Introduction to Campaigns
Get started with Campaigns.
Learn how to navigate and analyze your marketing campaigns in Bird. This guide covers:
Viewing and managing previously sent campaigns
Tracking key campaign metrics (recipients, open rate, click rate, etc.)
Using search and filtering to find specific campaigns
Toggling between sent, draft, and all campaigns
Analyzing individual campaigns to improve future performance
Review Campaigns details like targeting and content sent to end users
Navigate to Campaigns from the sidebar.
Here, you'll see a list of your previously sent campaigns, along with key metrics:
Recipients
Open rate
Click rate
And more
Use the search bar or filter options to quickly find a specific campaign.
Toggle between Sent, Draft, and All using the tabs at the top.
Click on any campaign to dive deeper into performance insights and see what worked.
Click the Create button to start building a new campaign. You’ll be able to choose your preferred channel:
WhatsApp
Email
SMS
In-App
Before you send a campaign, make sure you’ve completed these setup steps:
Setup Checklist
1. Add Contacts to Bird
You need contacts in Bird before sending a campaign.
Most common method: Install an integration like:
Shopify
WooCommerce
HubSpot
These sync your contacts automatically.
Alternatively: Import contacts manually via CSV.
2. Install a Messaging Channel
Decide which channel to use based on the data you have:
If you have email addresses, start with email.
If you have phone numbers, start with SMS or WhatsApp.
Install one or more channels:
WhatsApp
Email
SMS
Now that you’ve added contacts and installed a channel, you need an audience to target.
Segments: Great if your contacts come from an integration. Filter by behavior or attributes (e.g. “hasn’t purchased in 90 days”).
Lists: Automatically created when you import a CSV.
Tip: For your first campaign, start simple. Then experiment with advanced segments later.
Go to Create content from your dashboard to build your message:
Use the email editor to create beautiful emails.
Use message templates for SMS and WhatsApp.
Once your audience and message are ready:
Go to Campaigns > Create campaign
Select your list or segment
Choose your message content
Click send, and you're done!
