Campaigns overview
Boost revenue with campaigns on SMS, WhatsApp, and Email.
Campaigns let you send marketing messages to your customers across the most popular messaging channels, all from one place.
Send Campaigns by channel
Test and manage campaigns
Organize your campaigns with tags, run A/B tests, and schedule them to send later.
Getting started with campaigns
To send a campaign, make sure you've completed the following setup steps:
1. Add contacts to Bird
You need contacts in Bird to send campaigns. The most common way to add contacts is by installing an integration like:
Shopify
WooCommerce
HubSpot
These integrations sync contact data automatically into Bird.
Other options:
You can also import contacts manually by uploading a CSV file. Either method works—as long as your contacts are in Bird.
2. Install a messaging channel
Decide which channel you want to send your campaign on. This depends on the contact data you have.
For example:
If you have many email addresses, start with Email.
If you have phone numbers, try SMS or WhatsApp.
Install one or more of the following channels:
WhatsApp
Email
SMS
3. Create a segment or list
Once your contacts are in Bird and your channels are set up, create an audience to target:
Segments: Ideal if your contacts came from an integration. You can filter by behavior or attributes.
Lists: Automatically created if you imported a CSV.
Tip:
You can create advanced segments based on behavior—for example, customers who haven’t purchased in 90 days—but for your first campaign, keep it simple.
4. Design your message
Now it's time to create the content of your campaign.
Go to Create content in your dashboard to:
Build emails using the visual email editor
Create SMS or WhatsApp templates
Once your content is ready, you can tie it all together into a single campaign.
