Once a video is created and approved by our QA process, Windsor will do two things on Klaviyo. You can use either (or both) to automate emails and SMS on klaviyo
Windsor will add the video ID as a custom property for every recipient. This ID can then be used to create links inside an email to send to recipients.
This guide will cover this method (coming soon)
Windsor will also create a Klaviyo Event for each recipient called Windsor Video Created. The event will include a unique video ID variable for the recipient.
This event can be used to trigger a Flow immediately after a Windsor Video is created
The guide does not cover this method. Reach out to our team if you're planning to use this method and would like our help
If a Windsor Video is rejected from our QA process, or you try to send out an email before Windsor has created a video for the customer, the windsor_XXXXXX_video_id field will not have any value. If an email is sent when this property is blank, the link will not work
To avoid this, you can check if the property has a value before sending out an email with a video. If the property has no value set, then you may send them a regular text email instead
Common Use Cases and Recipes
Here, we share some common use cases from our customers and how you can set them up for yourself
That’s a lot of money that’s just one button away from payment. Recouping these carts with Windsor is really easy!
First, setup a segment for ‘Abandoned Carts’ with a definition like this
To break this ☝️ down, we’re grabbing every new contact that started a checkout over 2 hours ago and has not yet placed an order. i.e. an “Abandoned Cart”.
The reason we need a Segment like this is that Windsor can only automatically create videos from a Klaviyo Segment/List. Videos can’t be automatically created when a recipient enters a flow.
The segment described above will capture any cart that hasn’t been closed within 2 hours of starting a checkout. You can then use the Windsor Video properties for anyone in the segment, in any campaign or flow you want to send out later.
Finally, create a regular Abandoned Cart flow on Klaviyo and follow the steps from above to embed Windsor videos into the Abandoned Cart emails