Campaigns overview

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.