Woodpecker

1. How it works
2. How to customize step in preview
3. Troubleshooting: curly brackets
4. FAQ

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Customizing step – in other words, editing your email in preview – creates a customized message for a particular prospect. When doing so, adding new snippets isn’t possible.

However, removing missing custom fields, marked in red, is advisable. Why? Removing the missing custom fields lets you reach out to the particular prospect regardless of the missing data. 

Customize the content for a particular prospect:

Adjust a copy or a subject line of an opening step for a chosen prospect.

Correct errors found while previewing your messages.

Delete missing snippets and reach out to prospects regardless of missing information.

Create personalized and more engaging conversations.

- Adjust a copy or a subject line of an opening step for a chosen prospect. 
- Correct errors found while previewing your messages.
- Delete missing snippets and reach out to prospects regardless of missing information. 
- Create personalized and more engaging conversations.

1. When editing your campaign step, click on the Preview option in the top right corner of the editor.

2. Check the content of your campaign for a particular prospect. 

Use the drop-down search to select a prospect.

Navigate between prospects by clicking buttons First │ &lt; 1 of X &gt; │ Last.

- Use the drop-down search to select a prospect. 
- Navigate between prospects by clicking buttons First │ &lt; 1 of X &gt; │ Last.
- Click the ‘customize’ option.

Gif showing how to click on "customize" option in the campaign preview

Use the <a href="https://docs.woodpecker.co/en/articles/5258923-how-to-use-the-email-editor" rel="nofollow noopener noreferrer" target="_blank">editor</a> to <a href="https://docs.woodpecker.co/en/articles/5268768-how-can-i-change-the-font-type-size-and-color-in-my-email" rel="nofollow noopener noreferrer" target="_blank">change the font type, size, and color in your email</a>.

Keep in mind that adding new custom fields isn't possible.

- Adjust your subject line or task name.
- Use the <a href="https://docs.woodpecker.co/en/articles/5258923-how-to-use-the-email-editor" rel="nofollow noopener noreferrer" target="_blank">editor</a> to <a href="https://docs.woodpecker.co/en/articles/5268768-how-can-i-change-the-font-type-size-and-color-in-my-email" rel="nofollow noopener noreferrer" target="_blank">change the font type, size, and color in your email</a>.
 Keep in mind that adding new custom fields isn't possible.
- Remove missing snippets.
- Edit your content.
- Correct your errors.
 Email editor in the customization mode

6. After you finish previewing your messages, you can return to the draft by clicking on the X icon.

7. Click on "Run campaign" to start your campaign or "Send test campaign" to check what it looks like in your inbox.

'send test campaign' link and 'Run campaign' button highlighted

After saving the email copy, you may come across this message: Curly brackets {{ }} define custom fields in Woodpecker. You cannot use them otherwise.

That means saving changes to the email with the existing <a href="https://docs.woodpecker.co/en/articles/5265384-what-does-the-tab-to-check-mean" rel="nofollow noopener noreferrer" target="_blank">missing snippets</a> isn't possible.

​What can you do? Remove missing custom fields or cancel editing.

Curly brackets error in the email customization view

<a href="https://docs.woodpecker.co/en/articles/5268182-emails-will-not-send-due-to-curly-brackets" rel="nofollow noopener noreferrer" target="_blank">Read more about curly brackets »</a>

Q: Can I customize my step if I have a condition set up before it?

Q: How can I remove missing snippets?

Remove the snippet using Delete or ←Backspace on your keyboard.

Gif with removing the missing snippet from an email

1. Select missing snippets.
2. Remove the snippet using Delete or ←Backspace on your keyboard.
 
 Gif with removing the missing snippet from an email

Q: What happens when you delete the prospect who received the customized message?

If you remove such a person from the Woodpecker database, the App also deletes the customized message.  

​<a href="https://docs.woodpecker.co/en/articles/5249873-how-to-remove-prospects-from-woodpecker" rel="nofollow noopener noreferrer" target="_blank">Read how to remove prospects from Woodpecker »</a>

Q: Do you have any tips on writing and creating email content? How can I tailor my messages for better engagement?

Yes we do, please check the list of our blog posts below:

<a href="https://woodpecker.co/blog/first-email-template/" rel="nofollow noopener noreferrer" target="_blank">What to Write in the First Message</a>

<a href="https://woodpecker.co/blog/what-subject-line-will-make-my-addresses-open-my-cold-email/" rel="nofollow noopener noreferrer" target="_blank">How to Write a Subject Line That Will Make Prospects Open a Cold Email?</a>

<a href="https://woodpecker.co/blog/social-listening-tools/" rel="nofollow noopener noreferrer" target="_blank">How to Use Social Listening Tools to Personalize Cold Outreach</a>

<a href="https://woodpecker.co/blog/how-to-reach-out-to-influencers-with-email/" rel="nofollow noopener noreferrer" target="_blank">How to Pick and Reach out to Influencers With Email?</a>

- <a href="https://woodpecker.co/blog/first-email-template/" rel="nofollow noopener noreferrer" target="_blank">What to Write in the First Message</a>
- <a href="https://woodpecker.co/blog/what-subject-line-will-make-my-addresses-open-my-cold-email/" rel="nofollow noopener noreferrer" target="_blank">How to Write a Subject Line That Will Make Prospects Open a Cold Email?</a>
- <a href="https://woodpecker.co/blog/social-listening-tools/" rel="nofollow noopener noreferrer" target="_blank">How to Use Social Listening Tools to Personalize Cold Outreach</a>
- <a href="https://woodpecker.co/blog/how-to-reach-out-to-influencers-with-email/" rel="nofollow noopener noreferrer" target="_blank">How to Pick and Reach out to Influencers With Email?</a>

Step customization allows you to tailor your message from the preview level.

How to customize steps in preview?

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How to customize steps in preview?

IN THIS ARTICLE

How it works

Customize the content for a particular prospect:

How to customize steps in the preview

Troubleshooting

FAQ