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.

2: Enter the campaign name, select a template and click "Next Step".

3: Fill out the video page details and click "Create Campaign".

4: After creating the video page and setting up your campaign, click "Automate Campaign".

5: Select "Omnisend".

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.

And set custom permissions. Because Windsor only needs "Contact" and "Events" data, those permissions need to be checked. Click "Save".

7: Copy the API key and paste it into the Windsor tab and click "Confirm".

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.

Move over to your Omnisend tab and navigate to "Audience > Segments" and click "Create segment".

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".

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.

10: Paste this segment ID into the Windsor setup screen and click "Confirm".

On the next screen, you'll see an overview of the tags we're going to create. you can click confirm.

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).

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.

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.

4: Under the "Yes" branch, you can create your email and add the personalization.

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.

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.

  • 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".

8: Done!

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