How conditions work?

If-campaigns — campaigns with conditions — give you more freedom to create follow-up sequences determined by a chosen criterion. 

Watch our video where we explain all the new features:


With If-campaigns, we divided the process of creating a campaign into 3 parts:

1. PATH - create a sequence of emails
2. PROSPECTS - import and add your recipients
3. SEND - preview and send or save the campaign

Moreover, we introduced new features which help you manage your campaigns for better results:

Condition — determined which email sequence will be sent to prospects who opened your message and those who didn't

Path YES and Path NO — depending on the action a prospects takes, they will be sent a respective follow-up sequence

Updated follow-up settings — send your follow-ups also within hours after your previous email was sent

NONRESPONSIVE — a local status which is assigned to prospects who don't respond to any message within that campaign

Step 1: Create a Path

Here you can read what's new and what features you can use to enhance your campaign's performance. 

ADD CONDITION

You can add one condition at any place of your email sequence. This condition splits your Path into another two: Path YES and Path NO. 

Simply put, now you can decide what email your prospects will receive next. If the prospects perform the action determined by the condition, Woodpecker will send them emails from Path YES. If not, then Woodpecker will send the sequence from Path NO. 

What is the condition?

A condition defines the action your prospect takes, which triggers the next email from your sequence to be sent.

That is if your prospect does  → Path YES starts. If a prospect doesn't do A, as expected → Path NO begins.  

 

There are 3 types of conditions to choose from:

Open-based

  1. If a prospect has opened an email more than X times — specify how many times (X) you want a prospect to open your email for a condition to be met. X stands for the number and it can be changed. 
  2. If a prospect has opened an email — it's enough that a prospect opened your email at least once for a condition to be met.

Click-based

  1. If a prospect has clicked on a link more than times — add a tracking link in the previous mail and specify how many times (X) you want a prospect to click on a link in your email for a condition to be met. 
    X stands for the number and it can be changed. 
  2. If a prospect has clicked on a link — a condition is met when your prospect clicks the link in your email at least once.

Task-based

If there was a task created for a prospect and how it is resolved — add a manual task to your campaign before condition and based on your action, wheater you'll mark it as 'Done' or 'Skipped' the prospect will go to path YES or NO.

REMOVE CONDITION

  1. Hover over the condition so the red X appears. 
  2. Click X and then confirm with the red button "Yes, I'm sure". 

What will happen to the emails in the sequence?

Removing the condition will delete all emails from Path NO.

When is removing conditions disabled?

You can't remove the condition when some of your prospects have already met the condition. 

YES/NO 

By adding a condition you create 2 Paths: Path YES and Path NO.

Path YES

For the prospects who opened your email within a certain time ( days or hours).

  • If the selected condition is met, that is if your prospect opened your email more than X times, Woodpecker will send them the message from the Path YES next.

Path NO

For those recipients who didn't open your email within a certain time.

  • If your prospect didn't open your email within the time you set in the time window (specified in days or hours), the follow-up from Path NO will be sent to them.

Here's how your campaign looks like after adding a condition. Switch between the Paths by clicking YES and NO.

Now you can add more emails to each sequence. When all of the emails are sent and no response is registered from a prospect, they are marked with a status  NONRESPONSIVE. This is a local status, which means that you can see it only within the campaign. Learn more.

Step 2: Add prospects

First, add your prospects manually or import them either from a CSV, XLS or XLSX file or Prospects database.

In the example above, you can see 3 prospects who were added to the campaign. You can filter them by Status, Campaign, whether they were contacted or not, the file they were Imported from and by the Tags. Learn more about tagging your prospects.

Step 3: Send

See an overview of your campaign:

Emails

How many emails you have in each Path.

Prospects

The number of prospects, who were added to the campaign.

Send from 

The email address you use for sending this campaign. You can change it in this step.

Cc/Bcc

Send a copy of this campaign to another email address.

Preview

We encourage you to preview your campaign even before sending a test email.

  • Take a look at your emails and check what they will look like once they are sent. 
  • Preview Path YES and Path NO by switching between them. 
  • Paths are marked in green and blue colors respectively so you can quickly distinguish one from another.
  • Customize your email and fix the errors. Learn more »

STATISTICS

Okay, so once you hit the "Send" button your campaign has been running successfully. You can quickly see all the details by clicking the "Actions" tab.

  • Click Export as csv. to download these stats in a file. See more about exporting data from Woodpecker.
  • To see all the emails in the sequence click the arrow on the right of either Path YES (marked in green) or Path NO (in blue). 
  • Expand to see the details: email copy, Delivery time, or time zone.

More information about how to use cold email stats you can find in our Quickstart 2.

LAST ACTIVITY

Check "Last Activity" to see which Path was sent to a particular your prospect. Click the black arrow right next to the Interest level smileys to see the details. Hover over the blue icons to preview your prospect's journey.

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