How to create a custom link for each prospect?

You can create custom links (including UTMs) for individual prospects in your campaigns. Your website and CRM can take advantage of these links, tracking individual prospects and their actions, e.g. whether or not they opened your website and signed up for your services, and how they got there (e.g. email from Woodpecker, web ad, another website).

Adding these links to emails in Woodpecker can be achieved by updating the prospect database to include the custom links, and adding the corresponding snippet to your email copy.

Here is how to accomplish this task in three steps:

1

Create a spreadsheet with your prospect base, including your custom links, and save it to a CSV file.

"Email" and "Custom Link" are the two necessary columns, but you can, of course, add other columns for additional info, such as "First Name", "Company" and "Website".

The custom links in your file should be full addresses, i.e. they should start with http:// or https://.

Example list with custom links
Sample prospect list with custom links that was uploaded to Woodpecker.
2

Upload your CSV file to Woodpecker. (Click here to view a short guide to importing CSVs.)

Step 1: You can select "Update the existing contact with changed or new fields" to allow updating the prospects that are already in your database (if any).

Step 2: When mapping fields from your file, choose the snippet field that you want to use for the custom links, e.g. Snippet 4. (There is fifteen custom Snippet fields to choose from.)

Finalize your import and view the summary. Check if the prospects were added to your campaign.

GIF: How to upload a CSV with custom links

PieSync is your friend

You can automate this process with PieSync, which allows easy management and synchronization of databases between apps, and will help you to sync the custom links from your CRM directly to Woodpecker.

Read more >>

3

Edit your campaign, and use the selected snippet to create custom links in your emails.

GIF: How to create a custom link using a snippet

  1. Select the text fragment in your email copy that you would like to use as a link, and click the button "Create Click Link" (to the right of "img" button) in the formatting bar above. Type or paste any address into the dialogue box (we only need to create the link), and click "Add".
  2. Click the button </> "html to txt" (that's the last one), and find (Ctrl + F) the text fragment that you created a link for.
  3. Select the actual address, right in front of your text fragment in the code (between the quotation marks), then tap Delete, and, keeping your cursor there, click your "custom link" snippet from the panel on the right.
    • Click here to learn more
      <a href="http://www.custom-link.com/">mail text fragment</a>

      This an example of the piece of code that you're looking for. Find it by searching for the specific text fragment with the link: press Ctrl and F (Cmd and F for Mac users), and type it in the search bar.

      The part mail text fragment will be the text that contains the link. You need to replace the link to the left of it (in this example: http://www.custom-link.com/) with the snippet that you chose previously. This snippet will, in turn, be replaced with the respective prospects' custom links in the emails.

      When selecting the link, please be careful with the quotation marks. Your snippet should be put in the link's place, and between these quotes as well.

  4. Click the "html to txt" button again to review the changes. Click "preview campaign" at the bottom (next to the grey button "Save as Draft") to preview the campaign and check if the links are being created properly for your prospects.

Still need help? Contact Us Contact Us