Learn how to automatically engage with contacts who enter or leave your segments in Bird. In this guide, you'll learn how to:
Set up segment-based triggers
Configure re-entry and exit settings
Add wait times for natural engagement
Create and customize email messages
Set up branching logic based on engagement
Launch your automated journey
Step 1: Start your journey
Go to Marketing hub > Journeys on the left sidebar.
Click Create in the top right corner.
Choose Start from scratch.
Step 2: Set your trigger
Click the Trigger block.
Select Contact added to segment.
Choose the appropriate segment (e.g., Engaged Users).
Make sure the segment is created beforehand under Audience > Lists and Segments.
Configure the following options:
Allow Re-entry: Allow contacts to trigger this journey more than once.
End on Exit: Stops the journey if a contact leaves the segment.
Global Holdout: Prevents messages from being sent to contacts who meet specific rules.
Entry/Exit Conditions: Refine which contacts can enter or leave the journey.
Click Save.
Step 3: Add a wait time
Add a Wait step to delay the next action for a more natural flow.
Set the wait time to 5 days.
Click Save.
Step 4: Add your message
Drag in a Send Message action.
Select Email as the channel.
Set up the Sender Email and Sender Name—this is what your recipients will see.
Choose your message:
Use an existing email from your Email Content Library, or
Create a new one from scratch.
Review and edit the content if needed.
Click Save.
Optional: Add conditional logic
Add a Condition step (like Message Opened) to create a branch based on how contacts interact with your message.
Useful for sending follow-ups or tailoring the journey based on engagement.
Step 5: End the journey
Drag the End Journey step into your flow.
Optionally label it (e.g., “End - No Further Action”).
Click Save.
Step 6: Publish your journey
Review the full journey setup to ensure everything looks good.
Click Publish in the top right corner.
Add a version name and optional description.
Click Save.
Your segment-triggered journey is now live and ready to automatically engage contacts based on dynamic behavior.
