How to customize step in preview?

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

IN THIS ARTICLE

How it works
How to customize step in preview
Troubleshooting: curly brackets
FAQ

How it works

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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.

How to customize Step#1 in preview

1. When editing your campaign, scroll down to the ‘SUMMARY‘ section.

2. Click ‘PREVIEW’.

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

  • Use the drop-down search to select a prospect.
  • Navigate between prospects clicking buttons First │< 1 of X > │ Last.
  • Click ‘remove’ to delete a chosen prospect from the campaign.

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4. Click ‘customize’ link.

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5. Customize your Step#1.

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6. After you finish previewing your messages you can return to the draft.

There are 2 options:

Click X (top right corner.)

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Click <<back to campaign (bottom left corner.)

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7. Click ‘RUN’ to start your campaign or ‘send test campaign’ to check how it looks like in your inbox.

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Troubleshooting

Curly brackets {{ }} define custom fields in Woodpecker. You cannot use them otherwise.

That means saving changes to the email with the existing missing snippets isn’t possible.

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

Read more about curly brackets »

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FAQ

Q: My campaign starts with Manual Task and my opening email is in Step#2 – why I can’t customize it?

You can only customize Step#1 in a preview – no matter what type of step it is.

Q: Can I also edit other emails in my email sequence?

Not yet, however, we’re working on it. Check our article What’s new and Roadmap to stay up-to-date with the newest releases.

Q: How can I remove missing snippets?

  1. Select missing snippets marked in red.
  2. Remove the snippet using Delete or ← Backspace.

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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.
Read how to remove prospects from Woodpecker »

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

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

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