Yes, how can I help you?
hi, i just signed up for Windsor and connected all of our ad platforms.
I am a marketing manager and don’t have time to setup the dashboard. I was wondering if there was a done-for-you service, or you could refer me to anyone (or an external service) who knows Windsor to set the dashboard exactly up how I want it?
Matthias: That’s included in the pro plan
So wouldit be possible to buy the pro plan and get a member of your team to set it up for me, then dorp down to the standard plan after its been setup?
Matthias: Yes, that’s possible
is it possible to get on a call with someone before i purchase the pro plan to ensure my needs can be achieved with Windsor?
that’s my availability
when booking the meeting there is a question about what the meeting will be about. Would be nice if you could put the channels you work with and what you want to achieve in this box.
cool, one more thing with the “Data source connectors” - does this mean each integration. For example these are the following tools i want to integrate:
tik tok ads
Does that mean there are 6 data source connectors?
Matthias: thats correct
so the professional plan would not suit my needs… i would need to get enterprise?
Matthias: it should work to add on one data source connector manually
to the plan
we can have a look at this on the call
what is difference between data destintion and data source connector
Matthias: data destination is a BI tool (Data Studio, Power BI, Excel, …) or database (BigQuery, Postgres,…)
data source are the channels where the data is coming from like e.g. Facebook Ads
in regards to the data volume per month, how can i figure this out?
how can i figure out what i ened
Matthias: this depends on how many accounts you will connect (e.g. if you connect 200 Facebook accounts the row count likely increase to >2M rows).
What about 1 ad account on:
tik tok ads
Matthias: then a standard package should suffice. we have to add on the separate connector for 39$/month so you have 6 instead of 5 connectors.
I am going to make a Loom video for you now, and I will add that Loom video of what we are trying to achieve. would be great if you could look at that before the call so we can go from there. I will try and make the loom video as brief as possible
Matthias: sounds good!
what is your level of skill in google analytics?
Matthias: advanced I would say
will make the loom video now and book the call for tomorrow
I have scheduled the call
I have added the loom video to the notes. But u can also check it here:
do u want to watch it and tell me if it all makes sense… hopefully I explained it clear enough
Matthias: I started watching it and it makes sense.
do u think windsor can help with this?
we can set it up tomorrow
that would be awesome
the thing i need to ensure is that we can filter Google analytics with ‘source’ and ‘medium’ contains certain words.
And on the ad platforms - the campaign name and ad names contain certain words
Matthias: yes, these are simple regular expressions
what plan do you think will be needed to achieve this?
but if you need our help I suggest pro for one or two months and then downgrading after
what kind of help can i expect on the pro plan?
Matthias: a weekly/bi-weekly call with us to make sure that you get what you want.
we’ll also help with the onboarding
but will you guys actually build the dashboard for us?
Matthias: yes we can
awesome ill speak to you tomorrow then looking forward to it
Matthias: looking forward too!