What are contact sources while running an automation within Birdeye?
Using Birdeye, businesses can solicit new reviews and generate feedback from various contact sources added to their Birdeye account. Running an automation allows businesses to choose between contact sources that have been added through SFTP, integration, API, and more. This type of campaign within Birdeye sends an email or text automatically each time a new contact is added to that source and runs without an end date. For more information, read the help article: How do I create an automation?
Here’s what each source means:
| Contact Source | Details |
| Bulk Import | This source includes all contacts (new and existing) that are imported in bulk through the bulk upload Excel file. |
| Check-in | This source includes all contacts that are checked-in to the system using the 'Check-in' option present under the 9 square icon. |
| SFTP | Secure File Transfer Protocol (SFTP) is a popular protocol designed to transfer files between two remote computers safely. Birdeye's contact source includes all contacts that are checked-in to the system using the SFTP feed file. |
| Integration | This source includes all contacts that are checked-in to the system using the integration between Birdeye and the application software (like Sikka, Dentrix, BE Connector, Native integration etc.). |
| API | This source includes all contacts that are checked-in to the system using Birdeye API. |
| CRM import | This source helps you pull the list of newly added contacts through your CRM. |