Create a message template
Build omnichannel messages.
Learn how to build message templates for different channels in Bird. In this guide, you'll learn how to:
Create templates for WhatsApp, SMS, Push, and RCS
Select interaction types and message categories
Add and format content with variables
Include images and links
Set up multi-language support
Preview and publish your templates
Step by step guide
Step 1: access the message templates section
Navigate to your Bird marketing dashboard.
Go to the Manage section.
Under Content, select Message Templates.
Step 2: initiate a new message project
Click on Create New Message Project.
In the Platform section, choose the communication channel for your message template, such as SMS, WhatsApp, Instagram, or Mobile Push. For this example, select WhatsApp.
Step 3: configure interaction type and message category
Interaction Type:
Choose WhatsApp Approved if you intend to proactively reach out to customers.
Select Reply to Conversation if you're responding to an existing conversation.
Message Category:
Marketing: for promotional content.
Authentication: for verification purposes.
Utility: for transactional messages.
Step 4: select message type and define project details
Message Type: choose the format of your message, such as text, catalogue, or file attachments.
Project Name: enter a descriptive name relevant to the message's purpose (e.g., "Abandoned Basket Reminder").
Default Locale: select the primary language for your message from the dropdown list.
Template Creation Method: opt to build your template From Scratch or Using AI.
Click Get Started to proceed to the Studio editor.
Step 5: add and format message content
In the Studio editor, input and format your message content.
To personalize the message, add variables like the recipient's first name:
Click on the variable icon in the bottom right corner of the content box.
Select Create New Variable.
In the Settings tab, provide the variable's name (e.g., "FirstName"), description, and default text.
Click Save.
Return to the editor, click where you want to insert the variable, click the variable icon, and select the newly created variable.
Step 6: add additional content blocks
To add other content blocks:
Click the back arrow next to Text Body.
Click Add New Block and choose the desired block type from the dropdown list.
To upload images:
Upload the image file.
Provide an image URL that directs to your website or a specific product page.
The text footer will automatically include an unsubscribe option, which is a legal requirement for all marketing messages.
Step 7: preview and finalize the template
Click on the Preview tab to see how your message will appear to recipients.
Review the Settings to ensure all configurations are correct.
If you plan to send the message in multiple languages, add the necessary translations now to ensure proper localization.
Step 8: save and publish the template
Click Save as Draft to save your progress.
Once you're ready to make the template available for use, click Publish.
By following these steps, you can create and customize message templates in Bird, streamlining your communication processes across various channels.
