Note: You'll need a quiz to follow these steps.
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Steps for this integration:
Find your SendGrid API credentials
Connect SendGrid to your Interact app
Map Interact triggers to Sendgrid actions
Map form fields to Sendgrid Contact fields
Find your SendGrid API credentials:
Step 1: Log in to your SendGrid account and navigate to Settings
Then go to API Keys in the dropdown menu located in the left sidebar.
Step 2: click Create API Key.
It is recommended to create a new SendGrid API Key to use with Interact. To create a new API Key,
Step 3: Enter an API Key Name and choose proper API Key Permissions.
Choose Full Access.
If choosing Restricted Access, be sure to add Full Access for Marketing Campaigns.
Step 4: Click Create & View.
In the next screen, you will find your API Key. Copy the API Key (this will only be shown to you once!) and save it somewhere safe for your reference.
Connect SendGrid to your Interact app:
Step 1: Turn on "lead generation" on the Interact app builder left sidebar.
To create your Opt-In Form, select the Contact Field information you would like to collect from your quiz takers
Scroll down to customize your Opt-In Form (The Opt-In Form will appear after your quiz taker answers the last quiz question but before receiving the Quiz Result)
Click "Save & Continue " when finished with your Opt-In Form.
Step 2: Under Connect your email list, choose Omnisend from the list of integrations.
Step 3: Authorize SendGrid to Interact.
Copy and paste your SendGrid API Key and click Connect API.
Step 4: Ensure the connection is successful
Upon entering credentials and allowing access you should get a green "connected account" check mark. This verifies that it has been connected and you can move on to the next step.
Map Interact Triggers to SendGrid Actions:
Step 1: Under "Results", click the Add Action button.
In the following steps, you will have the chance to map a set of SendGrid actions to individual Interact triggers. A trigger can be, for example, when a quiz taker receives a specific quiz result or answers a specific quiz answer.
You will set a Trigger for each Quiz Result.
When a quiz taker takes the quiz and receives the specific Quiz Result this will Trigger the following Actions.
Step 2: In the slideout menu, you will see a list of available actions to run in SendGrid. The available actions are:
The available actions are:
Add to Contact List: Choose a SendGrid contact list from the dropdown to add new contacts to a specific SendGrid contact list. Example: For a quiz result trigger, you could connect different results to different contact lists to send autoresponders specific to the quiz result your customers received.
Update Custom Field: Choose a SendGrid custom field from the dropdown to update the contact field for new contacts with a specific value. The value will auto-populate with the trigger name, but you can customize this with any value you want. Example: For a quiz result trigger, you could choose the SendGrid custom field "Quiz Result Title" from the dropdown and populate the field with the quiz result title for your quiz.
Step 3: Once finished with one trigger, you can select a different trigger from the left sidebar.
When you have set all triggers that you need for your specific setup, be sure to click Save & Continue.
Step 4: *Optional* you are taken to "Answers".
If desired, repeat steps 1, 2, and 3 to set a Trigger for specific Quiz Answers. When a quiz taker takes the quiz and chooses the specific quiz answer this will Trigger the following Actions. When you have set all the triggers you need for your specific setup, click Save & Continue.
You can also skip this step and click "Save and Continue.
Map Form Fields to SendGrid Contact Fields
Step 1: Here you will find an overview of the way your opt-in form fields are connected to SendGrid contact fields.
All fields are list-specific, meaning we list out all connected contact lists and their associated fields. You will map custom fields on a per-list basis. Default fields (cannot be changed): Email, First Name, Last Name.
Step 2: For all other fields, choose one contact field from the dropdown that you would like to populate with the form value.
Example: mapping Company Name to "Custom Field 1" will populate the value inputted for Company Name into the SendGrid custom field "Custom Field 1".
Step 3: When finished with mapping your form fields, be sure to click Save & Continue.
If you find you need to make changes, you may edit the integration settings at any time.
Step 4: Test Integration
Select Test Integration to test your Integration to Aweber. When it is successful, hit Publish on your quiz.
IMPORTANT: If your quiz is already published and embedded, any changes made to the integrations will require you to publish your quiz after changes have been saved.
Frequently Asked Questions
Will existing SendGrid contacts be updated?
Yes, existing SendGrid contacts will be updated with updated field values and be added to new contact lists.
What will a new contact look like in SendGrid?
Once your contacts start to load into SendGrid, you can find new contacts from your quiz in the specified contact lists. You can find custom field values in the profiles of each individual contact.
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