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Create and send an SMS campaign

Create your first SMS campaign

Video guide

Video guide

Video guide

Learn how to create an effective SMS campaign to engage your customers through text messaging. Follow these steps to:

  • Create new SMS campaigns

  • Add audiences

  • Setup communication attributes

  • Build SMS content

  • Review and launch

Step-by-step guide

Step-by-step guide

Step-by-step guide

SMS campaigns are a powerful way to drive quick engagement. Here's how to set one up from start to finish.

What you'll need

  • An installed SMS channel instance.

  • An SMS message template.

  • A list or segment of customers that have opted-in to receive marketing messages on SMS.

SMS campaigns are a powerful way to drive quick engagement. Here's how to set one up from start to finish.

What you'll need

  • An installed SMS channel instance.

  • An SMS message template.

  • A list or segment of customers that have opted-in to receive marketing messages on SMS.

SMS campaigns are a powerful way to drive quick engagement. Here's how to set one up from start to finish.

What you'll need

  • An installed SMS channel instance.

  • An SMS message template.

  • A list or segment of customers that have opted-in to receive marketing messages on SMS.

Step 1: Create Your Campaign

Step 1: Create Your Campaign

Step 1: Create Your Campaign

  1. Go to the Marketing Dashboard

  2. Navigate to Campaigns > Create

  3. Select SMS as your channel

Step 2: Set Up Campaign Details

Step 2: Set Up Campaign Details

Step 2: Set Up Campaign Details

  • Campaign Name:

    • For this example, we’ll name it "Abandoned cart recovery".

  • Tags:

    • Add tags to organize your campaigns—for instance, "Promotions".

  • Audience:

    • Select your pre-built audience list. We’ll use the "Cart abandoners" list.

  • Additional Options:

    • Skip recently messaged profiles to avoid over-messaging.

    • Customize tracking parameters to help measure performance.

Click Continue to Content once you're done.

Step 3: Build Your SMS Content

Step 3: Build Your SMS Content

Step 3: Build Your SMS Content

Use the inline SMS builder to craft your message.

  • Message Body Example:
    "Don't miss out! The items in your cart are waiting for you. Quick checkout here: [link]"

  • Add a URL:
    Paste in your checkout link—Bird will automatically shorten it to save characters.

  • Optional:
    Add an image with the "Click to upload" button.

  • Template Variables:
    For legal compliance, include your organization name.
    Example:
    "– Bird"

Click Continue to Review when ready.

Step 4: Review and Test

Step 4: Review and Test

Step 4: Review and Test

Review campaign details:

  • Recipients

  • Sending rules

  • Tracking parameters

  • Send a test message to your mobile device to verify how the message looks and behaves.


Step 5: Schedule or Send

Step 5: Schedule or Send

Step 5: Schedule or Send

  • Send Now:

    • Sends the campaign immediately.

  • Schedule Message:

    • Choose a future date and time, select a time zone, and click Schedule.

    • Ideal for planning or avoiding quiet hours in certain regions.

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R

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Grow

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A

Automate

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