The new campaign editor is divided into four main tabs, where you can set up everything before adding prospects to the campaign:
Sequence – here you set up your main campaign path, with steps, follow-ups, the content of those steps, delays, conditions, and the schedule.
Workflows – here you can set up a workflow to automatically move prospects to the right campaign based on their responses (this is optional).
Settings – here you choose sender mailboxes, CC & BCC addresses, campaign’s timezone, daily enroll per mailbox; follow-up, unsubscribe and catch-all emails settings; open-tracking, ESP matching, and auto-pause for same domains.
Summary – here you see how many prospects are in the campaign, selected sending accounts, how many steps there are and what type, and which options are enabled.
Start creating the campaign flow
Let's start the Path! You can start your path in a couple of ways - either with Snippet-based Condition, one of our Manual Tasks, a LinkedIn task, or traditionally, with an email. By default, the campaign is set up with an email as Step 1.
Click on the first step to edit it.
You can rename it here, write in the subject line and content (or paste it from a plain text editor, such as Notepad or TextEdit), add other versions (with A/B testing option), and schedule it.
Important
Make sure that you're not copying formatted text from editors such as Word, as it might cause your email to not render properly in your prospect's inbox.
In case you paste it with the formatting, you can always use the “Reset formatting” button in the campaign email editor.
2. Insert snippets for personalization
Always use the snippets' personalization buttons - our custom fields in the email editor, right in the email editor bar, and styling options. They are called snippets, and their task is to insert prospect-specific information into your email.
This information can include a first name, company, or website, and is used in individual messages, making each message unique and much more interesting to your prospects.
You can also add snippet fallbacks here, in case there is missing information in your prospects’ data.
3. Add a follow-up message or add a condition
You can follow up with the prospects who have not responded to your email. To create a follow-up message, click on the plus icon right below the first step block. You can choose between adding another step or a condition.
Just like with the first email, you can compose the follow-up message in the editor, and personalize it with snippets. You can send your follow-up in the same thread (as a sequence) or as a separate message »
Follow-ups
You can create up to 16 steps in a sequence within a single campaign in the new editor. You can play around with your campaign flow and mix emails with Manual, Linkedin, or Call/SMS Tasks.
How does it work?
If your prospect responds to your previous message, the next follow-up won't be sent. This ensures that follow-ups are only sent to unresponsive prospects, making your campaign more efficient and less intrusive. Learn what happens when a prospect replies to your email »
Conditions
You can add more than one condition in the campaign. Click on the plus icon and choose a condition from the list to decide what kind of emails you want your prospect to receive.
By adding a condition, you create 2 paths:
Path YES — for the prospects who have met your condition
Path NO — for those recipients who haven't met your condition
If more conditions are added to the campaign, you’ll see each path and its statistics in the campaign view, under the “Statistics” tab.
In Woodpecker, you can find different types of conditions, such as:
Connection request-based condition – for LinkedIn Connection requests steps
4. Set up Delivery time and Daily enroll
Once you have composed your cold outreach campaign, you can set the Delivery time for all email steps. You can also change the default Daily enroll for opening emails and add a delay time for follow-ups.
Set the maximum number of opening emails (Email #1) you want to be sent daily from a single mailbox. The default is 50 opening emails per day, but you may want to send fewer or more.
Remember that regardless of what Daily enroll you set up, it will be capped at the maximum of your currently active Daily Sending Limit set up in the mailbox settings. What is Daily Sending limit? »
Set up the delay between follow-ups
To set up a delay between each step, click on the “Next step delay” option at the bottom of the step block.
For each of your follow-ups, set the number of days to wait before sending. By default, the delay between each email is set to 2 days. This always relates to the time the previous email was sent (for each prospect). You can always change this number. Choose between days, hours, and minutes after the previous email.
Set up a Delivery time for all emails
To set up the delivery time for your email, click on the “Schedule” icon just below the Step name.
For each of your emails, both the opening email and the follow-ups:
set up the days of the week for sending – just check or uncheck any;
set up the hours for sending (you can set them up to different for individual days);
add sending windows if you'd like (maximum 3 per each),
If you don’t want any emails to be sent on weekends, uncheck Saturday and Sunday.
Read more about how Woodpecker sends emails in our help article and on our blog.
Preview the campaign sequence before starting the campaign
Next to the “Schedule” option, you can click on the “Preview” to see how each step will be visible for each recipient. Each step can then be customized in the Preview.
5. Add prospects to your campaign
Click on the “Manage prospects” button and choose how to add prospects: you can open Lead Finder and add them from there, or add your own from a file, the database, integrations, or manually.
6. Settings tab
In the Settings tab, add the finishing touches to your campaign.
Select the timezone that the campaign has to be sent in – choose a specific country or check-mark the Use the prospect's timezones option to send the campaign accordingly to pre-selected timezones
Set up the Daily enroll, which is the maximum number of prospects that will be contacted with Step 1 only per day, per mailbox.
You can choose whether to count only weekdays in the follow-up delays.
Choose unsubscribe options – whether you want to give your prospects an option to unsubscribe with one click in the subject line, or whether the unsubscribe should be GDPR-compliant.
Statistics
Statistics are available in the Overview form or by step.
Overview stats show you everything in one page, whereas the By step ones show you detailed statistics for each step of the campaign. If you click the step there, the details will appear on the right side of the app, so you can see its content, Delivery time, and the next step.
To read more about statistics details and how to read them, head to this article »
Sending test emails and a test campaign
You can test each step or a whole campaign by sending it to your email address before starting your campaign.
To send a test email from a step, click on the three dots icon next to the Preview, and choose the "Send test" option.
A window will pop up, where you can choose from which mailbox the test email should be sent, and to which address. If the email has more than one version, all email versions will be sent.
To send a test campaign, click on the "Send test campaign" button at the top bar of the campaign editor.
A window will pop up, where you can choose from which mailbox the test email should be sent, and to which address. If more than one email version exists, they will be sent randomly.
