LogoLogo
Get a demoLog inAcademyDevelopersMore docs
  • Bird CRM docs
    • Explore all products
    • Use cases
      • Bird for travel
        • Abandoned search recovery
        • Flight confirmation
        • Holiday search campaigns
        • Price change alerts
    • About Bird CRM
  • Inbox
    • Inbox
      • Concepts
        • Reports
      • Admin guide
        • Agents
          • Invite an agent to Inbox
          • Remove an agent from Inbox
          • FAQs
        • Tags
        • Routing
        • Teams
        • Feeds
        • Sender profiles
        • Reporting
      • Agent guide
        • 📚1. The basics
        • ⏰2. Your availability status
        • ✉️3. Send and receive messages
        • 💬4. Manage conversations
        • 👥5. View conversation participants
        • 👤6. View a contact's profile
  • Campaigns
    • Campaigns
      • Quickstarts
        • Send a campaign
      • Concepts
        • A/B tests
          • FAQs
        • Branded links
        • Calendar view
        • Campaign tags
        • Frequency limits
        • Scheduling
      • How-to
        • Schedule a campaign
        • Run an A/B test
        • Replicate a campaign
    • WhatsApp campaigns
      • How-to
        • Send a WhatsApp campaign
    • Email campaigns
      • How-to
        • Send an email campaign
    • SMS campaigns
      • Concepts
        • Best practices for MMS campaigns
      • How-to
        • Send an SMS campaign
    • Push notifications
      • How-to
        • Send a push notification campaign
  • Automation
    • Journeys
      • Quickstarts
        • Create an abandoned cart recovery journey
      • Concepts
        • Journey templates
        • Journey runs
        • Journey insights
        • Journey reports
      • How-to
        • Use a send message step in a journey
        • Use a wait step in a journey
        • Use a conditional step in a journey
        • Use an update contact step in a journey
        • Use an end journey step in a journey
    • Flows
      • Quickstarts
        • Use template flows
        • Build an inbound flow
      • Concepts
        • Capabilities and limitations
        • Triggers
          • Agent triggers
          • Connector triggers
            • HubSpot triggers
          • Contact triggers
          • Conversation triggers
          • Feed item triggers
          • Message lifecycle triggers
          • Voice triggers
          • Webhook triggers
          • HTTP endpoint trigger
          • WhatsApp flow endpoint trigger
        • Actions
          • Bird API actions
            • Bots actions | API
            • Channel actions | API
            • Collaboration actions | API
            • Conversation actions | API
            • Engagements actions | API
            • Number management actions | API
          • Core actions
            • How to set up global variables in Flows
          • Contact actions
          • Channel actions
          • Conversation actions
          • Connector actions
            • HubSpot actions
            • Open AI actions
          • Voice actions
      • How-to
        • Route conversations based on language
        • Route conversations based on sentiment
        • Set up a business hours auto-responder
        • Create a simple auto-responder
        • Set up conversational marketing
        • Create an FAQ bot
    • Approval Flow
  • Audience & Contacts
    • Sign-up forms
      • Quickstarts
        • Create a sign-up form
        • Create quizzes
      • Concepts
        • Sign-up process
        • Display
        • Colors
        • Targeting
        • Languages
        • Sign-up form analytics
    • Lists and segments
      • Quickstarts
        • Create a segment
      • Concepts
        • Segments
        • Lists
      • How-to
        • Create a segment based on contact activity
        • View contacts in a segment
        • Edit the setup of a segment
        • Delete a segment
        • Create a list
    • Contacts
      • Concepts
        • Contacts
        • Contacts directory
        • Contact profiles
        • Consent and subscriptions
          • Suppressions
          • Managing unsubscribes
          • Opt-ins, consent, and subscription statuses
            • Contacts with a 'blank' subscription status
      • How-to
        • Add contacts
        • Update the subscription status of your existing contacts
        • Send marketing campaigns to contacts with a 'blank' subscription status
        • Export contacts
  • Content
    • Email templates
      • Concepts
        • Email content, styling, and personalization
        • Email design best practices
        • Advanced Email Templating
      • How-to
        • Create an email template
        • Import a custom HTML email
        • Use a prebuilt email template
        • Create personalized abandoned cart, browse and order placed emails
    • Message templates
      • Quickstarts
        • Create a message template
      • Concepts
        • Localization
        • Versioning
        • WhatsApp message templates
          • WhatsApp approved message templates
          • Reply to open conversation message template
          • Commerce messages
        • Apple Messages for Business
        • Push notifications
      • How-to
        • Localize a message template
        • Add variables to a message template
        • Create an SMS message template
        • Apple Messages for Business
          • Use dynamic variables in Apple Messages templates
          • Create a text Apple Messages template
          • Create an image Apple Messages template
          • Create a location Apple Messages template
          • Create a file Apple Messages template
          • Create a rich link Apple Messages template
          • Create a list picker Apple Messages template
          • Create authentication Apple Messages message types
          • Create a quick reply Apple Messages template
          • Create a time picker Apple Messages template
          • Create an iMessage App message template
          • Create a payment Apple Messages template
        • WhatsApp message templates
          • Create a WhatsApp approved message template
          • Create a reply to open conversation WhatsApp message template
          • Create a single product WhatsApp message template
          • Create a catalog WhatsApp message template
          • Create a coupon WhatsApp message template
          • Create an action WhatsApp message template
          • Create a limited time offer WhatsApp message template
          • Create a carousel WhatsApp message template
          • Create Approved WhatsApp Flows Template
          • Create reply to open conversation WhatsApp Flows Template
        • Create Push Notifications message templates
    • Chat widgets
      • Concepts
        • Send and receive messages
      • How-to
        • Build and install a chat widget on a Shopify store
        • Build and install a chat widget on your website
    • Media Library
      • How to Upload Images to the Media Library
    • Translation files
      • Creating and using translation files
    • External Data Sources
    • Lookup Tables
    • Discounts
    • Lookup tables
      • Managing lookup tables
      • Using lookup tables in Flows
    • Products
      • Custom Product Catalog Source
  • Analytics
    • Analytics
      • Concepts
        • Reporting metrics
        • Understanding the Attribution Model
        • List-unsubscribe in email headers
        • Understand Open Tracking
    • Channel analytics
      • Concepts
        • Channel logs
      • How-to
        • Analyze the performance of your channels
    • Campaign reports
      • Concepts
        • WhatsApp campaign reports
        • Email campaign reports
        • SMS campaign reports
      • How-to
        • View campaign reports
        • View A/B test campaign reports
        • See an overview campaign performance
  • Channels
    • Channels
      • Concepts
        • Quiet hours
      • Quickstarts
        • Find and install a channel
        • View information about an installed channel
        • View Channel Logs
      • Supported channels
        • Apple Messages for Business
          • Quickstarts
            • Install Apple Messages for Business
            • Use Apple Messages for Business
          • Concepts
            • Typing indicators
            • User device capabilities
          • How-to
            • Complete onboarding
            • Use entry points
            • Route messages
            • Send messages
            • Use Apple Pay
        • Email
          • Install email
          • Forwarding emails from Gmail
          • IP pools
          • Configure BIMI
        • Facebook Messenger
          • Install Facebook Messenger
          • Use Facebook Messenger
          • Facebook Messenger message types
        • Instagram Messaging
          • Install Instagram Messaging
          • Use Instagram Messaging
          • FAQs and Best Practices
          • Instagram message types
        • LINE
          • Install LINE
        • LinkedIn Pages Messaging
          • Install LinkedIn Pages messaging
          • Use LinkedIn Pages Messaging
          • LinkedIn Pages Messaging Types
        • Numbers
          • Quickstarts
            • Find and buy a new number
            • Activate a number
          • Concepts
            • Number types
            • Know-Your-Customer (KYC)
            • Activation, approval, and rejection
            • Number restrictions in China
          • How-to
            • Use a number
            • Cancel a number
            • Troubleshooting
            • FAQs
        • Push notifications
        • Google RCS
          • Create a Google RCS agent and install Google RCS as a channel
          • Testing and launching your agent
          • Create a Google RCS message template
          • RCS message template types
          • Create and send a Google RCS campaign
          • Create an RCS lead nurture journey with a fallback
          • Use RCS with an AI Agent
          • Grow RCS subscribers with a sign-up form
        • SMS
          • Quickstarts
            • Install SMS
            • Toubleshoot SMS Deliveries Faliures
            • (Missing) SMS delivery status
            • Troubleshoot Channel Health
          • Concepts
            • SMS parts and message length
            • SMS message types and compliance
            • Opt-in and opt-out compliance
            • Choose the right sender : Availability and restrictions by country
              • SMS Country Information Guide: Africa (A-L)
              • SMS Country Information Guide: Africa (M-Z)
                • South Africa
                • Nigeria
              • SMS Country Information Guide: Asia (A-K)
                • Japan
                • India
                • China
              • SMS Country Information Guide: Asia (L-Z)
                • Malaysia
                • Singapore
              • SMS Country Information Guide: Caribbean
              • SMS Country Information Guide: Central America
              • SMS Country Information Guide: Europe (A-M)
              • SMS Country Information Guide: Europe (N-Z)
              • SMS Country Information Guide: Middle East
                • United Arab Emirates
              • SMS Country Information Guide: North America
                • Messaging Best Practices - NORAM SMS / MMS
                • Canada
                • United States
                • Prohibited Content - NORAM SMS / MMS
              • SMS Country Information Guide: Oceania
                • New Zealand
                • Australia
              • SMS Country Information Guide: South America
            • MMS sizes and limitations
            • Automatic sender selection
            • SMS Registration
              • Use case requirements for SMS Registration
              • Setting up a SMS consent flow
              • SMS Privacy Policies
              • SMS Toll-free number
                • TFN Verification
                • Additional Costs for using TFN
                • How-to Guides
                  • Purchase a Toll Free Number via Bird
                  • Register a US or Canadian TFN for SMS via Bird
              • SMS 10DLC
                • How-to Guides
                  • Purchase a 10DLC number via Bird
                  • Register a 10DLC brand via Bird
                  • Register a 10DLC campaign via Bird
                  • Install SMS 10DLC
                  • Delete inactive 10DLC campaigns to avoid additional charges
                • Throughput and Daily Caps
                • Brand registration
                • Campaign registration
                • Additional costs for using 10DLC
                • 10DLC FAQs
            • Page 1
        • WhatsApp
          • Quickstarts
            • Before you start
            • Install WhatsApp
          • Concepts
            • WhatsApp for Business
            • Accounts and verification levels
              • Verified Facebook Business Manager Account
              • Official WhatsApp Business Account (Green tick)
            • Use WhatsApp
            • WhatsApp message types
            • WhatsApp's Customer Care Window
            • FAQs
          • How-to
            • Verify your Facebook Business Manager Account
            • Set up commerce messaging
              • Product inquiries
              • Product orders
            • Create a WhatsApp Flow
              • Create a flow
              • Testing your flow
              • Publishing and sending your flow
              • Handling Flow submission
            • Enable conversational components
            • Become a WhatsApp Tech Provider
              • Onboard as a Tech Provider
              • Connecting to Bird as solutions provider
              • Meta Tech Partner Migration 2024
        • Telegram
          • Install Telegram
          • Bot commands setup
  • AI
    • AI
      • Quickstarts
        • Create an FAQ model
        • Build a detect intent model
      • Concepts
        • AI Assistants
          • Agent Assistant
          • Flows Assistant
          • Studio Assistant
          • FAQ Assistant
          • Audience Assistant
        • AI flow actions
        • AI integrations
        • Detect language: Supported languages
      • How-to
        • Set up and deploy automated FAQs
        • Set up and deploy detect intent models
    • AI Agents
      • Concepts
        • Knowledge bases
        • OpenAI token usage
      • How-to
        • Build a knowledge base
        • Set up an AI Agent
        • Deploy an AI Agent
  • Payments
    • Bird Pay (Beta)
      • Quick Start
        • How to get Bird Pay access?
      • Concepts
        • Onboarding
        • Payment Link
        • Wallet
          • Transfer
          • Recipient
        • Payments
          • Disputes
        • My customers
        • Payouts
        • Payment methods
        • Bird Pay Coverage
        • Strong Customer Authentication (SCA)
      • How-to
        • Create a Payment link
        • Refund a Payment
        • Manage Payout
        • Respond to a Dispute
        • How to set up MFA using the Authenticator app?
      • FAQs
        • Why was my onboarding unsuccessful?
        • How do I update my business address?
        • What are foreign currency fees on my Bird Payments?
        • How to raise an issue with Bird Pay with support?
  • Integrations
    • Integrations
      • Quickstarts
        • Find and install an integration
      • Concepts
        • Integration data sync
      • Supported integrations
        • ActiveCampaign
        • OPERA Cloud
        • Calendly
        • Easyship
        • Google Cloud Translation AI
        • HubSpot
        • Magento 1
        • Magento 2
        • Monday.com
        • Notion
        • OpenAI
        • Rebrandly
        • Salesforce
        • Shopify
        • SugarCRM
        • Zoho CRM
        • TikTok Ads
        • Typeform
        • WooCommerce
        • Zendesk Support
        • Google BigQuery
        • Snowflake
        • Amazon S3
        • Salesforce Marketing Cloud
        • Meta ads
        • Google Ads
  • Account & Billing
    • Account
      • Organization settings
        • General
        • Single-Sign On (SSO)
          • Set up Single-Sign On (SSO)
          • Enforce Single-Sign On (SSO)
          • Entra ID
          • Google Workspaces
          • Okta
        • SCIM
          • Okta setup
          • Entra ID
        • Security Settings
        • Business profile
        • Workspaces
        • Plans & Billing
        • Wallets
        • Users
        • Access policies
        • Access roles
        • Access keys
        • How to find your Organization ID
        • How to find a Workspace ID
        • How to limit a user's access to a single workspace
        • How to download usage report?
        • How to pay (settle) invoices via wallet?
  • Help & Reference
    • Bird support
      • Invite Bird support
    • Deliverability & compliance
      • Email compliance - Bulk sending
      • United States SMS/MMS compliance
        • Key US Regulations
        • General US content restrictions
        • US SMS/MMS compliance
        • US Voice compliance
        • US state-level laws and regulations
        • US compliance & best practices checklist
        • US compliance FAQs
      • Singapore SMS Compliance
    • Data protection
      • Approved subprocessors
    • Release notes
    • Glossary
Powered by GitBook
On this page
  • Start using Bird
  • Find your use case
  • Get contacts into Bird
  • Target customers
  • Design emails
  • Send email campaigns
  • Measure campaign performance

Was this helpful?

Bird CRM docs

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

Last updated 8 months ago

Was this helpful?

Start using Bird

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


Find your use case

You have to 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 , such as or , or import contacts with a . Each contact will have a , where information about subscription statuses, event history, and custom and integration properties are stored.

Import contacts with a CSV file

  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
  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

Create a segment
  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

Use a prebuilt email template
  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
  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
  1. Go to Campaigns > Create campaign.

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

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

  4. Click Continue to content.

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

  6. Choose and configure your email template.

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

  8. 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
  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.

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

To craft your emails in Bird, you can choose from a library of or . 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.

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

See the full article →
Integration data sync →
segments
lists
See the full article →
Create a segment based on contact activity
pre-designed templates
design your own from scratch
See the full article →
See the full article →
Email content, styling, and personalization
See the full article →
email template
Install Email
Create an email template
See the full article →
Get a demo →
register

Get contacts into Bird

Bring your contacts into Bird.

Target customers

Manage your audience.

Design emails

Craft engaging emails.

Send email campaigns

Marketing campaigns in your customers' inbox.

Measure campaign performance

See your campaign results.

integration
Shopify
HubSpot
CSV file
profile
See the full article →
Contact activity