Create and send an Email campaign
Create your first Email campaign
Learn how to create and send effective email campaigns with Bird. This guide covers:
Campaign prerequisites and initial setup
Recipient selection and list management
Message template selection and language localization
Campaign preview and test message distribution
Scheduling options with timezone considerations
Navigate to your Marketing Dashboard
Click Campaigns, then select Create in the top-right corner
Choose Email as your campaign channel
Campaign Name: e.g., “Broadcast Campaign”
Tags (optional): Add tags like promotions or newsletter to help organize campaigns
Recipients:
Select one or more lists or audiences
Add an exclusion list if needed (e.g., suppressed contacts)
Optional Toggles:
Skip recently emailed contacts
Enable global holdout to exclude a test group for performance tracking
Click Continue to Content
Sender Settings:
Select your Email channel instance
Add a Sender Name and Email Address
(Optional) Add a Reply-To address
Locale Settings:
If your template is localized, select the language to send and the locale matching method
Message Template:
Choose Drag-and-drop
Select the email template you want to use
Preview and confirm the selection
Edit template if needed (click Edit) or swap in another
Once you’re satisfied, click Review
On the Review page, check all campaign details and make final edits if necessary
Send a Test Message before launching:
Select a recipient under Send To
Click Send a Test Message
Confirm:
The email renders correctly
All dynamic variables are populated
Media, buttons, and links are working
Grammar and spelling are correct
Click Schedule or Send
Schedule:
Choose between recipient’s local timezone or a fixed timezone
Set a date and time
Click Schedule
Send Now:
Click Send to send your campaign immediately
And that's it — your email campaign is ready to go!
