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

In this guide, we'll walk you through setting up and sending your first email marketing campaign with Bird.

What you'll need

• An installed Email channel instance.
• An Email message template.
• A list or segment or customers that have opted-in to receive marketing messages on Email.

Step 1: Start a New Campaign

• Navigate to your Marketing Dashboard
• Click Campaigns, then select Create in the top-right corner
• Choose Email as your campaign channel
• Give your campaign a clear, memorable name.

Step 2: Select your recipients

• Choose your recipient list or segment.
• Select one or multiple audience lists by searching and adding each one.
• Optionally, exclude specific groups from receiving this campaign.
• Open Advanced settings to fine-tune your targeting.

Step 3: Configure sender details

• Choose the sending domain.
• Pick the email channel or address to send from.
• Enter the sender name your recipients will see.
• Add or update the sender email address.
• Set your reply-to address if different.

Step 4: Schedule your campaign

Choose your sending type:

• Send immediately
• Fixed time – schedule a future date and time
• Gradual send – control delivery over time

If scheduling:

• Select the date and time
• Adjust the timezone as needed
• Set a fallback timezone for unknown locations
• Choose a time when your audience is most likely to engage

Step 5: Organize and track

• Add tags to categorize your campaign.
• Create a new tag or choose from existing ones.
• Set up custom tracking parameters to override defaults:
  • Use dropdown to add parameters
  • Define Medium (e.g., email, social, CPC)
  • Toggle Customize tracking parameters on/off
• Click Locale matching to ensure recipients get the right language version.

Step 6: Add A/B testing (optional)

• Open the Campaign A/B test section.
• Switch on Create A/B test.
• Select a different template or subject line for each version.

Step 7: Design your email

• Click Select a template.
• Browse your saved templates and pick one.
• Click Select template to confirm.
• Edit the content directly in the email editor.
• Adjust the language if needed.
• Review template details (name, description).

Step 8: Final steps

• Click Send test to preview the campaign before launch.
• Click Schedule campaign to go live.

The orange Scheduled tag will appear on your campaign.

To make changes, click the three dots (•••) > Edit — and don’t forget to re-publish after editing.

And that’s it!

You’ve just built and scheduled an email campaign in Bird.

Explore additional videos and step-by-step guides to help you move forward.

• Create and send a WhatsApp campaign
• Create and send a Push Campaign
• Duplicate a campaign