Send a campaign

Learn what you need to do to set up and send your first campaign with Bird.

Campaigns are one-off marketing messages that you can send with Bird. In this guide, we'll take you through the steps you need to complete to send your first campaign.

Step one: Install an app to sync your data

The first step towards sending a campaign is to add some contacts to Bird so that you have some people to send your campaign to.

One of the most popular ways of doing this is to install an integration like Shopify, WooCommerce, or HubSpot.

When you install an integration, data from that connector (including contacts) is automatically synced into Bird.

Importing contacts

There are other ways to add your contacts to Bird. For example, you can choose to add your contacts by importing a CSV file.

It doesn't matter what method you choose for this guide, as long as you have some contacts in Bird.

Step two: Install a channel

The next step is to decide what channel to send your campaign on.

At this stage, this will largely depend on the contact details you have for your customers. If you have a lot of email addresses, but not many phone numbers, you'll probably want to start by sending an email campaign.

Install one of the following channels:

• WhatsApp
• Email
• SMS

Step three: Build a segment or list

Now that you've added some contacts to Bird, and installed the channel you want to use, it's time to build an segment or list that you can send your campaign to.

If you added contacts to Bird by installing a connector during step one, the simplest way to do this is to build a segment.

Advanced segmentation

If you want to get really advanced, you can even segment your audience by ecommerce behavior.

For example, you could create an audience of customers who haven't made a purchase in the last 90 days—but we'd recommend keeping it simple for now.

If you added contacts to Bird by uploading a CSV during step one, you may have automatically created a list during the process.

Step four: Design a message

It's almost time to create your campaign! But first—what exactly will you send to your customers?

The design part of the campaign process happens in the Create content part of your dashboard.

This is where you can create eye-catching emails with our email editor, or engaging message templates for SMS and WhatsApp.

Once you've designed and saved your message, you're ready to pull everything together into a single campaign!

Step five: Create and send your campaign!

Don't forget to subscribe to a plan before sending your campaign. If you haven't subscribed already, we'll nudge you before you send your campaign,

Sending a campaign is really simple.

All you need to do is go to Campaigns > Create campaign, and follow the steps.

You'll need to specify the list or segment that you created in step three, and select the content you made in step four.

Jump into our detailed guides to learn how to send:

• A WhatsApp campaign
• An email campaign
• An SMS campaign

That's it! You just learned how to send your first campaign with Bird. Sit back and watch the results roll in.