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Omnisend

In this document, we will connect Omnisend to Windsor and set up an automation.
1: In your Windsor Dashboard, click "Create Campaign" in the campaigns section.
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2: Enter the campaign name, select a template and click "Next Step".
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3: Fill out the video page details and click "Create Campaign".
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4: After creating the video page and setting up your campaign, click "Automate Campaign".
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5: Select "Omnisend".
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6: You'll now need to grab the API key from Omnisend. You can find yours under "Store Settings > API Keys". Open this in a new tab. We'll get back to Windsor in a second. Create a new API key through the button in the top-right.
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And set custom permissions. Because Windsor only needs "Contact" and "Events" data, those permissions need to be checked. Click "Save".
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7: Copy the API key and paste it into the Windsor tab and click "Confirm".
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8: Now, we need to create a customer segment in Omnisend. We will tag customers in Omnisend with the tag you see in the "Generated Tag Name" box in Windsor. Copy that tag name.
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Move over to your Omnisend tab and navigate to "Audience > Segments" and click "Create segment".
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Paste the tag name you copied in the filter and select the checkbox. Then click "Save & show contacts". Give the segment a name and hit "Save".
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9: Now, we need to grab the segment ID, which we can get from the address bar in the browser. Select and copy the last part of the URL on this segment page.
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10: Paste this segment ID into the Windsor setup screen and click "Confirm".
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On the next screen, you'll see an overview of the tags we're going to create. you can click confirm.
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You've now successfully integrated Windsor with Omnisend.

Creating an automation

Now that Windsor and Omnisend are connected, we can create an automation that sends emails with Windsor videos.
1: Create a workflow. You can either select an existing one that we'll modify or start from scratch. Whatever you're comfortable with. The first thing we need to do is add a tag to a customer. You create this step after the trigger. The tag we're adding should match the campaign we're sending in Windsor (see step 8 above).
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2: Add a delay for 24 hours. Windsor can take up to 24 hours to create a video and put it through our quality control.
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3: Now we're going to create a conditional split where we check if a video was successfully created. It's possible some names get rejected by our quality control. We still want those people to receive an email, but these will not have a video. We do this by checking if a tag is added to the customer. This tag should match the campaign we created above.
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4: Under the "Yes" branch, you can create your email and add the personalization.
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5: We recommend adding a GIF thumbnail of the campaign video. In this document, we explain how to grab the thumbnail. Add the image block and upload the GIF.
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With the personalize icon, you can link to your Windsor video of select the campaign. This should end with "video_url". For example "windsor_campaign-name_video_url".
You can apply the same method to a button or any link in the email.
5: Set up the rest of your workflow and click "Finish editing".
6: Now, for the final step: We need to remove the tag from the customer to avoid flooding Omnisend with tags. We do this by creating a new, empty workflow and create a trigger with the following configuration.
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  • Create the trigger "Windsor video activity"
  • Set the trigger filter to "tagToCleanup" is
  • Find the Windsor campaign tag that ends with "needs_video".
7: Now create an action to "Tag Contact", select "Remove" and remove the tag that ends in "needs_video".
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8: Done!