Bird CRM docs

Welcome to Bird's documentation! Find guides and tutorials to help you set up and use our platform effectively.

Start using Bird

Set up an account, import your customer data, and learn how to start using Bird for marketing, sales, and payments.

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Find your use case

You have to register for a Bird account before you can use any of these products or solutions.

Get contacts into Bird

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

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  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

Import contacts by installing an integration

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  1. Install an integration by clicking your name at the bottom left-hand side of your screen, then clicking Integrations.

  2. Find and install your integration. Once you install an integration, contact data is automatically imported and contact profiles in Bird are updated.

See also

Target customers

Manage your audience and get granular with your targeting by creating dynamic segments and static lists.

Create a segment

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  1. Navigate to Audience > Lists & segments.

  2. Click Create new > Create segment.

  3. Enter a name for your segment and an optional description.

  4. In the Segment definition section, decide if the contacts should match "All" or "Any" of the specified conditions.

  5. Apply filters by attributes or condition groups for precise audience targeting.

  6. Utilize "and/or" filters to refine your selection further.

  7. Preview the matching contacts, and when satisfied, hit the Save Segment button.

See also:

Design emails

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.

Use a prebuilt email template

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  1. Navigate to Content > Email templates > Template gallery.

  2. Search or browse to find a template.

  3. Click on the template for more information.

  4. To use it, click Clone template, set up your project, and click Create template.

  5. Edit the template as needed and click Publish when you're ready to use it.

Create an email template from scratch

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  1. Navigate to Content > Email templates > Create blank email.

  2. Name your email, select a locale, and click Create new email.

  3. Choose Build from scratch and click Get started.

  4. Enter a subject line, add custom or prebuilt content blocks, and insert any variables.

  5. 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.

  6. Click Publish when you're ready to use it.

See also:

Send email campaigns

Send your marketing campaign directly to your customers' inboxes by sending them an email campaign.

Send an email campaign

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  1. Confirm that your Email channel, email template, and opted-in customer segment or list are ready.

  2. Go to Campaigns > Create campaign.

  3. Name your campaign, choose Email as the type, optionally add tags, then Save and continue.

  4. Choose target lists or segments from the Send to dropdown. Optionally exclude specific lists with Don't send to.

  5. Click Continue to content.

  6. Select the sending account and input your sender details.

  7. Choose and configure your email template.

  8. Check the message preview, select a test contact, and Send a test message.

  9. Choose Schedule or send, select Send now or schedule for later.

See also:

Measure campaign performance

Spot trends, see which campaigns have performed the best, and dive into detailed data.

View campaign reports

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  1. Navigate to Campaigns.

  2. Select your campaign, and click View report.

Email Campaigns:

  • Overview Tab: Shows performance including delivery rates, open rates, and click rates.

  • Engagement Tab: Highlights spam complaints and unsubscribes.

  • Bounce Tab: Details on bounced emails, including types of bounces and bounce rates.

  • Rejection Tab: Information on rejected emails and delivery failures.

  • Deliverability Tab: Insights into email deliverability issues.

WhatsApp Campaigns:

  • Overview Tab: Summarizes performance metrics like delivery and read rates.

  • Failure Reasons: Explains why campaigns failed.

SMS Campaigns:

  • Overview Tab: Presents sending and delivery performance.

  • Failure Reasons: Details reasons for campaign failures.

Each tab presents critical data and visualizations to understand and improve your marketing efforts.

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