Search found 27 matches

by niklaskolster
Mon May 18, 2020 8:52 am
Forum: Howto’s
Topic: How to send confirmed sales data or qualified leads over API to windsor.ai
Replies: 0
Views: 7566

How to send confirmed sales data or qualified leads over API to windsor.ai

If your confirmed sales or qualified leads are tracked in a CRM you can send us the data over API so you can optimise your marketing campaigns for the high-quality campaigns and net-revenue or profit. Then you can see which campaigns and touchpoints in the customer journey are important in bringing ...
by niklaskolster
Mon May 18, 2020 8:46 am
Forum: Howto’s
Topic: Facebook, Google Analytics and Google ads data into Microsoft PowerBI
Replies: 0
Views: 7613

Facebook, Google Analytics and Google ads data into Microsoft PowerBI

If you want to get windsor.ai marketing attribution data, facebook, google analytics or any other marketing data into Microsoft powerBI here is how you can do it. Prequisites: Windsor account API key from windsor Microsoft powerbi In powerBI just click get data and use the advanced tab. facebook_goo...
by niklaskolster
Mon May 18, 2020 8:40 am
Forum: Howto’s
Topic: How to replace values in dashboard data using SQL
Replies: 0
Views: 7621

How to replace values in dashboard data using SQL

The Windsor.ai dashboards allow users to update column definitions using custom SQL code to modify the results and even to create new columns based on existing ones: Open the Sources -> Tables menu Click the Edit button next next to the table to update, typically *_attributions_and_costs : https://w...
by niklaskolster
Mon May 18, 2020 8:37 am
Forum: Howto’s
Topic: How to connect Windsor.ai (Google Ads, Facebook, Bing, Google Analytics, DoubleClick, …) to Google Sheets
Replies: 0
Views: 7976

How to connect Windsor.ai (Google Ads, Facebook, Bing, Google Analytics, DoubleClick, …) to Google Sheets

portThe Windsor.ai platform supports API calls to retrieve and send information. In this article, we explain how to extract data and visualise it in Google Sheets. The prerequisites are: Windsor.ai account Windsor.ai API key Access to Google Sheets Open the sample Google Sheets file here and fill in...
by niklaskolster
Mon May 18, 2020 8:30 am
Forum: Howto’s
Topic: How to schedule automatic email reports delivery
Replies: 0
Views: 7600

How to schedule automatic email reports delivery

You can send a copy of your Windsor.ai dashboards, tables and charts to yourself or your team on a regular basis by setting up an email delivery schedule. Schedule new reports To create a new email report for your dashboards: Go to the Manage -> Dashboard Emails page and click the + Plus button on t...
by niklaskolster
Mon May 18, 2020 8:26 am
Forum: Howto’s
Topic: How to link Google Campaign Manager (previously DoubleClick Campaign Manager) to Windsor.ai
Replies: 0
Views: 7730

How to link Google Campaign Manager (previously DoubleClick Campaign Manager) to Windsor.ai

In order for Windsor.ai to be able to retrieve Google Campaign Manager data through an API integration a user role needs to be created. A general overview of user roles from Google can be found here Prerequisites Admin Access to Google Campaign Manager (DCM) Create User Role Log on to Google Campaig...
by niklaskolster
Sat May 16, 2020 8:25 pm
Forum: Howto’s
Topic: How to connect Windsor.ai (Google Ads, Facebook, Bing, Google Analytics, DoubleClick, …) to Microsoft Excel
Replies: 0
Views: 8162

How to connect Windsor.ai (Google Ads, Facebook, Bing, Google Analytics, DoubleClick, …) to Microsoft Excel

The Windsor.ai platform supports API calls to retrieve and send information. In this article, we explain how to extract data and visualise it in Microsoft Excel. The prerequisites are: Windsor.ai account Windsor.ai API key Microsoft Excel ( Important : This feature is only available on Excel on Wind...
by niklaskolster
Sat May 16, 2020 8:14 pm
Forum: Howto’s
Topic: How to submit affiliate, meta-search or other spending data to Windsor.ai using the costs uploader, email or SFTP
Replies: 0
Views: 7638

How to submit affiliate, meta-search or other spending data to Windsor.ai using the costs uploader, email or SFTP

To understand the impact each channel has in terms of ROI, the costs of each contributing channel need to be clear. Many advanced advertisers have additional costs from affiliates, meta-search partners, direct display buys, TV spot plans, etc. This how to will explain how to add these what we call m...
by niklaskolster
Sat May 16, 2020 7:56 pm
Forum: Howto’s
Topic: How to send CRM data to Windsor.ai using Zapier
Replies: 0
Views: 8056

How to send CRM data to Windsor.ai using Zapier

If you track lead, opportunity and sales outcome in a CRM you can automatically update the records in Windsor.ai using our API which can be called through tools like Zapier, IFTT, … This helps you to optimise your marketing campaigns for CRM outcomes and real ROI metrics including cancellations. The...
by niklaskolster
Sat May 16, 2020 7:46 pm
Forum: Howto’s
Topic: How to apply filters on slices in Windsor.ai
Replies: 0
Views: 7646

How to apply filters on slices in Windsor.ai

In your Windsor.ai you might want to filter out specific data. The way to do so is to edit the slice you would like to filter and add your filter criteria. Do note that filters can be applied to any slice in any dashboard if you have the rights granted to do so. The prerequisites for adding filters ...