What is a 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 A → Path YES starts. If a prospect doesn't do A, as expected → Path NO begins.

If-campaigns are a part of an Advanced Campaigns add-on, click here to learn more about it » and how to get it on Marketplace »

There are 2 types of conditions to choose from:

Open-based

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.
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

If a prospect has clicked on a link more than X 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.
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 the condition and based on your action, wheater you'll mark it as 'Done' or 'Skipped' the prospect will go to path YES or NO.

How to use conditions?

If-campaigns allows you to prepare two versions of a follow-up and define a trigger action that will ping Woodpecker to send a respective message. That trigger action takes the form of a Condition. By adding the Condition, your campaign can now take 2 Paths according to the prospect’s behavior. By applying the Condition, you can better adjust the follow-up email content to the prospects’ level of engagement. Plus, it gives an additional boost to your email deliverability as your email copy is more varied and nuanced.

Click "ADD CONDITION",
Select 1 of 4 conditions, based either on opens, clicks, or task.

If you use open-based conditions make sure you have an open tracking turned on. In case you use the condition based on clicks, adding a tracked link to your email copy is a must. Task-based condition is available when there is a task created in the campaign flow.

Notifications

If you forget about something, Woodpecker will notify you about it. Here are the reminders you can find in the App:

Open-based conditions

Turn on open tracking in the previous email

How many times should prospect open the email before going down the YES path?

Click-based condition

Add tracking link to the previous email

How many times should prospect click the link before going down the YES path?

How many conditions can I add?

You can add maximum one condition at any point to the whole email sequence.

How to remove conditions?

Hover over the condition so the red X appears. Click it 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 at least one of your prospects has already met the condition.

Learn more about how conditions work and what's new in Woodpecker.