Creating Target Lists and Adding them to Send Grid

Updated on February 20, 2021 04:05AM by Admin

Creating target lists for Send Grid has never been simpler. You can create target lists from individual targets, contacts, customers, or leads.

  • Log in and access the Targets app from the universal menu.
  • Click on the Create button and select the static Target list.

  • Add the name of the Target List and add the description as per your preferences.
  • Then, click on the Create button.
Static Target List

  • The target list will get created.
  • You can view the tabs of Targets, Contacts, Leads, Employees, and Customers.
List Created

  • Click on the Targets tab, click on the Add.

  • Select and add the Targets from the List.
Add Target

  • You can view the selected Targets added on the list.
Contacts Added

  • Once the Target list has been added, click on the Overview tab.
  • Then, click on the Export button.

  • By clicking on the Export button, you can view the MailChimp, SendGrid, and Constant Contact.
  • Select the SendGrid.

  • Your Target list will get downloaded in the SendGrid Format in the CSV file.

  • Then, Log in to the SendGrid account and click on the Contact.
Contacts Lists

  • Click on the Add Contacts and Select the Upload CSV.
Upload CSV

  • Then, Upload the CSV file that is exported from the Apptivo Targets App.

  • Map the Attributes of the CSV file to the desired fields and click on the Add Contacts.

  • Your contacts will get added to the SendGrid Contacts from the exported CSV file.