To bring your contacts into Bird, you can install an integration, such as Shopify or HubSpot, or import contacts with a CSV file. Each contact will have a profile, where information about subscription statuses, event history, and custom and integration properties are stored.
Import contacts with a CSV file
Prepare your CSV file using the correct format, ensuring it includes at least one identifier like a phone number or email for each contact. Use the provided demo file as a template to avoid formatting issues.
Access the "Contacts" section from the side panel, click Add Contact, then Import from CSV. You can drag and drop the file or browse to select it from your device, then review it.
If the CSV file includes subscription statuses, you can skip this step. Otherwise, update the subscription status for each contact based on their opt-in preferences for marketing messages. If no marketing subscriptions are present, select Import without updating subscription status.
During import, you can add contacts to an automatically-generated list named with the import's date and time, or to new or existing lists. This can be customized during the import process.
Post-import, visit the Imports tab to view details of each import, such as the file name, lists added to, contacts skipped or updated, total contacts, and timestamps of import activities.
To craft your emails in Bird, you can choose from a library of pre-designed templates or design your own from scratch. Our drag-and-drop email builder is easy to use, and templates can be personalized with both customer data and products from your ecommerce store.
Navigate to Content > Email templates > Create blank email.
Name your email, select a locale, and click Create new email.
Choose Build from scratch and click Get started.
Enter a subject line, add custom or prebuilt content blocks, and insert any variables.
Use desktop and mobile preview options in the email builder to check the email's appearance. For a more accurate view, send test emails to various email clients and devices.
