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Overview

Bird (formerly MessageBird) is a cloud communications platform that enables businesses to communicate with customers across channels like SMS, Voice, WhatsApp, Email, and more through a single API. It offers tools for omnichannel messaging, customer support automation, and real-time notifications. Bird is known for helping companies streamline communication, improve customer engagement, and build scalable messaging workflows globally. The Bird integration with Zeotap allows the customer to push the audiences created in Zeotap to the corresponding customer lists in their Bird instance. These customer lists can be used in any of the campaigns created within Bird.

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Supported Identifiers/Attributes

This integration supports raw email address, Phone, and any other custom attributes that you want to send to Bird.
Note - Event attributes cannot be sent through this destination.

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Pre-requisites

Before you create an Bird Destination in Zeotap , ensure to have the following details :
  1. Access Token a. The steps to generate the Access token is outlined in the Authentication section.
  2. Workspace ID a. Log into your organisation in Bird. b. In the bottom left-hand corner, click on your name, then click Admin Console.
    c. Click Settings, and the click on Workspaces. d. Locate the workspace you want to find the ID of, click on the workspace name. e. Make a note of the Workspace ID.

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Authentication

HTTP requests can be authorised using access keys. Access keys are attached to roles to limit the scope of what they provide access to.

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Creating an access key

You would need to create access policy and access roles within bird before creating an access key.
  1. Instructions to generate the access policy in Bird.
  • Log into your organisation in Bird.
  • In the bottom left-hand corner, click on your name, then click Admin Console.
  • Click on Settings > Security > Access Policies .
  • Click on Create Custom Policy button.
    • Under the General section provide the following values :
      • Provide the name as zeotapintegration
    • Under the policy definition provide the following values :
      • Select Allow in the Effect field.
      • Select any in the Action field.
      • Enter the following values in the Resource field:
        • /workspaces/*/lists
      • Click on Add Resource and add the following values in the Resource field:
        • /workspaces/*/contacts/identifiers/**
  1. Instructions to generate the access roles in Bird.
    • Log into your organisation in Bird.
    • In the bottom left-hand corner, click on your name, then click Admin Console.
    • Click on Settings > Security > Access Roles .
    • Click on Create Role button.
    • Provide a Name for the role and in the Permissions section, scroll down to the Other permissions section.
    • The policy created in the previous step would appear here. Select the policy and click on Create Role.
  2. Instructions to generate Access Keys.
Once the access policy and access roles are created using the instructions provided above, follow the steps below to generate the access keys.
  • Log into your organisation in Bird.
  • In the bottom left-hand corner, click on your name, then click Admin Console.
  • Click on Settings > Security > Access Keys .
  • Click on Add New Access Key button.
  • Provide a name for the Access key, and select the Access Role created in the previous step in the Roles dropdown**.**

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Create a Destination for Bird - Customer Lists

Perform the following steps to create a Destination for Bird - Customer Lists:
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Log into the Zeotap CDP App and go to the DESTINATIONS application.
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Click + Create Destination.
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Under the All Destinations section, search for Bird - Customer Lists.
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Click Bird - Customer Lists. A screen appears displaying details about the particular destination towards the left. On the right-hand side of the screen find a list of fields that are required for the integration to be established. Enter the required details as mentioned in the following steps:a. Enter a name for the Destination.b. Enter the Access token that you have obtained from your Bird instance. The steps to get the access token is mentioned in the Prerequisites section of this document.c. Enter the Workspace ID of your Bird instance. The steps to get the workspace ID is mentioned in the Prerequisites section of this document.d. Review all the values entered above and then click Next to proceed.
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In the new screen that appears, choose the appropriate action and mapping as explained below. Under Choose your Action, choose Send identifiers and attributes as the action for activating your audience (segment) on the Audiences module.a. You can map the following fieldsi. Identifier Valueii. First Nameiii. Last Nameiv. Display Namev. Any other custom field using the +Add Mapping button
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Under the Additional Settings section choose the Identifier type from the dropdown.a. You can select either Email or Phone as the Identifier type.b. You need to map the value corresponding to this Identifier type in the mapping section mentioned above.
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Click Create Destination. The created Destination gets listed in the Audiences application, which can be linked to an audience/segment.
For information about how to link an Audience or segment to the created Destination in the Audiences application, refer here.
Note:The terms Audiences and Segments are used interchangeably to refer to customer cohorts belonging to a specific category. For example, an Audience or a segment could be a specific group of customers who are over 18 years of age and who have performed an addToCart event within the last 30 days.
Last modified on February 26, 2026