Click on this link to view our latest template: Bulk Engagement Template.
You can make a copy of the template to edit in Google Sheets or download it but you will always need to upload it into the Bluebird Portal in a CSV format.
To help you fill out the template, here is the description of each column and how they would be filled out:
|
COLUMN NAME |
REQUIRED? (Yes/No) |
DESCRIPTION |
|
Sender Email |
Yes |
The email of your user to send on behalf of |
|
Delayed Shipping |
Yes |
If the recipient's address is known, indicate "N". |
|
Recipient Salesforce ID |
No |
Leave blank if there’s no Salesforce integration on your organization. |
|
Salesforce Object Type |
No |
Leave blank if there’s no Salesforce integration on your organization. |
|
Salesforce Opportunity ID |
No |
Leave blank if there’s no Salesforce integration on your organization. |
|
First Name |
Yes |
|
|
Last Name |
Yes |
|
|
Company |
No |
It is not required if you’re sending to a home address but if you’re sending to an office location it greatly increases deliverability. |
|
Address 1 |
Yes |
|
|
Address 2 |
No |
|
|
City |
Yes |
|
|
State/Region |
Yes |
Not required in most international shipments but it is required in the US and Canada. |
|
Zip |
Yes |
Required for all shipments except Hong Kong. |
|
Country |
Yes |
|
|
Recipient Phone |
No |
Phone highly recommended for improving deliverability. Must have for international shipments, as the users can get contacted by customs. If none is provided, we'll add the sender’s number. |
|
Recipient Email |
No |
Email highly recommended for improving deliverability. |
|
Internal Notes |
No |
Recommended for additional instructions such as t-shirt sizes or color options. |
- Login to the web app portal.bluebird.cx
- Click on Create Bulk Engagement
- Pick your send
- Choose an email template or type in your message
- Click on Continue
- Upload your .csv file by clicking or dragging it in our “File uploaded” section
- Click on “Create Engagement”
- Download the Successful Engagements file and you will be provided the links to all engagements.
- Send those links to recipients and make sure they fill in their addresses
- After your desired recipients fill in the addresses, they just have to click in “Confirm” and it will automatically be updated and sent into a new order.