Klaviyo

Windsor has a two-way integration with Klaviyo. This means that, Windsor can both
  1. 1.
    Create new videos automatically from Lists or Segments on Klaviyo, and
  2. 2.
    Send emails and SMS messages with embedded videos via Klaviyo

To make the connection, we need the API keys from your Klaviyo account. Please follow these steps to find your APIs Key
  1. 1.
    Open your Account Settings
  2. 2.
    Open API Keys
  3. 3.
    Grab your Public API Key
  4. 4.
    Create a new Private API Key Once created, you can edit the label and type ‘Windsor’ to make it easier to find this key
    Then, preview the Private key by hitting this button, and copy the key given to you
  5. 5.
    Once you have these keys, enter them in the Windsor portal.

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
  1. 1.
    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
  2. 2.
    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.
    1. 1.
      This event can be used to trigger a Flow immediately after a Windsor Video is created
    2. 2.
      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
It can take upto 24 hours for the video to be created once the recipient appears in Windsor (although it usually only takes a few hours). You can use "Time Delay" steps in your Klaviyo flows to allow some time for Windsor to create a video before you send it out.
If a Windsor Video is rejected by our QA process, or you try to send out an email before Windsor has created a video for the customer, the custom property 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.

Here, we share some common use cases from our customers and how you can set them up for yourself

A very common use case for Windsor Videos
  1. 1.
    Setup a segment for ‘Recent Customers’ with a definition like this
The remaining steps are as usual. Windsor will automatically create videos for this segment, and the videos can be used in any Post Purchase Flow

7 out of 10 carts are abandoned Shopify
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

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On this page
Overview
Connecting Klaviyo With Windsor
Setting up the Windsor Dashboard for Klaviyo
Sending videos
Common Use Cases and Recipes