# Welcome to Windsor

Let's create an awesome, personalized experience for your customers.

### What does Windsor do?

Windsor creates personalized videos that you can use in email campaigns and automations, SMS campaigns, and LinkedIn messages. We do this through AI technology, where we replace part of a video you've recorded with the recipient's name.

### How does Windsor do it?

First, we'll work with you to create what we call, an AI model, where we record a video session with you, so we can train our AI to look and sound exactly like you. 

When connecting Windsor to your marketing app, Windsor will download your customer list from your marketing app and create videos that replace a placeholder word in the video with the recipient's name. If Windsor doesn't currently integrate with your Marketing app, there's even a way to use it using [CSVs](/windsor-dashboard/using-windsor-manually-via-csv-files) or via [Zapier](broken://pages/ibmtmbl1pBytkBw9mLPv), which in turn supports over 5,000 integrations.

Once the videos are created, your marketing app can use a link that matches the video with the recipient, who will receive your video with their name in the greeting.

The aim with these docs is to give you access to all the information you and your team needs to properly integrate Windsor into your marketing apps and workflows, and troubleshoot any issues you run into along the way

### Some use-cases

The possibilities are endless but a few cases we've seen a lot of success with are:

* E-commerce welcome messages.\
  Say hi to your new customers.
* E-commerce abandoned cart emails.\
  Remind them they have items left in their cart.
* Automated Form Responses\
  When leads fill a form on your website, surprise them with a personal, human video even before the phone call or demo
* LinkedIn and Email outreach messages.\
  Instead of sending a cold message, why not send a video, tailored to the recipient!
* Product promotion via SMS.\
  Show your product to a customer.
* And any other place you could benefit from having videos\
  That's a lot of opportunities!


# Getting Started

We're here to help you get started creating your own videos

## First, a quick welcome from our CEO, Pranay 👋

{% embed url="<https://www.loom.com/share/9ea701785c8f44deb7587f0c623ddf7f>" %}

## Setting up your personalized videos

Using Windsor consists of 3 really simple steps:

#### Step 1 - *(optional)* **Create your AI actor model**&#x20;

{% hint style="info" %}
You can skip this step and use one of our pre-recorded templates from our professional actors. Login to your windsor account and see the templates available in our Video Library
{% endhint %}

To properly generate videos where it looks and sounds like you're speaking to your customers, you'll first need to create an AI model. You can do this by logging into your Windsor account, navigating to the Actors; page and hitting 'Create'\
![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FyWy09mbt1n2T8xuPpmjp%2Fimage.png?alt=media\&token=3c57ba9a-6981-4208-8236-3f113ccadd28)

The pages that follow will guide you through scheduling a short recording session where a member of our team will record some footage and guide you through creating your AI model. Your AI model will be used when personalizing the templates you record next

#### Step 2 - (optional) Record some template videos

{% hint style="info" %}
You can skip this step and use one of our pre-recorded templates from our professional actors. Login to your windsor account and see the templates available in our Video Library
{% endhint %}

Templates are videos that contain variables to be personalized. In the template video, you'll use the phrase 'Watermelon' as a placeholder/variable. For example, you might say something like 'Happy Birthday **Watermelon.** Hope you have a wonderful day' at the start of your template video. Once uploaded to Windsor, the word 'Watermelon' can be replaced with anyone's name using AI.

When creating your AI model in step 1, most customers typically also record some initial templates with our team. These will be made available on your account along with the AI model when processed.

However, you may also always record new templates whenever you'd like. Just navigate to the 'Video Library' or 'Templates' section of the dashboard, and hit 'Create' to get started. The following steps will show you how to record and upload your new videos.\
![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FaVkkft4XQDlEUC0YgV9I%2Fimage.png?alt=media\&token=c2e127a4-df92-41a2-94fc-d1160b44a920)

#### Step 3 - Start a campaign

The next page will walk you through creating your campaign on Windsor. This is where you can setup your custom video viewer page, load some recipients, integrate with your other services, and track all your analytics.

Read on through other sections of the guide using the sidebar on the left to explore the various ways customers use Windsor, our integration setup, and some additional resources we've put together to help you on your journey.


# Creating a campaign

Creating a campaign is how you start to use videos you've recorded (or those recorded by our actors) to create personalized videos at scale for your recipients. Each campaignThese campaigns can be abandoned cart recovery videos, customer win-back videos, welcome videos, and more.\
\
Here's how we set up a campaign.

1: In the [Windsor Dashboard](https://app.windsor.io/campaigns), navigate to "**Campaigns**" and click the "**Create campaign**" button.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FHudKP4zgBgxVrvug8dwT%2FStep%201.png?alt=media\&token=a9c4e6db-2c40-46b7-997a-e8ecdb4a3436)

2: Now, to set up your campaign, **give the campaign a name**, one that's easy to identify in your marketing tools. Then **select the video template** and "**Next Step**".

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2F08RyfSPf9cWbmtWyUszp%2FStep%202.png?alt=media\&token=c539f9cd-8f8a-4c24-bd08-08ebd4574f24)

{% hint style="info" %}
In some marketing tools (like [Klaviyo](/integrations/klaviyo)), only the first few characters of your Windsor campaign name show, so we recommend using unique campaign names that don't repeat the beginning.\
\
Examples of **good** campaign names:\
\- Winback\
\- Abandoned cart\
\- Welcome video

**Not-so-great** campaign names:\
\- Company-name video 1 - Welcome\
\- Company-name video 2 - Winback
{% endhint %}

3: When people receive their personalized email, they'll be able to click a link to watch their video. The video will be played on your own customized Windsor video page.\
Fill out the necessary fields and you'll see the updates in the preview box on the right.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FypIOgPlqLtAubBQew9R7%2FStep%203.png?alt=media\&token=caa0b0ac-b66b-46cd-8385-e40476dffb5b)

The "Short Message" is the message that will show under the video. Make it short and sweet. We want the focus on the video.\
In the Call to Action section, the Button Text is the text that will show on the button.\
The Button Link is where people will be directed once they click the button.\
The Contact email is what will be used when someone writes a message on this page. This has to be a valid email address.

Click "**Create Campaign**" and you're ready to add your automation.


# Find your custom property

{% embed url="<https://www.loom.com/share/03ae87333d9842598e68e58f4dfef7e4>" %}

To grab your Windsor custom property for your email campaign. You go to the Windsor dashboard and under campaigns, you select the campaign you want to send.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FaO7BxYm09jieM9JCkb9Y%2FCampaigns%20%C2%B7%20Windsor%202022-07-08%2015-10-53.png?alt=media\&token=942b1f09-270f-4eba-b210-9ee6402e3f33)

In the top, right, you'll click the three dots, manage automations.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2F0OGBRtP2OvlR6Y5BwORx%2FDo%20not%20delete%20or%20update%20\(zapier\)%20%C2%B7%20Windsor%202022-07-08%2015-12-09.png?alt=media\&token=85b5040c-0986-446b-961f-b8d447a311ae)

Select delivery and continue.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FgpeA8uSy7v523SqLnD9K%2FDo%20not%20delete%20or%20update%20\(zapier\)%20%C2%B7%20Windsor%202022-07-08%2015-13-34.png?alt=media\&token=4c83b5cc-9110-437c-a242-234dcc714dca)

Select the platform you want to use. Click select.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FBNgBsvoKT5OkdypbQDRp%2FDo%20not%20delete%20or%20update%20\(zapier\)%20%C2%B7%20Windsor%202022-07-08%2015-14-24.png?alt=media\&token=01fcbdc6-742b-40a4-b65d-70058a9a5407)

Click copy behind the property name and then paste that into your email campaigns.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2Fh5dPD2AgEkSdcIdoyUCl%2FDo%20not%20delete%20or%20update%20\(zapier\)%20%C2%B7%20Windsor%202022-07-08%2015-15-15.png?alt=media\&token=0b5f0716-7aba-48ce-b836-bb1a4c9e90fe)


# Using Windsor manually via CSV files

If Windsor does not support your app through one of our various integrations, this guide will show you how you can still use Windsor by importing and exporting CSVs

In this document, we'll walk you through the steps to import your contacts and export the generated video links.

### Import your contacts into Windsor

1: We'll start by exporting your contact list from your CRM/contact list/address book. You can also create one manually.\
You'll want to create a plain text CSV file containing *at least* a **First Name**, and either an **Email&#x20;*****or*****&#x20;a LinkedIn URL** column. The first row should be a header row.

For example:

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FnKmHogPYWxt50EjgtxqM%2Fcontact-test%202022-09-23%2011-32-41.png?alt=media\&token=1bb56f11-be15-49f0-a371-8872b17ab809)

{% hint style="info" %}
If your CSV contains more than these 2 columns, don't worry about stripping it down. You can assign columns after it's uploaded.
{% endhint %}

2: Log in to your [Windsor portal](https://app.windsor.io) and select the campaign you want to upload your contacts to.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FEQNMeEASAzqZXXD3CIz9%2FCampaigns%20%C2%B7%20Windsor%202022-09-23%2011-24-29.png?alt=media\&token=3f623fd1-9a61-42ee-97c8-48f4c7f753af)

3: Select the **3 dots** in the top-right and select "**Add Recipients**".

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2Fe0OoQ6J4C9jFElLfK9QQ%2FOutreach%20Demo%202%20%C2%B7%20Windsor%20%F0%9F%94%8A%202022-09-23%2011-25-33.png?alt=media\&token=94dcf35a-68d7-4a16-ae0f-d9ff7f901972)

4: On this screen, you can select to either enter recipients manually, one-by-one or upload a CSV File. **Select the CSV option**.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FsSdnYNWq4iQZdPBW42m8%2FOutreach%20Demo%202%20%C2%B7%20Windsor%20%F0%9F%94%8A%202022-09-23%2011-27-55.png?alt=media\&token=b6d4fa94-833a-4245-92aa-ceefd5033be4)

5: Click "**Upload CSV**" and select the CSV file with your recipients.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FMyv6c85lIvK1qS2s3Eqn%2FOutreach%20Demo%202%20%C2%B7%20Windsor%20%F0%9F%94%8A%202022-09-23%2011-29-01.png?alt=media\&token=52cdc1a4-fcc7-4aa8-8db7-3fe30387915e)

6: Drag your file into the box or click the **+** to locate your file.\
Then, confirm the file is imported properly. It should look something like this:

Click "**Next**".

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FNy1xcEp0EjBzwwALUm86%2FOutreach%20Demo%202%20%C2%B7%20Windsor%20%F0%9F%94%8A%202022-09-23%2011-36-42.png?alt=media\&token=869ba0df-bc00-4346-8fa0-12c4425eaa4d)

7: Map the columns to their respective template columns and click "**Next**".

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FCZ7eWKmrppKkAjIjMUxi%2FOutreach%20Demo%202%20%C2%B7%20Windsor%20%F0%9F%94%8A%202022-09-23%2011-39-52.png?alt=media\&token=bf4cde0c-e8ba-458b-bb4a-8e60b9730685)

8: Review the CSV and click "**Import**".

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2F5lYT7Mn3C8fpjgqhA8zV%2FOutreach%20Demo%202%20%C2%B7%20Windsor%20%F0%9F%94%8A%202022-09-23%2011-41-41.png?alt=media\&token=e6d64516-d477-45c1-a1bf-81a49b1101b5)

9: Done! Your recipient list has been imported and you can click "**Finish**".

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2Fy7pIcmac9YyazwHaYfcj%2FOutreach%20Demo%202%20%C2%B7%20Windsor%20%F0%9F%94%8A%202022-09-23%2011-42-20.png?alt=media\&token=fdf2001f-1878-4e78-b95b-d2306f429380)

{% hint style="info" %}
This is the part where we need to be patient. Windsor will create videos based on the names in the CSV file. We'll put the videos through a quality control process to make sure the videos look as natural as possible. This process should be finished within 24 hours.
{% endhint %}

### Export your video-url list

When you come back to your campaigns the next day, you'll notice the number under "total videos created" is updated. You can now download the CSV file with the URL to the created videos.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FOeLfSDtyr5RaVKnQ622b%2FThank%20You%20%C2%B7%20Windsor%20%F0%9F%94%8A%202022-09-23%2011-47-37.png?alt=media\&token=11bc76ed-4978-4916-aa6f-0f843485c258)

1: In the campaign, click on "**Recipient Activity**" to see an overview of the processed videos.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FCp9v0y7QQNf2AoGJN195%2FThank%20You%20%C2%B7%20Windsor%20%F0%9F%94%8A%202022-09-23%2011-49-51.png?alt=media\&token=ee155626-f565-4aca-858b-1394c883328b)

2: Click "**Download CSV**".

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2F6TaPaRc81b9Erieqefui%2FThank%20You%20%C2%B7%20Windsor%20%F0%9F%94%8A%202022-09-23%2011-50-57.png?alt=media\&token=1f052616-399e-4f16-aa17-458dc4317225)

The final result will look something like this:

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2F1obo2hBFfcj6uTydS3Qq%2FThank%20You%202022-09-23%2011-52-33.png?alt=media\&token=b15cb69f-86b0-4360-8ea8-947b02ba3d90)

You can use this CSV however you see fit. You can import it into a CRM that Windsor doesn't support or you can grab the URLs and send them to your recipients manually.

If you're importing to a CRM, please refer to their documentation on how to import CSV files.


# Generate personal thumbnails

Make your emails, text messages, and LinkedIn messages standout with a personalized thumbnail. Windsor generates beautiful thumbnails that improve click rates and conversions.

Follow the steps below to your thumbnail -&#x20;

1. Navigate to the [Windsor templates page](https://app.windsor.io/library).\
   ![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FkMGCLBqveeFXYENaWk1n%2Fimage.png?alt=media\&token=279d920f-bafb-4e7e-b842-ee16695a8962)
2. Select your template and then click on "Download".\
   ![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2Fv4J73c7qYq33zOPR0yLd%2Fimage.png?alt=media\&token=c59ec3c4-ea90-4c02-ab0a-c7762ce41046)

\
\
\ <br>


# Your Recording Setup

Watch this video to get your home recording setup for Windsor. Following these instructions will make sure your videos are of high quality.

{% embed url="<https://www.loom.com/share/91292425d3a645bbbd848080efb90b03>" %}
Windsor Setup Guide
{% endembed %}

***

## Picking a Space

Things to consider when picking a space and optimizing that space for recording:

<details>

<summary>Considerations When Picking a Space</summary>

1. Size
   * 6 ft or 1.8 meters of distance from your camera to work with.
2. Lighting
   * Well-lit and even across your face. If you have a window to one side, causing half of your face to be shadowy, you may need to change the orientation of your setup so that the camera is in front of you, or you may need to order a ring light or two to even it out.
3. Noise
   * As noise-free environment as possible. We want to capture clean audio only - free from outside sources, such as your A/C unit, construction outside, a loud refrigerator, etc.

</details>

***

## Equipment Recommendations

### Microphones

1. We require clear, high-quality audio to build your AI model.&#x20;
2. The mic must be at a consistent distance from your mouth, regardless of your distance from the camera.&#x20;

We recommended a few microphones in the video. Here are links to the latest ones recommended:

<details>

<summary>Lavalier Mics (Our Favorite Option) + Adapters You May Need</summary>

We recommend Lavalier mics the most for 3 main reasons:

1. They clip onto you, making it easy to maintain a consistent distance from the mic when recording at different distances from the camera.
2. They're discreet compared to external USB/XLR mics.&#x20;
3. You won't have to worry about a mic stand, like with USB or XLR mics.

Here are just a few great options:

* [Rode SmartLav+ Lavalier Microphone for Smartphones](https://www.amazon.com/gp/product/B00EO4A7L0/ref=as_li_qf_asin_il_tl?ie=UTF8\&tag=adrianhiggins-20\&creative=9325\&linkCode=as2\&creativeASIN=B00EO4A7L0\&linkId=4a67a5c127d63f7a5f6936dfd9140352\&th=1)
* [Shure MVL](https://www.amazon.com/gp/product/B08G7B5P13/ref=as_li_qf_asin_il_tl?ie=UTF8\&tag=adrianhiggins-20\&creative=9325\&linkCode=as2\&creativeASIN=B08G7B5P13\&linkId=4469c21f03d443dc5be72d02459d69f1\&th=1)
* [Sennheiser Pro Audio Condenser Microphone](https://www.amazon.com/Sennheiser-Pro-Audio-Microphone-509261/dp/B08YS2G4FB?tag=at88-20) (USB-C)

***

#### Prefer a wireless setup? Any of the options below will let you do this:

* [Rode Wireless Go II](https://www.amazon.com/dp/B09PXCZ247?psc=1\&ref=ppx_yo2ov_dt_b_product_details)&#x20;
* [Rode Wireless ME](https://www.amazon.com/Ultra-Compact-Microphone-Microphones-GainAssist-Technology/dp/B0BQLB596V/ref=asc_df_B0BQLB596V/?tag=hyprod-20\&linkCode=df0\&hvadid=652541982632\&hvpos=\&hvnetw=g\&hvrand=6592325903311893579\&hvpone=\&hvptwo=\&hvqmt=\&hvdev=c\&hvdvcmdl=\&hvlocint=\&hvlocphy=9014904\&hvtargid=pla-1965556344361\&psc=1\&gclid=CjwKCAjwzJmlBhBBEiwAEJyLuxAk3W9QrK-5gP6_L0O7hJwPZKW0T9W7XlGx3xkXkaxijaYe0cIM3xoCRy4QAvD_BwE)
* [DJI Mic](https://www.amazon.com/DJI-Charging-Microphone-Cancellation-Interview/dp/B09GYD55JF/ref=sr_1_3?hvadid=570566297929\&hvdev=c\&hvlocphy=9014904\&hvnetw=g\&hvqmt=e\&hvrand=5903207602420547200\&hvtargid=kwd-452742036367\&hydadcr=18855_13376286\&keywords=dji+wireless+mic\&qid=1688673096\&sr=8-3\&ufe=app_do%3Aamzn1.fos.c3015c4a-46bb-44b9-81a4-dc28e6d374b3)

Each of these includes a built-in mic and can clip onto your shirt, but they're more distracting to viewers than Lavalier mics due to their size. However, you can connect a different Lavalier mic to the Transmitter and use that as the mic instead (this technically means your setup would be *mostly* wireless, but is still more discreet overall and is likely to give you higher-quality audio than the built-in mic).

***

#### Adapters

For iPhones/iPads with Lightning Connectors - [Apple Lightning to 3.5mm Headphone Jack Adapter](https://www.amazon.com/Apple-Lightning-Headphone-Jack-Adapter/dp/B01LXJFMGF)

For phones with USB C Connector - [USB C to 3.5mm Headphone and Charger Adapter](https://www.amazon.com/Headphone-Charger-Charging-Earphones-Compatible/dp/B09JZS3645/ref=sr_1_3)

</details>

{% hint style="info" %}
If you're plugging into your iPhone, you may need this adapter - [Apple Lightning to 3.5 mm Headphone Jack Adapter](https://www.amazon.com/Apple-Lightning-Headphone-Jack-Adapter/dp/B01LXJFMGF/ref=pd_bxgy_sccl_1/138-3899496-2907824?pd_rd_w=4pmio\&content-id=amzn1.sym.26a5c67f-1a30-486b-bb90-b523ad38d5a0\&pf_rd_p=26a5c67f-1a30-486b-bb90-b523ad38d5a0\&pf_rd_r=6T7MPNAS2WV9A6BTCZ7X\&pd_rd_wg=XPKax\&pd_rd_r=5f196288-2413-4df1-a9cb-b976eb4142ef\&pd_rd_i=B01LXJFMGF\&psc=1)
{% endhint %}

<details>

<summary>USB Mics ($50+) + Adapters You May Need</summary>

* [Shure MV7 USB](https://www.amazon.com/gp/product/B08G7RG9ML) ($249)
  * This mic also supports XLR for those with an audio interface
* [Elgato Wave:3](https://www.amazon.com/Elgato-Wave-Microphone-Podcasting-Capacitive/dp/B088HHWC47)[ ](https://www.amazon.com/Audio-Technica-AT2020-Cardioid-Condenser-Microphone/dp/B00B5ZX9FM/ref=sr_1_1?crid=3NZ6O1BU3I7D3\&keywords=at2020\&qid=1687922499\&s=electronics\&sprefix=at2020%2Celectronics%2C125\&sr=1-1\&ufe=app_do%3Aamzn1.fos.006c50ae-5d4c-4777-9bc0-4513d670b6bc)($149.99)
* [Audio-Technica AT2020USB+](https://www.amazon.com/Audio-Technica-AT2020-Cardioid-Condenser-Microphone/dp/B00B5ZX9FM/ref=sr_1_1?crid=3NZ6O1BU3I7D3\&keywords=at2020\&qid=1687922499\&s=electronics\&sprefix=at2020%2Celectronics%2C125\&sr=1-1\&ufe=app_do%3Aamzn1.fos.006c50ae-5d4c-4777-9bc0-4513d670b6bc)[ ](https://www.amazon.com/Logitech-Creators-Condenser-Microphone-988-000100/dp/B00N1YPXW2/ref=asc_df_B00N1YPXW2/?tag=hyprod-20\&linkCode=df0\&hvadid=309707619534\&hvpos=\&hvnetw=g\&hvrand=9686414012220343563\&hvpone=\&hvptwo=\&hvqmt=\&hvdev=c\&hvdvcmdl=\&hvlocint=\&hvlocphy=9014958\&hvtargid=pla-361504918229\&psc=1)($69.99)
* [Blue Yeti](https://www.amazon.com/Logitech-Creators-Condenser-Microphone-988-000100/dp/B00N1YPXW2/ref=asc_df_B00N1YPXW2/?tag=hyprod-20\&linkCode=df0\&hvadid=309707619534\&hvpos=\&hvnetw=g\&hvrand=9686414012220343563\&hvpone=\&hvptwo=\&hvqmt=\&hvdev=c\&hvdvcmdl=\&hvlocint=\&hvlocphy=9014958\&hvtargid=pla-361504918229\&psc=1) ($101)

***

#### Adapters for USB Mics:

* Connect any USB mic to your iPhone or iPad
  * [USB 3 Camera Adapter 3 in 1 USB Female OTG Adapter](https://www.amazon.com/USB-Camera-Adapter-Headphone-Compatible/dp/B07P94PB7Z/ref=asc_df_B07P94PB7Z/) ($18.99)
* Connect USB mics to a computer that only has USB-C ports
  * [Syntech USB C to USB Adapter, 2 Pack](https://www.amazon.com/Syntech-Adapter-Thunderbolt-Compatible-MacBook/dp/B077FY7831/ref=sr_1_3) ($8.99)
  * [Apple USB-C to USB Adapter](https://www.amazon.com/Apple-USB-C-to-USB-Adapter/dp/B00VU2OID2/ref=sr_1_15) ($19.00)

</details>

{% hint style="info" %}
If your computer only has USB-C ports, you'll need a USB-C to USB-A adapter in order to connect the USB mics listed above.
{% endhint %}

<details>

<summary>XLR Mics</summary>

XLR mics are the gold standard when it comes to recording high-quality audio. However, these mics are more expensive and the setup process is more complicated.&#x20;

They require an audio interface in order to connect them to your computer. [Here's one from Focusrite](https://www.amazon.com/Focusrite-Scarlett-Audio-Interface-Tools/dp/B07QR6Z1JB/ref=asc_df_B07QR6Z1JB/?tag=hyprod-20\&linkCode=df0\&hvadid=343868230709\&hvpos=\&hvnetw=g\&hvrand=8782570044746123830\&hvpone=\&hvptwo=\&hvqmt=\&hvdev=c\&hvdvcmdl=\&hvlocint=\&hvlocphy=9014958\&hvtargid=pla-781084951088\&psc=1\&tag=\&ref=\&adgrpid=70702002698\&hvpone=\&hvptwo=\&hvadid=343868230709\&hvpos=\&hvnetw=g\&hvrand=8782570044746123830\&hvqmt=\&hvdev=c\&hvdvcmdl=\&hvlocint=\&hvlocphy=9014958\&hvtargid=pla-781084951088) ($99.99) that is rated highly and commonly used.&#x20;

#### XLR Mic Options

There are several great brands selling XLR mics, such as Audio-Technica, Elgato, AKG, Neumann, Røde, Sennheiser, and Shure.

Here are just a few options we'd like to mention:

* [Audio-Technica AT2040](https://www.amazon.com/Audio-Technica-Hypercardioid-Dynamic-Microphone-2040/dp/B09BFPNW2J/ref=asc_df_B09BFPNW2J/?tag=hyprod-20\&linkCode=df0\&hvadid=532565062453\&hvpos=\&hvnetw=g\&hvrand=4694854242512838013\&hvpone=\&hvptwo=\&hvqmt=\&hvdev=c\&hvdvcmdl=\&hvlocint=\&hvlocphy=9014904\&hvtargid=pla-1398655533980\&th=1) ($99)
* [Elgato Wave DX](https://www.amazon.com/Elgato-Wave-Microphone-Podcasting-Broadcasting/dp/B0B8GRCXB6/ref=sr_1_10?crid=1EPBKURBO2OM6\&keywords=XLR+Mic\&qid=1689004061\&s=musical-instruments\&sprefix=xlr+mic%2Cmi%2C87\&sr=1-10\&ufe=app_do%3Aamzn1.fos.006c50ae-5d4c-4777-9bc0-4513d670b6bc) ($70)
* [Shure MV7](https://www.amazon.com/Shure-Microphone-Podcasting-Voice-Isolating-Technology/dp/B08G7RG9ML/ref=sr_1_25?crid=1EPBKURBO2OM6\&keywords=XLR+Mic\&qid=1689004061\&s=musical-instruments\&sprefix=xlr+mic%2Cmi%2C87\&sr=1-25\&ufe=app_do%3Aamzn1.fos.f5122f16-c3e8-4386-bf32-63e904010ad0) ($249)
  * This mic can connect through XLR or USB.
* [Sennheiser Professional MKE 600 Shotgun Microphone](https://www.amazon.com/Sennheiser-MKE600-Camcorder-Shotgun-Microphone/dp/B00B0YPAYQ/ref=sr_1_1?crid=262XOOWKDT0AJ\&keywords=sennheiser+xlr+mic\&qid=1689004364\&s=musical-instruments\&sprefix=sennhesier+xlr+mic%2Cmi%2C75\&sr=1-1\&ufe=app_do%3Aamzn1.fos.c3015c4a-46bb-44b9-81a4-dc28e6d374b3) ($319)
  * Shotgun mics like this one are generally used in TV/movie sets and a nice benefit of them is that they can be placed further away from your mouth than any of the other mics we've mentioned.
  * The XLR cable that comes with this mic only connects to video cameras/camcorders. To connect to an audio interface instead, you'll need an XLR cable [like this one](https://www.amazon.com/Amazon-Basics-Standard-Microphone-Noise-Cancelling/dp/B01JNLUA5G/ref=pd_bxgy_sccl_2/138-3899496-2907824?pd_rd_w=vdwtB\&content-id=amzn1.sym.26a5c67f-1a30-486b-bb90-b523ad38d5a0\&pf_rd_p=26a5c67f-1a30-486b-bb90-b523ad38d5a0\&pf_rd_r=ZJ0BRMWYPFC5CPEGJRVC\&pd_rd_wg=Z3LLD\&pd_rd_r=88b9eaa4-c3bf-4d49-9a4c-37081f134384\&pd_rd_i=B01JNLUA5G\&psc=1) (choose the cable length that you'll need).

</details>

***

### Positioning Your Mic

{% hint style="info" %}
The mic must be at a consistent distance from your mouth, regardless of your distance from the camera.
{% endhint %}

<details>

<summary>Positioning Lavalier Mics</summary>

The ideal on-clothing mic position is mid-chest. Anything too high may affect the frequency response, and placing it too low may result in a lower audio level. The mic shouldn't touch the clothing either and should point straight up toward the speaker's mouth.

</details>

<details>

<summary>Positioning USB and XLR Mics + Mic Stands</summary>

Position your mic

* 1ft (0.3m) from your mouth and no further than 2-3ft (0.5m) away, and
* \~1 inch below your chin so that it doesn't block your mouth and thus interfere with the model.

***

#### Mic Stands

You may need a mic stand in order to position the mic properly when recording at different distances. Here are just a couple of options.&#x20;

* [Amazon Basics Adjustable Boom Height Microphone Stand with Tripod Base](https://www.amazon.com/AmazonBasics-Tripod-Boom-Microphone-Stand/dp/B019NY2PKG/ref=sr_1_4) ($26.80)
* [RØDE PSA1+](https://www.amazon.com/Rode-Microphones-PSA1-Professional-Studio/dp/B09JBVR5B4/ref=sr_1_8) ($98.50)
  * The PSA1+ clamps onto your desk and is commonly used by podcasters.

</details>

***

### Cameras / Webcams

When setting up your camera to record Windsor videos, remember

1. The camera angle must be at eye level or higher.&#x20;
2. Double-check that your camera is free of any smudges. If there are any, be sure to wipe the lens with something soft like a microfiber cloth, being careful not to scratch it.

Any camera with a 720p resolution or higher will work, but here are a few great options:&#x20;

<details>

<summary>Cameras / Webcams</summary>

1. The camera on your smartphone&#x20;
   * To use your smartphone as a webcam, check out the 3 options listed here ->[Use Phone As Webcam](/avatars-and-templates/your-recording-setup/use-phone-as-webcam)
2. Logitech Webcams
   * [C920](https://www.amazon.com/Logitech-Widescreen-Calling-Recording-Desktop/dp/B006JH8T3S/ref=asc_df_B006JH8T3S/?tag=hyprod-20\&linkCode=df0\&hvadid=198093101467\&hvpos=\&hvnetw=g\&hvrand=3719666393504497669\&hvpone=\&hvptwo=\&hvqmt=\&hvdev=c\&hvdvcmdl=\&hvlocint=\&hvlocphy=9014958\&hvtargid=pla-365069354613\&psc=1)[ ](https://www.sweetwater.com/c1003--Video_Cameras?highlight=C922\&mrkgadid=\&mrkgcl=28\&mrkgen=gpla\&mrkgbflag=1\&mrkgcat=drums\&percussion\&acctid=21700000001645388\&dskeywordid=92700073370090877\&lid=92700073370090877\&ds_s_kwgid=58700007963105270\&ds_s_inventory_feed_id=97700000007215323\&dsproductgroupid=1795338701694\&product_id=C922\&prodctry=US\&prodlang=en\&channel=online\&storeid=\&device=c\&network=u\&matchtype=\&adpos=largenumber\&locationid=9014958\&creative=615094225367\&targetid=pla-1795338701694\&campaignid=17962511191\&awsearchcpc=&&\&gclid=CjwKCAjwkeqkBhAnEiwA5U-uM7vSAyVBmOCh6y2V3sCxxzayWKzT52ZIEBUid58IZzQgctAcfr4lZRoCaeAQAvD_BwE\&gclsrc=aw.ds)
   * [C922 Pro](https://www.sweetwater.com/c1003--Video_Cameras?highlight=C922\&mrkgadid=\&mrkgcl=28\&mrkgen=gpla\&mrkgbflag=1\&mrkgcat=drums\&percussion\&acctid=21700000001645388\&dskeywordid=92700073370090877\&lid=92700073370090877\&ds_s_kwgid=58700007963105270\&ds_s_inventory_feed_id=97700000007215323\&dsproductgroupid=1795338701694\&product_id=C922\&prodctry=US\&prodlang=en\&channel=online\&storeid=\&device=c\&network=u\&matchtype=\&adpos=largenumber\&locationid=9014958\&creative=615094225367\&targetid=pla-1795338701694\&campaignid=17962511191\&awsearchcpc=&&\&gclid=CjwKCAjwkeqkBhAnEiwA5U-uM7vSAyVBmOCh6y2V3sCxxzayWKzT52ZIEBUid58IZzQgctAcfr4lZRoCaeAQAvD_BwE\&gclsrc=aw.ds)
   * [Brio 4k](https://www.amazon.com/Logitech-Calling-Noise-Canceling-Correction-Microsoft/dp/B01N5UOYC4/ref=asc_df_B01N5UOYC4/?tag=hyprod-20\&linkCode=df0\&hvadid=309833041189\&hvpos=\&hvnetw=g\&hvrand=3719666393504497669\&hvpone=\&hvptwo=\&hvqmt=\&hvdev=c\&hvdvcmdl=\&hvlocint=\&hvlocphy=9014958\&hvtargid=pla-381707158557\&psc=1)&#x20;

</details>

{% hint style="info" %}
A built-in laptop webcam will also work but the video quality will be noticeably worse than any of the above options.
{% endhint %}

***

### Lights

It's important to have even lighting across your face for the AI to work properly. Adequate lighting also makes for a better-looking video. There are many options out there. Here are just a few.

<details>

<summary>Lights</summary>

* [Obeamiu 2 Pack LED Lights with 63'' Tripod Stand](https://www.amazon.com/Obeamiu-2500-8500K-Photography-Recording-Collection/dp/B0BQMKZYTK/ref=asc_df_B0BQMKZYTK/?tag=hyprod-20\&linkCode=df0\&hvadid=649077368521\&hvpos=\&hvnetw=g\&hvrand=16667935192577766151\&hvpone=\&hvptwo=\&hvqmt=\&hvdev=c\&hvdvcmdl=\&hvlocint=\&hvlocphy=9014958\&hvtargid=pla-1971818183932\&psc=1\&gclid=CjwKCAjwkeqkBhAnEiwA5U-uM1LC6GveHkcCTf2nXXYWpkbMy0w6VTkoQPXpSTmr496LRaZRuwVVzxoCVosQAvD_BwE) ($49.99)
* [Litra Glow Premium LED Streaming Light with adjustable monitor mount, brightness & color temp settings](https://www.amazon.com/Logitech-Streaming-TrueSoft-adjustable-brightness/dp/B097QZGRCQ/ref=sr_1_3) ($59.99)

#### Lights that also include a phone holder (if using your phone to record video)

* [12" Selfie Ring Light with 63" Adjustable Tripod Stand and Phone Holder](https://www.amazon.com/Adjustable-Dimmable-Ringlight-Photography-Compatible/dp/B08V4F91BL/ref=asc_df_B08V4F91BL/?tag=hyprod-20\&linkCode=df0\&hvadid=507790146651\&hvpos=\&hvnetw=g\&hvrand=16667935192577766151\&hvpone=\&hvptwo=\&hvqmt=\&hvdev=c\&hvdvcmdl=\&hvlocint=\&hvlocphy=9014958\&hvtargid=pla-1362111798696\&psc=1) ($24.99)
* [Gator Frameworks 10-Inch LED Desktop Ring Light Stand with Phone Holder](https://www.amazon.com/Gator-Frameworks-Height-Adjustable-Universal-GFW-RINGLIGHTSET/dp/B08VBS2CMJ/ref=asc_df_B08VD8VP7P/?tag=hyprod-20\&linkCode=df0\&hvadid=632170706117\&hvpos=\&hvnetw=g\&hvrand=4907860867389013412\&hvpone=\&hvptwo=\&hvqmt=\&hvdev=c\&hvdvcmdl=\&hvlocint=\&hvlocphy=9014958\&hvtargid=pla-1391604433883\&th=1)
  * One Light - Weighted Base ($24.99)
  * Two Lights - Weighted Base + Tripod Set ($41.99)

To use your smartphone as a webcam, check out the 3 options listed [here](/avatars-and-templates/your-recording-setup/use-phone-as-webcam).

</details>

***

{% hint style="info" %}
Once your setup is ready, read [this doc](/avatars-and-templates/setting-up-your-avatar) to set up your Avatar. If you prefer, you can also schedule a [Recording Session with Windsor](/avatars-and-templates/recording-session-with-windsor) to have someone on our team assist you.
{% endhint %}


# Use Phone As Webcam

Using your phone's camera as your webcam is a great option. Here

Here's a [video that goes over 3 options](https://www.youtube.com/watch?v=FeUKIejoy60) we've detailed out below.&#x20;

1. EpocCam
   * One-time $8 payment for paid features (max video quality and removes watermark)
   * [Link to download page](https://www.elgato.com/us/en/s/downloads)
2. Camo&#x20;
   * Need desktop and mobile app
     * [Link to download page](https://reincubate.com/camo/downloads/)
   * Monthly/annual subscription service for paid features (remove watermark and max video quality)
3. iPhone Continuity&#x20;
   * [Link to Apple's guide](https://support.apple.com/guide/mac-help/use-iphone-as-a-webcam-mchl77879b8a/mac)
   * Requires iOS 16 and MacOS Ventura
   * iPhone XR or newer and 2018 Macs or newer
   * Built-in and doesn't require app installs

### Adapters:

Connect any USB mic to any iPhone or iPad that uses a lightning connector

* [USB 3 Camera Adapter 3 in 1 USB Female OTG Adapter](https://www.amazon.com/USB-Camera-Adapter-Headphone-Compatible/dp/B07P94PB7Z/ref=asc_df_B07P94PB7Z/) ($18.99)

{% hint style="info" %}
Any of these methods can be combined with recording software&#x20;
{% endhint %}


# Recording Software

## Recording Software

A list of software you can use if you're recording your model and/or template footage on your own.

<details>

<summary>For Mac</summary>

* Short Video -> Photo Booth or Loom
  * Advanced option: OBS&#x20;
* Audio -> Voice Memos&#x20;
  * Advanced option: Audacity

</details>

<details>

<summary>For Windows</summary>

* Short Video -> Loom or Camera app
  * &#x20;Advanced option: OBS
* Audio -> Voice Recorder&#x20;
  * Advanced option: Audacity

</details>


# Setting Up Your Avatar

{% hint style="warning" %}
Make sure to follow the instructions on [Your Recording Setup](/avatars-and-templates/your-recording-setup) first. Once your setup is ready, read this doc to set up your Avatar. If you prefer, you can also schedule a [Recording Session with Windsor](/avatars-and-templates/recording-session-with-windsor) to have someone on our team assist you.
{% endhint %}

/video

To create your AI model we'll need the following:

1. A video recording of you reading the short consent script below (this gives us permission to create your AI model).
2. 10 to 15 minutes of training footage (requirement details below).

<details>

<summary>Consent Script</summary>

I hereby verify that I, <>, am currently recording this video, and I provide Windsor the permission to create an AI avatar that can replicate parts of my likeness and voice. I understand that this AI avatar can be used to edit videos recorded by me while maintaining that they will look and sound like I recorded the video myself.&#x20;

Since Windsor partners with Descript to generate audio that sounds like my voice, I will now provide explicit consent to Descript to use this recording: I hereby verify that I, <>, am currently speaking, and that I’d like Descript to create an Overdub version of my voice. I understand that this Overdub Voice can be used to create speech that sounds like my voice.

</details>

### Training Footage Requirements

We require a 10 to 15-minute audio/video recording to create the AI model.

**The audio of this recording must match the audio of your template videos** (same mic, distance from the mic, same speaking volume, tone, speed, etc.)

<details>

<summary>Important Reminders For When Recording:</summary>

1. Record yourself speaking into a camera. [Here’s a good script](https://short-stories.co/stories/other-dangers-6ElnLy4xnMv) we recommend. Just record yourself reading this. If you prefer, you can pick anything else from [this website](https://short-stories.co/stories/time/15) - or read your favorite book for 10 to 15 minutes.
2. Try to pronounce most words correctly. To that effect, aim for slower and more accurate instead of rushing it. Take as many breaks as needed, we'll edit the file afterward and cut things correctly.
3. Disable any software compressors, equalizers, noise suppression, etc. We perform our own sound processing after recording - any additional processing can cause issues.
4. You may record using your phone as a webcam. [Here](/avatars-and-templates/your-recording-setup/use-phone-as-webcam) are details on 3 good options.
5. If recording on your own, check out [Recording Software](/avatars-and-templates/your-recording-setup/recording-software).

</details>


# Recording Session with Windsor

Here's everything you need to know before your recording session with us

Make sure to follow the instructions on [Your Recording Setup](/avatars-and-templates/your-recording-setup) first. Once you have your recording setup ready, you can schedule a time with us to record. Here's how.

1. [Log into your Windsor account](https://app.windsor.io/sign-in).
2. Navigate to the [Templates page](https://app.windsor.io/templates), click the "Create" button and follow the steps you see there.
3. Schedule a time to record.


# Recording New Templates

{% hint style="warning" %}
Make sure to follow the instructions on [Your Recording Setup](/avatars-and-templates/your-recording-setup) first. Once you have your setup ready, continue reading this page below to get your templates recorded.
{% endhint %}

Once you have your [Avatar](/avatars-and-templates/your-recording-setup), you can now record a template. Here's how.

{% embed url="<https://www.loom.com/share/3c74b9ca7c084959bd6314bf2e1533fa?sid=fb572231-a9cf-4983-a1d0-29612c74664a>" %}
Self-Recording Guide
{% endembed %}

<details>

<summary>Setup Reminders</summary>

* Set up your camera at eye level or slightly higher.
* Use the same setup (mic, camera, lighting, room, etc.) that you used when recording your training footage or any previous templates.
* Record at least 3 takes for each template video, each at a slightly different distance from the camera.
  * The takes should be roughly 4ft (1.2m, 5ft (1.5m), and 6ft (1.8m) away from the camera. We'll ultimately process the take that works best with the model.
  * Your mic must remain at a consistent distance from your mouth, regardless of your distance from the camera.
  * You can push the camera back or keep it at a fixed position and step back as you record each distance. Do whichever is easiest for your setup.

</details>

{% hint style="info" %}
Since you may have a setup that's hard to replicate **perfectly** again, We'd recommend recording videos for all the campaigns you'd like to send for the next 6 - 8 weeks while you have a good recording setup.
{% endhint %}

<details>

<summary>Process Reminders</summary>

1. Record your videos as if you were recording them for a single person but in place of a name you say “Watermelon” (Like 'Hi Watermelon' or 'How's it going Watermelon', etc.)
   * See this link for video examples → <https://recording.windsor.io/scripts>
2. Don't move your head too much when saying sentences that include a replacement, or during the sentences before and after
3. Make sure your face is clearly visible. Don't block your mouth/chin with the mic or with your hand if you're waving at the beginning of your video
4. "Controlled Excitement" - don't be overly expressive when saying the AI key phrase, "Hey Watermelon."
5. Leave short, natural pauses after "Watermelon" and after the first sentence after the greeting. These pauses should be very short (\~0.25 seconds).
6. Avoid speaking too fast around the AI key phrase "Watermelon"
7. Don't cut the video too close to the start - leave about 2 seconds of silence with a neutral, closed mouth before beginning each take. We'll cut the start of each take ourselves once we've received the footage to make sure it looks natural.&#x20;
   * If your video has more than one replacement in it, don't worry about pausing like this before saying "Watermelon" later in the video. This point only pertains to the replacement at the start of the video.&#x20;

</details>

{% hint style="info" %}
Try to end each video with a very clear CTA (call to action). This is the biggest difference we've seen in videos that convert well vs. those that do not.
{% endhint %}

Also, here's a [Teleprompter app](https://zacue.com/) we like to use. You'll have to adjust the speed and font size to get the right pace since the default settings are usually too fast.


# Zapier

With the Windsor Zapier integration, you can perform the following actions:

1. Request a new personalized video from Windsor.io using any Zapier trigger.
2. Send the generated video URL from Windsor.io to any other service that integrates with Zapier.

Please see the accompanying screenshot for a visual representation of how the two Zaps work together in Zapier.

<figure><img src="https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2Fkr2UfxdXOIHnW5QPZOdS%2Fimage.png?alt=media&amp;token=ec80ca3c-fa0b-4a44-99b9-565af7863b0c" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
It is not necessary to set up both Zaps in order to use the integration. You may choose to use Zapier either as a source or a destination integration for a Windsor campaign.
{% endhint %}

Click Next to set up Zapier as a source integration for a campaign.


# Set up Zapier as a source

Follow the steps below to create Windsor Videos from a Zapier Zap

{% hint style="info" %}
It's recommended you [sign up](https://zapier.com/sign-up) and [login](https://zapier.com/app/login) to your Zapier account before following these steps.
{% endhint %}

### Step 1:  Copy the Windsor API Key

> If you've already connected Windsor to your Zapier account, skip to the [step 3](#step-3-enable-zapier-as-a-source-integration-for-your-campaign).

Copy the Windsor API key from the [Zapier integration page](https://app.windsor.io/integrations/zapier).

<figure><img src="https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FsSUEyrZFZriRtY7W38Ql%2Fimage.png?alt=media&amp;token=3d76bace-69e3-4244-b98f-cb1e41a05e43" alt=""><figcaption><p>Windsor API Key for the Zapier Integration</p></figcaption></figure>

### Step 2: Connect Windsor with your Zapier account

To connect Windsor with your Zapier account, go to the [My Apps](https://zapier.com/app/connections?search=windsor) tab in Zapier's sidebar and search for "Windsor". Click on "Connect", and then paste the API key you copied in [Step 1](#step-1-copy-the-windsor-api-key). Once the connection is established successfully, the [Zapier integration page](https://app.windsor.io/integrations/zapier) on Windsor will show "Connected".

<figure><img src="https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FhdERBfqeZqFyWnuXKqqM%2Fconnect_zapier_with_windsor.gif?alt=media&amp;token=a8e81ae1-5adf-43e7-a586-ad81b2ba2b0b" alt=""><figcaption><p>Connecting Windsor with your Zapier account</p></figcaption></figure>

### Step 3: Enable Zapier as a Source Integration for your Campaign

For every campaign that will use Zapier, Follow the steps below in the GIF to enable the Zapier as a source integration. This will allow you to select that campaign in Zapier when using the Windsor "Generate New Video" action in a Zap.

<figure><img src="https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FAqswupeehkveYnNhq8kB%2Fenable_zapier_as_source_2.gif?alt=media&amp;token=3a80e9f3-a88b-4c2f-a502-29ca3c6c1cad" alt=""><figcaption><p>Enabling Zapier as a source integration</p></figcaption></figure>

{% hint style="warning" %}
Your Windsor campaign must be LIVE before you can set up the Zap. Start your Windsor campaign by clicking the "Start Campaign" button from the campaign detail page on the Windsor dashboard.
{% endhint %}

### Step 4: Setup the Zap&#x20;

To set up the Zap, create a new Zap and choose any trigger you prefer. For the purpose of this example, we will use the "New Contact Added to List" trigger in ActiveCampaign.&#x20;

Once you have selected your trigger, choose "Windsor" as the action and select the "Generate New Video" event. Next, select the appropriate campaign from the campaign dropdown menu. Fill in the required values using the values provided by the trigger. Test the Zap, and once it passes, publish it.

Going forward, every time the Zap is triggered, Windsor will create a video for every unique email.

<figure><img src="https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FjGxhTq8WLRoiDXuklkCs%2Fsetting_up_create_video_zap.gif?alt=media&amp;token=e428d549-4428-4408-b2ec-01f2507297c4" alt=""><figcaption><p>Setting up the "Generate New Video" action</p></figcaption></figure>

{% hint style="info" %}
While testing, you may need to run the "Generate New Video" action multiple times for the same email. However, Windsor.io will only create one video per email to prevent overcharging your account.

To work around this, you can append a unique value to your email address by using the "+" symbol. For example, "<johndoe@gmail.com>" can become "[johndoe+test1@gmail.com](mailto:johndoe+1@gmail.com)", while changing "test1" to something else on each test.

&#x20;This will allow Windsor.io to recognize the email as a unique value each time, thereby allowing you to generate multiple videos during testing. The emails will still be routed to the correct email address as expected.

Make sure to remove this after the testing is done.
{% endhint %}

Click the next button below to[ Set up Zapier as a destination](/integrations/zapier/set-up-zapier-as-a-destination) integration.


# Set up Zapier as a destination

Follow the steps below to send Windsor Videos to any Zapier supported integration

{% hint style="info" %}
It's recommended you [sign up](https://zapier.com/sign-up) and [login](https://zapier.com/app/login) to your Zapier account before following these steps.
{% endhint %}

### Step 1:  Copy the Windsor API Key

> If you've already connected Windsor to your Zapier account, skip to the [step 3.](#step-3-enable-zapier-as-a-destination-integration-on-your-campaign)

Copy the Windsor API key from the [Zapier integration page](https://app.windsor.io/integrations/zapier).&#x20;

<figure><img src="https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FsSUEyrZFZriRtY7W38Ql%2Fimage.png?alt=media&amp;token=3d76bace-69e3-4244-b98f-cb1e41a05e43" alt=""><figcaption><p>Windsor API Key for the Zapier Integration</p></figcaption></figure>

### Step 2: Connect Windsor with your Zapier account

To connect Windsor with your Zapier account, go to the [My Apps](https://zapier.com/app/connections?search=windsor) tab in Zapier's sidebar and search for "Windsor". Click on "Connect", and then paste the API key you copied in [Step 1](#step-1-copy-the-windsor-api-key). Once the connection is established successfully, the [Zapier integration page](https://app.windsor.io/integrations/zapier) on Windsor will show "Connected".

<figure><img src="https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FhdERBfqeZqFyWnuXKqqM%2Fconnect_zapier_with_windsor.gif?alt=media&amp;token=a8e81ae1-5adf-43e7-a586-ad81b2ba2b0b" alt=""><figcaption><p>Connecting Windsor with your Zapier account</p></figcaption></figure>

### Step 3: Enable Zapier as a destination Integration on your Campaign

For each Windsor campaign that will be used in your Zapier Zaps, Follow the steps below in the GIF to enable Zapier as a destination integration. This will allow you to select that campaign in Zapier when using the Windsor "New Personalized Video" trigger in a Zap.

<figure><img src="https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FheDGMy44dZkCcGMgRAHJ%2FScreen%20Cast%202023-04-21%20at%2011.01.16%20AM.gif?alt=media&amp;token=118b1b75-fe7a-4ac1-855f-a7a39093abda" alt=""><figcaption><p>Enabling Zapier as a destination integration</p></figcaption></figure>

### Step 4: Set up the Zap

To set up the Zap, start by creating a new Zap and selecting the "New Personalized Video" event from the Windsor app. Next, choose the appropriate campaign from the campaign dropdown menu. Here, you can also specify the status of the video that will trigger the Zap. In most cases, you will want this to be "Approved".

Once you've set up the trigger, choose any other app as your action. For this example, we will use the "Create or Update Contact" event in ActiveCampaign. The trigger provides contact properties such as "email" and "Video URL" that can be used in the following action.&#x20;

In this example, we are updating the ActiveCampaign contact's custom property with the Video URL provided by Windsor.

<figure><img src="https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2Fu2VgsLAcW0N50hnsXzwB%2Fsetting_up_destination_zap.gif?alt=media&amp;token=2d7c53b2-2d5a-4619-b5fd-ece74d950e02" alt=""><figcaption><p>Setting up the "New Personalized Video" trigger</p></figcaption></figure>

Click the next button below to see some examples of how Windsor can be used with other Zapier integrations.


# Examples

### Send a personalized video to anyone who submits a Typeform.

<figure><img src="https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FRJGsUbvBz0GadmPwt84e%2Fimage.png?alt=media&amp;token=75af2356-daf8-4079-998f-6697c05bac96" alt="" width="375"><figcaption></figcaption></figure>

### Add personalized video url to a contact list in Google sheets

<figure><img src="https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FmrMdoMtpnqsNKWcf4ms7%2Fimage.png?alt=media&amp;token=627d84d6-963c-4910-a215-6b44fe4c6f02" alt="" width="375"><figcaption></figcaption></figure>

### **Send a personalized video when so**meone books a meeting on Calendly

<figure><img src="https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FEoITyPLgDsHRir1ngblW%2Fimage.png?alt=media&amp;token=72eb8bcf-8f7d-4758-ab38-5129c0879461" alt="" width="375"><figcaption></figcaption></figure>

### Create a personalized video for a contact in Reply.io sequence

<figure><img src="https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FYaquEYGQpQ6Eb8pNhnmq%2Fimage.png?alt=media&amp;token=f39829e9-5081-4120-9e6d-9cd819555ced" alt="" width="375"><figcaption></figcaption></figure>


# Klaviyo

### Overview

Windsor has a two-way integration with Klaviyo. This means that, Windsor can both

1. Create new videos automatically from Lists or Segments on Klaviyo, and
2. Send emails and SMS messages with embedded videos via Klaviyo

### Connecting Klaviyo With Windsor

To make the connection, we need the API keys from your Klaviyo account. Please follow these steps to find your APIs Key. (or [click here](https://www.klaviyo.com/account#api-keys-tab) and skip directly to step 3)

1. Open your Account Settings\
   ![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FLmCC8kRT03D1yyRF9Qr4%2FKlaviyo%202022-09-21%2010-29-49.png?alt=media\&token=a67397d0-ef97-4cd0-aa05-6716caf5d29f)
2. Open API Keys\
   ![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FnKkz8RThjwKx6Ba6aZwz%2FKlaviyo%202022-09-21%2010-31-17.png?alt=media\&token=ed2ef433-c0ad-421a-a55e-5f5e59c85fae)
3. Grab your Public API Key\
   ![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2Fu19SieaEsLyHkUedToQ5%2FKlaviyo%202022-09-21%2010-32-14.png?alt=media\&token=f95e5b63-0cd5-4392-82d7-04c6058ffa20)
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\
   ![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FRod3hz9ZZBwKbt8QxcgI%2FKlaviyo%202022-09-21%2010-33-42.png?alt=media\&token=898bafd8-2c38-424e-857c-00fe6e1935f7)\
   \
   Then, preview the Private key by hitting this button, and copy the key given to you\
   ![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FrKvKZj0ua4jqOOd2eG6W%2FKlaviyo%202022-09-21%2010-33-42.png?alt=media\&token=8a2d936c-5ac0-442a-b812-f89e8f465774)
5. Once you have these keys, enter them in the [Windsor portal](https://app.windsor.io/integrations/klaviyo).\
   ![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FmD1d0G7q87g6sqG9V5Ys%2FKlaviyo%20Integration%20%C2%B7%20Windsor%202022-06-22%2015-43-24.png?alt=media\&token=295c900a-5b41-4173-b4df-bf4ec85e056b)

{% hint style="info" %}
For the next step, we assume you've created a campaign in the Windsor dashboard. The steps can be found here: [Creating a campaign](/windsor-dashboard/creating-a-campaign)
{% endhint %}

### Setting up the Klaviyo automation

1: Navigate to your campaigns and select the campaign you'd like to automate.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2Fsy1p2zczRkmePItZ7ZUp%2FCampaigns%20%C2%B7%20Windsor%202022-10-05%2010-13-50.png?alt=media\&token=14868877-d80b-42be-a6bf-25f248f844fe)

2: On a new campaign, you'll automatically be sent to the "**Add Recipients**" tab. Here, you click on "**Setup an integration**".

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FtWFLE6jSpG3ZEDddFMRi%2FWelcome%20to%20the%20family!%20%C2%B7%20Windsor%202022-10-05%2010-15-18.png?alt=media\&token=54b395cc-1ef5-4c25-8676-9fb57bc7f44d)

3: We're now setting up the part where Windsor pulls customer names from Klaviyo to create videos. Click the "**Select**" button behind Klaviyo.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FtbK2ndRdnoKNUNF0eAaj%2FWelcome%20to%20the%20family!%20%C2%B7%20Windsor%202022-10-05%2010-32-11.png?alt=media\&token=3769127d-8b46-405c-a12e-5a1980c21676)

4: Now we're going to select the specific list in Klaviyo we want to create videos for. For example, in this case, we're creating a welcome video, so the list in Klaviyo would be a list of first-time buyers/subscribers.

Select your list and click "**Confirm**".

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2F6aiNax8CYRAa3WcExcO0%2FWelcome%20to%20the%20family!%20%C2%B7%20Windsor%202022-10-05%2010-36-12.png?alt=media\&token=eb338a21-a6d0-46bf-9a7f-547efbc96c20)

5: Now we're going to set up the part where Windsor will push the created videos bac to Klaviyo for use in your flows.\
In the delivery method, we **select** Klaviyo again.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2Fr82mMT1ISXzm0Iz9Jq69%2FWelcome%20to%20the%20family!%20%C2%B7%20Windsor%202022-10-05%2010-48-04.png?alt=media\&token=016c7281-f024-4707-97a2-85cb12eeba09)

6: Next is the custom property. This is the tag that'll be used in your email template as a placeholder for the video URL when it's sent to the customer. We suggest making this a unique and easy-to-recognize name, for example, "Welcome video" (you'll notice that spaces will automatically be replaced by underscores " **\_** "  )

Click "**Confirm**" after naming the property.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FP4anDR0EyPzPCluHq3sf%2FWelcome%20to%20the%20family!%20%C2%B7%20Windsor%202022-10-05%2010-54-17.png?alt=media\&token=67b9f40e-683e-44e1-9db6-4549c0c87835)

7: The automation is now set up on Windsor's side. We'll now move to the Klaviyo flows. Click "**Done**".

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2F0qrSHWixik3QnJUWPqNi%2FWelcome%20to%20the%20family!%20%C2%B7%20Windsor%202022-10-05%2016-05-03.png?alt=media\&token=593347b7-0dd3-4d50-b49d-9aebbe1e5ee9)

### Setting up the flow in Klaviyo

This is the flow we're going to create. In the image below, you'll see the following:

1. The flow triggers when someone enters the list (segment) "First-time buyers". This list contains customers with exactly 1 purchase.
2. The "Wait 1 day" step is a delay so Windsor has time to create the video for this particular customer.
3. Then, the conditional split is to ensure *everybody* receives an email. Our tech is good, but in some cases, for example, with hard-to-pronounce names, videos don't make it through our quality control process. In this step, we make sure that Klaviyo sends an email with a video when a video passes inspection and in the case of a rejected video, the customer still gets an email but with a standard text, without a video.
4. This is the email template with the produced Windsor video.
5. This is the email template without a video.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FWqMKDr5tpPCvy4Ecjiaf%2Fimage.png?alt=media\&token=e0a6f101-4829-4432-8cf3-ff03dce49547)

1: Let's set up the email template (step 4 in the above image).

Click the email box and select "**Edit**".

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2F3DZ7uV6Eb5qN2q6PeQQv%2FPost%20Purchase%20%7C%20Flows%20%7C%20Klaviyo%202022-10-05%2016-23-06.png?alt=media\&token=6130f699-cff8-40bd-9e52-9a865aa4d264)

2: Click "**Edit Email**" in the top-right.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FDzUQW4C7Efs05HFmTfST%2FKlaviyo%202022-10-05%2016-24-30.png?alt=media\&token=cb25b959-bad3-43ff-855f-abd042acd789)

{% hint style="info" %}
Make sure you're using the new editor by clicking "Use the new editor" in the top of your screen)
{% endhint %}

We need to get a little creative here because Klaviyo doesn't show the personalization icon outside the text editor. For example, if you want to create a link from existing text or you want to make an image clickable (both of which we're going to do), you'll have to enter a URL/link.

3: Edit or create a text area and at the bottom of the area, on a new line, click the "**Add personalization**" icon and select the welcome video property we created in step 6 above.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2F5Yqb24IwHGffDvBP3TkU%2FEdit%20Post%20Purchase%20Video%20%7C%20Klaviyo%202022-10-05%2016-33-27.png?alt=media\&token=c0fa234d-3c86-4ab9-90fb-6590abcdcd5c)

This will place a property in the editor like this:

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FSkTcYj32YSDnt8Ax5s4e%2FEdit%20Post%20Purchase%20Video%20%7C%20Klaviyo%202022-10-05%2016-37-33.png?alt=media\&token=8ea6eef3-582c-432b-82cd-fd42c7972cd3)

**Copy this string**. We'll need it in the next few steps.

4: Select the text you'd like to link to the video and click the "**link**" icon and paste the property we just copied.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2F3Ikcafa5tEFEpNRaGjHl%2Fscreencast%202022-10-05%2016-41-48.gif?alt=media\&token=6fe9b5c4-5b7a-4687-bc35-c438f6a8885f)

5: Now, we're going to insert an animated thumbnail of the video to invite people to click. For this, we need to briefly hop back into the Windsor dashboard to get the thumbnail.

5a: Switch to the Windsor dashboard. In your campaign, next to the "Start Campaign" button, click "**View Template**". Then, click "**Copy Link**" behind "Template GIF".

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FFPHXQp8VxP8w4ZRu2Tbt%2FWelcome%20to%20the%20family!%20%C2%B7%20Windsor%202022-10-05%2016-47-56.png?alt=media\&token=09bfc9ac-2a16-4680-90b6-b8d89c9e1feb)

5b: Now, we can go back to Klaviyo and add an image box to the template. Click "**Browse Image Library**".

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2F2Y0atfEfDvMjzJ2C5BgW%2FEdit%20Post%20Purchase%20Video%20%7C%20Klaviyo%202022-10-05%2016-49-44.png?alt=media\&token=e5ecaf8b-f4cc-4522-bef4-ba7af1e46907)

5c: Select the "**Import URL**" option, paste the URL to the template GIF we just copied and click "**Import**".

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2F5qwHyn3RmHZXWUZvqpSj%2FEdit%20Post%20Purchase%20Video%20%7C%20Klaviyo%202022-10-05%2016-50-36.png?alt=media\&token=695e2382-2282-4020-825f-ab147eccc1fd)

5d: Under "**Link address**", we'll have to paste the personalization string again, as we did in step 3.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2F2L3WzTAEbyb0XBYK11WB%2FEdit%20Post%20Purchase%20Video%20%7C%20Klaviyo%202022-10-05%2016-57-46.png?alt=media\&token=c128e8f0-b50e-45fa-9c73-329f3493cb4b)

6: You can also add a button in the same way as we did with the text link and image link.

Once you're done setting up the email templates for both "with video" and "without video" emails, you can set the flow status to "Live".

7: Now, for the last step, we move back to the Windsor dashboard and click the "**Start Campaign**" button and videos will start processing and flowing through Windsor and Klaviyo!

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2F6ne1BCVv9oHNbekfLxwI%2FWelcome%20to%20the%20family!%20%C2%B7%20Windsor%202022-10-05%2017-00-54.png?alt=media\&token=1dadae69-f18a-4e30-b56b-8434149b24ac)

### Common Use Cases and Recipes

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

#### Post Purchase (a.k.a Thank You Video)

A [very common](https://www.marshallhaas.com/post/how-i-sent-over-10-000-personal-thank-you-videos-to-my-customers-in-2-months) use case for Windsor Videos

1. Setup a segment for ‘Recent Customers’ with a definition like this\
   ![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2Fa6n4qjPv6ikW8sR1rsQw%2Fimage.png?alt=media\&token=982f1551-2f43-40f9-8bb6-15af71843997)

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](https://help.klaviyo.com/hc/en-us/articles/360028872611-How-to-Create-a-Post-Purchase-Flow#email--2--thank-you-email8)

#### Abandoned Cart

> 7 out of 10 carts are abandoned\
> [Shopify](https://www.shopify.com/blog/shopping-cart-abandonment)

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\
![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FbucpWfd8gl2dgbCYmwMi%2Fimage.png?alt=media\&token=c174d7c4-1de2-4c01-a286-5050f85ae5d9)

{% hint style="info" %}
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”.
{% endhint %}

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](https://help.klaviyo.com/hc/en-us/articles/115002779411-Guide-to-Creating-an-Abandoned-Cart-Flow) on Klaviyo and follow the steps from above to embed Windsor videos into the Abandoned Cart emails

#### How many abandoned cart emails should I send?

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FiLyg13XxMOM7KwHFpwrv%2Fimage.png?alt=media\&token=5a76a04d-3598-4fc8-ba24-f4807de4dbe3)


# Checking your links

If you want to make sure your links are working in your email flow, you can take these steps to verify.

1: In your Klaviyo dashboard, navigate to "**Flows**" and the campaign you want to check up on.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FULcKCWKUCqvvFYSF2usN%2FStep%201.png?alt=media\&token=b5a4c723-d67b-43fd-accb-d52c6941cb31)

2: Select the email that's sending the videos and click "**View All Analytics**".

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FPCSufsaaTRxrjQk5Q6JB%2FStep%202.png?alt=media\&token=e56b76a3-b5d5-49c7-8dbe-77d2f3d8ac8e)

3: Select "**Recipient Activity**".

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FSiUVMsjzkeOnx65OegSc%2FStep%203.png?alt=media\&token=e257e1ee-de9a-4376-a7c5-fc9f8585d75a)

4: Click "**Recipients**" and hover over one of your recipients to make the "**Preview**" button appear.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2Ft4Jbp6uhx6gETstyCB9z%2FStep%204.png?alt=media\&token=bf3a7be5-d5ba-4015-a92c-8f59664ce401)

When you click the preview button, you'll view the email as if you're the recipient, so the email layout and links are exactly as your recipient received it. Now, you can click one of the links and verify that the video is showing properly.


# Prevent duplicate emails

To prevent sending duplicate video emails to the same person, you can use Klaviyo's built-in "Flow filters". We highly recommend using these in your flows.\
You can set them up like this:

1: Select the flow you'd like to edit.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2F4VGaCs6RIVkpzMYVxDJ2%2FFlows%20%7C%20Klaviyo%202022-09-21%2010-41-52.png?alt=media\&token=8739e799-7562-47ea-b24a-4d986e679e5e)

2: Click the "**Trigger**" box and select "**Flow filters**".

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2F5PUnSOcOA8D2CHrTDVrY%2FCustomer%20Thank%20You%20-%20New%20vs.%20Returning%20%7C%20Flows%20%7C%20Klaviyo%202022-09-21%2010-43-27.png?alt=media\&token=fc4878e1-936a-47c9-9919-a62f51f6ebef)

3: Click the "**Add a flow filter**" button.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2Ft22xUKRbaP2SykNUhVuz%2FStep%203.png?alt=media\&token=3be690f4-0e5e-4a96-a4b7-09be732a3008)

4: Select "**Has not been in this flow**" from the first dropdown and leave the "at any time" box as-is.\
Click "**Save**" after that.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FB1DuQAZJD9ttxzJApJdS%2FStep%204.png?alt=media\&token=ef192fd5-c133-48ce-99b6-b5732c1b70a6)

That's it! These steps will prevent people from being added to this flow a second time.


# HubSpot

### Step 1: Connect your HubSpot account with Windsor <a href="#step-1" id="step-1"></a>

Connect your HubSpot account with Windsor by going to the "Integrations" tab in the Windsor sidebar.

<figure><img src="https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FXoaA34dIWu6ek5D1d5bG%2F1-connecting_hubspot.gif?alt=media&amp;token=a72cac58-dc0a-4deb-9e45-ee9a3f1d5a7d" alt=""><figcaption><p>Connecting HubSpot with Windsor</p></figcaption></figure>

### Step 2: Enable HubSpot destination integration to create custom contact property

Follow the steps below in the GIF to enable the HubSpot destination integration and create a custom contact property for each contact. This HubSpot property will contain the personalized Windsor video URL after the videos are generated. By default, the property name looks like `<campaign_name>_video_url` but you can customize it before clicking "Save & Enable".

<figure><img src="https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FxtFVK8LmKFAlAriM3eHC%2F2_hubspot_destination_setup.gif?alt=media&amp;token=5f12b181-8060-4984-8e33-66fb6fc8b172" alt=""><figcaption><p>Enabling HubSpot as destination integration</p></figcaption></figure>

### Step 3: Export your contact list in HubSpot in CSV format

[Export your desired HubSpot contact list as a CSV.](https://knowledge.hubspot.com/lists/export-your-lists) Windsor only needs the Name and Email contact properties to create videos; exporting other properties is optional.

### Step 4: Import the CSV to Windsor

Upload the downloaded CSV from HubSpot to Windsor by going to the "Recipients" tab and clicking on "Add Recipients" from the campaign detail page.

<figure><img src="https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FSEVA1Xp34keSI2qnDKIy%2Fcsv_upload.gif?alt=media&amp;token=d5491b6c-c32e-4f01-99d1-f3541baf790d" alt=""><figcaption><p>Uploading the CSV to Windsor</p></figcaption></figure>

### Step 5: Wait till the videos are ready

You will receive an email when all the videos are ready. At this point, all the contacts in HubSpot already have the videos added to their custom property. (You may ignore the email attachment you received).

To use the video URLs in your marketing emails or sales sequences, simply insert the custom contact property as a personalization tag. The property will show up in the editor just like any other personalization tag.

<figure><img src="https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2Fbkcvzd0FfOXV4Wq0RmYq%2Fimage.png?alt=media&amp;token=c650a80f-286f-4f94-a2d8-ff1e38dad875" alt=""><figcaption><p>Using the contact's custom property in an email template</p></figcaption></figure>

{% hint style="info" %}
If you want to add a thumbnail to your email (like above), [Windsor automatically creates them for you](/windsor-dashboard/generate-personal-thumbnails).
{% endhint %}

{% hint style="warning" %}
Sometimes the generated video for a contact may not meet our quality standards. In this case, the video gets skipped, and the custom contact property is not updated for that contact. You can use HubSpot filter on the custom contact property to ignore such contacts, as shown in the GIF below.
{% endhint %}

<figure><img src="https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2F3UJ7njtz0LJNziva1Nhc%2FScreen%20Cast%202023-04-13%20at%2012.04.30%20PM.gif?alt=media&amp;token=f756c4d1-1b2e-4c54-836c-2ef51aafaba9" alt=""><figcaption><p>Filtering out contacts not having the Windsor Video URL</p></figcaption></figure>

### (Optional) Automating the CSV Export-Import&#x20;

If you have access to a **Marketing Professional**, **Sales Hub** or **Service Hub** Enterprise seat on HubSpot then you don't need to export and import CSVs. You can automate this part by using a HubSpot workflow. Click the next button below to learn more.<br>


# Generating videos automatically using HubSpot workflows

{% hint style="warning" %}
Please Note: You need a HubSpot **Marketing Professional**, **Sales Hub** or **Service Hub** Enterprise seat for this automation.\
\
If you do not have one of these, you can still use Windsor with HubSpot using the [basic integration](/integrations/hubspot).&#x20;
{% endhint %}

### Step 1: Connect your HubSpot account with Windsor <a href="#step-1" id="step-1"></a>

Connect your HubSpot account with Windsor by going to the "Integrations" tab in the sidebar.

<figure><img src="https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FXoaA34dIWu6ek5D1d5bG%2F1-connecting_hubspot.gif?alt=media&amp;token=a72cac58-dc0a-4deb-9e45-ee9a3f1d5a7d" alt=""><figcaption><p>Connecting HubSpot with Windsor</p></figcaption></figure>

### Step 2: Enable HubSpot source integration

Follow the steps below in the GIF to enable the HubSpot source integration. This will allow you to select that campaign in HubSpot when using the Windsor "Create Video" action in a workflow.

<figure><img src="https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2F3iLztxwGXwv9CkRZSBhT%2Fconnecting_hubspot_as_source.gif?alt=media&amp;token=424b1903-703d-4d4b-a7eb-34db0390b8ca" alt=""><figcaption><p>Enabling HubSpot as source integration</p></figcaption></figure>

### Step 3: Create a HubSpot workflow

Create a HubSpot workflow and follow the GIF below to setup Windsor "Create Video" action to automatically create videos for each contact enrolled in that workflow.

<figure><img src="https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FZgjtPZIRhv5xIfyhFC5z%2Fcreating_hubspot_workflow_4.gif?alt=media&amp;token=11ff4e5a-8df2-4c5e-b87f-204d51df3425" alt=""><figcaption><p>Setting up Windsor's "Create Video" action</p></figcaption></figure>

{% hint style="warning" %}
Sometimes the generated video for a contact may not meet our quality standards. The "If video was skipped" value can be used to filter out such contacts in the workflow as shown in the GIF above. These contacts can be ignored or handled in a backup sequence. The choice is yours.
{% endhint %}

Check out [HubSpot's Create Workflow](https://knowledge.hubspot.com/workflows/create-workflows) docs if you need more help with creating the workflow.

### Step 4: Enable HubSpot destination integration to create custom contact property

Follow the steps below in the GIF to enable the HubSpot destination integration and create a custom contact property for each contact. This property will contain the personalized Windsor video URL after the videos are generated. By default, the property name looks like `<campaign_name>_video_url` but you can customize it before clicking "Save & Enable".

<figure><img src="https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FxtFVK8LmKFAlAriM3eHC%2F2_hubspot_destination_setup.gif?alt=media&amp;token=5f12b181-8060-4984-8e33-66fb6fc8b172" alt=""><figcaption><p>Enabling HubSpot as destination integration</p></figcaption></figure>

### Step 5: Use the personalized video URL custom contact property

Once the "Create Video" Action in [Step 3](#step-3-create-a-hubspot-workflow) is completed, the custom contact property created in [Step 4](#step-4-enable-hubspot-destination-integration-to-create-custom-contact-property) will be populated by the personalized video URL. To use the video URLs in your marketing emails or sales sequences, simply insert the custom contact property as a personalization tag. The property will show up in the editor just like any other personalization tag.

Following screenshot shows an example of usage HubSpot [workflows](https://knowledge.hubspot.com/workflows/create-workflows) and [sequence](https://knowledge.hubspot.com/sequences/create-and-edit-sequences) to send outreach emails. You can also use the video URL in other places throughout HubSpot.

<figure><img src="https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FRHnD5iaqHWRJ6D5TKAVJ%2Fimage.png?alt=media&amp;token=2163cf07-a2d8-4135-8761-2d4d440b6378" alt=""><figcaption><p>Sending automated Outreach emails using HubSpot workflow and sequences</p></figcaption></figure>

{% hint style="info" %}
If you want to add a thumbnail to your email (like above), [Windsor automatically creates them for you](/windsor-dashboard/generate-personal-thumbnails).
{% endhint %}


# La Growth Machine

{% hint style="warning" %}
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.
{% endhint %}

### 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.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FgEqxj9okZe9jWahrBxly%2FSetting%20up%20Windsor%20with%20LGM%20%F0%9F%94%8A%202022-09-16%2011-03-13.png?alt=media\&token=07fb4d12-7d8b-489e-b96b-43af083a01de)

2: Name your campaign so it's easy to identify in your portal.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2Fjnwsxc0hOrinojtRd0TZ%2FSetting%20up%20Windsor%20with%20LGM%20%F0%9F%94%8A%202022-09-16%2011-04-55.png?alt=media\&token=4ace620a-9f9f-46a0-b6e4-ec1125908d6f)

3: Select a video template you'd like to use and click "**Next Step**".

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FlQmMZwnk2JxJd4YfJouN%2FSetting%20up%20Windsor%20with%20LGM%20%F0%9F%94%8A%202022-09-16%2011-06-45.png?alt=media\&token=2e24c7ac-e1a2-4984-a803-b47d4527cd92)

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**".

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FwrfLGIeOTHIrhBtPSsvb%2FMonosnap%202022-09-16%2011-12-13.png?alt=media\&token=1b15b043-2ac9-4ff3-b831-0555a81c8396)

5: Now, we're going to automate this campaign and connect LGM.\
Click "**Automate Campaign**" on the confirmation screen.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FuTogPjFIuP1VPWClJ0bC%2FMonosnap%202022-09-16%2011-19-54.png?alt=media\&token=b2907c92-5747-4f10-bbbb-1232b122aa82)

### Setting up LGM as a source for Windsor

1: Click the "**Connect**" button next to LGM.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FgLcNViCsO9WwH9CNQcow%2FMonosnap%202022-09-16%2011-20-45.png?alt=media\&token=0e0fd2e1-319b-48a1-b213-58403a93eb7d)

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**](https://app.lagrowthmachine.com/settings/api)". Click the "**Copy**" button to copy the API key. and paste it into Windsor.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FbHQ8xE29UIlT1uodqaBG%2FMonosnap%202022-09-16%2011-25-27.png?alt=media\&token=f7e6858b-adc9-45a7-8b3e-1cd0fa389ff3)![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FSTFFsxhPz5cbRAIgfON1%2FMonosnap%202022-09-16%2011-34-01.png?alt=media\&token=f8dd2789-eb3c-45e6-a075-4b575072e599)

3: Click "**Confirm**".

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FKYunkSWnNhy26UW1jGjV%2FMonosnap%202022-09-16%2011-35-26.png?alt=media\&token=07999cc4-0945-4ea9-a775-1b01ace7ecd9)

4: The next step is to create a webhook in LGM. You'll need to "**copy**" the Webhook URL here.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FHfVrORKG95Ej76LLTjyB%2FMonosnap%202022-09-16%2012-00-53.png?alt=media\&token=34d2141f-352f-4764-83d6-0d808224a1e7)

5: Then, in LGM, you can create a new webhook under "[**Settings > Webhooks**](https://app.lagrowthmachine.com/settings/webhooks)". Click "**Create a webhook**".

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FCK9YPMk1AbrJOiGQoDfT%2FMonosnap%202022-09-16%2012-03-34.png?alt=media\&token=053ec3a8-bfa2-4fce-bcd4-cc0ec9c719ee)

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.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2F2VmZnOxNKOoTqiIqDlUY%2FMonosnap%202022-09-16%2012-15-15.png?alt=media\&token=a0661551-1ce1-48f7-9e58-d9ebcb231d47)

{% hint style="danger" %}
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.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FicM2qdLXEiTUZoEVhUfZ%2FMonosnap%202022-09-16%2012-19-22.png?alt=media\&token=305970cf-7738-4160-b307-553540af0284)
{% endhint %}

7: Click "**Create Webhook**".

8: Switch back to the Windsor portal tab and click "**Confirm**" after setting up the webhook.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FfLkvA0IeujQ5gYY2dhLZ%2FMonosnap%202022-09-16%2014-32-18.png?alt=media\&token=71e2728f-27b1-425e-9e57-b18e8e5ecf69)

### 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.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FfVda8TisKO1AvioZs7oe%2FMonosnap%202022-09-16%2014-38-47.png?alt=media\&token=4e936543-d906-4bb2-bf93-0016cf51209e)

2: You can follow steps 1, 2, and 3 [above](#setting-up-lgm-as-a-source-for-windsor) to obtain and paste your API key when asked.![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FAQsBQpIn9tJsJgWRxpnd%2FMonosnap%202022-09-16%2014-41-13.png?alt=media\&token=b04b1c32-c851-40cc-9b85-7cd788d9358a)

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.

{% hint style="warning" %}
Please watch this video explaining custom properties in LGM.
{% endhint %}

{% embed url="<https://www.loom.com/share/012e240cc84f44629a9f8c10e9e1e009>" %}

Pick a custom attribute for your campaign and click "Confirm".

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FTbj8tPJvX0pSa76SrAjq%2FMonosnap%202022-09-16%2015-07-28.png?alt=media\&token=8aa89bde-27e1-44cf-8551-bd9e8287bee1)![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FJ9VzkdkCqhiFAoFh2xPl%2FMonosnap%202022-09-16%2015-08-57.png?alt=media\&token=726eb1c8-c39c-4bf3-a706-59757f6850c7)

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2F8ufXkH7fK056day5rygC%2FMonosnap%202022-09-16%2015-09-33.png?alt=media\&token=7872046f-6fe3-4b7e-8af6-53130fbbdbcd)

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.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FYJnllraOLDV6gLSuDrzB%2FMonosnap%202022-09-16%2015-11-52.png?alt=media\&token=c305cfd5-2348-42af-9ba8-e40d58f9631c)

### Setting up a campaign for Windsor in LGM

1: In LGM, under "[Campaigns](https://app.lagrowthmachine.com/campaigns)", click "**Create campaign**" and then "**Build campaign from scratch**".

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FlfQpDkI9gn1WxOZp2s1K%2FMonosnap%202022-09-16%2015-17-58.png?alt=media\&token=b16ef54a-c89e-437c-952a-f5a4d0650d8e)![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FLdKQrACevVqpfrDtwgC8%2FMonosnap%202022-09-16%2015-20-27.png?alt=media\&token=f9bcb138-48b2-453d-adcf-5980e5b609ae)

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.

Send video to anyone:\
![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2Fapz91RnmtxJQ6PdHax0c%2FLaGrowthMachine%20-%20Sales%20Automation%20Software%202022-09-16%2015-28-03.png?alt=media\&token=11937186-057a-4321-b5e1-842790fc5d8d)

Send video only to connections:\
![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FyDpB23lfHjBhKxlil2dC%2FLaGrowthMachine%20-%20Sales%20Automation%20Software%202022-09-16%2015-29-30.png?alt=media\&token=602a82ee-1e97-4215-9bbd-9eee6536b1b8)

Drag the Webhook action into the flow and connect the starting point to the Webhook action.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FVed5jplAthMTDVueTPHj%2Fscreencast%202022-09-16%2015-40-10.gif?alt=media\&token=83a8ed2d-5d2c-459f-ba96-3f192218f116)

3: Click the webhook action and select the webhook you just created in step 5 of "[Setting up LGM as a source for Windsor](#setting-up-lgm-as-a-source-for-windsor)".

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FUyuy3SNaw4s1cWoYSFBE%2FMonosnap%202022-09-16%2015-44-30.png?alt=media\&token=62f0ba96-1a0e-454c-8b55-f3b93e9f5e05)

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**".

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FEAngqhWEGzHzdyVM9pbj%2FMonosnap%202022-09-16%2015-46-25.png?alt=media\&token=3fc244f7-e913-4766-a19c-e0ec5ce5df86)

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**".

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FN353AcrCdgYvjnZfKWiU%2FMonosnap%202022-09-16%2015-54-23.png?alt=media\&token=e79591dc-8036-4fd4-9054-5e09fd34f277)

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.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FNgC5HFuY5MTO6Y2g5y9A%2FMonosnap%202022-09-16%2016-11-18.png?alt=media\&token=dc499879-04ac-4c22-ac76-9f0ee976b176)![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FMBw5RiP6BbsFdem1hCRo%2FMonosnap%202022-09-16%2016-12-03.png?alt=media\&token=16027268-3017-4430-8b26-72a9f8fe46f2)

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.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2Fp50BD41pLiHAsL60JhG7%2FSetting%20up%20Windsor%20with%20LGM.mp4%202022-09-19%2011-22-16.png?alt=media\&token=a33a7c1c-42a1-47cd-bb4b-5178cbcf3821)

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.

1. Write your message
2. Click "**Variables**"
3. Select your custom attribute
4. Click "**Save**"

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FG5ZdHykCuvuwHEgxJvt1%2FSetting%20up%20Windsor%20with%20LGM.mp4%202022-09-19%2013-54-20.png?alt=media\&token=2be4eb87-9f31-45dd-9142-ad86b778d61b)

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.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2Fg0rHJK1l79DLDUwrkM9I%2FSetting%20up%20Windsor%20with%20LGM.mp4%202022-09-19%2014-00-48.png?alt=media\&token=256acd03-d045-4094-8d5e-33c30410ada8)

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.&#x20;

{% hint style="info" %}
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.
{% endhint %}

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FIUblonAkHF6f0ojROqpS%2FSetting%20up%20Windsor%20with%20LGM.mp4%202022-09-19%2014-01-47.png?alt=media\&token=e089ca23-4939-4ef8-9092-3c47cf4dc733)

12: Click "**Save & Launch**" and "**Let's Go**".

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2Fh59vKyRs1rK4EUL3vVNY%2FSetting%20up%20Windsor%20with%20LGM.mp4%202022-09-19%2014-07-52.png?alt=media\&token=43acaaaa-2f23-40f8-8cd8-d8fadbff5397)![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2Fq2LagvmaplvAd9upOGIY%2FSetting%20up%20Windsor%20with%20LGM.mp4%202022-09-19%2014-09-01.png?alt=media\&token=7b2ee2dc-d906-4c51-8e5b-cdb12976e786)

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**".

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FoAmuIypZFO03z55ENwrw%2FSetting%20up%20Windsor%20with%20LGM.mp4%202022-09-19%2014-11-03.png?alt=media\&token=5c26b27a-ff81-4bb4-8ec7-8cbdc8eecb20)![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2ForXxcKJRALfyxruvms5u%2FSetting%20up%20Windsor%20with%20LGM.mp4%202022-09-19%2014-11-49.png?alt=media\&token=78c8c238-927b-47a6-9f1f-b10be4667f55)

{% hint style="info" %}
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.
{% endhint %}


# Reply

## Setting Up a Windsor campaign with Reply and Zapier

### Step 1: Create a custom contact field in Reply <a href="#step-1" id="step-1"></a>

Windsor works with Reply by populating a custom field for each contact with a unique Video ID. This ID will be used in your email to show the correct video personalized for that contact.\
\
[Create a new custom contact field on Reply](https://support.reply.io/en/articles/1133836-how-to-create-and-edit-custom-contact-fields).  Name the property something useful for the campaign you're setting up, like "**Windsor Outreach Video ID**".

### Step 2: Set up your Reply sequence

Sequences using Windsor always start with a [Zapier Step](https://support.reply.io/en/articles/4476325-zapier-step-in-a-sequence).

<figure><img src="https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FK6hPlTuSLJ7VJ8iP0RUe%2Fimage.png?alt=media&amp;token=b79ff9a5-e65a-4342-adab-2ab72f489b8b" alt=""><figcaption><p>Example of a Reply sequence</p></figcaption></figure>

In the Zapier step, Choose "**Wait for Action from Zapier to move to the next step".**  This lets Zapier move contacts to the next step when the video is ready in [Step 4](#step-4-setup-zapier). \
![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2Fb2uzBkWUV3NfHa6ZfQ7B%2Fimage.png?alt=media\&token=8a333200-f2af-4b87-bd7c-9f7a58c07f20)<br>

#### Setup your video email

Just like `{{FirstName}},` a video email will include a personalized Windsor link. This link is the magic that makes Windsor work. To make sure the link is unique to each contact, we will use the custom field created in [Step 1](#step-1). Here is what the link looks like

```
https://videos.windsor.io/v/{{Windsor_Outreach_Video_ID}}
```

Replace `Windsor_Outreach_Video_ID` with your custom field.\
\
For instance, here's what your email might look like.\
\
![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2F3Y81Qhnk4YGLLyHmH5V4%2Fimage.png?alt=media\&token=a447ea57-1159-4fa3-980a-6b60acb889cf)

{% hint style="info" %}
If you want to add a thumbnail to your email (like above), [Windsor automatically creates them for you](/windsor-dashboard/generate-personal-thumbnails).
{% endhint %}

### Step 3: [Create a Windsor Campaign](/windsor-dashboard/creating-a-campaign)

{% hint style="info" %}
When setting up automations for your campaign, setup Zapier as both the source and destination.\
\
![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2F9k94F7vi0yuoI4F7KQs1%2Fimage.png?alt=media\&token=6b4abd86-951c-422a-a485-653bcd9fbe7f)![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FGMtxjvB2Xme29kLKMUow%2Fimage.png?alt=media\&token=57cec395-20e3-4f88-a70c-0856f1d6597a)
{% endhint %}

### Step 4: Setup Zapier

To put everything together, we will now set up two Zaps. The first will create Windsor videos when someone joins a sequence. The second will update the custom field and trigger the email when the video is ready.

Here's what the zaps typically look like:

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FRCA2ISIdj0Is6VKmvB4d%2Fimage.png?alt=media\&token=25e2ddfa-7f94-499a-94ce-691d2970d5bb)![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FVm0jsfdBfEAa0pFGJVLH%2Fimage.png?alt=media\&token=e9739795-6fde-4ccf-bbb0-ad4d7b6d062b)\
\
\
Please refer to [Reply - Zapier docs](https://support.reply.io/en/articles/4476338-how-to-set-up-zapier-step-integration-in-zapier) and [Windsor - Zapier docs](broken://pages/ibmtmbl1pBytkBw9mLPv) if you need help setting up these Zaps.

### FAQ / Troubleshooting

<details>

<summary>My contacts are getting marked as missing data even if the custom contact field is set.</summary>

This happens if the contact moved from the Zapier step to an email step prematurely (i.e. before the Windsor video was created for them). This could happen for a number of reasons - maybe your Zap step isn't set to "wait for action", or you might have a different Zap on Zapier that's pushing these contacts through even before the Windsor video is ready.\
\
First, set up a smart filter like this so you can identify all the contacts that should not have missing data.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FwWa6HmeoqOg9mDBcttit%2Fsmart_filter.png?alt=media\&token=38f46e85-6998-482a-8194-f65036e86f83)\
\
This makes it easy to retry everyone who has bad data. Simply select everyone and mark them as active.

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FKJyRVNAvF6fut6g3PAlB%2FScreen%20Shot%202022-09-28%20at%206.56.27%20PM.png?alt=media\&token=e8fe938d-5db4-46bb-bd7d-2066300e9e7b)\
\
To prevent this from happening again in the future, make sure that your Reply integration is setup correctly and that there aren't other zaps on your account that might be pushing them prematurely to the next step.

</details>

<details>

<summary>My Windsor/Reply Zaps are failing</summary>

Your Zaps could fail for a number of reasons, and most of the time they can be fixed with a [simple retry](https://zapier.com/help/manage/history/replay-failed-zap-runs#manually-replay-failed-zap-runs).\
\
If the problem persists after retrying, please reach out to [support](mailto:support@windsor.io?subject=Failing%20Reply%20Zaps).

</details>

<details>

<summary>How do I setup an A/B test</summary>

If you are A/B testing different email copies, but with the same video, then refer to [these Reply docs](https://support.reply.io/en/articles/978122-a-b-testing-in-sequences). \
\
If you are A/B testing different videos, then we recommend setting up a unique Windsor campaign and Reply sequence for each branch of the test

</details>


# 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), 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-nam&#x65;**\_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)&#x20;

* 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!


# ActiveCampaign

### Step 1: Connect your ActiveCampaign account with Windsor

To connect your ActiveCampaign account with Windsor, first grab an API key. You can do this by going to your ActiveCampaign account, and navigating to the "Settings > Developer" section. (See the GIF Below).

Then, go to the [ActiveCampaign integration page](https://app.windsor.io/integrations/activecampaign) on Windsor, paste the API URL and API Key, and save to establish the connection.

<figure><img src="https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2F0onetEvS12AQsgh79LUO%2Fintegrating_activecampaign.gif?alt=media&amp;token=13030989-297b-42d7-a8ac-e50e3823111f" alt=""><figcaption><p>Connecting ActiveCampaign with Windsor</p></figcaption></figure>

### Step 2: Create a list/segment on ActiveCampaign

To start creating videos, you'll need a new list on ActiveCampaign. Windsor will monitor that list and automatically generate videos for all current and future members of that list. When creating the list, feel free to use any URL you want for the "List URL" field - it won't affect the integration.

<figure><img src="https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FsuK3r7kNcwBf3nafnC9C%2Fcreating_list_on_activecampaign.gif?alt=media&amp;token=a8f16add-4f70-400a-aac2-c057b637933c" alt=""><figcaption><p>Creating a list on ActiveCampaign</p></figcaption></figure>

### Step 3: Set up ActiveCampaign as a source integration

Go to the Windsor Campaign you want to use with ActiveCampaign (or [create a new campaign](/windsor-dashboard/creating-a-campaign) if needed) and set up ActiveCampaign as a source integration by selecting the created list/segment from Step 2 and clicking 'Save'.

<figure><img src="https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FSnPPT505FnUD11ShYpEM%2Fset_up_activecampaign_source.gif?alt=media&amp;token=6e484f71-d3a3-4982-ad01-d6bf7338cc53" alt=""><figcaption><p>Setting up ActiveCampaign as a source integration</p></figcaption></figure>

### Step 4: Set up ActiveCampaign as a destination integration

Windsor integrates with ActiveCampaign by assigning a custom field to each contact, which holds the unique Windsor Video URL generated for that contact. This custom field can be used in your ActiveCampaign emails. By default, the field name follows the format `<CAMPAIGN_NAME>_VIDEO_URL`, but you can customize it before clicking "Save & Enable." Check out the following GIF to see how to configure this setup.

<figure><img src="https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FUzCmPNsb1I6W1gs21tZC%2Fset_up_activecampaign_dest.gif?alt=media&amp;token=999ec869-84e5-4cbe-838f-9b4e5fbc2a5d" alt=""><figcaption><p>Setting up ActiveCampaign as a destination integration</p></figcaption></figure>

### Step 5: Create an automation on ActiveCampaign

Windsor will generate videos for the contacts in your chosen list/segment and populate the custom contact field with the personalized video URL. To automatically send personalized video emails to your contacts, you can [configure an automation](https://help.activecampaign.com/hc/en-us/articles/218788687-Create-a-marketing-automation-from-scratch-in-ActiveCampaign#add-the-send-an-email-action-to-your-automation-0-5) on ActiveCampaign.&#x20;

Here is an example screenshot of an automation on ActiveCampaign. Note that including a "Wait for 1 day" step is crucial, as Windsor may take up to 24 hours to create the video.

<figure><img src="https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FmP0KAJuHAhOOcjhml9Sa%2Factivecampaign_automation.png?alt=media&amp;token=a9719584-d47b-4a9e-887f-700a59b0a42e" alt=""><figcaption><p>Sending personalized video emails via ActiveCampaign automation</p></figcaption></figure>

{% hint style="warning" %}
Sometimes the generated video for a contact may not meet our quality standards. The "If \<video\_url> not blank" condition can be used to filter out such contacts in the automation as shown in the screenshot above. These contacts can be ignored or handled in a backup sequence. The choice is yours.
{% endhint %}

#### Using the Personalized Video URL in the Email

To use the video URLs in your emails, insert the custom contact field you created in Step 4 by selecting it from the "Personalization Tags" dropdown, as shown in the GIF below.&#x20;

<figure><img src="https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FPa6nQ7VF3P3Nrcs4JleI%2Fpersonalizing_email_using_video_url.gif?alt=media&amp;token=994b18d8-2ed0-4a83-be93-5b2a3f53f628" alt=""><figcaption><p>Adding personalized Video URL to an email</p></figcaption></figure>

{% hint style="info" %}
If you want to add a thumbnail to your email (like above), [Windsor automatically creates them for you](https://docs.windsor.io/windsor-dashboard/generate-personal-thumbnails).
{% endhint %}

### Step 6: Start the Windsor campaign

Now, initiate the Windsor campaign to begin creating videos for both existing and future contacts in the list/segment.

<figure><img src="https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FXdbRNcrYZy7PeUjl7Izd%2Fstart_campaign.gif?alt=media&amp;token=78092608-79b8-44c2-9e4f-05cf0ebe91c5" alt=""><figcaption><p>Starting the Windsor Campaign</p></figcaption></figure>


# Coming Soon

The documentation for these integrations aren't finished yet.&#x20;


# MailChimp

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FQ3BsJELRUBorAK6z2wQq%2Fcoming-soon.jpg?alt=media\&token=3c3b1398-2d33-4d28-b726-d60d8b0461ca)


# Outreach

![Integration docs coming soon](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FNvY77vMgErOVDMg9tOn9%2Fcoming-soon.jpg?alt=media\&token=0087f674-e3fb-46f1-ab1e-e9b33cc3aa74)


# Shopify Email

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FzmMyoaXLSej83Ch30XDS%2Fcoming-soon.jpg?alt=media\&token=b74b7119-3fd3-4987-9537-c4234f2e8d19)


# Script Guides

Below, you'll find some templates to help you create your own video scripts. They're personal and straightforward and our customers have found them to have the best conversions.

If relevant to you, this is a great basic structure to follow 👇

![](https://www.notion.so/image/https%3A%2F%2Fs3-us-west-2.amazonaws.com%2Fsecure.notion-static.com%2F0d18cf70-75d5-44ca-880d-58d3da4088b0%2Fsales-prospecting-template-cold-outreach-725x500-1.jpeg?table=block\&id=4113deb2-2330-482f-840c-1e7dd53430cb\&spaceId=cf97b36c-37a1-44e9-a361-d4bedb181437\&width=2000\&userId=340fe72d-4b5d-4be9-849f-640d6ac10979\&cache=v2)

{% hint style="info" %}
This is a great video on how to make teleprompter reading more organic & natural-looking 👇
{% endhint %}

{% embed url="<https://youtu.be/tjfyM2k6Gg4>" %}


# Sales Scripts

#### **Script 1:**

Hey First Name!,

Wanted to mix it up a bit and put a face to this email.

Took a look at your LinkedIn, your background is super impressive!

Given your experience, I wanted to {{ask about what they do, related to your industry}}

We {{short intro}}

Most of the {{industry}} teams we talk to tell us {{something impressive}}, we help teams like yours send out hundreds of personalized videos in just a few minutes.

I'd love to spend 10-15 minutes to connect and see if this is a good fit for your team - is there a time on my calendar that works this week?

Thanks, hope to talk soon!

#### **Script 2 (Follow up):**

Hey First Name,

You’re no doubt super busy so I’ll keep this really short.

We {{short intro}}

Can we schedule 15 minutes to talk about {{what would you do if you received our impressive results}}.

Thanks, hope to talk soon!

#### **Script 3:**

Hey {{firstname}},

Hope you’re having a great week!

{{Short intro}}

{{Something that you think this person would care about}}

I’d love to talk to you for 5-10 minutes to see if we’re a fit. I have my Calendly attached here.

#### **Script 4 (follow up):**

Hi First Name,

Wanted to touch base once again. See whether you might be interested in {{what we do}}.

I read your LinkedIn, you've done some amazing things!

Just wanted to see if you'd be interested in chatting about how {{what we do}}

Thanks!

#### **Script 5:**

Hey First Name,

You’re no doubt super busy so I’ll keep this really short.

We do {{short intro}}. I’m reaching out because {{what they do, related to industry}} and {{what you do, related to industry}}.

I’d love to spend 15 minutes to chat about {{something impressive}}, is there any time here on my calendar that works for you?

Thanks, hope to talk soon!


# Email Sequences

{% hint style="success" %}
&#x20;🧠 In a “regular” email sequence, the goal of every touchpoint is to book a meeting. That’s a huge ask for someone who doesn’t know you and knows that they may need to part with 💸 at the end of the call.

In a Windsor email sequence, the goal of every touchpoint is to get someone to open and watch the video. That’s a much easier ask. Lean into it and let the video do the talking (no pun intended).
{% endhint %}

### Subject Lines

* For a good A/B test, we typically recommend using your best existing subject line. If you’ve already mastered the art of getting recipients to open your emails with relevant subject lines, then don’t let videos change that.
* If you’re starting from scratch or are unhappy with your own subject lines, then here are some tips you can try:
  * Use the word “Video” in your subject line. [Numerous articles](https://themanifest.com/email-marketing/blog/video-for-email-marketing) have [shown improvements](https://www.switchvideo.com/2014/05/27/emails-video-higher-open-rate/) in open rates and clickthrough rates when done right.
  * Examples:
    * “ACME + [Windsor.io](http://Windsor.io) | Video for you”
    * “Video about ACME, response rates, and 2022”
    * “Rebecca, seeing is believing - made this video for you”
    * “You have (1) new video from Pranay at [Windsor.io](http://Windsor.io)”
    * “\[VIDEO] 2022 is the year for ACME’s Sales team”

### Body

{% hint style="warning" %}
All the examples include a line that reads:

`[GIF] (Make the GIF clickable and link to the video)`\
\
Insert a good animated thumbnail form your video here. Windsor can generate a good GIF for you.

However, some software won't allow you to use custom properties as the link in a GIF (HubSpot is a good example). Even if it does, sometimes these images can affect your email deliverability..

In these cases, skip out on the GIF and do this:

```
...

> {{windsor url}} <

...

```

It will look like `> https://video.yourdomain.com/v/abcdef <` in your emails and are known to drive clicks
{% endhint %}

#### First Touch

If you’re using Windsor in your first touchpoint, here are our recommendations:

Remember that in a Windsor sequence, you have a much simpler ask. Your email asks them to watch the video, and the video asks them to book a meeting. Lean into it and make the task at hand as simple as possible

Try to address common concerns ahead of time

* I don’t want to open a link from a stranger. Who are you?
* Is this safe to click?
* How much time will this take?
* Did they really take the time to make this video for me?

Let’s look at some examples.

> Hey Rebecca\
> This will only take 30 seconds. I noticed you recently got a promotion at ACME. Congratulations! VP of Marketing is a big step and I’m really happy for you 🙂\
> \
> I’m Pranay, the CEO at Windsor. We’ve built Mailmerge for Video. You record a single video - which takes 5 minutes - and we can personalize to every lead you’d like to reach out to. Instead of talking about it, check out this 30-second video I made for you. Seeing is believing\
> \
> *\[GIF] (Make the GIF clickable and link to the video)*
>
> *WATCH VIDEO (A link below the GIF that also goes to the video).*\
> \
> Thanks Pranay

> Hey David,
>
> Instead of writing a long intro email that I know you’re going to ignore, I made this personal, short, and painless video just for you.
>
> *\[GIF] (Make the GIF clickable and link to the video)*
>
> *WATCH VIDEO (A link below the GIF that also goes to the video)*
>
> If you like what you see (or don’t), let me know. There’s also a link in the video to grab a time with me if you want to jump straight into ~~bed~~ business.
>
> Cheers Pranay

> Hey David,
>
> I was just on ACMES’s website and noticed your use of video! I wanted to make a video for you to explain how our customer EMCA uses their existing video content to generate 40% more educated leads and how your team can do the same.
>
> Here’s the brief video: (42 sec.)
>
> *\[GIF] (Make the GIF clickable and link to the video)*
>
> *WATCH VIDEO (A link below the GIF that also goes to the video)*
>
> Feel free to book 15 minutes with me right at the end of the video!
>
> Cheers Pranay

#### Follow Up

A typical Windsor sequence has 2 follow-ups related to the video, which we’ll cover below. After the first 3 touch points, we still recommend having another 2-3 touch points (5 - 6 touch points in total), although you should choose what’s best for your own industry and strategy.

Regarding timing and cadence, you can follow a standard email cadence. Best practices with days of the week, and times of day, still apply. Videos don’t change that. Here’s a [good blog from Hubspot](https://blog.hubspot.com/sales/the-ultimate-guide-to-prospecting-how-many-touchpoints-when-and-what-type) on this topic

Your first follow-up can be a really simple one. Really. Simple. A simple text reminder.

1. Hey, did you have any thoughts on that video I recorded for you? It’s only 30 seconds if you haven’t watched it yet
2. Just wondering if you had a chance to watch the video. I’d love your thoughts.
3. I thought a short personal video might be easier than a long email, but let me know if you’d like a tl;dr instead

Your second follow-up is where you’d use the follow-up video if you recorded one. If you haven’t (we recommend you do), you can also reuse the first video, or skip this step entirely and move back to a text-based sequence.

If you have a video, here are some good templates that still follow the recommendations above.

> Hey Rebecca,
>
> I noticed you didn’t get a chance to check out the video I sent over. I realize time is important to you, and I respect that. Here’s a much shorter 20-second video that gets straight to the point:
>
> *\[GIF] (Make the GIF clickable and link to the video)*
>
> *WATCH VIDEO (A link below the GIF that also goes to the video)*
>
> Reps can create a single video on our platform, and we’ll personalize and send them, en-masse, to your prospects. Every video looks and sounds like it was made for them ;)
>
> Do you have time to connect this Thursday?
>
> Yours, \
> Pranay

> Hey David,
>
> You’re now the VP of Marketing, so, I know your time is really important. I respect that and I wouldn’t reach out if I didn’t think Windsor would help you. Most companies either increase your revenue, or save you time - we do both. The next 20 seconds could be a game changer for ACME. It’s a really short video -
>
> *\[GIF] (Make the GIF clickable and link to the video)*
>
> *WATCH VIDEO (A link below the GIF that also goes to the video)*
>
> If you agree with me, please let me know and we can plan next steps - be it a free trial, a demo, or just more information.
>
> Cheers, \
> Pranay


# E-Commerce Scripts

If you have any physical products with you, we recommend bringing it on camera. This is one of those things you can only do on video and helps people associate you, with the brand, and with the product. That's what personalization is all about 🙂

**Marketing / Re-engagement campaign**

Hey first name! {{your name}} here from {{company}}.

Thanks again for being a customer and supporting our business. These last two years have been a trying time for everyone, and your support really meant a lot to us. At {{company}} We've been working on something new. I've been getting really excited, and we're finally ready to show you...

{{show and talk about product}}.

Since you've shopped with us before, I'm including a coupon code that will give you X% off here. Please reach out if you've got any questions - our team would love to hear from you.

**Abandoned Cart**

Hey, First Name! {{your name}} here from {{company}}

Just noticed you started an order on our site. Wanted to reach out and see if you had any questions about the order, our process, shipping, or something else.

{% hint style="success" %}
This last bit is relevant to some of our customers - if it applies to you, great. Otherwise, feel free to stop before this. It's meant to be a very short message, and the point here is just to get them to act. Chances are they will - you just can't ignore a personal video
{% endhint %}

The reason I'm reaching out - we look at all incoming orders and carts to plan ahead and manage our inventory. When an order sits in your cart for too long, we can't guarantee it'll be available when you finally hit purchase. So, please reach out if there's anything we can do to help with your decision.

**Post Purchase**

Hey First Name! this is {{your name}} from {{company}}.

I just wanted to say - a huge thank you for your order. Your support means so much to us. We're prepping your ... right now and will ship it over soon. By the time you watch this, it might already be on its way. If you have any questions, feel free to reach out. Someone from our team will get right back to you!

In the meantime, please follow us on Instagram - we're constantly posting about new deals, products. etc.

Once you receive your ..., and if you're happy with it, please give us a review on our site / tag us on a post with it on Instagram. It really does mean a lot to us. And, if you're not happy, reach out and we'll make it right. Once again, thank you so much!


# Recording Your Own Avatar

This doc will walk you through the footage you need to record to create your custom avatar. Follow along and record just 10-15 minutes of footage so Windsor can generate your avatar.

## Must-reads before we get started:&#x20;

### ⚠️ Microphone choice

All the footage (i.e. the model creation, consent, templates, etc.), needs to be recorded using the same microphone. **The microphone cannot be a laptop mic or AirPods.** A good external mic is best and they come as cheap as $50. [Here’s one we love using at $60.](https://www.amazon.com/Audio-Technica-AT2020USB-Cardioid-Condenser-Microphone/dp/B00B5ZX9FM)

Minimize any room/background noise in your recordings as these can affect the models. [Check out the full recording guide here for more in-depth info.](https://recording.windsor.io/recording)

### Custom Model Creation

To create your custom AI avatar, you will need to record about 10 to 15 minutes of audio and video footage.

First, you **will need to record** a short consent script on video (at the bottom of this page). This gives us permission to create your AI model.&#x20;

Next, simply record yourself speaking into a camera for about 10-15 minutes.&#x20;

* This is a great time to record a couple of template videos you can use once your avatar is ready (more on these videos below).&#x20;
* Since that won't cover all of the time, you can choose to read your favorite book, [here’s a good script](https://short-stories.co/stories/other-dangers-6ElnLy4xnMv), or you can pick anything else from [this website](https://short-stories.co/stories/time/15).

You may record videos with your phone or your laptop. Please record at 720p or 1080p.

If recording on a Mac, the built-in Photo Booth app works great. On Windows, the Camera app lets you record video. A fully featured option is [OBS](https://obsproject.com/) - we love it and use it every day - but [may require a little setup](https://www.youtube.com/watch?v=Muk9LfEWHeU).

### Template Videos

You may record up to 3 videos that you would like to send to recipients. Each video will be recorded as if it were to a specific individual, but in place of a name you say “Watermelon.”

e.g. (”Hey Watermelon, Thank you so much for your purchase”)

See this link for video examples →<https://recording.windsor.io/scripts>

> For each video recorded this way, we ask for 3 takes: Close, Medium, and Far which should be around 5, 6, and 7 feet away from the camera respectively. This will help you get the best quality.

### What happens after I record?

We’ll use the footage to create a model for you and we’ll prepare the template videos you recorded using that model. Once we’re finished, we’ll let you know and you’ll be ready to go!

While we do this, familiarize yourself with the platform. [Login here](https://app.windsor.io/), create a campaign with a sample template and set up one of our supported integrations. Check out some of the other helpful docs pages on this website to help you navigate the platform.

## **What are some good use cases?**

Glad you asked. Our customers primarily use Windsor to:

#### Thank customers for purchases/subscriptions.

These emails and videos have the highest open and watch rates. Recipients love these and typically respond to and appreciate them. It opens up new conversations and can help generate more reviews and [improve brand loyalty](https://www.windsor.io/case-studies/peel).

#### Recover Abandoned Checkouts

This isn’t just for eCommerce brands - we even do it ourselves as a SaaS company. If you can track when a customer is on your checkout page and then doesn’t complete the transaction, a personal video that offers to help [works wonders in recovering lost revenue](https://www.windsor.io/case-studies/immi).

#### Inbound / Newsletters / Welcome Series

If you’re collecting names and emails on your site, delight them with a personal video. Welcome them to your brand and let them know what they can expect by being a subscriber. You can also use this opportunity to have them book a call with your team - it’s the best place to do it

#### Sales / Prospecting / Cold Emails

We typically don’t recommend using Windsor in your first email within a cold-email sequence. These emails tend to have very low engagement rates. Instead, use Windsor in follow-up emails, meeting reminders, auto-responding to lead intake forms, and so on.

If you will be sending videos via LinkedIn, they do work really well in the first post-connection message to a customer. This is because LinkedIn automatically renders a nice thumbnail when you share a link (as long as you only share the Windsor link your message).

Beyond these, it’s really up to you. Get creative with how you want to use it. If you can bring something on camera - like a sample of your (physical) product, a pet, etc. - do it 🙂

## **Getting Started**

* Read the sections above, and check out this short but helpful [Recording Guide](https://recording.windsor.io/recording).
* Record all the footage necessary.&#x20;
* Remember:
  * Record the short consent script (below)
  * 10 to 15 minutes of footage including your 3 template videos&#x20;
  * Use the same mic for all the footage
  * Email us your footage at <support@windsor.io> or upload it via your Windsor dashboard (coming soon).
  * Make sure you have separate files for 1) the consent, 2) the training reading, and 3) for **each take** of each template you record

#### Consent Script

I hereby verify that I, <\<name>>, am currently recording this video, and I provide Windsor the permission to create an AI avatar that can replicate parts of my likeness and voice.\
\
I understand that this AI avatar can be used to edit videos recorded by me while maintaining that they will look and sound like I recorded the video myself.\
\
Since Windsor partners with Descript to generate audio that sounds like my voice, I will now provide explicit consent to Descript to use this recording.\
\
I hereby verify that I, <\<name>>, am currently speaking, and that I’d like Descript to create an Overdub version of my voice. I understand that this Overdub Voice can be used to create speech that sounds like my voice.

### **Happy recording!**&#x20;


# Frequently Asked Questions

<details>

<summary>Why are my videos failing to send?</summary>

1: Windsor needs up to 24 hours to create a video for each new name that enters your list. \
In most cases if a video fails to send, the video isn't ready at the time your marketing automation is sending the video. Please make sure your automation is set up to wait at least 24 hours between the time a contact enters your list and sending the video.

2: It's also possible that the occasional video doesn't pass our quality checks. This is why we recommend adding a text-based alternative email in your automations to make sure the message is still being sent to your customer, albeit without the video.

</details>

<details>

<summary>How do I prevent sending duplicate videos?</summary>

It's wise to add a flow filter in your email marketing app to prevent people from entering the flow more than once and sending multiple videos to the same people.

In Klaviyo, a filter would look like this:

![](https://637946555-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOHwTvdR0UFDXjRFF5A5E%2Fuploads%2FSdWp8uOl1yNO0x0SIh7L%2FWestern%20Gallery%20-%20June%2024%202022-07-06%2015-09-13.png?alt=media\&token=6378ce0a-df10-4812-8a2a-b3e3db6acd39)

</details>