# Destination Activation

You can activate destinations by connecting them to created segments. This will allow you send messages or trigger any other destination action depending on the segment condition.

# SendGrid: Export Segments

Exporting Intempt segment to SendGrid allows you to send a Single Send email to your users based on the specific targeting criteria.

# Integration Details

  • Implementation Type: Server-side.
  • Implementation Technique: REST API with audience triggers.
  • Frequency: Real-time.
  • Resulting data: Intempt users that are a member of the selected segment(s) are exported as SendGrid contacts. A new SendGrid contact list is created for a corresponding Intempt segment or they are added to the selected list already available in Sendgrid.

This integration utilizes the SendGrid APIs to send user data. Once the export is started the job will:

  1. Create a new custom field in SendGrid called intempt_segments to record Intempt segment membership.
  2. Create a new SendGrid contact list if “Create new list” is selected
  3. Add users from the segment to an existing Sendgrid contact list

The SendGrid segment(s) created by the job will ultimately contain the users from the exported Intempt segment(s). The destination will receive real-time updates when a user enters or exits the audience. For each user to export, it will:

  1. Create the users as contacts in SendGrid.
  2. If a list was selected in configuration the users will be added to the list as part of the update.

# Configuration

Follow these steps to set up and configure the SendGrid segment export in the Intempt platform.

  1. Select a segment you want to activate
  2. Choose the “Connect” submenu (next to the “Build”)

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  1. Select the “Connect” button above the table

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  1. Select SendGrid from the list of destinations.

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  1. Enter your connection name
  2. Choose trigger type (entered/exited segment)
  3. Select action type “Export segment”
  4. Add action subtype (Add/remove)
  5. Select a list from the to List dropdown to export your users to segment(s) on a list within SendGrid (if none selected, a new segment will be created in Sendgrid).
  6. Select "Email field" - choose attribute containing the email address information
  7. Click Save to create the connection

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# SendGrid: Send emails

You can use this connection type to trigger a SendGrid transactional email to your customers when they enter/exit a segment. For example, send a welcome email when a customer moves from unknown to known, or a retention email when a customer becomes disengaged.

# Integration Details

  • Implementation Technique: REST API with segment triggers.
  • Frequency: Real-time.
  • Resulting data: An email sent to users entering/exiting the segment.

The connection uses SendGrid's v3 Mail Send API to deliver emails with the template you select during configuration. Thus before you can set up this job, you must first have created the dynamic transactional template you will use in your SendGrid account. Each time a user enters the segment selected during configuration, Intempt will:

  1. Populate a payload with Intempt user profile fields
  2. Use the Mail Send API to trigger the email.

The job will then wait for more users to enter the audience, and repeat this process as necessary.

# Configuration

Follow these steps to set up and configure the SendGrid triggered email export in the Intempt platform.

  1. Select a segment you want to activate
  2. Choose the “Connect” submenu (next to the “Build”)

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  1. Select the “Connect” button above the table

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  1. Select SendGrid from the list of destinations.

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  1. Enter your connection name
  2. Choose trigger type (entered/exited segment)
  3. Enter your "From name" (senders name)
  4. Enter email "Subject field"
  5. Select "Template" from the dropdown list
  6. Select "Email field" - choose attribute containing the email address information
  7. Click Save to create the connection

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# How to add variables to you email

If you want to personalize your emails (for example, address the users with their first name), you will need to configure you attribute mapping (accessed in the destination (opens new window) configuration).

After you map the attribute (for example "first_name" to "sender_name") you can use the name of the mapped attribute in your email template.

# Twilio: Send SMS

You can use this connection type to trigger a Twilio SMS messages to your customers when they enter/exit a segment.

# Integration Details

  • Implementation Technique: REST API with segment triggers.
  • Frequency: Real-time.
  • Resulting data: SMS sent to users entering/exiting the segment.

Each time a user enters the segment selected during configuration, Intempt will:

  1. Populate a payload with Intempt user profile fields
  2. Use the SMS Send API to trigger the SMS message.

The job will then wait for more users to enter the audience, and repeat this process as necessary.

# Configuration

Follow these steps to set up and configure the SendGrid triggered email export in the Intempt platform.

  1. Select a segment you want to activate
  2. Choose the “Connect” submenu (next to the “Build”)

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  1. Select the “Connect” button above the table

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  1. Select Twilio from the list of destinations.

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  1. Enter your connection name
  2. Choose trigger type (entered/exited segment)
  3. Enter your "Message" (160 max characters))
  4. Enter email "Subject field"
  5. Select "Phone number field" - choose attribute containing the phone number information
  6. Click Save to create the connection

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# How to add variables to you SMS message

If you want to personalize your SMS message (for example, address the users with their first name), you will need to configure you attribute mapping (accessed in the destination (opens new window) configuration).

After you map the attribute (for example "first_name" to "sender_name") you can use the name of the mapped attribute in your SMS message body template (configured in the "Send a SMS" action).

To add the variable use the the attribute name and add double brackets.

The message body would look like this: "Dear {{sender_name}}, we missed you!"