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We've updated the default permissions for contacts and CRM access to improve workspace security and follow the principle of least privilege, ensuring users only have access to the data they need for their role.

What's changed

Previously, all users had access to contacts and CRM data as part of their base permissions. Going forward, contacts and CRM access is no longer included by default. Users now need a specific role to access this data.

Who is affected

Who is affected

• Users with only a Developer role: You will no longer have access to contacts and CRM data.
• Users with a Marketing, Inbox, or CRM role: No change. You will continue to have access to contacts and CRM data.

What this means for you

If you have a Developer role and can no longer access contacts or CRM data, this is expected behaviour following this update. If you need access to contacts and CRM data for your work, you will need an additional role assigned to your account.

How to regain access

To regain access to contacts and CRM data, speak to your Organization Admin. They can assign a Marketing, Inbox, or CRM role to your account alongside your existing Developer role.

We've updated the permissions required to access the Developer app to improve workspace security and ensure appropriate access control.

What's changed

Developer app visibility requirements: Going forward, users need to have either a developer app role or a workspace admin role to view the Developer app in the left menu panel.

What this means for you

If you or your team members can no longer see the Developer app in the navigation menu, check that the appropriate role has been assigned. Workspace admins can grant the developer app role to users who need access.

Our latest update introduces several enhancements across segmentation, reporting, and campaign management. These enhancements streamline common workflows and provide better visibility into contact data and message performance.

New features

• AI-based Optimal Marketing Platform segmentation: Target contacts based on their preferred communication channel using AI-powered optimal platform detection
• Link Activity reporting for Journeys: New dedicated tab in Journey reports displaying click metrics per URL, including unique clicks, total clicks, and click rates
• Communication Attribute visibility: Enhanced dropdown interface in campaigns and journeys for easier selection of communication attributes

Improvements

• Test email identification: Email subject lines now automatically include [TEST] prefix when sending test messages from Bird for clearer inbox organization
• Default anonymous contact filter: New "Is Anonymous" filter in Contacts view to quickly identify and filter contacts without email or phone numbers

• Sign up form editor: new three-pane layout: The sign up form editor now uses a three-pane layout for easier editing. The left panel handles form-level settings and step navigation, the center shows your preview, and the right panel lets you configure individual content blocks

Our latest update enhances the Meta Ads connector with automated lead syncing and a full set of ad-level workflow actions, making it easier to manage audiences, capture leads, and send conversion events directly from Bird.

Read the full Meta Ads integration article.

New features

Lead sync to Bird Contact Lists:
Sync leads from Meta Ads lead forms directly into Bird contact lists by adding your Form ID and selecting a destination list.

Segment-to-audience syncing:
Send any Bird Segment to Meta as a Custom Audience. Clone flows to quickly sync multiple segments to different audiences.

Expanded workflow actions:
Access new actions inside Flows, including the ability to:

• Fetch ad accounts, campaigns, adsets, ads, and leads
• Retrieve form leads
• Populate campaign information
• Create, list, add to, or remove from Custom Audiences

Send Ad Events via Conversions API:
Send messaging-related conversion events from WhatsApp, Messenger, or Instagram, including:

• Purchase
• LeadSubmitted
• InitiateCheckout
• AddToCart
• ViewContent
• OrderCreated
• OrderShipped

Channel-specific user data support:
Provide required user data fields for each channel—such as WABA IDs, page-scoped IDs, and Instagram session IDs—directly within the Send Ad Event step.

Automation-ready:
Trigger journeys when leads are added to lists or when contact attributes update, enabling automated follow-ups for imported Meta leads.

Our latest update introduces A/B testing capabilities within Journeys, enabling you to test message variations and automatically deliver the best-performing content to your audience.

The system uses AI-powered optimization to shift traffic toward winning variations in real time.

Read the full A/B testing article.

New features

• Multiple message variations: Create up to 8 variations (A, B, C, etc.) within a Send Message step to test different subject lines, content, or CTAs
• AI-powered optimization: Automatically shifts traffic to better-performing variations in real time based on your chosen winning metric
• Customizable winning metrics: Choose from open rate, click rate, or conversion rate as your winning metric, with automatic winner determination when statistical significance is reached
• Manual controls: End tests early, manually select a winner, or set custom time duration limits (default: 365 days)
• Detailed reporting: View performance metrics, traffic distribution changes over time, and winner determination in the A/B Test tab on the Journey Report page