1. You tin can also cull Skip Column for any fields you lot practise not want to map to your contacts.
9. When yous're done mapping the fields, click Adjacent: Add Contacts.
10. Your contacts are now queued to be uploaded. Depending on the number of contacts you added, it may accept some time before you come across the new contacts in your business relationship.

Once the CSV has processed, yous will receive a notification e-mail.

Add manually

Yous can add your contacts manually from the Contacts folio.

1. Navigate to Marketing > Contacts in the Twilio SendGrid App.
2. Click Add Contacts at the pinnacle right corner of the page. Then, select Manual Add together from the menu.
3. Choose whether to add your contacts to All Contacts, to an existing listing, or to a new list you create.
4. Add your contact's email address and any other data you have.
5. When you're done, click Add together Contacts.

Create a signup grade

You lot can use Signup Forms to capture new contacts and add them directly to Marketing Campaigns. You lot can embed your forms direct into webpages using an <iframe>. Forms tin can besides be shared using a Twilio SendGrid-hosted link, making them a great fashion to grow your lists by engaging customers wherever they are.

You can create equally many as 15 Signup Forms, allowing yous to deploy lists and segment contacts in the means that best suite your business concern needs.

If you add contacts using a list that's interim as the entry criteria for a live automation, the new contacts volition automatically receive any emails you've created as function of that automation.

To create a new signup class:

1. Navigate to Marketing > Signup Forms in the Twilio SendGrid App.
2. Click Create a Signup Course.

3. A folio will load with configuration tabs and a preview of the form. On the Settings tab, add together a Form Proper noun.
4. You tin can populate the Add contacts to field with whatsoever of your contacts lists, including All Contacts.
5. Next, add a Confirmation Message. This field contains the text that contacts will see once they've submitted the form.

6. Navigate to the Build tab to add fields to the form itself.

• The Build tab allows you lot to label your course by setting a Header. You tin can too add together any Intro Copy that might help customers understand the purpose of your form.
• The Build tab besides provides the opportunity to add Reserved Fields and Custom Fields to the form. This means you lot can collect helpful information almost new contacts at the time of signup. Expand the Reserved Fields and Custom Fields menus, and select any fields you desire to include — they will appear in the form preview beside the Build tab.

If a contact (defined past a unique email address) already exists in your contact database, any new or updated data volition exist reflected on that existing contact.

7. You lot can change the look of your form using the Styles tab. In addition to modifying fonts and colors, you tin can change the button styles and the width of the grade.
8. Once you are happy with the grade, select Save & Utilize.

Once your form has been created, you can share it past embedding it into your own webpages or by providing customers with a straight link to the grade. The link is hosted by Twilio SendGrid. If you cull to embed your form, it will be hosted in an <iframe>.

To share the code for your signup form:

1. Navigate to the signup grade you want to share or embed.
2. Click the action menu and select Share Code.

3. A modal will open where you can copy either the direct link to the Twilio SendGrid-hosted form — titled, Landing Page — or the embeddable <iframe> code — titled, Directly Embed.

• The Landing Folio link tin can be pasted anywhere, including in an email or on a social media site.
• The Direct Embed lawmaking can exist pasted into the HTML of your website wherever you lot want to display the form.

You lot can also observe the options to share the signup class in the form editor by clicking Share Code in the top correct corner of the editor.

Manage signup forms

Using the action carte on the Signup Forms folio y'all tin can edit, indistinguishable, or delete existing signup forms.

Because of the <iframe> engineering science used to create the signup grade, the grade dynamically updates on the page or pages where you have the form embedded anytime y'all edit a form and click Save & Utilise.

Manage Contacts

Managing contacts is an integral function of your Marketing Campaigns lifecycle. Yous can create lists for contacts every bit well equally view and edit each individual contact inside your contacts database.

Viewing a contact

To view a specific contact profile, search your contact database from the search field on the Marketing > Contacts page in the Twilio SendGrid App. Y'all tin can likewise search a specific list or your All Contacts list. In one case you have located the contact, click the contact'due south email accost. You volition be able to view the email, appointment information, profile data, custom fields, and list associations in a particular view for the contact.

Searches are instance doubter but must be done using a whole email address that includes an @ and any top-level domain like .com or .io.

To view any custom fields you accept assigned to this contact, or to view whatever lists that you have added this contact to, you lot can flip through the Reserved Fields, Custom Fields, and Associated Lists tabs in the contact's detail view. You may view all custom fields at once, or you can filter custom fields by the following types: "Text", "Date," and "Number".

Editing a contact

When viewing a contact, click whatsoever of the Edit buttons (pencil icon) to edit the contact's information within that section. This includes the Twilio SendGrid-provided reserved fields, whatever custom fields you lot've added for the contact, and whatsoever lists the contact is associated with. You cannot edit the reserved email field because it is the key manner Twilio SendGrid identifies the contact equally unique.

To edit the associated lists for your contact:

1. Select the Associated Lists tab.
2. Click Add together to list.
3. A menu volition open where you can select ane of your lists.
4. Click Add.

Managing your list

Sending to a well-managed address list can drastically improve your delivery. We have put together some simple steps and guidelines that will meliorate whatever sender's list, including the procedure to delete lists, delete contacts from lists, and delete contacts from your account entirely.

• Suppressions
• Delete unusable contacts
• Delete a contacts listing
• Delete all contacts

Identifying Suppressions

Twilio SendGrid provides several dissimilar Suppressions lists. A suppression is the action a sender takes when choosing not to send email to an address. This action is commonly initiated when a recipient has unsubscribed from your messages or a recipient's email provider has rejected emails sent to the address.

• Global Unsubscribes - Addresses on this list are opted out of all mail.
• Bounces - Addresses that have failed to deliver to the recipient'south inbox. In one case an address has been added to this list, nosotros do not attempt to deliver further messages to it. We volition instead drop them to protect your external reputation.
• Spam Reports - Addresses that take marked your mail every bit spam.
• Blocks - Addresses that have blocked your mail temporarily, usually due to factors like a denied IP address. You tin can try to resend to these addresses.
• Invalid - Addresses on this list are malformed and do not have a valid email address construction. (Ex. info.sendgrid.com, info@sendgridcom, info @ sendgrid.com)

Emails sent to addresses listed in the Bounces, Invalid, Spam Reports, Group Unsubscribes, and Global Unsubscribes lists are automatically dropped past Twilio SendGrid. Feel free to remove these addresses from your lists to save money and time.

Each electronic mail you lot attempt to send to a suppressed address volition consume i e-mail from your account.

Delete unusable contacts

It is mutual to have contacts that outcome in a group unsubscribe, block, bounce, invalid email accost, or spam study. Attempting to ship e-mail to these contacts can negatively bear upon your reputation since these contacts do non want to (and will not) receive your marketing emails.

To remove all of your unusable Marketing Campaigns contacts:

1. When viewing your dashboard, navigate to the left-mitt menu and click Suppressions.
2. Open a specific group, such as Bounces or Spam Reports, and click the action menu (gear wheel) in the upper correct corner. Then select Download every bit CSV.
3. Repeat the previous step for each of the groups that you desire to remove and merge each of those lists into a single CSV file.
   1. Yous will merge the CSVs in your software of option outside of the Twilio SendGrid App.
4. Render to your dashboard, navigate to the left-paw menu, and select Marketing > Contacts.
5. In the upper correct corner, click Add Contacts and select Upload CSV from the dropdown menu.
6. A new page volition load where you can select Add Contacts to a new list. Name the new list something obvious to yous similar "Remove Invalid Emails."
7. Either drag and drib your CSV file into the upload box or select select a CSV file to upload and click Next: Review CSV Upload.
8. You will now exist asked to map fields to columns for your contacts. Yous may have fields without pre-existing columns such as reason that are returned in the CSV reports. Select Skip Column for these fields. And so, select Next: Add Contacts.
9. Your contacts will now be added to the new list. This may take some time depending on the number of contacts.
10. Once your listing is populated with the contacts, you will see a Count associated with the listing on the Marketing > Contacts page.
11. From the Marketing > Contacts page, click the activity bill of fare (3 dots) to the right of your newly created listing and select Delete This List.
12. A modal will load asking if you want to delete the list only or the list and its associated contacts. Check the box indicating you desire to permanently delete "all <Number> contacts associated with this list."
13. In one case you take selected the correct radio button in the modal, the confirmation button text will modify to reflect your choice. Select Delete This Listing and All <Number> Contacts.
14. Your new list and all associated contacts volition at present be queued for deletion. Your contact count may have some time to update.

Delete a contacts list

There are two methods to delete a contacts list — 1 in which only a specific list or segment will be deleted and the contacts volition remain in All Contacts, and ane in which yous tin delete a list or segment and ALL associated contacts.

When yous delete a contact, all stats related to that contact will also exist removed.

To remove a listing or segment but keep the contacts in All Contacts:

1. Navigate to Marketing > Contacts page in the Twilio SendGrid App.
2. Click the action carte (three dots) to the right of your list or segment.
3. A bill of fare volition exist displayed where you can select Delete This Listing or Delete This Segment.
4. A modal volition load asking if y'all want to delete the list just or the list and its associated contacts. Bank check the box indicating you desire to "But delete this list and keep contacts associated with this list."
5. One time you have selected the correct radio button in the modal, select Delete This Listing.
6. Your list volition now exist deleted, but the list's associated contacts will remain in your All Contacts list.

To remove a list or segment and ALL associated contacts:

1. Navigate to Marketing > Contacts folio in the Twilio SendGrid App.
2. Click the activity card (3 dots) to the correct of your list or segment.
3. A carte du jour will exist displayed where you can select Delete This List or Delete This Segment.
4. A modal will load asking if y'all want to delete the list only or the list and its associated contacts. Check the box indicating you want to permanently delete "all <Number> contacts associated with this list."
5. Once y'all have selected the right radio button in the modal, the confirmation button text will change to reflect your choice. Select Delete This Listing and All <Number> Contacts.
6. Your list and all associated contacts volition now be queued for deletion. Your contact count may take some time to update.

To remove one or more contacts from your business relationship entirely:

1. Navigate to the All Contacts list from the Marketing > Contacts page in the Twilio SendGrid App.
2. Search for the contact you want to delete.
3. Click the Delete This Contact button (trash can icon) to the right of the contact.
4. A modal will load asking yous to confirm the deletion. Select Delete This Contact to permanently delete the contact from your account.

Use this to permanently delete your recipients from all of your contact lists and all segments if required by applicative law.

Delete all contacts

To delete all of your contacts at once:

1. Navigate to Marketing > Contacts page in the Twilio SendGrid App.
2. Click the action menu (three dots) to the right of the All Contacts listing.
3. A menu will brandish where yous tin select Delete All Contacts.
4. Once you select Delete All Contacts, a confirmation modal will load.
5. Type "Delete All Contacts" in the modal'south form field to activate the Delete All Contacts button.
6. Select Delete All Contacts to permanently delete all contacts from your business relationship.

Edit or Remove Contacts from a list

To manage your contacts and lists more efficiently, you lot can edit your lists and contacts from the Contacts page.

To edit a contact:

1. Navigate to Marketing > Contacts page in the Twilio SendGrid App and search for the contact you desire to edit.
2. Click the email address of the contact you lot wish to edit. This takes you to the contact's detail folio.
3. To edit any of the profile fields, click on the Edit button (pencil icon) to the right of the field.
4. One time y'all take finished making all of your changes, click Salve.

To delete a contact from your account:

1. Navigate to Marketing > Contacts page in the Twilio SendGrid App.
2. Search for the contact y'all want to edit.
3. Once the contact is found, you can either click the Delete This Contact push. (trash icon) or click on the email address to see the contact'southward detail folio. From the detail page, click the Delete push at the peak-right of the page.
4. If you are deleting the contact from a specific list and not All Contacts, click Remove Contact. If you are deleting the contact from the account, select Permanently delete this contact from my account.

To remove a contact from a list:

1. Navigate to Marketing > Contacts folio in the Twilio SendGrid App and search for the contact you want to edit.
2. Click the electronic mail address of the contact y'all wish to edit. This takes y'all to the contact'southward detail page.
3. Click the Associated Lists tab.
4. Discover the list you want to remove the contact from and click Remove from list (trash icon) to the right side of the list.
5. When you see "Are you sure y'all want to remove this contact?" click Remove List.
6. The contact will no longer be acquaintance with the list.

Contacts that are deleted from your SendGrid account are removed compliantly, according to GDPR. Click here for more data on GDPR.

Export contacts

To view the contents of a contact list, yous can export the list to a CSV and download it to your computer.

To export contacts:

1. Navigate to Marketing > Contacts page in the Twilio SendGrid App.
2. Locate the contact list you want to export and click the action menu (three dots) to the correct of the list.
3. Select Export. This volition initiate an export.
   1. You will receive an electronic mail when your export is set to be downloaded.
4. Navigate to the The Active Exports page in the Twilio SendGrid App.
5. You will see a list of all current and previous exports that are ready for download.
6. From hither, you can find the exported contacts list and select Download CSV.

Exported CSV files are merely available for download for 72 hours later on the export is initialized.

Contact Management APIs

Yous can integrate with the Contact Management APIs to create and update lists, add contacts, manage reserved field data, export contact lists, and pull data about your contacts and lists. Learn more through the documentation for the Marketing Campaigns Contact APIs.

Boosted Resources

Need some aid?

Nosotros all do sometimes; code is hard. Get aid at present from our back up team, or lean on the wisdom of the crowd browsing the SendGrid tag on Stack Overflow.

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Source: https://docs.sendgrid.com/ui/managing-contacts/create-and-manage-contacts

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