> For the complete documentation index, see [llms.txt](https://docs.windsor.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.windsor.io/integrations/omnisend.md).

# Omnisend

In this document, we will connect Omnisend to Windsor and set up an automation.

1: In your [Windsor Dashboard](https://app.windsor.io), click "**Create Campaign**" in the campaigns section.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FKpnSkmwJ4hevifhMQjUY%2FOmnisend%20integration%20launch%20overview%202022-11-14%2015-06-48.png?alt=media\&token=ab11a99e-f5b6-4a6a-a62f-64bd41aefd34)

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

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2F4o0mKuIxyROqwTu42rV7%2FOmnisend%20integration%20launch%20overview.mp4%202022-11-14%2015-11-24.png?alt=media\&token=1c517759-e2ec-4d59-9bf6-688976895cec)

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

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FDpz9gCuLgd4g89rZVGyI%2FOmnisend%20integration%20launch%20overview.mp4%202022-11-14%2015-26-58.png?alt=media\&token=ca6c6297-e20b-4a72-b2f7-26efbe28ad0e)

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

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FXfthdjJXAEHCVALgStDo%2FOmnisend%20integration%20launch%20overview.mp4%202022-11-14%2015-28-37.png?alt=media\&token=c23a273b-bd07-4efe-b371-b1ea805087ce)

5: Select "**Omnisend**".

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2Fd5b4IiiBmIdypZ3aYDqy%2FOmnisend%20integration%20launch%20overview.mp4%202022-11-14%2015-34-39.png?alt=media\&token=27e3dd2a-2681-4388-9b07-f8c3e73d07c9)

6: You'll now need to grab the API key from Omnisend. You can find yours under "**Store Settings >** [**API Keys**](https://app.omnisend.com/o/my-account/integrations/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.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FB8hvxsE09HzbpGBMuV52%2FOmnisend%20%7C%20Ecommerce%20Marketing%20Automation%202022-11-14%2015-43-07.png?alt=media\&token=92773718-325d-45f7-a21b-10d298ccf4bd)

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

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FdI6qoRW9G6DZ8l0yUNkG%2FOmnisend%20integration%20launch%20overview.mp4%202022-11-14%2015-43-57.png?alt=media\&token=aea906d1-9242-4335-a11f-636507b4d9fd)

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

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2F9UGLIMsgLHnvisXsP41d%2FOmnisend%20integration%20launch%20overview.mp4%202022-11-14%2015-46-55.png?alt=media\&token=6c8b80d8-8b7b-48b8-9e1e-9dc254b39b27)![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FjTpxphrM3cJTMpuWR8ec%2FOmnisend%20integration%20launch%20overview.mp4%202022-11-14%2015-49-10.png?alt=media\&token=66792e79-4e9c-43a1-94fa-efc2781964da)

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.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FpxbhZ3O93fDX6NF3bGu6%2FOmnisend%20integration%20launch%20overview.mp4%202022-11-15%2014-36-38.png?alt=media\&token=bcc57b9b-77ec-43b2-bc92-f89726a589e4)

Move over to your Omnisend tab and navigate to "[**Audience > Segments**](https://app.omnisend.com/audience/segments/segments-list)" and click "**Create segment**".

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FQOAJ4JjkJmyTHEuOkmp6%2FOmnisend%20integration%20launch%20overview.mp4%202022-11-15%2014-41-00.png?alt=media\&token=cd02975c-78cf-4983-87e6-a91fe250b109)

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**".

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FDnM0OyQxYHjbUXTuddbG%2FOmnisend%20integration%20launch%20overview.mp4%202022-11-15%2014-41-50.png?alt=media\&token=9aee1381-3dad-4ee9-b612-a0a327430bd1)![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FFTyRMJ7kkKrImexuy4XI%2FOmnisend%20integration%20launch%20overview.mp4%202022-11-15%2014-43-03.png?alt=media\&token=0884964b-2692-487d-8964-b9c337ea1b76)

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.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FIefZkjTWspCzsRbRcJ0L%2FOmnisend%20integration%20launch%20overview.mp4%202022-11-15%2014-44-48.png?alt=media\&token=50c8f6d2-0ff8-446a-a67b-efdfa046826a)

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

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2Fmbigw2Io4ngPT9bDu8h7%2FOmnisend%20integration%20launch%20overview.mp4%202022-11-15%2014-46-54.png?alt=media\&token=11882cd9-da40-4804-af97-17f04c310bce)

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

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FLUDqA54GSWtRU037gtT9%2FOmnisend%20integration%20launch%20overview.mp4%202022-11-15%2015-16-34.png?alt=media\&token=a81579d9-945c-43b2-9659-a7d8ced682ee)

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).

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FEX1EkIYAeK4SQL3623Q0%2FOmnisend%20%7C%20Ecommerce%20Marketing%20Automation%202022-11-15%2015-30-19.png?alt=media\&token=2729dd84-4254-4bcd-9a00-29aa40c2e300)

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.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FQ3HZqcMdp09ACAGWmq0r%2FOmnisend%20%7C%20Ecommerce%20Marketing%20Automation%202022-11-15%2015-32-46.png?alt=media\&token=692cd6af-c87c-4053-8e26-c676147dcbff)

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.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2F9nirVMizWp9r0XVblsY2%2FOmnisend%20%7C%20Ecommerce%20Marketing%20Automation%202022-11-15%2015-35-19.png?alt=media\&token=3355fe53-f19b-4189-a26d-1d12a989558f)

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

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FGxc76GddRtvnvxVBCBsM%2FOmnisend%20%7C%20Ecommerce%20Marketing%20Automation%202022-11-15%2015-37-59.png?alt=media\&token=8823e1e1-0a2a-4454-b01a-9d887ba17f04)

5: We recommend adding a GIF thumbnail of the campaign video. In [this document](/windsor-dashboard/generate-personal-thumbnails.md), we explain how to grab the thumbnail.\
Add the image block and upload the GIF.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FqMVpvRO7AO4WwPSdD3rP%2Fscreencast%202022-11-15%2015-43-14.gif?alt=media\&token=7fbde9e3-f113-4fea-9561-b77cefbc3217)

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.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2F3yT8CokMMMzKPBjav9vv%2FOmnisend%20%7C%20Ecommerce%20Marketing%20Automation%202022-11-23%2010-46-05.png?alt=media\&token=9d6c1f94-0f97-45ab-9fba-e6c77369ea73) 

* 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".

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FWVtDaH1MSnoZmNTG6BQq%2FOmnisend%20%7C%20Ecommerce%20Marketing%20Automation%202022-11-23%2010-49-49.png?alt=media\&token=f77579bd-891d-4b37-9373-15a65da76582)

8: Done!