La Growth Machine
You need access to the "Custom Workflows" feature on LaGrowthMachine to use the Windsor integration. This is only available on the Business plan on LaGrowthMachine.
Create a campaign in Windsor
First things first. We need to create a campaign in the Windsor portal before connecting La Growth Machine (LGM in the rest of this document). During this process, we'll also connect LGM to Windsor.
1: Click the "Create Campaign" button in your Windsor dashboard.
2: Name your campaign so it's easy to identify in your portal.
3: Select a video template you'd like to use and click "Next Step".
4: Enter the messaging you want the video page to display. A preview is shown on the right in the screenshot. We recommend filling at least 3 of the fields "Short message", "Button Text", "Button Link" and "Contact Email" before clicking "Create Campaign".
5: Now, we're going to automate this campaign and connect LGM. Click "Automate Campaign" on the confirmation screen.
Setting up LGM as a source for Windsor
1: Click the "Connect" button next to LGM.
2: You'll need to enter your LGM API key on this next screen. You can find your API key in your LGM account under "Settings > Integrations and API". Click the "Copy" button to copy the API key. and paste it into Windsor.
3: Click "Confirm".
4: The next step is to create a webhook in LGM. You'll need to "copy" the Webhook URL here.
5: Then, in LGM, you can create a new webhook under "Settings > Webhooks". Click "Create a webhook".
6: Fill in the details in the form. Important: You'll need to create a new webhook for every campaign you create in Windsor, so it's best to keep the name and description something that you can easily associate with your campaign. Paste the webhook URL into the "URL to notify" box.
When you click "Test webhook", LGM will tell you the webhook test has failed. This is a bug on LGM's side. Rest assured, the webhook will work as intended.
7: Click "Create Webhook".
8: Switch back to the Windsor portal tab and click "Confirm" after setting up the webhook.
Setting up LGM as the delivery method.
1:Now that LGM is set up as a source to pull user data into Windsor, we need to let LGM know we've created videos. We do this under "destination" and select LGM as the delivery method.
3: We'll create videos whenever someone triggers the webhook. When the video is created, we'll put it back into LGM with a custom property.
Please watch this video explaining custom properties in LGM.
Pick a custom attribute for your campaign and click "Confirm".
4: Click "Start campaign". We don't need to wait to do this because nothing will show up in Windsor before we set up the campaign in LGM.
Setting up a campaign for Windsor in LGM
1: In LGM, under "Campaigns", click "Create campaign" and then "Build campaign from scratch".
2: We're going to add the webhook right after the start, but this webhook can be placed anywhere in your flow. For example, in some cases, it might not make sense to send a video to a LinkedIn user that's not a connection. Below are 2 examples of what a flow could look like.
Drag the Webhook action into the flow and connect the starting point to the Webhook action.
3: Click the webhook action and select the webhook you just created in step 5 of "Setting up LGM as a source for Windsor".
4: Enter the "Push status", which is used for tracking and analytics within LGM, so you can see how many people went through this step in your funnel. Click "Save".
5: Add the "Wait" action and set it for 1 day. This is because Windsor can take up to 24 hours to create and quality-check a video. Click "Save".
6: Add the "Has Attribute?" condition. This will check if the custom attribute has been assigned to a video. Our quality control team will check all videos that are created and if a video isn't up to our standards, it will be marked as rejected and this attribute/custom property will not be assigned to a video. Based on this, you can create a yes/no path, where you'll send a video if the video is present or a text-only message if the video was rejected. Select the attribute/custom property we're using for this campaign.
7: Now it's time to add your messaging to the yes/no paths. In this example, we're going to add LinkedIn messages. Add the "Send message (LinkedIn)" action to both the yes and no paths.
8: For the "No" path, you'll write a standard message without a video. This is the message that will be sent to contacts that don't have an accepted video. One of the possibilites is that this person has a hard-to-pronounce name and the video didn't make it through our quality control process.
9: For the "Yes" path, you can write a message to your contact and append the custom attribute we assigned to this campaign.
Write your message
Click "Variables"
Select your custom attribute
Click "Save"
We advise placing the custom attribute at the bottom of your message. LinkedIn will automatically unfold the link and create a preview for it.
10: Name your campaign.
11: You can go live immediately, but if you'd like to test the flow before sending messages to "real people", you can go to "Content" and create a test audience that holds only a handful of email addresses/contacts that you have access to. In this example, we've created a test audience with some of our staff email addresses.
If you're happy with the results, because LGM doesn't allow you to edit your audience on a flow once it's live, you'll have to duplicate the campaign and change the audience to your "real people" in the new campaign.
12: Click "Save & Launch" and "Let's Go".
LGM will now queue your messages, keeping your working schedule in mind etc. You can keep an eye on the campaign by clicking on "Logs" and selecting "Upcoming" and "Past".
When you click back to the "Activity" tab, you'll notice numbers under each of the steps. These show how many people have passed through this step. Once numbers show up under the webhook block, you will also see recipient activity in the Windsor dashboard, so it's normal to see an empty Windsor dashboard until LGM pushes the contacts through your funnel.
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