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What is a condition?

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

Weronika Wróblewska avatar
Written by Weronika Wróblewska
Updated over a week ago

IN THIS ARTICLE


There are 4 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 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.

  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.

Snippet-based

  1. If a prospect has a snippet X that equals your variable - you can specify a value in a custom field that when matched exactly with your variable, will move the prospect to path YES.

  2. If a prospect has a snippet X that contains your variable - you can specify a value in a custom field that, when partly matched with your variable, will move the prospect to path YES.

  3. If a prospect has a snippet X that is not empty - you can create different emails for prospects that have some data in custom filed, as those will go to path YES. Otherwise, instead of being marked as ‘Paused (missing snippet)’, the rest of them will be transferred to path NO where you can create an email copy for them without this snippet.

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.

Task-based condition from a list

If-campaigns allow 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.


How to use conditions?

  1. Click "ADD CONDITION",

  2. Select 1 of 4 conditions, based either on opens, clicks, or tasks.

If you use open-based conditions make sure you have 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

    Condition with an information that open tracking needs to be on
  • How many times should prospect open the email before going down the YES path?

    Question about how many times should a prospect open an email

Click-based condition

  • Add tracking link to the previous email

    Information on adding tracking link to the previous email
  • How many times should prospect click the link before going down the YES path?

    Question about how many times should a prospect click on a link

How many conditions can I add?

You can add a maximum of 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.

Gif with deleting a condition

When is removing conditions disabled?

You can't remove the condition when some of your prospects have already met it and the emails were sent to them.

A condition with an information that you can't delete it due to sent messages

Keep in mind that adding a condition to a running campaign by accident can split it into two paths, and you won't be able to delete it if even one message is sent after the condition is met.

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