GROW CUSTOMER VALUEPredictive Marketing for the Smart Retailer

PR

OD

UC

T B

OO

KLE

T

The answer may surprise you More customers than ever are demanding a personalized one-to-one

experience with their favorite retailers And for most shoppers that experience is just beginning at

checkout Unfortunately most retailers are more concerned with that single first conversion instead of

taking the necessary steps to grow a more profitable customer relationship Thatrsquos where we can help

Windsor Circle is a Predictive Lifecycle and Retention Marketing platform We help retailers grow

customer lifetime value and increase customer retention

Our clients see an average of 10x ROI and 17 lift in retention rates after 12 months We have the

industryrsquos only guaranteed enterprise grade data integrations between eCommerce and email software

Our platform includes a predictive analytics suite custom segmentation and behavioral tracking to

build rich consumer profiles and add the critical layer of predictive data science to extract value from

your datasets We super-charge your existing marketing software

We power predictive personalized and automated marketing programs through the entire lifecycle

including browse abandonment cart recovery post-purchase product replenishment loyalty and

win-back campaigns using a retailerrsquos existing marketing software

Fast Growing Well-Resourced amp Global

bull Founded in 2011

bull Over 350 retail clients internationally

bull Over $13M in venture funding

bull Winners of Google Demo Day 2014

bull Headquartered in Durham NC

We wear green pants Want to know why Visit WindsorCirclecomGreenPants

reg

Are you growing a sustainable eCommerce business

Here are just a few of our clients

PA G E 1

Core OfferingPredictive Analytics Benchmarking amp More ndash Page 3

Segment Builder amp Custom Fields ndash Page 4

Customized Retention AutomationComplete Control Over Your Lifecycle Campaigns ndash Page 5

Dozens of Recipes Unlimited Possibilities ndash Page 6

Predictive Product Replenishment AutomationDrive Repeat Purchases Based on Individual Behavior ndash Page 7

Stop the Guesswork ndash Page 8

Abandoned Cart Recoveryincluding Anti-Gaming Technology ndash Page 9

Behavioral Track amp Triggerincluding Browse Abandonment amp Site Search Automatiors ndash Page 10

Professional ServicesService Packages Strategy amp Reporting ndash Page 11

Agency Services Custom Templates Design amp Coding ndash Page 12

Guaranteed Integrationsactionable eCommerce Data in Your Marketing Software ndash Page 13

ROI amp Retention Resultsfeaturing 10x ROI amp 17 Lift Rate ndash Page 14

Included in allsubscriptions

Additional product offerings

Table of Contents

ldquoOur vision with Windsor Circle is to make data-led decisions to optimize every subscriberrsquos

and customerrsquos email journeyrdquo

ndash Tamara Falcke Email Channel Manager SurfStitchcom

ProfessionalServices

PA G E 2

Core OfferingPredictive Analytics Benchmarking amp More

Retailers who leverage purchase history and behavioral data to truly know their customers are

more likely to keep their customers

Windsor Circlersquos Predictive Analytics Suite helps you pinpoint customer trends and easily act

on them Our analytics instantly show key retail metrics by any date range or customer segment

providing detailed charts graphs and reports valuable to both marketing and business users

Predictive Analytics features

bull Instantly measure key metrics like Customer Lifetime Value Average Order Value latency and

retention rates by any date range or segment

bull Discover how your retention efforts compare to industry benchmark data

bull Access three years or more of historical as well as ongoing product purchase and customer data

bull Use our Intelligent Recommendations feature to easily identify and act on trends to increase

revenue profitability and competitiveness

bull Automatically build and evaluate retail customer segments based on performance data

bull Analyze source data to determine best customer acquisition channels

bull Identify which coupons have the longest residual use or largest overall revenue impact

bull Stay on top of product campaign and customer trends with our Daily Insights Report

ldquoI like the dashboard and we use this information all the time even when wersquore sending our weekly emails We check the dashboard for the best time and day to send the emailsrdquo

ndash Tygh Bailes Founder Pennington amp Bailes

Want to test drive before you buy

Wersquoll give you the keys to a limited duration trial free

Visit WindsorCirclecomFreeTrial

PA G E 3

Core OfferingCustom Segment Builder amp Custom Fields

Number of orders Store ID Shipping zippostal code And much more

Order Data

Average amount spent Last category purchased Predicted order date And much more

Customer Data

Product name Product SKU Number of products And much more

Product Data

Custom Segment Builder Features

bull Ability to create and apply advanced segmentation within all of the

Windsor Circle campaign automators to ensure yoursquore sending the

most relevant messaging to each of your customer groups

bull Export segments directly to your email marketing platform or as a

CSV file

bull See key metrics on every segment such as AOV CLV latency and revenue

bull Sync segments with your ESP (using our Guaranteed Integrations

see page 13)

Feature Highlight Predictive Gender

Windsor Circlersquos Predicted Gender targeting lets

you segment campaigns based on gender with more than 99 accuracy

Create segments by utilizing custom fields defined in your eCommerce platform such as

bull Product Attributes

bull Ship Date

bull Birthdate

bull Brand Names

bull Order Source

bull Order Status

bull MakeModel

bull Production Year

bull Business Type

bull Loyalty Points for Rewards

Windsor Circlersquos Custom Segment Builder brings the power of relational tables to every retailer allowing

you to build robust segments based on unlimited parameters and data sets in an easy-to-use interface

Create highly targeted single-send or automated marketing campaigns by segmenting information from

multiple databases including customer profiles purchase history order data customer scores and

custom data fields

Custom Segment Builder

PA G E 4

To succeed in todayrsquos eCommerce environment you have to stand out from the crowd with content and

messaging that is hyper-targeted to your individual customers Your campaigns need to reach customers

at every stage of the lifecycle And that critical need is the driving force behind our robust suite of

Custom Campaign Automators

We empower retailers with complete end-to-end control over their lifecycle marketing campaigns with

the flexibility to achieve the majority of campaign use cases

Our Custom Campaign Automators give you the ability to

bull Apply advanced segmentation to every campaign to ensure that the perfect message

is sent to the right customers every time List suppression is also supported

bull Personalize each email with Dynamic Product Recommendations

bull Choose from a variety of responsive design templates

bull Set schedules and priority levels for all campaigns to ensure that

customers are not overwhelmed by too many emails

bull Control whether a campaign is a single-send email or an automated campaign series

Customized Retention AutomationComplete Control Over Lifecycle Campaigns

PA G E 5

Our levels of campaign segmentation are off the chart

Your product customer and order data are combined to power all Custom Campaign Automators

Windsor Circle uses your product customer and purchase history data to automatically drive

personalized retention marketing campaigns that connect with customers in a relevant and meaningful

way to help keep them coming back

With our Custom Campaign Automators retailers can quickly and easily create manage and analyze

automated retention campaigns to meet almost any business need So no matter which stage of the

customer lifecycle your audience is in you can reach them with a timely and personalized message

Customized Retention AutomationDozens of Recipes Unlimited Possibilities

Custom Campaign Automators let you build marketing campaigns based on countless combinations of datasets and conditions Some of our more popular automated

retention campaigns include

bull Customer Education including product company free shipping brand builder

bull Churn Prevention

bull Predictive Win-Back

bull Best Customer

bull Biggest Spender

bull First Purchase

bull Purchase Anniversary

bull Purchase Reminder - Category

bull Post Purchase

bull New Product Release

bull Predictive Product Recommendations

bull Predictive Order Reminders

bull Birthday Series

bull Or build your own Custom Automator for your specific needs

PA G E 6

Our Custom Campaign Automators ensure your

emails are sent at the perfect moment

Easily create campaigns to meet almost any business need from reducing churn to wishing your customers

a happy birthday

Drive Repeat Purchases Based on Individual Behavior

Automated Product Replenishment Features

bull Basket together multiple items up for replenishment into one email

bull Automatically identifies the replenishable products in your catalog

bull Cap frequencies to avoid sending too many emails

bull Easy to install build and manage

bull Advanced segmentation ensures that the perfect

message is sent to the right customers every time

Every online retailerrsquos goal is to build a loyal happy customer base full of repeat buyers And thatrsquos

especially true for companies that sell replenishable or consumable products However it takes

more than just competitive pricing and a well-designed webstore to keep customers coming back

Your marketing has to be timely and most importantly relevant to the needs of individual customers

Windsor Circlersquos Replenishment Automator allows retailers to use product and purchase history data

to trigger emails that remind customers to repurchase products just before they run out with little

effort on the marketerrsquos end

On average clients using our Replenishment Automator have seen the following results from eligible customers buying replenishable goods

Versus if the client did not use the Replenishment Automator

Predictive Product Replenishment Automation

PA G E 7

Itrsquos no secret that customers consume products at different rates For instance a customer with

long hair is more likely to purchase shampoo more often than someone with much shorter hair

So then why do most replenishment solutions assume that the average of the masses can determine

the optimal reminder date for each and every customer

Stop guessing Our predictive data science helps retailers understand the individual buying pattern

of repeat purchasers and tailor retargeting campaigns to each of their customers automatically

Over time as a customer makes more purchases our algorithm gets smarter and automatically

adjusts to accommodate changes in the customerrsquos consumption patterns Thatrsquos not just smarter

replenishment thatrsquos smarter business

No matter the customer if you sell consumable products our Replenishment Automator can help

Our Replenishment Automator saves you time and effort by automatically identifying your replenishable products You can also choose to filter the number of products

selected based on an assigned ranking of replenishable characteristics

B2C merchant CoffeeforLess drives

$1 M per year from Windsor Circle powered campaigns

B2B retailer POS Supply Solutions saw

27 Open Rates$141 RPE

B2C Magento Merchant B2B Magento Merchant

Predictive Product Replenishment Automation

Stop the Guesswork

PA G E 8

Abandoned Cart Recoveryincluding Anti-Gaming Technology

ldquoOur cart recovery effort in the end is that extra effort that to our consumers means lsquoIrsquom still here with you and we can help you complete your purchasersquordquo

ndashAlex Gonzalez CEO pet nrsquoGO

Windsor Circlersquos Cart Recovery solution helps retailers convert

on average 15 of abandoned shopping carts into sales

Our automated solution detects cart abandonment through the

eCommerce platform and triggers a series of cart recovery emails

These automated cart recovery campaigns which can be additionally

segmented based on countless scenarios provide shoppers with rich

product information on exact items left in the cart and direct links to

both the shopping cart and the product page

Cart Recovery Features

bull Easily set up optimal recovery email cadence amp timing

bull Advanced segmentation capabilities allow you to send different cart recovery

email variations to key segments like big spenders and best customers

bull Offer shoppers tailored incentives unique to each of three emails in the series

bull Our anti-gaming technology automatically prevents incentive emails from being served to ldquointentionalrdquo cart abandoners

bull Create unique recovery emails using customized templates sent through the retailerrsquos email marketing platform

PA G E 9

Behavioral Track amp Triggerincluding Browse Abandonment and Site Search Automators

PA G E 1 0

Results based on aggregate client performance data during beta period (Q4 2015)

Based on Experian Marketing Services 2014 Benchmark Report

On Average our customers generate$044 in revenue per email

with Browse Abandonment Campaigns

Thatrsquos 4x the industry average

Merchants can keep their business on the cutting edge with Windsor Circlersquos Behavioral Track amp

Trigger solution Browse Abandonment a powerful feature in the suite automatically sends emails

to identified customers who browse or perform a site search on a retailerrsquos online store without

making a purchase

Retailers can then create automated emails to send recommendations and offer related promotions

based on the product or category the customer viewed or searched for Dynamic product

recommendations can also be incorporated based on product purchase and individual customer data

Additionally you can leverage segmented variations of behavioral sends to customize the message

for the key types of shoppers

Types of customer activitieswe can track include

bull Site search details for product or catalog

bull Product detail pages viewed

bull Product categories viewed

bull Number of times a product was viewed

bull Products added to the shopping cart

bull And many more

Browse Abandonment Features

bull Collect known and anonymous visitor behavior data in unique customer profiles

bull Advanced custom segmentation capabilities allow you to serve highly targeted campaigns based on your business needs

bull Cap email frequencies to avoid

sending too many emails

bull Trigger browse abandonment emails based on actions and thresholds such as site searches and time spent on site

bull Leverages Segmentio one of the fastest and most secure JavaScript solution providers to track onsite customer behavior

ldquoI look forward to my quarterly calls with Windsor Circle The reality is that most vendor calls are a waste of time ndash theyrsquore all trying to sell me something Windsor Circle brings something to the table that helps me and gives me actionable advicerdquo

ndash Chris Johnson - President amp CEO of Pegasus Lighting

Client Success amp Professional ServicesService Packages Strategy amp Reporting

Data science isnrsquot easy If yoursquore like most retailers yoursquore sitting on a mountain of customer product

order and behavioral information but lack the resources to make it truly actionable Thatrsquos why in addition

to providing a powerful software solution we have a team full of data scientists and ESP-certified

marketing strategists whose top priority is helping your company get the most out of its data

No matter what level of support yoursquore seeking we have a professional services offering that will fit

your needs Our ongoing Client Success consultations and trainings are customized to accommodate

consultation frequency additional email creative requirement and custom campaign templates

All Windsor Circle clients are paired with a Client Success Manager to ensure fast implementation And depending on the level of support yoursquore seeking we can help you

bull Build a forward-looking 306090 day plan

bull Monitor and review campaign performance

bull Assess customer lifecycle and retention marketing opportunities

bull Design and build your templated or custom email campaigns

bull Provide ongoing support strategy and implementation services

bull Create and implement dynamic predictive marketing campaigns and complex customer segments

DEC2015 JAN2016 FEB2016 Know Your Customers Geography Based Send Birthday Email

Get Connected Non-Purchaser Single Send

Thank Your Customers First Purchase Single Send Holiday Thank-You

Amaze Your Best Customers

Holiday Single Send Best Customer

Best Customer 6x Best Customer 9x

Help Your Customers Buy More

Cross PromotionalUpgrade Single Sends

Save Churning Customers

Pre-Win-Back Series

Create Evangelists Anniversary Automation 2x Buyer Series

Listen To Your Customers

PA G E 1 1

Examples of custom emails that our Client Success team has created

All of our emails are mobile responsive

Agency Design Services Custom Templates Design amp Coding

We understand that every retailer is unique Thatrsquos why Windsor Circlersquos in-house Agency Services

team can help you plan design and build custom emails that resonate best with your customers

Emails Designed for Your Specific Customers No matter where your customers are in the various stages of the lifecycle our Agency Services

team creates custom email templates that speak to each customer

Smarter Content Delivery Our Agency Services teamrsquos custom email templates include Dynamic Product Recommendations

based on the shopping behavior of your individual customers Powered by our predictive algorithms

our Dynamic Product Recommendations deliver a tailored message to each of your customers

Reach Customers Across All Devices More than half of all emails are opened on a mobile device Ensure your customers can easily read

and navigate your emails no matter their device type Rest assured that every email that Windsor

Circle creates is responsive

54 of email is now opened on a mobile device Litmus ndashrdquoEmail Analyticsrdquo (Nov 2015)

PA G E 1 2

Guaranteed IntegrationsActionable eCommerce Data in Your Marketing Software

Our industry-standard data integrations

connect leading eCommerce platforms and

email service providers This allows you

to access predictive data fields in Windsor

Circle or your ESP to segment analyze and

combine large amounts of data

With access to all of these data points in

your ESP you can choose to leverage the

power of advanced segmentation and

personalization for your promotional

broadcast or newsletter email campaigns

directly in your ESP As a power user we

give you the ability to decide what suits

your business needs and how to utilize this

powerful data to get the most out of your

email marketing

Our team works with each new client to establish a guaranteed timeline to integration If we donrsquot deliver on our promise the first 30 days are free

ldquoIn the past 7 years Windsor Circle is the only partner wersquove integrated with in under 2-3 weeks where it actually worksrdquo

ndash Chris Manduka Marketing Manager Sailrite

Whether importing data fields into your ESP or running campaigns in Windsor Circle we give you access to over 70 fields such as

bull Customer billing shipping names amp addresses

bull Predictive order dates

bull Dynamic Product Recommendations - Hot Combos

bull Dynamic Product Recommendations - Related Items

bull Custom Segments (built in Windsor Circle and pushed to your ESP as well as updated on a nightly basis)

bull Coupon history

bull RFM scores and ranks

bull Custom data fields such as birthday gender style etc

bull The entirety of a customerrsquos order history including products purchased

PA G E 1 3

ROI amp Retention Resultsfeaturing 10x ROI amp 17 Lift Rate

Windsor Circle clients are driving more revenue increasing engagement and retaining more customers with

data-driven lifecycle marketing The results speak for themselves within 12 months of signing up our clients

see an average of 10x ROI and 17+ Retention Rate Lift Wersquore the only ones with a revenue promise

Visit WindsorCirclecomRealResults to read our clientsrsquo case studies

Client Case StudiesWhere others make claims we present the facts Read about the real results our clients are

proudly and publicly stating driven by Windsor Circle WindsorCirclecomRealResults

Increase in Repeat Customers73 14x ROI Decrease

in ChurnThe Engagement 724x

10X 17+

ldquoWindsor Circle has delivered You see it in the numbers I do believe itrsquos the single best thing we do on a daily basis Our retention program between WhatCounts and Windsor Circle is fantastic It delivers for us It is very easy to use We donrsquot want to be tied down building emails all day Itrsquos truly the best money we spendrdquo

ndash Phil Masiello Co-founder amp CEO 800razorscom

PA G E 1 4

PREDICT

RETAIN

PERSONALIZEAUTO

MAT

E

Behavioral DataGoogle Analytics Database

Plus custom home-grown and other platforms

GUARANTEED INTEGRATIONSCOMBINE ALL OF YOUR VALUABLE DATA WITH ONE TOOL

W I N D S O R C I R C L E C O M bull S A L E S W I N D S O R C I R C L E C O M bull 1 - 8 7 7 - 8 4 8 - 4 1 1 3

The answer may surprise you More customers than ever are demanding a personalized one-to-one

experience with their favorite retailers And for most shoppers that experience is just beginning at

checkout Unfortunately most retailers are more concerned with that single first conversion instead of

taking the necessary steps to grow a more profitable customer relationship Thatrsquos where we can help

Windsor Circle is a Predictive Lifecycle and Retention Marketing platform We help retailers grow

customer lifetime value and increase customer retention

Our clients see an average of 10x ROI and 17 lift in retention rates after 12 months We have the

industryrsquos only guaranteed enterprise grade data integrations between eCommerce and email software

Our platform includes a predictive analytics suite custom segmentation and behavioral tracking to

build rich consumer profiles and add the critical layer of predictive data science to extract value from

your datasets We super-charge your existing marketing software

We power predictive personalized and automated marketing programs through the entire lifecycle

including browse abandonment cart recovery post-purchase product replenishment loyalty and

win-back campaigns using a retailerrsquos existing marketing software

Fast Growing Well-Resourced amp Global

bull Founded in 2011

bull Over 350 retail clients internationally

bull Over $13M in venture funding

bull Winners of Google Demo Day 2014

bull Headquartered in Durham NC

We wear green pants Want to know why Visit WindsorCirclecomGreenPants

reg

Are you growing a sustainable eCommerce business

Here are just a few of our clients

PA G E 1

Core OfferingPredictive Analytics Benchmarking amp More ndash Page 3

Segment Builder amp Custom Fields ndash Page 4

Customized Retention AutomationComplete Control Over Your Lifecycle Campaigns ndash Page 5

Dozens of Recipes Unlimited Possibilities ndash Page 6

Predictive Product Replenishment AutomationDrive Repeat Purchases Based on Individual Behavior ndash Page 7

Stop the Guesswork ndash Page 8

Abandoned Cart Recoveryincluding Anti-Gaming Technology ndash Page 9

Behavioral Track amp Triggerincluding Browse Abandonment amp Site Search Automatiors ndash Page 10

Professional ServicesService Packages Strategy amp Reporting ndash Page 11

Agency Services Custom Templates Design amp Coding ndash Page 12

Guaranteed Integrationsactionable eCommerce Data in Your Marketing Software ndash Page 13

ROI amp Retention Resultsfeaturing 10x ROI amp 17 Lift Rate ndash Page 14

Included in allsubscriptions

Additional product offerings

Table of Contents

ldquoOur vision with Windsor Circle is to make data-led decisions to optimize every subscriberrsquos

and customerrsquos email journeyrdquo

ndash Tamara Falcke Email Channel Manager SurfStitchcom

ProfessionalServices

PA G E 2

Core OfferingPredictive Analytics Benchmarking amp More

Retailers who leverage purchase history and behavioral data to truly know their customers are

more likely to keep their customers

Windsor Circlersquos Predictive Analytics Suite helps you pinpoint customer trends and easily act

on them Our analytics instantly show key retail metrics by any date range or customer segment

providing detailed charts graphs and reports valuable to both marketing and business users

Predictive Analytics features

bull Instantly measure key metrics like Customer Lifetime Value Average Order Value latency and

retention rates by any date range or segment

bull Discover how your retention efforts compare to industry benchmark data

bull Access three years or more of historical as well as ongoing product purchase and customer data

bull Use our Intelligent Recommendations feature to easily identify and act on trends to increase

revenue profitability and competitiveness

bull Automatically build and evaluate retail customer segments based on performance data

bull Analyze source data to determine best customer acquisition channels

bull Identify which coupons have the longest residual use or largest overall revenue impact

bull Stay on top of product campaign and customer trends with our Daily Insights Report

ldquoI like the dashboard and we use this information all the time even when wersquore sending our weekly emails We check the dashboard for the best time and day to send the emailsrdquo

ndash Tygh Bailes Founder Pennington amp Bailes

Want to test drive before you buy

Wersquoll give you the keys to a limited duration trial free

Visit WindsorCirclecomFreeTrial

PA G E 3

Core OfferingCustom Segment Builder amp Custom Fields

Number of orders Store ID Shipping zippostal code And much more

Order Data

Average amount spent Last category purchased Predicted order date And much more

Customer Data

Product name Product SKU Number of products And much more

Product Data

Custom Segment Builder Features

bull Ability to create and apply advanced segmentation within all of the

Windsor Circle campaign automators to ensure yoursquore sending the

most relevant messaging to each of your customer groups

bull Export segments directly to your email marketing platform or as a

CSV file

bull See key metrics on every segment such as AOV CLV latency and revenue

bull Sync segments with your ESP (using our Guaranteed Integrations

see page 13)

Feature Highlight Predictive Gender

Windsor Circlersquos Predicted Gender targeting lets

you segment campaigns based on gender with more than 99 accuracy

Create segments by utilizing custom fields defined in your eCommerce platform such as

bull Product Attributes

bull Ship Date

bull Birthdate

bull Brand Names

bull Order Source

bull Order Status

bull MakeModel

bull Production Year

bull Business Type

bull Loyalty Points for Rewards

Windsor Circlersquos Custom Segment Builder brings the power of relational tables to every retailer allowing

you to build robust segments based on unlimited parameters and data sets in an easy-to-use interface

Create highly targeted single-send or automated marketing campaigns by segmenting information from

multiple databases including customer profiles purchase history order data customer scores and

custom data fields

Custom Segment Builder

PA G E 4

To succeed in todayrsquos eCommerce environment you have to stand out from the crowd with content and

messaging that is hyper-targeted to your individual customers Your campaigns need to reach customers

at every stage of the lifecycle And that critical need is the driving force behind our robust suite of

Custom Campaign Automators

We empower retailers with complete end-to-end control over their lifecycle marketing campaigns with

the flexibility to achieve the majority of campaign use cases

Our Custom Campaign Automators give you the ability to

bull Apply advanced segmentation to every campaign to ensure that the perfect message

is sent to the right customers every time List suppression is also supported

bull Personalize each email with Dynamic Product Recommendations

bull Choose from a variety of responsive design templates

bull Set schedules and priority levels for all campaigns to ensure that

customers are not overwhelmed by too many emails

bull Control whether a campaign is a single-send email or an automated campaign series

Customized Retention AutomationComplete Control Over Lifecycle Campaigns

PA G E 5

Our levels of campaign segmentation are off the chart

Your product customer and order data are combined to power all Custom Campaign Automators

Windsor Circle uses your product customer and purchase history data to automatically drive

personalized retention marketing campaigns that connect with customers in a relevant and meaningful

way to help keep them coming back

With our Custom Campaign Automators retailers can quickly and easily create manage and analyze

automated retention campaigns to meet almost any business need So no matter which stage of the

customer lifecycle your audience is in you can reach them with a timely and personalized message

Customized Retention AutomationDozens of Recipes Unlimited Possibilities

Custom Campaign Automators let you build marketing campaigns based on countless combinations of datasets and conditions Some of our more popular automated

retention campaigns include

bull Customer Education including product company free shipping brand builder

bull Churn Prevention

bull Predictive Win-Back

bull Best Customer

bull Biggest Spender

bull First Purchase

bull Purchase Anniversary

bull Purchase Reminder - Category

bull Post Purchase

bull New Product Release

bull Predictive Product Recommendations

bull Predictive Order Reminders

bull Birthday Series

bull Or build your own Custom Automator for your specific needs

PA G E 6

Our Custom Campaign Automators ensure your

emails are sent at the perfect moment

Easily create campaigns to meet almost any business need from reducing churn to wishing your customers

a happy birthday

Drive Repeat Purchases Based on Individual Behavior

Automated Product Replenishment Features

bull Basket together multiple items up for replenishment into one email

bull Automatically identifies the replenishable products in your catalog

bull Cap frequencies to avoid sending too many emails

bull Easy to install build and manage

bull Advanced segmentation ensures that the perfect

message is sent to the right customers every time

Every online retailerrsquos goal is to build a loyal happy customer base full of repeat buyers And thatrsquos

especially true for companies that sell replenishable or consumable products However it takes

more than just competitive pricing and a well-designed webstore to keep customers coming back

Your marketing has to be timely and most importantly relevant to the needs of individual customers

Windsor Circlersquos Replenishment Automator allows retailers to use product and purchase history data

to trigger emails that remind customers to repurchase products just before they run out with little

effort on the marketerrsquos end

On average clients using our Replenishment Automator have seen the following results from eligible customers buying replenishable goods

Versus if the client did not use the Replenishment Automator

Predictive Product Replenishment Automation

PA G E 7

Itrsquos no secret that customers consume products at different rates For instance a customer with

long hair is more likely to purchase shampoo more often than someone with much shorter hair

So then why do most replenishment solutions assume that the average of the masses can determine

the optimal reminder date for each and every customer

Stop guessing Our predictive data science helps retailers understand the individual buying pattern

of repeat purchasers and tailor retargeting campaigns to each of their customers automatically

Over time as a customer makes more purchases our algorithm gets smarter and automatically

adjusts to accommodate changes in the customerrsquos consumption patterns Thatrsquos not just smarter

replenishment thatrsquos smarter business

No matter the customer if you sell consumable products our Replenishment Automator can help

Our Replenishment Automator saves you time and effort by automatically identifying your replenishable products You can also choose to filter the number of products

selected based on an assigned ranking of replenishable characteristics

B2C merchant CoffeeforLess drives

$1 M per year from Windsor Circle powered campaigns

B2B retailer POS Supply Solutions saw

27 Open Rates$141 RPE

B2C Magento Merchant B2B Magento Merchant

Predictive Product Replenishment Automation

Stop the Guesswork

PA G E 8

Abandoned Cart Recoveryincluding Anti-Gaming Technology

ldquoOur cart recovery effort in the end is that extra effort that to our consumers means lsquoIrsquom still here with you and we can help you complete your purchasersquordquo

ndashAlex Gonzalez CEO pet nrsquoGO

Windsor Circlersquos Cart Recovery solution helps retailers convert

on average 15 of abandoned shopping carts into sales

Our automated solution detects cart abandonment through the

eCommerce platform and triggers a series of cart recovery emails

These automated cart recovery campaigns which can be additionally

segmented based on countless scenarios provide shoppers with rich

product information on exact items left in the cart and direct links to

both the shopping cart and the product page

Cart Recovery Features

bull Easily set up optimal recovery email cadence amp timing

bull Advanced segmentation capabilities allow you to send different cart recovery

email variations to key segments like big spenders and best customers

bull Offer shoppers tailored incentives unique to each of three emails in the series

bull Our anti-gaming technology automatically prevents incentive emails from being served to ldquointentionalrdquo cart abandoners

bull Create unique recovery emails using customized templates sent through the retailerrsquos email marketing platform

PA G E 9

Behavioral Track amp Triggerincluding Browse Abandonment and Site Search Automators

PA G E 1 0

Results based on aggregate client performance data during beta period (Q4 2015)

Based on Experian Marketing Services 2014 Benchmark Report

On Average our customers generate$044 in revenue per email

with Browse Abandonment Campaigns

Thatrsquos 4x the industry average

Merchants can keep their business on the cutting edge with Windsor Circlersquos Behavioral Track amp

Trigger solution Browse Abandonment a powerful feature in the suite automatically sends emails

to identified customers who browse or perform a site search on a retailerrsquos online store without

making a purchase

Retailers can then create automated emails to send recommendations and offer related promotions

based on the product or category the customer viewed or searched for Dynamic product

recommendations can also be incorporated based on product purchase and individual customer data

Additionally you can leverage segmented variations of behavioral sends to customize the message

for the key types of shoppers

Types of customer activitieswe can track include

bull Site search details for product or catalog

bull Product detail pages viewed

bull Product categories viewed

bull Number of times a product was viewed

bull Products added to the shopping cart

bull And many more

Browse Abandonment Features

bull Collect known and anonymous visitor behavior data in unique customer profiles

bull Advanced custom segmentation capabilities allow you to serve highly targeted campaigns based on your business needs

bull Cap email frequencies to avoid

sending too many emails

bull Trigger browse abandonment emails based on actions and thresholds such as site searches and time spent on site

bull Leverages Segmentio one of the fastest and most secure JavaScript solution providers to track onsite customer behavior

ldquoI look forward to my quarterly calls with Windsor Circle The reality is that most vendor calls are a waste of time ndash theyrsquore all trying to sell me something Windsor Circle brings something to the table that helps me and gives me actionable advicerdquo

ndash Chris Johnson - President amp CEO of Pegasus Lighting

Client Success amp Professional ServicesService Packages Strategy amp Reporting

Data science isnrsquot easy If yoursquore like most retailers yoursquore sitting on a mountain of customer product

order and behavioral information but lack the resources to make it truly actionable Thatrsquos why in addition

to providing a powerful software solution we have a team full of data scientists and ESP-certified

marketing strategists whose top priority is helping your company get the most out of its data

No matter what level of support yoursquore seeking we have a professional services offering that will fit

your needs Our ongoing Client Success consultations and trainings are customized to accommodate

consultation frequency additional email creative requirement and custom campaign templates

All Windsor Circle clients are paired with a Client Success Manager to ensure fast implementation And depending on the level of support yoursquore seeking we can help you

bull Build a forward-looking 306090 day plan

bull Monitor and review campaign performance

bull Assess customer lifecycle and retention marketing opportunities

bull Design and build your templated or custom email campaigns

bull Provide ongoing support strategy and implementation services

bull Create and implement dynamic predictive marketing campaigns and complex customer segments

DEC2015 JAN2016 FEB2016 Know Your Customers Geography Based Send Birthday Email

Get Connected Non-Purchaser Single Send

Thank Your Customers First Purchase Single Send Holiday Thank-You

Amaze Your Best Customers

Holiday Single Send Best Customer

Best Customer 6x Best Customer 9x

Help Your Customers Buy More

Cross PromotionalUpgrade Single Sends

Save Churning Customers

Pre-Win-Back Series

Create Evangelists Anniversary Automation 2x Buyer Series

Listen To Your Customers

PA G E 1 1

Examples of custom emails that our Client Success team has created

All of our emails are mobile responsive

Agency Design Services Custom Templates Design amp Coding

We understand that every retailer is unique Thatrsquos why Windsor Circlersquos in-house Agency Services

team can help you plan design and build custom emails that resonate best with your customers

Emails Designed for Your Specific Customers No matter where your customers are in the various stages of the lifecycle our Agency Services

team creates custom email templates that speak to each customer

Smarter Content Delivery Our Agency Services teamrsquos custom email templates include Dynamic Product Recommendations

based on the shopping behavior of your individual customers Powered by our predictive algorithms

our Dynamic Product Recommendations deliver a tailored message to each of your customers

Reach Customers Across All Devices More than half of all emails are opened on a mobile device Ensure your customers can easily read

and navigate your emails no matter their device type Rest assured that every email that Windsor

Circle creates is responsive

54 of email is now opened on a mobile device Litmus ndashrdquoEmail Analyticsrdquo (Nov 2015)

PA G E 1 2

Guaranteed IntegrationsActionable eCommerce Data in Your Marketing Software

Our industry-standard data integrations

connect leading eCommerce platforms and

email service providers This allows you

to access predictive data fields in Windsor

Circle or your ESP to segment analyze and

combine large amounts of data

With access to all of these data points in

your ESP you can choose to leverage the

power of advanced segmentation and

personalization for your promotional

broadcast or newsletter email campaigns

directly in your ESP As a power user we

give you the ability to decide what suits

your business needs and how to utilize this

powerful data to get the most out of your

email marketing

Our team works with each new client to establish a guaranteed timeline to integration If we donrsquot deliver on our promise the first 30 days are free

ldquoIn the past 7 years Windsor Circle is the only partner wersquove integrated with in under 2-3 weeks where it actually worksrdquo

ndash Chris Manduka Marketing Manager Sailrite

Whether importing data fields into your ESP or running campaigns in Windsor Circle we give you access to over 70 fields such as

bull Customer billing shipping names amp addresses

bull Predictive order dates

bull Dynamic Product Recommendations - Hot Combos

bull Dynamic Product Recommendations - Related Items

bull Custom Segments (built in Windsor Circle and pushed to your ESP as well as updated on a nightly basis)

bull Coupon history

bull RFM scores and ranks

bull Custom data fields such as birthday gender style etc

bull The entirety of a customerrsquos order history including products purchased

PA G E 1 3

ROI amp Retention Resultsfeaturing 10x ROI amp 17 Lift Rate

Windsor Circle clients are driving more revenue increasing engagement and retaining more customers with

data-driven lifecycle marketing The results speak for themselves within 12 months of signing up our clients

see an average of 10x ROI and 17+ Retention Rate Lift Wersquore the only ones with a revenue promise

Visit WindsorCirclecomRealResults to read our clientsrsquo case studies

Client Case StudiesWhere others make claims we present the facts Read about the real results our clients are

proudly and publicly stating driven by Windsor Circle WindsorCirclecomRealResults

Increase in Repeat Customers73 14x ROI Decrease

in ChurnThe Engagement 724x

10X 17+

ldquoWindsor Circle has delivered You see it in the numbers I do believe itrsquos the single best thing we do on a daily basis Our retention program between WhatCounts and Windsor Circle is fantastic It delivers for us It is very easy to use We donrsquot want to be tied down building emails all day Itrsquos truly the best money we spendrdquo

ndash Phil Masiello Co-founder amp CEO 800razorscom

PA G E 1 4

PREDICT

RETAIN

PERSONALIZEAUTO

MAT

E

Behavioral DataGoogle Analytics Database

Plus custom home-grown and other platforms

GUARANTEED INTEGRATIONSCOMBINE ALL OF YOUR VALUABLE DATA WITH ONE TOOL

W I N D S O R C I R C L E C O M bull S A L E S W I N D S O R C I R C L E C O M bull 1 - 8 7 7 - 8 4 8 - 4 1 1 3

Core OfferingPredictive Analytics Benchmarking amp More ndash Page 3

Segment Builder amp Custom Fields ndash Page 4

Customized Retention AutomationComplete Control Over Your Lifecycle Campaigns ndash Page 5

Dozens of Recipes Unlimited Possibilities ndash Page 6

Predictive Product Replenishment AutomationDrive Repeat Purchases Based on Individual Behavior ndash Page 7

Stop the Guesswork ndash Page 8

Abandoned Cart Recoveryincluding Anti-Gaming Technology ndash Page 9

Behavioral Track amp Triggerincluding Browse Abandonment amp Site Search Automatiors ndash Page 10

Professional ServicesService Packages Strategy amp Reporting ndash Page 11

Agency Services Custom Templates Design amp Coding ndash Page 12

Guaranteed Integrationsactionable eCommerce Data in Your Marketing Software ndash Page 13

ROI amp Retention Resultsfeaturing 10x ROI amp 17 Lift Rate ndash Page 14

Included in allsubscriptions

Additional product offerings

Table of Contents

ldquoOur vision with Windsor Circle is to make data-led decisions to optimize every subscriberrsquos

and customerrsquos email journeyrdquo

ndash Tamara Falcke Email Channel Manager SurfStitchcom

ProfessionalServices

PA G E 2

Core OfferingPredictive Analytics Benchmarking amp More

Retailers who leverage purchase history and behavioral data to truly know their customers are

more likely to keep their customers

Windsor Circlersquos Predictive Analytics Suite helps you pinpoint customer trends and easily act

on them Our analytics instantly show key retail metrics by any date range or customer segment

providing detailed charts graphs and reports valuable to both marketing and business users

Predictive Analytics features

bull Instantly measure key metrics like Customer Lifetime Value Average Order Value latency and

retention rates by any date range or segment

bull Discover how your retention efforts compare to industry benchmark data

bull Access three years or more of historical as well as ongoing product purchase and customer data

bull Use our Intelligent Recommendations feature to easily identify and act on trends to increase

revenue profitability and competitiveness

bull Automatically build and evaluate retail customer segments based on performance data

bull Analyze source data to determine best customer acquisition channels

bull Identify which coupons have the longest residual use or largest overall revenue impact

bull Stay on top of product campaign and customer trends with our Daily Insights Report

ldquoI like the dashboard and we use this information all the time even when wersquore sending our weekly emails We check the dashboard for the best time and day to send the emailsrdquo

ndash Tygh Bailes Founder Pennington amp Bailes

Want to test drive before you buy

Wersquoll give you the keys to a limited duration trial free

Visit WindsorCirclecomFreeTrial

PA G E 3

Core OfferingCustom Segment Builder amp Custom Fields

Number of orders Store ID Shipping zippostal code And much more

Order Data

Average amount spent Last category purchased Predicted order date And much more

Customer Data

Product name Product SKU Number of products And much more

Product Data

Custom Segment Builder Features

bull Ability to create and apply advanced segmentation within all of the

Windsor Circle campaign automators to ensure yoursquore sending the

most relevant messaging to each of your customer groups

bull Export segments directly to your email marketing platform or as a

CSV file

bull See key metrics on every segment such as AOV CLV latency and revenue

bull Sync segments with your ESP (using our Guaranteed Integrations

see page 13)

Feature Highlight Predictive Gender

Windsor Circlersquos Predicted Gender targeting lets

you segment campaigns based on gender with more than 99 accuracy

Create segments by utilizing custom fields defined in your eCommerce platform such as

bull Product Attributes

bull Ship Date

bull Birthdate

bull Brand Names

bull Order Source

bull Order Status

bull MakeModel

bull Production Year

bull Business Type

bull Loyalty Points for Rewards

Windsor Circlersquos Custom Segment Builder brings the power of relational tables to every retailer allowing

you to build robust segments based on unlimited parameters and data sets in an easy-to-use interface

Create highly targeted single-send or automated marketing campaigns by segmenting information from

multiple databases including customer profiles purchase history order data customer scores and

custom data fields

Custom Segment Builder

PA G E 4

To succeed in todayrsquos eCommerce environment you have to stand out from the crowd with content and

messaging that is hyper-targeted to your individual customers Your campaigns need to reach customers

at every stage of the lifecycle And that critical need is the driving force behind our robust suite of

Custom Campaign Automators

We empower retailers with complete end-to-end control over their lifecycle marketing campaigns with

the flexibility to achieve the majority of campaign use cases

Our Custom Campaign Automators give you the ability to

bull Apply advanced segmentation to every campaign to ensure that the perfect message

is sent to the right customers every time List suppression is also supported

bull Personalize each email with Dynamic Product Recommendations

bull Choose from a variety of responsive design templates

bull Set schedules and priority levels for all campaigns to ensure that

customers are not overwhelmed by too many emails

bull Control whether a campaign is a single-send email or an automated campaign series

Customized Retention AutomationComplete Control Over Lifecycle Campaigns

PA G E 5

Our levels of campaign segmentation are off the chart

Your product customer and order data are combined to power all Custom Campaign Automators

Windsor Circle uses your product customer and purchase history data to automatically drive

personalized retention marketing campaigns that connect with customers in a relevant and meaningful

way to help keep them coming back

With our Custom Campaign Automators retailers can quickly and easily create manage and analyze

automated retention campaigns to meet almost any business need So no matter which stage of the

customer lifecycle your audience is in you can reach them with a timely and personalized message

Customized Retention AutomationDozens of Recipes Unlimited Possibilities

Custom Campaign Automators let you build marketing campaigns based on countless combinations of datasets and conditions Some of our more popular automated

retention campaigns include

bull Customer Education including product company free shipping brand builder

bull Churn Prevention

bull Predictive Win-Back

bull Best Customer

bull Biggest Spender

bull First Purchase

bull Purchase Anniversary

bull Purchase Reminder - Category

bull Post Purchase

bull New Product Release

bull Predictive Product Recommendations

bull Predictive Order Reminders

bull Birthday Series

bull Or build your own Custom Automator for your specific needs

PA G E 6

Our Custom Campaign Automators ensure your

emails are sent at the perfect moment

Easily create campaigns to meet almost any business need from reducing churn to wishing your customers

a happy birthday

Drive Repeat Purchases Based on Individual Behavior

Automated Product Replenishment Features

bull Basket together multiple items up for replenishment into one email

bull Automatically identifies the replenishable products in your catalog

bull Cap frequencies to avoid sending too many emails

bull Easy to install build and manage

bull Advanced segmentation ensures that the perfect

message is sent to the right customers every time

Every online retailerrsquos goal is to build a loyal happy customer base full of repeat buyers And thatrsquos

especially true for companies that sell replenishable or consumable products However it takes

more than just competitive pricing and a well-designed webstore to keep customers coming back

Your marketing has to be timely and most importantly relevant to the needs of individual customers

Windsor Circlersquos Replenishment Automator allows retailers to use product and purchase history data

to trigger emails that remind customers to repurchase products just before they run out with little

effort on the marketerrsquos end

On average clients using our Replenishment Automator have seen the following results from eligible customers buying replenishable goods

Versus if the client did not use the Replenishment Automator

Predictive Product Replenishment Automation

PA G E 7

Itrsquos no secret that customers consume products at different rates For instance a customer with

long hair is more likely to purchase shampoo more often than someone with much shorter hair

So then why do most replenishment solutions assume that the average of the masses can determine

the optimal reminder date for each and every customer

Stop guessing Our predictive data science helps retailers understand the individual buying pattern

of repeat purchasers and tailor retargeting campaigns to each of their customers automatically

Over time as a customer makes more purchases our algorithm gets smarter and automatically

adjusts to accommodate changes in the customerrsquos consumption patterns Thatrsquos not just smarter

replenishment thatrsquos smarter business

No matter the customer if you sell consumable products our Replenishment Automator can help

Our Replenishment Automator saves you time and effort by automatically identifying your replenishable products You can also choose to filter the number of products

selected based on an assigned ranking of replenishable characteristics

B2C merchant CoffeeforLess drives

$1 M per year from Windsor Circle powered campaigns

B2B retailer POS Supply Solutions saw

27 Open Rates$141 RPE

B2C Magento Merchant B2B Magento Merchant

Predictive Product Replenishment Automation

Stop the Guesswork

PA G E 8

Abandoned Cart Recoveryincluding Anti-Gaming Technology

ldquoOur cart recovery effort in the end is that extra effort that to our consumers means lsquoIrsquom still here with you and we can help you complete your purchasersquordquo

ndashAlex Gonzalez CEO pet nrsquoGO

Windsor Circlersquos Cart Recovery solution helps retailers convert

on average 15 of abandoned shopping carts into sales

Our automated solution detects cart abandonment through the

eCommerce platform and triggers a series of cart recovery emails

These automated cart recovery campaigns which can be additionally

segmented based on countless scenarios provide shoppers with rich

product information on exact items left in the cart and direct links to

both the shopping cart and the product page

Cart Recovery Features

bull Easily set up optimal recovery email cadence amp timing

bull Advanced segmentation capabilities allow you to send different cart recovery

email variations to key segments like big spenders and best customers

bull Offer shoppers tailored incentives unique to each of three emails in the series

bull Our anti-gaming technology automatically prevents incentive emails from being served to ldquointentionalrdquo cart abandoners

bull Create unique recovery emails using customized templates sent through the retailerrsquos email marketing platform

PA G E 9

Behavioral Track amp Triggerincluding Browse Abandonment and Site Search Automators

PA G E 1 0

Results based on aggregate client performance data during beta period (Q4 2015)

Based on Experian Marketing Services 2014 Benchmark Report

On Average our customers generate$044 in revenue per email

with Browse Abandonment Campaigns

Thatrsquos 4x the industry average

Merchants can keep their business on the cutting edge with Windsor Circlersquos Behavioral Track amp

Trigger solution Browse Abandonment a powerful feature in the suite automatically sends emails

to identified customers who browse or perform a site search on a retailerrsquos online store without

making a purchase

Retailers can then create automated emails to send recommendations and offer related promotions

based on the product or category the customer viewed or searched for Dynamic product

recommendations can also be incorporated based on product purchase and individual customer data

Additionally you can leverage segmented variations of behavioral sends to customize the message

for the key types of shoppers

Types of customer activitieswe can track include

bull Site search details for product or catalog

bull Product detail pages viewed

bull Product categories viewed

bull Number of times a product was viewed

bull Products added to the shopping cart

bull And many more

Browse Abandonment Features

bull Collect known and anonymous visitor behavior data in unique customer profiles

bull Advanced custom segmentation capabilities allow you to serve highly targeted campaigns based on your business needs

bull Cap email frequencies to avoid

sending too many emails

bull Trigger browse abandonment emails based on actions and thresholds such as site searches and time spent on site

bull Leverages Segmentio one of the fastest and most secure JavaScript solution providers to track onsite customer behavior

ldquoI look forward to my quarterly calls with Windsor Circle The reality is that most vendor calls are a waste of time ndash theyrsquore all trying to sell me something Windsor Circle brings something to the table that helps me and gives me actionable advicerdquo

ndash Chris Johnson - President amp CEO of Pegasus Lighting

Client Success amp Professional ServicesService Packages Strategy amp Reporting

Data science isnrsquot easy If yoursquore like most retailers yoursquore sitting on a mountain of customer product

order and behavioral information but lack the resources to make it truly actionable Thatrsquos why in addition

to providing a powerful software solution we have a team full of data scientists and ESP-certified

marketing strategists whose top priority is helping your company get the most out of its data

No matter what level of support yoursquore seeking we have a professional services offering that will fit

your needs Our ongoing Client Success consultations and trainings are customized to accommodate

consultation frequency additional email creative requirement and custom campaign templates

All Windsor Circle clients are paired with a Client Success Manager to ensure fast implementation And depending on the level of support yoursquore seeking we can help you

bull Build a forward-looking 306090 day plan

bull Monitor and review campaign performance

bull Assess customer lifecycle and retention marketing opportunities

bull Design and build your templated or custom email campaigns

bull Provide ongoing support strategy and implementation services

bull Create and implement dynamic predictive marketing campaigns and complex customer segments

DEC2015 JAN2016 FEB2016 Know Your Customers Geography Based Send Birthday Email

Get Connected Non-Purchaser Single Send

Thank Your Customers First Purchase Single Send Holiday Thank-You

Amaze Your Best Customers

Holiday Single Send Best Customer

Best Customer 6x Best Customer 9x

Help Your Customers Buy More

Cross PromotionalUpgrade Single Sends

Save Churning Customers

Pre-Win-Back Series

Create Evangelists Anniversary Automation 2x Buyer Series

Listen To Your Customers

PA G E 1 1

Examples of custom emails that our Client Success team has created

All of our emails are mobile responsive

Agency Design Services Custom Templates Design amp Coding

We understand that every retailer is unique Thatrsquos why Windsor Circlersquos in-house Agency Services

team can help you plan design and build custom emails that resonate best with your customers

Emails Designed for Your Specific Customers No matter where your customers are in the various stages of the lifecycle our Agency Services

team creates custom email templates that speak to each customer

Smarter Content Delivery Our Agency Services teamrsquos custom email templates include Dynamic Product Recommendations

based on the shopping behavior of your individual customers Powered by our predictive algorithms

our Dynamic Product Recommendations deliver a tailored message to each of your customers

Reach Customers Across All Devices More than half of all emails are opened on a mobile device Ensure your customers can easily read

and navigate your emails no matter their device type Rest assured that every email that Windsor

Circle creates is responsive

54 of email is now opened on a mobile device Litmus ndashrdquoEmail Analyticsrdquo (Nov 2015)

PA G E 1 2

Guaranteed IntegrationsActionable eCommerce Data in Your Marketing Software

Our industry-standard data integrations

connect leading eCommerce platforms and

email service providers This allows you

to access predictive data fields in Windsor

Circle or your ESP to segment analyze and

combine large amounts of data

With access to all of these data points in

your ESP you can choose to leverage the

power of advanced segmentation and

personalization for your promotional

broadcast or newsletter email campaigns

directly in your ESP As a power user we

give you the ability to decide what suits

your business needs and how to utilize this

powerful data to get the most out of your

email marketing

Our team works with each new client to establish a guaranteed timeline to integration If we donrsquot deliver on our promise the first 30 days are free

ldquoIn the past 7 years Windsor Circle is the only partner wersquove integrated with in under 2-3 weeks where it actually worksrdquo

ndash Chris Manduka Marketing Manager Sailrite

Whether importing data fields into your ESP or running campaigns in Windsor Circle we give you access to over 70 fields such as

bull Customer billing shipping names amp addresses

bull Predictive order dates

bull Dynamic Product Recommendations - Hot Combos

bull Dynamic Product Recommendations - Related Items

bull Custom Segments (built in Windsor Circle and pushed to your ESP as well as updated on a nightly basis)

bull Coupon history

bull RFM scores and ranks

bull Custom data fields such as birthday gender style etc

bull The entirety of a customerrsquos order history including products purchased

PA G E 1 3

ROI amp Retention Resultsfeaturing 10x ROI amp 17 Lift Rate

Windsor Circle clients are driving more revenue increasing engagement and retaining more customers with

data-driven lifecycle marketing The results speak for themselves within 12 months of signing up our clients

see an average of 10x ROI and 17+ Retention Rate Lift Wersquore the only ones with a revenue promise

Visit WindsorCirclecomRealResults to read our clientsrsquo case studies

Client Case StudiesWhere others make claims we present the facts Read about the real results our clients are

proudly and publicly stating driven by Windsor Circle WindsorCirclecomRealResults

Increase in Repeat Customers73 14x ROI Decrease

in ChurnThe Engagement 724x

10X 17+

ldquoWindsor Circle has delivered You see it in the numbers I do believe itrsquos the single best thing we do on a daily basis Our retention program between WhatCounts and Windsor Circle is fantastic It delivers for us It is very easy to use We donrsquot want to be tied down building emails all day Itrsquos truly the best money we spendrdquo

ndash Phil Masiello Co-founder amp CEO 800razorscom

PA G E 1 4

PREDICT

RETAIN

PERSONALIZEAUTO

MAT

E

Behavioral DataGoogle Analytics Database

Plus custom home-grown and other platforms

GUARANTEED INTEGRATIONSCOMBINE ALL OF YOUR VALUABLE DATA WITH ONE TOOL

W I N D S O R C I R C L E C O M bull S A L E S W I N D S O R C I R C L E C O M bull 1 - 8 7 7 - 8 4 8 - 4 1 1 3

Core OfferingPredictive Analytics Benchmarking amp More

Retailers who leverage purchase history and behavioral data to truly know their customers are

more likely to keep their customers

Windsor Circlersquos Predictive Analytics Suite helps you pinpoint customer trends and easily act

on them Our analytics instantly show key retail metrics by any date range or customer segment

providing detailed charts graphs and reports valuable to both marketing and business users

Predictive Analytics features

bull Instantly measure key metrics like Customer Lifetime Value Average Order Value latency and

retention rates by any date range or segment

bull Discover how your retention efforts compare to industry benchmark data

bull Access three years or more of historical as well as ongoing product purchase and customer data

bull Use our Intelligent Recommendations feature to easily identify and act on trends to increase

revenue profitability and competitiveness

bull Automatically build and evaluate retail customer segments based on performance data

bull Analyze source data to determine best customer acquisition channels

bull Identify which coupons have the longest residual use or largest overall revenue impact

bull Stay on top of product campaign and customer trends with our Daily Insights Report

ldquoI like the dashboard and we use this information all the time even when wersquore sending our weekly emails We check the dashboard for the best time and day to send the emailsrdquo

ndash Tygh Bailes Founder Pennington amp Bailes

Want to test drive before you buy

Wersquoll give you the keys to a limited duration trial free

Visit WindsorCirclecomFreeTrial

PA G E 3

Core OfferingCustom Segment Builder amp Custom Fields

Number of orders Store ID Shipping zippostal code And much more

Order Data

Average amount spent Last category purchased Predicted order date And much more

Customer Data

Product name Product SKU Number of products And much more

Product Data

Custom Segment Builder Features

bull Ability to create and apply advanced segmentation within all of the

Windsor Circle campaign automators to ensure yoursquore sending the

most relevant messaging to each of your customer groups

bull Export segments directly to your email marketing platform or as a

CSV file

bull See key metrics on every segment such as AOV CLV latency and revenue

bull Sync segments with your ESP (using our Guaranteed Integrations

see page 13)

Feature Highlight Predictive Gender

Windsor Circlersquos Predicted Gender targeting lets

you segment campaigns based on gender with more than 99 accuracy

Create segments by utilizing custom fields defined in your eCommerce platform such as

bull Product Attributes

bull Ship Date

bull Birthdate

bull Brand Names

bull Order Source

bull Order Status

bull MakeModel

bull Production Year

bull Business Type

bull Loyalty Points for Rewards

Windsor Circlersquos Custom Segment Builder brings the power of relational tables to every retailer allowing

you to build robust segments based on unlimited parameters and data sets in an easy-to-use interface

Create highly targeted single-send or automated marketing campaigns by segmenting information from

multiple databases including customer profiles purchase history order data customer scores and

custom data fields

Custom Segment Builder

PA G E 4

To succeed in todayrsquos eCommerce environment you have to stand out from the crowd with content and

messaging that is hyper-targeted to your individual customers Your campaigns need to reach customers

at every stage of the lifecycle And that critical need is the driving force behind our robust suite of

Custom Campaign Automators

We empower retailers with complete end-to-end control over their lifecycle marketing campaigns with

the flexibility to achieve the majority of campaign use cases

Our Custom Campaign Automators give you the ability to

bull Apply advanced segmentation to every campaign to ensure that the perfect message

is sent to the right customers every time List suppression is also supported

bull Personalize each email with Dynamic Product Recommendations

bull Choose from a variety of responsive design templates

bull Set schedules and priority levels for all campaigns to ensure that

customers are not overwhelmed by too many emails

bull Control whether a campaign is a single-send email or an automated campaign series

Customized Retention AutomationComplete Control Over Lifecycle Campaigns

PA G E 5

Our levels of campaign segmentation are off the chart

Your product customer and order data are combined to power all Custom Campaign Automators

Windsor Circle uses your product customer and purchase history data to automatically drive

personalized retention marketing campaigns that connect with customers in a relevant and meaningful

way to help keep them coming back

With our Custom Campaign Automators retailers can quickly and easily create manage and analyze

automated retention campaigns to meet almost any business need So no matter which stage of the

customer lifecycle your audience is in you can reach them with a timely and personalized message

Customized Retention AutomationDozens of Recipes Unlimited Possibilities

Custom Campaign Automators let you build marketing campaigns based on countless combinations of datasets and conditions Some of our more popular automated

retention campaigns include

bull Customer Education including product company free shipping brand builder

bull Churn Prevention

bull Predictive Win-Back

bull Best Customer

bull Biggest Spender

bull First Purchase

bull Purchase Anniversary

bull Purchase Reminder - Category

bull Post Purchase

bull New Product Release

bull Predictive Product Recommendations

bull Predictive Order Reminders

bull Birthday Series

bull Or build your own Custom Automator for your specific needs

PA G E 6

Our Custom Campaign Automators ensure your

emails are sent at the perfect moment

Easily create campaigns to meet almost any business need from reducing churn to wishing your customers

a happy birthday

Drive Repeat Purchases Based on Individual Behavior

Automated Product Replenishment Features

bull Basket together multiple items up for replenishment into one email

bull Automatically identifies the replenishable products in your catalog

bull Cap frequencies to avoid sending too many emails

bull Easy to install build and manage

bull Advanced segmentation ensures that the perfect

message is sent to the right customers every time

Every online retailerrsquos goal is to build a loyal happy customer base full of repeat buyers And thatrsquos

especially true for companies that sell replenishable or consumable products However it takes

more than just competitive pricing and a well-designed webstore to keep customers coming back

Your marketing has to be timely and most importantly relevant to the needs of individual customers

Windsor Circlersquos Replenishment Automator allows retailers to use product and purchase history data

to trigger emails that remind customers to repurchase products just before they run out with little

effort on the marketerrsquos end

On average clients using our Replenishment Automator have seen the following results from eligible customers buying replenishable goods

Versus if the client did not use the Replenishment Automator

Predictive Product Replenishment Automation

PA G E 7

Itrsquos no secret that customers consume products at different rates For instance a customer with

long hair is more likely to purchase shampoo more often than someone with much shorter hair

So then why do most replenishment solutions assume that the average of the masses can determine

the optimal reminder date for each and every customer

Stop guessing Our predictive data science helps retailers understand the individual buying pattern

of repeat purchasers and tailor retargeting campaigns to each of their customers automatically

Over time as a customer makes more purchases our algorithm gets smarter and automatically

adjusts to accommodate changes in the customerrsquos consumption patterns Thatrsquos not just smarter

replenishment thatrsquos smarter business

No matter the customer if you sell consumable products our Replenishment Automator can help

Our Replenishment Automator saves you time and effort by automatically identifying your replenishable products You can also choose to filter the number of products

selected based on an assigned ranking of replenishable characteristics

B2C merchant CoffeeforLess drives

$1 M per year from Windsor Circle powered campaigns

B2B retailer POS Supply Solutions saw

27 Open Rates$141 RPE

B2C Magento Merchant B2B Magento Merchant

Predictive Product Replenishment Automation

Stop the Guesswork

PA G E 8

Abandoned Cart Recoveryincluding Anti-Gaming Technology

ldquoOur cart recovery effort in the end is that extra effort that to our consumers means lsquoIrsquom still here with you and we can help you complete your purchasersquordquo

ndashAlex Gonzalez CEO pet nrsquoGO

Windsor Circlersquos Cart Recovery solution helps retailers convert

on average 15 of abandoned shopping carts into sales

Our automated solution detects cart abandonment through the

eCommerce platform and triggers a series of cart recovery emails

These automated cart recovery campaigns which can be additionally

segmented based on countless scenarios provide shoppers with rich

product information on exact items left in the cart and direct links to

both the shopping cart and the product page

Cart Recovery Features

bull Easily set up optimal recovery email cadence amp timing

bull Advanced segmentation capabilities allow you to send different cart recovery

email variations to key segments like big spenders and best customers

bull Offer shoppers tailored incentives unique to each of three emails in the series

bull Our anti-gaming technology automatically prevents incentive emails from being served to ldquointentionalrdquo cart abandoners

bull Create unique recovery emails using customized templates sent through the retailerrsquos email marketing platform

PA G E 9

Behavioral Track amp Triggerincluding Browse Abandonment and Site Search Automators

PA G E 1 0

Results based on aggregate client performance data during beta period (Q4 2015)

Based on Experian Marketing Services 2014 Benchmark Report

On Average our customers generate$044 in revenue per email

with Browse Abandonment Campaigns

Thatrsquos 4x the industry average

Merchants can keep their business on the cutting edge with Windsor Circlersquos Behavioral Track amp

Trigger solution Browse Abandonment a powerful feature in the suite automatically sends emails

to identified customers who browse or perform a site search on a retailerrsquos online store without

making a purchase

Retailers can then create automated emails to send recommendations and offer related promotions

based on the product or category the customer viewed or searched for Dynamic product

recommendations can also be incorporated based on product purchase and individual customer data

Additionally you can leverage segmented variations of behavioral sends to customize the message

for the key types of shoppers

Types of customer activitieswe can track include

bull Site search details for product or catalog

bull Product detail pages viewed

bull Product categories viewed

bull Number of times a product was viewed

bull Products added to the shopping cart

bull And many more

Browse Abandonment Features

bull Collect known and anonymous visitor behavior data in unique customer profiles

bull Advanced custom segmentation capabilities allow you to serve highly targeted campaigns based on your business needs

bull Cap email frequencies to avoid

sending too many emails

bull Trigger browse abandonment emails based on actions and thresholds such as site searches and time spent on site

bull Leverages Segmentio one of the fastest and most secure JavaScript solution providers to track onsite customer behavior

ldquoI look forward to my quarterly calls with Windsor Circle The reality is that most vendor calls are a waste of time ndash theyrsquore all trying to sell me something Windsor Circle brings something to the table that helps me and gives me actionable advicerdquo

ndash Chris Johnson - President amp CEO of Pegasus Lighting

Client Success amp Professional ServicesService Packages Strategy amp Reporting

Data science isnrsquot easy If yoursquore like most retailers yoursquore sitting on a mountain of customer product

order and behavioral information but lack the resources to make it truly actionable Thatrsquos why in addition

to providing a powerful software solution we have a team full of data scientists and ESP-certified

marketing strategists whose top priority is helping your company get the most out of its data

No matter what level of support yoursquore seeking we have a professional services offering that will fit

your needs Our ongoing Client Success consultations and trainings are customized to accommodate

consultation frequency additional email creative requirement and custom campaign templates

All Windsor Circle clients are paired with a Client Success Manager to ensure fast implementation And depending on the level of support yoursquore seeking we can help you

bull Build a forward-looking 306090 day plan

bull Monitor and review campaign performance

bull Assess customer lifecycle and retention marketing opportunities

bull Design and build your templated or custom email campaigns

bull Provide ongoing support strategy and implementation services

bull Create and implement dynamic predictive marketing campaigns and complex customer segments

DEC2015 JAN2016 FEB2016 Know Your Customers Geography Based Send Birthday Email

Get Connected Non-Purchaser Single Send

Thank Your Customers First Purchase Single Send Holiday Thank-You

Amaze Your Best Customers

Holiday Single Send Best Customer

Best Customer 6x Best Customer 9x

Help Your Customers Buy More

Cross PromotionalUpgrade Single Sends

Save Churning Customers

Pre-Win-Back Series

Create Evangelists Anniversary Automation 2x Buyer Series

Listen To Your Customers

PA G E 1 1

Examples of custom emails that our Client Success team has created

All of our emails are mobile responsive

Agency Design Services Custom Templates Design amp Coding

We understand that every retailer is unique Thatrsquos why Windsor Circlersquos in-house Agency Services

team can help you plan design and build custom emails that resonate best with your customers

Emails Designed for Your Specific Customers No matter where your customers are in the various stages of the lifecycle our Agency Services

team creates custom email templates that speak to each customer

Smarter Content Delivery Our Agency Services teamrsquos custom email templates include Dynamic Product Recommendations

based on the shopping behavior of your individual customers Powered by our predictive algorithms

our Dynamic Product Recommendations deliver a tailored message to each of your customers

Reach Customers Across All Devices More than half of all emails are opened on a mobile device Ensure your customers can easily read

and navigate your emails no matter their device type Rest assured that every email that Windsor

Circle creates is responsive

54 of email is now opened on a mobile device Litmus ndashrdquoEmail Analyticsrdquo (Nov 2015)

PA G E 1 2

Guaranteed IntegrationsActionable eCommerce Data in Your Marketing Software

Our industry-standard data integrations

connect leading eCommerce platforms and

email service providers This allows you

to access predictive data fields in Windsor

Circle or your ESP to segment analyze and

combine large amounts of data

With access to all of these data points in

your ESP you can choose to leverage the

power of advanced segmentation and

personalization for your promotional

broadcast or newsletter email campaigns

directly in your ESP As a power user we

give you the ability to decide what suits

your business needs and how to utilize this

powerful data to get the most out of your

email marketing

Our team works with each new client to establish a guaranteed timeline to integration If we donrsquot deliver on our promise the first 30 days are free

ldquoIn the past 7 years Windsor Circle is the only partner wersquove integrated with in under 2-3 weeks where it actually worksrdquo

ndash Chris Manduka Marketing Manager Sailrite

Whether importing data fields into your ESP or running campaigns in Windsor Circle we give you access to over 70 fields such as

bull Customer billing shipping names amp addresses

bull Predictive order dates

bull Dynamic Product Recommendations - Hot Combos

bull Dynamic Product Recommendations - Related Items

bull Custom Segments (built in Windsor Circle and pushed to your ESP as well as updated on a nightly basis)

bull Coupon history

bull RFM scores and ranks

bull Custom data fields such as birthday gender style etc

bull The entirety of a customerrsquos order history including products purchased

PA G E 1 3

ROI amp Retention Resultsfeaturing 10x ROI amp 17 Lift Rate

Windsor Circle clients are driving more revenue increasing engagement and retaining more customers with

data-driven lifecycle marketing The results speak for themselves within 12 months of signing up our clients

see an average of 10x ROI and 17+ Retention Rate Lift Wersquore the only ones with a revenue promise

Visit WindsorCirclecomRealResults to read our clientsrsquo case studies

Client Case StudiesWhere others make claims we present the facts Read about the real results our clients are

proudly and publicly stating driven by Windsor Circle WindsorCirclecomRealResults

Increase in Repeat Customers73 14x ROI Decrease

in ChurnThe Engagement 724x

10X 17+

ldquoWindsor Circle has delivered You see it in the numbers I do believe itrsquos the single best thing we do on a daily basis Our retention program between WhatCounts and Windsor Circle is fantastic It delivers for us It is very easy to use We donrsquot want to be tied down building emails all day Itrsquos truly the best money we spendrdquo

ndash Phil Masiello Co-founder amp CEO 800razorscom

PA G E 1 4

PREDICT

RETAIN

PERSONALIZEAUTO

MAT

E

Behavioral DataGoogle Analytics Database

Plus custom home-grown and other platforms

GUARANTEED INTEGRATIONSCOMBINE ALL OF YOUR VALUABLE DATA WITH ONE TOOL

W I N D S O R C I R C L E C O M bull S A L E S W I N D S O R C I R C L E C O M bull 1 - 8 7 7 - 8 4 8 - 4 1 1 3

Core OfferingCustom Segment Builder amp Custom Fields

Number of orders Store ID Shipping zippostal code And much more

Order Data

Average amount spent Last category purchased Predicted order date And much more

Customer Data

Product name Product SKU Number of products And much more

Product Data

Custom Segment Builder Features

bull Ability to create and apply advanced segmentation within all of the

Windsor Circle campaign automators to ensure yoursquore sending the

most relevant messaging to each of your customer groups

bull Export segments directly to your email marketing platform or as a

CSV file

bull See key metrics on every segment such as AOV CLV latency and revenue

bull Sync segments with your ESP (using our Guaranteed Integrations

see page 13)

Feature Highlight Predictive Gender

Windsor Circlersquos Predicted Gender targeting lets

you segment campaigns based on gender with more than 99 accuracy

Create segments by utilizing custom fields defined in your eCommerce platform such as

bull Product Attributes

bull Ship Date

bull Birthdate

bull Brand Names

bull Order Source

bull Order Status

bull MakeModel

bull Production Year

bull Business Type

bull Loyalty Points for Rewards

Windsor Circlersquos Custom Segment Builder brings the power of relational tables to every retailer allowing

you to build robust segments based on unlimited parameters and data sets in an easy-to-use interface

Create highly targeted single-send or automated marketing campaigns by segmenting information from

multiple databases including customer profiles purchase history order data customer scores and

custom data fields

Custom Segment Builder

PA G E 4

To succeed in todayrsquos eCommerce environment you have to stand out from the crowd with content and

messaging that is hyper-targeted to your individual customers Your campaigns need to reach customers

at every stage of the lifecycle And that critical need is the driving force behind our robust suite of

Custom Campaign Automators

We empower retailers with complete end-to-end control over their lifecycle marketing campaigns with

the flexibility to achieve the majority of campaign use cases

Our Custom Campaign Automators give you the ability to

bull Apply advanced segmentation to every campaign to ensure that the perfect message

is sent to the right customers every time List suppression is also supported

bull Personalize each email with Dynamic Product Recommendations

bull Choose from a variety of responsive design templates

bull Set schedules and priority levels for all campaigns to ensure that

customers are not overwhelmed by too many emails

bull Control whether a campaign is a single-send email or an automated campaign series

Customized Retention AutomationComplete Control Over Lifecycle Campaigns

PA G E 5

Our levels of campaign segmentation are off the chart

Your product customer and order data are combined to power all Custom Campaign Automators

Windsor Circle uses your product customer and purchase history data to automatically drive

personalized retention marketing campaigns that connect with customers in a relevant and meaningful

way to help keep them coming back

With our Custom Campaign Automators retailers can quickly and easily create manage and analyze

automated retention campaigns to meet almost any business need So no matter which stage of the

customer lifecycle your audience is in you can reach them with a timely and personalized message

Customized Retention AutomationDozens of Recipes Unlimited Possibilities

Custom Campaign Automators let you build marketing campaigns based on countless combinations of datasets and conditions Some of our more popular automated

retention campaigns include

bull Customer Education including product company free shipping brand builder

bull Churn Prevention

bull Predictive Win-Back

bull Best Customer

bull Biggest Spender

bull First Purchase

bull Purchase Anniversary

bull Purchase Reminder - Category

bull Post Purchase

bull New Product Release

bull Predictive Product Recommendations

bull Predictive Order Reminders

bull Birthday Series

bull Or build your own Custom Automator for your specific needs

PA G E 6

Our Custom Campaign Automators ensure your

emails are sent at the perfect moment

Easily create campaigns to meet almost any business need from reducing churn to wishing your customers

a happy birthday

Drive Repeat Purchases Based on Individual Behavior

Automated Product Replenishment Features

bull Basket together multiple items up for replenishment into one email

bull Automatically identifies the replenishable products in your catalog

bull Cap frequencies to avoid sending too many emails

bull Easy to install build and manage

bull Advanced segmentation ensures that the perfect

message is sent to the right customers every time

Every online retailerrsquos goal is to build a loyal happy customer base full of repeat buyers And thatrsquos

especially true for companies that sell replenishable or consumable products However it takes

more than just competitive pricing and a well-designed webstore to keep customers coming back

Your marketing has to be timely and most importantly relevant to the needs of individual customers

Windsor Circlersquos Replenishment Automator allows retailers to use product and purchase history data

to trigger emails that remind customers to repurchase products just before they run out with little

effort on the marketerrsquos end

On average clients using our Replenishment Automator have seen the following results from eligible customers buying replenishable goods

Versus if the client did not use the Replenishment Automator

Predictive Product Replenishment Automation

PA G E 7

Itrsquos no secret that customers consume products at different rates For instance a customer with

long hair is more likely to purchase shampoo more often than someone with much shorter hair

So then why do most replenishment solutions assume that the average of the masses can determine

the optimal reminder date for each and every customer

Stop guessing Our predictive data science helps retailers understand the individual buying pattern

of repeat purchasers and tailor retargeting campaigns to each of their customers automatically

Over time as a customer makes more purchases our algorithm gets smarter and automatically

adjusts to accommodate changes in the customerrsquos consumption patterns Thatrsquos not just smarter

replenishment thatrsquos smarter business

No matter the customer if you sell consumable products our Replenishment Automator can help

Our Replenishment Automator saves you time and effort by automatically identifying your replenishable products You can also choose to filter the number of products

selected based on an assigned ranking of replenishable characteristics

B2C merchant CoffeeforLess drives

$1 M per year from Windsor Circle powered campaigns

B2B retailer POS Supply Solutions saw

27 Open Rates$141 RPE

B2C Magento Merchant B2B Magento Merchant

Predictive Product Replenishment Automation

Stop the Guesswork

PA G E 8

Abandoned Cart Recoveryincluding Anti-Gaming Technology

ldquoOur cart recovery effort in the end is that extra effort that to our consumers means lsquoIrsquom still here with you and we can help you complete your purchasersquordquo

ndashAlex Gonzalez CEO pet nrsquoGO

Windsor Circlersquos Cart Recovery solution helps retailers convert

on average 15 of abandoned shopping carts into sales

Our automated solution detects cart abandonment through the

eCommerce platform and triggers a series of cart recovery emails

These automated cart recovery campaigns which can be additionally

segmented based on countless scenarios provide shoppers with rich

product information on exact items left in the cart and direct links to

both the shopping cart and the product page

Cart Recovery Features

bull Easily set up optimal recovery email cadence amp timing

bull Advanced segmentation capabilities allow you to send different cart recovery

email variations to key segments like big spenders and best customers

bull Offer shoppers tailored incentives unique to each of three emails in the series

bull Our anti-gaming technology automatically prevents incentive emails from being served to ldquointentionalrdquo cart abandoners

bull Create unique recovery emails using customized templates sent through the retailerrsquos email marketing platform

PA G E 9

Behavioral Track amp Triggerincluding Browse Abandonment and Site Search Automators

PA G E 1 0

Results based on aggregate client performance data during beta period (Q4 2015)

Based on Experian Marketing Services 2014 Benchmark Report

On Average our customers generate$044 in revenue per email

with Browse Abandonment Campaigns

Thatrsquos 4x the industry average

Merchants can keep their business on the cutting edge with Windsor Circlersquos Behavioral Track amp

Trigger solution Browse Abandonment a powerful feature in the suite automatically sends emails

to identified customers who browse or perform a site search on a retailerrsquos online store without

making a purchase

Retailers can then create automated emails to send recommendations and offer related promotions

based on the product or category the customer viewed or searched for Dynamic product

recommendations can also be incorporated based on product purchase and individual customer data

Additionally you can leverage segmented variations of behavioral sends to customize the message

for the key types of shoppers

Types of customer activitieswe can track include

bull Site search details for product or catalog

bull Product detail pages viewed

bull Product categories viewed

bull Number of times a product was viewed

bull Products added to the shopping cart

bull And many more

Browse Abandonment Features

bull Collect known and anonymous visitor behavior data in unique customer profiles

bull Advanced custom segmentation capabilities allow you to serve highly targeted campaigns based on your business needs

bull Cap email frequencies to avoid

sending too many emails

bull Trigger browse abandonment emails based on actions and thresholds such as site searches and time spent on site

bull Leverages Segmentio one of the fastest and most secure JavaScript solution providers to track onsite customer behavior

ldquoI look forward to my quarterly calls with Windsor Circle The reality is that most vendor calls are a waste of time ndash theyrsquore all trying to sell me something Windsor Circle brings something to the table that helps me and gives me actionable advicerdquo

ndash Chris Johnson - President amp CEO of Pegasus Lighting

Client Success amp Professional ServicesService Packages Strategy amp Reporting

Data science isnrsquot easy If yoursquore like most retailers yoursquore sitting on a mountain of customer product

order and behavioral information but lack the resources to make it truly actionable Thatrsquos why in addition

to providing a powerful software solution we have a team full of data scientists and ESP-certified

marketing strategists whose top priority is helping your company get the most out of its data

No matter what level of support yoursquore seeking we have a professional services offering that will fit

your needs Our ongoing Client Success consultations and trainings are customized to accommodate

consultation frequency additional email creative requirement and custom campaign templates

All Windsor Circle clients are paired with a Client Success Manager to ensure fast implementation And depending on the level of support yoursquore seeking we can help you

bull Build a forward-looking 306090 day plan

bull Monitor and review campaign performance

bull Assess customer lifecycle and retention marketing opportunities

bull Design and build your templated or custom email campaigns

bull Provide ongoing support strategy and implementation services

bull Create and implement dynamic predictive marketing campaigns and complex customer segments

DEC2015 JAN2016 FEB2016 Know Your Customers Geography Based Send Birthday Email

Get Connected Non-Purchaser Single Send

Thank Your Customers First Purchase Single Send Holiday Thank-You

Amaze Your Best Customers

Holiday Single Send Best Customer

Best Customer 6x Best Customer 9x

Help Your Customers Buy More

Cross PromotionalUpgrade Single Sends

Save Churning Customers

Pre-Win-Back Series

Create Evangelists Anniversary Automation 2x Buyer Series

Listen To Your Customers

PA G E 1 1

Examples of custom emails that our Client Success team has created

All of our emails are mobile responsive

Agency Design Services Custom Templates Design amp Coding

We understand that every retailer is unique Thatrsquos why Windsor Circlersquos in-house Agency Services

team can help you plan design and build custom emails that resonate best with your customers

Emails Designed for Your Specific Customers No matter where your customers are in the various stages of the lifecycle our Agency Services

team creates custom email templates that speak to each customer

Smarter Content Delivery Our Agency Services teamrsquos custom email templates include Dynamic Product Recommendations

based on the shopping behavior of your individual customers Powered by our predictive algorithms

our Dynamic Product Recommendations deliver a tailored message to each of your customers

Reach Customers Across All Devices More than half of all emails are opened on a mobile device Ensure your customers can easily read

and navigate your emails no matter their device type Rest assured that every email that Windsor

Circle creates is responsive

54 of email is now opened on a mobile device Litmus ndashrdquoEmail Analyticsrdquo (Nov 2015)

PA G E 1 2

Guaranteed IntegrationsActionable eCommerce Data in Your Marketing Software

Our industry-standard data integrations

connect leading eCommerce platforms and

email service providers This allows you

to access predictive data fields in Windsor

Circle or your ESP to segment analyze and

combine large amounts of data

With access to all of these data points in

your ESP you can choose to leverage the

power of advanced segmentation and

personalization for your promotional

broadcast or newsletter email campaigns

directly in your ESP As a power user we

give you the ability to decide what suits

your business needs and how to utilize this

powerful data to get the most out of your

email marketing

Our team works with each new client to establish a guaranteed timeline to integration If we donrsquot deliver on our promise the first 30 days are free

ldquoIn the past 7 years Windsor Circle is the only partner wersquove integrated with in under 2-3 weeks where it actually worksrdquo

ndash Chris Manduka Marketing Manager Sailrite

Whether importing data fields into your ESP or running campaigns in Windsor Circle we give you access to over 70 fields such as

bull Customer billing shipping names amp addresses

bull Predictive order dates

bull Dynamic Product Recommendations - Hot Combos

bull Dynamic Product Recommendations - Related Items

bull Custom Segments (built in Windsor Circle and pushed to your ESP as well as updated on a nightly basis)

bull Coupon history

bull RFM scores and ranks

bull Custom data fields such as birthday gender style etc

bull The entirety of a customerrsquos order history including products purchased

PA G E 1 3

ROI amp Retention Resultsfeaturing 10x ROI amp 17 Lift Rate

Windsor Circle clients are driving more revenue increasing engagement and retaining more customers with

data-driven lifecycle marketing The results speak for themselves within 12 months of signing up our clients

see an average of 10x ROI and 17+ Retention Rate Lift Wersquore the only ones with a revenue promise

Visit WindsorCirclecomRealResults to read our clientsrsquo case studies

Client Case StudiesWhere others make claims we present the facts Read about the real results our clients are

proudly and publicly stating driven by Windsor Circle WindsorCirclecomRealResults

Increase in Repeat Customers73 14x ROI Decrease

in ChurnThe Engagement 724x

10X 17+

ldquoWindsor Circle has delivered You see it in the numbers I do believe itrsquos the single best thing we do on a daily basis Our retention program between WhatCounts and Windsor Circle is fantastic It delivers for us It is very easy to use We donrsquot want to be tied down building emails all day Itrsquos truly the best money we spendrdquo

ndash Phil Masiello Co-founder amp CEO 800razorscom

PA G E 1 4

PREDICT

RETAIN

PERSONALIZEAUTO

MAT

E

Behavioral DataGoogle Analytics Database

Plus custom home-grown and other platforms

GUARANTEED INTEGRATIONSCOMBINE ALL OF YOUR VALUABLE DATA WITH ONE TOOL

W I N D S O R C I R C L E C O M bull S A L E S W I N D S O R C I R C L E C O M bull 1 - 8 7 7 - 8 4 8 - 4 1 1 3

To succeed in todayrsquos eCommerce environment you have to stand out from the crowd with content and

messaging that is hyper-targeted to your individual customers Your campaigns need to reach customers

at every stage of the lifecycle And that critical need is the driving force behind our robust suite of

Custom Campaign Automators

We empower retailers with complete end-to-end control over their lifecycle marketing campaigns with

the flexibility to achieve the majority of campaign use cases

Our Custom Campaign Automators give you the ability to

bull Apply advanced segmentation to every campaign to ensure that the perfect message

is sent to the right customers every time List suppression is also supported

bull Personalize each email with Dynamic Product Recommendations

bull Choose from a variety of responsive design templates

bull Set schedules and priority levels for all campaigns to ensure that

customers are not overwhelmed by too many emails

bull Control whether a campaign is a single-send email or an automated campaign series

Customized Retention AutomationComplete Control Over Lifecycle Campaigns

PA G E 5

Our levels of campaign segmentation are off the chart

Your product customer and order data are combined to power all Custom Campaign Automators

Windsor Circle uses your product customer and purchase history data to automatically drive

personalized retention marketing campaigns that connect with customers in a relevant and meaningful

way to help keep them coming back

With our Custom Campaign Automators retailers can quickly and easily create manage and analyze

automated retention campaigns to meet almost any business need So no matter which stage of the

customer lifecycle your audience is in you can reach them with a timely and personalized message

Customized Retention AutomationDozens of Recipes Unlimited Possibilities

Custom Campaign Automators let you build marketing campaigns based on countless combinations of datasets and conditions Some of our more popular automated

retention campaigns include

bull Customer Education including product company free shipping brand builder

bull Churn Prevention

bull Predictive Win-Back

bull Best Customer

bull Biggest Spender

bull First Purchase

bull Purchase Anniversary

bull Purchase Reminder - Category

bull Post Purchase

bull New Product Release

bull Predictive Product Recommendations

bull Predictive Order Reminders

bull Birthday Series

bull Or build your own Custom Automator for your specific needs

PA G E 6

Our Custom Campaign Automators ensure your

emails are sent at the perfect moment

Easily create campaigns to meet almost any business need from reducing churn to wishing your customers

a happy birthday

Drive Repeat Purchases Based on Individual Behavior

Automated Product Replenishment Features

bull Basket together multiple items up for replenishment into one email

bull Automatically identifies the replenishable products in your catalog

bull Cap frequencies to avoid sending too many emails

bull Easy to install build and manage

bull Advanced segmentation ensures that the perfect

message is sent to the right customers every time

Every online retailerrsquos goal is to build a loyal happy customer base full of repeat buyers And thatrsquos

especially true for companies that sell replenishable or consumable products However it takes

more than just competitive pricing and a well-designed webstore to keep customers coming back

Your marketing has to be timely and most importantly relevant to the needs of individual customers

Windsor Circlersquos Replenishment Automator allows retailers to use product and purchase history data

to trigger emails that remind customers to repurchase products just before they run out with little

effort on the marketerrsquos end

On average clients using our Replenishment Automator have seen the following results from eligible customers buying replenishable goods

Versus if the client did not use the Replenishment Automator

Predictive Product Replenishment Automation

PA G E 7

Itrsquos no secret that customers consume products at different rates For instance a customer with

long hair is more likely to purchase shampoo more often than someone with much shorter hair

So then why do most replenishment solutions assume that the average of the masses can determine

the optimal reminder date for each and every customer

Stop guessing Our predictive data science helps retailers understand the individual buying pattern

of repeat purchasers and tailor retargeting campaigns to each of their customers automatically

Over time as a customer makes more purchases our algorithm gets smarter and automatically

adjusts to accommodate changes in the customerrsquos consumption patterns Thatrsquos not just smarter

replenishment thatrsquos smarter business

No matter the customer if you sell consumable products our Replenishment Automator can help

Our Replenishment Automator saves you time and effort by automatically identifying your replenishable products You can also choose to filter the number of products

selected based on an assigned ranking of replenishable characteristics

B2C merchant CoffeeforLess drives

$1 M per year from Windsor Circle powered campaigns

B2B retailer POS Supply Solutions saw

27 Open Rates$141 RPE

B2C Magento Merchant B2B Magento Merchant

Predictive Product Replenishment Automation

Stop the Guesswork

PA G E 8

Abandoned Cart Recoveryincluding Anti-Gaming Technology

ldquoOur cart recovery effort in the end is that extra effort that to our consumers means lsquoIrsquom still here with you and we can help you complete your purchasersquordquo

ndashAlex Gonzalez CEO pet nrsquoGO

Windsor Circlersquos Cart Recovery solution helps retailers convert

on average 15 of abandoned shopping carts into sales

Our automated solution detects cart abandonment through the

eCommerce platform and triggers a series of cart recovery emails

These automated cart recovery campaigns which can be additionally

segmented based on countless scenarios provide shoppers with rich

product information on exact items left in the cart and direct links to

both the shopping cart and the product page

Cart Recovery Features

bull Easily set up optimal recovery email cadence amp timing

bull Advanced segmentation capabilities allow you to send different cart recovery

email variations to key segments like big spenders and best customers

bull Offer shoppers tailored incentives unique to each of three emails in the series

bull Our anti-gaming technology automatically prevents incentive emails from being served to ldquointentionalrdquo cart abandoners

bull Create unique recovery emails using customized templates sent through the retailerrsquos email marketing platform

PA G E 9

Behavioral Track amp Triggerincluding Browse Abandonment and Site Search Automators

PA G E 1 0

Results based on aggregate client performance data during beta period (Q4 2015)

Based on Experian Marketing Services 2014 Benchmark Report

On Average our customers generate$044 in revenue per email

with Browse Abandonment Campaigns

Thatrsquos 4x the industry average

Merchants can keep their business on the cutting edge with Windsor Circlersquos Behavioral Track amp

Trigger solution Browse Abandonment a powerful feature in the suite automatically sends emails

to identified customers who browse or perform a site search on a retailerrsquos online store without

making a purchase

Retailers can then create automated emails to send recommendations and offer related promotions

based on the product or category the customer viewed or searched for Dynamic product

recommendations can also be incorporated based on product purchase and individual customer data

Additionally you can leverage segmented variations of behavioral sends to customize the message

for the key types of shoppers

Types of customer activitieswe can track include

bull Site search details for product or catalog

bull Product detail pages viewed

bull Product categories viewed

bull Number of times a product was viewed

bull Products added to the shopping cart

bull And many more

Browse Abandonment Features

bull Collect known and anonymous visitor behavior data in unique customer profiles

bull Advanced custom segmentation capabilities allow you to serve highly targeted campaigns based on your business needs

bull Cap email frequencies to avoid

sending too many emails

bull Trigger browse abandonment emails based on actions and thresholds such as site searches and time spent on site

bull Leverages Segmentio one of the fastest and most secure JavaScript solution providers to track onsite customer behavior

ldquoI look forward to my quarterly calls with Windsor Circle The reality is that most vendor calls are a waste of time ndash theyrsquore all trying to sell me something Windsor Circle brings something to the table that helps me and gives me actionable advicerdquo

ndash Chris Johnson - President amp CEO of Pegasus Lighting

Client Success amp Professional ServicesService Packages Strategy amp Reporting

Data science isnrsquot easy If yoursquore like most retailers yoursquore sitting on a mountain of customer product

order and behavioral information but lack the resources to make it truly actionable Thatrsquos why in addition

to providing a powerful software solution we have a team full of data scientists and ESP-certified

marketing strategists whose top priority is helping your company get the most out of its data

No matter what level of support yoursquore seeking we have a professional services offering that will fit

your needs Our ongoing Client Success consultations and trainings are customized to accommodate

consultation frequency additional email creative requirement and custom campaign templates

All Windsor Circle clients are paired with a Client Success Manager to ensure fast implementation And depending on the level of support yoursquore seeking we can help you

bull Build a forward-looking 306090 day plan

bull Monitor and review campaign performance

bull Assess customer lifecycle and retention marketing opportunities

bull Design and build your templated or custom email campaigns

bull Provide ongoing support strategy and implementation services

bull Create and implement dynamic predictive marketing campaigns and complex customer segments

DEC2015 JAN2016 FEB2016 Know Your Customers Geography Based Send Birthday Email

Get Connected Non-Purchaser Single Send

Thank Your Customers First Purchase Single Send Holiday Thank-You

Amaze Your Best Customers

Holiday Single Send Best Customer

Best Customer 6x Best Customer 9x

Help Your Customers Buy More

Cross PromotionalUpgrade Single Sends

Save Churning Customers

Pre-Win-Back Series

Create Evangelists Anniversary Automation 2x Buyer Series

Listen To Your Customers

PA G E 1 1

Examples of custom emails that our Client Success team has created

All of our emails are mobile responsive

Agency Design Services Custom Templates Design amp Coding

We understand that every retailer is unique Thatrsquos why Windsor Circlersquos in-house Agency Services

team can help you plan design and build custom emails that resonate best with your customers

Emails Designed for Your Specific Customers No matter where your customers are in the various stages of the lifecycle our Agency Services

team creates custom email templates that speak to each customer

Smarter Content Delivery Our Agency Services teamrsquos custom email templates include Dynamic Product Recommendations

based on the shopping behavior of your individual customers Powered by our predictive algorithms

our Dynamic Product Recommendations deliver a tailored message to each of your customers

Reach Customers Across All Devices More than half of all emails are opened on a mobile device Ensure your customers can easily read

and navigate your emails no matter their device type Rest assured that every email that Windsor

Circle creates is responsive

54 of email is now opened on a mobile device Litmus ndashrdquoEmail Analyticsrdquo (Nov 2015)

PA G E 1 2

Guaranteed IntegrationsActionable eCommerce Data in Your Marketing Software

Our industry-standard data integrations

connect leading eCommerce platforms and

email service providers This allows you

to access predictive data fields in Windsor

Circle or your ESP to segment analyze and

combine large amounts of data

With access to all of these data points in

your ESP you can choose to leverage the

power of advanced segmentation and

personalization for your promotional

broadcast or newsletter email campaigns

directly in your ESP As a power user we

give you the ability to decide what suits

your business needs and how to utilize this

powerful data to get the most out of your

email marketing

Our team works with each new client to establish a guaranteed timeline to integration If we donrsquot deliver on our promise the first 30 days are free

ldquoIn the past 7 years Windsor Circle is the only partner wersquove integrated with in under 2-3 weeks where it actually worksrdquo

ndash Chris Manduka Marketing Manager Sailrite

Whether importing data fields into your ESP or running campaigns in Windsor Circle we give you access to over 70 fields such as

bull Customer billing shipping names amp addresses

bull Predictive order dates

bull Dynamic Product Recommendations - Hot Combos

bull Dynamic Product Recommendations - Related Items

bull Custom Segments (built in Windsor Circle and pushed to your ESP as well as updated on a nightly basis)

bull Coupon history

bull RFM scores and ranks

bull Custom data fields such as birthday gender style etc

bull The entirety of a customerrsquos order history including products purchased

PA G E 1 3

ROI amp Retention Resultsfeaturing 10x ROI amp 17 Lift Rate

Windsor Circle clients are driving more revenue increasing engagement and retaining more customers with

data-driven lifecycle marketing The results speak for themselves within 12 months of signing up our clients

see an average of 10x ROI and 17+ Retention Rate Lift Wersquore the only ones with a revenue promise

Visit WindsorCirclecomRealResults to read our clientsrsquo case studies

Client Case StudiesWhere others make claims we present the facts Read about the real results our clients are

proudly and publicly stating driven by Windsor Circle WindsorCirclecomRealResults

Increase in Repeat Customers73 14x ROI Decrease

in ChurnThe Engagement 724x

10X 17+

ldquoWindsor Circle has delivered You see it in the numbers I do believe itrsquos the single best thing we do on a daily basis Our retention program between WhatCounts and Windsor Circle is fantastic It delivers for us It is very easy to use We donrsquot want to be tied down building emails all day Itrsquos truly the best money we spendrdquo

ndash Phil Masiello Co-founder amp CEO 800razorscom

PA G E 1 4

PREDICT

RETAIN

PERSONALIZEAUTO

MAT

E

Behavioral DataGoogle Analytics Database

Plus custom home-grown and other platforms

GUARANTEED INTEGRATIONSCOMBINE ALL OF YOUR VALUABLE DATA WITH ONE TOOL

W I N D S O R C I R C L E C O M bull S A L E S W I N D S O R C I R C L E C O M bull 1 - 8 7 7 - 8 4 8 - 4 1 1 3

Windsor Circle uses your product customer and purchase history data to automatically drive

personalized retention marketing campaigns that connect with customers in a relevant and meaningful

way to help keep them coming back

With our Custom Campaign Automators retailers can quickly and easily create manage and analyze

automated retention campaigns to meet almost any business need So no matter which stage of the

customer lifecycle your audience is in you can reach them with a timely and personalized message

Customized Retention AutomationDozens of Recipes Unlimited Possibilities

Custom Campaign Automators let you build marketing campaigns based on countless combinations of datasets and conditions Some of our more popular automated

retention campaigns include

bull Customer Education including product company free shipping brand builder

bull Churn Prevention

bull Predictive Win-Back

bull Best Customer

bull Biggest Spender

bull First Purchase

bull Purchase Anniversary

bull Purchase Reminder - Category

bull Post Purchase

bull New Product Release

bull Predictive Product Recommendations

bull Predictive Order Reminders

bull Birthday Series

bull Or build your own Custom Automator for your specific needs

PA G E 6

Our Custom Campaign Automators ensure your

emails are sent at the perfect moment

Easily create campaigns to meet almost any business need from reducing churn to wishing your customers

a happy birthday

Drive Repeat Purchases Based on Individual Behavior

Automated Product Replenishment Features

bull Basket together multiple items up for replenishment into one email

bull Automatically identifies the replenishable products in your catalog

bull Cap frequencies to avoid sending too many emails

bull Easy to install build and manage

bull Advanced segmentation ensures that the perfect

message is sent to the right customers every time

Every online retailerrsquos goal is to build a loyal happy customer base full of repeat buyers And thatrsquos

especially true for companies that sell replenishable or consumable products However it takes

more than just competitive pricing and a well-designed webstore to keep customers coming back

Your marketing has to be timely and most importantly relevant to the needs of individual customers

Windsor Circlersquos Replenishment Automator allows retailers to use product and purchase history data

to trigger emails that remind customers to repurchase products just before they run out with little

effort on the marketerrsquos end

On average clients using our Replenishment Automator have seen the following results from eligible customers buying replenishable goods

Versus if the client did not use the Replenishment Automator

Predictive Product Replenishment Automation

PA G E 7

Itrsquos no secret that customers consume products at different rates For instance a customer with

long hair is more likely to purchase shampoo more often than someone with much shorter hair

So then why do most replenishment solutions assume that the average of the masses can determine

the optimal reminder date for each and every customer

Stop guessing Our predictive data science helps retailers understand the individual buying pattern

of repeat purchasers and tailor retargeting campaigns to each of their customers automatically

Over time as a customer makes more purchases our algorithm gets smarter and automatically

adjusts to accommodate changes in the customerrsquos consumption patterns Thatrsquos not just smarter

replenishment thatrsquos smarter business

No matter the customer if you sell consumable products our Replenishment Automator can help

Our Replenishment Automator saves you time and effort by automatically identifying your replenishable products You can also choose to filter the number of products

selected based on an assigned ranking of replenishable characteristics

B2C merchant CoffeeforLess drives

$1 M per year from Windsor Circle powered campaigns

B2B retailer POS Supply Solutions saw

27 Open Rates$141 RPE

B2C Magento Merchant B2B Magento Merchant

Predictive Product Replenishment Automation

Stop the Guesswork

PA G E 8

Abandoned Cart Recoveryincluding Anti-Gaming Technology

ldquoOur cart recovery effort in the end is that extra effort that to our consumers means lsquoIrsquom still here with you and we can help you complete your purchasersquordquo

ndashAlex Gonzalez CEO pet nrsquoGO

Windsor Circlersquos Cart Recovery solution helps retailers convert

on average 15 of abandoned shopping carts into sales

Our automated solution detects cart abandonment through the

eCommerce platform and triggers a series of cart recovery emails

These automated cart recovery campaigns which can be additionally

segmented based on countless scenarios provide shoppers with rich

product information on exact items left in the cart and direct links to

both the shopping cart and the product page

Cart Recovery Features

bull Easily set up optimal recovery email cadence amp timing

bull Advanced segmentation capabilities allow you to send different cart recovery

email variations to key segments like big spenders and best customers

bull Offer shoppers tailored incentives unique to each of three emails in the series

bull Our anti-gaming technology automatically prevents incentive emails from being served to ldquointentionalrdquo cart abandoners

bull Create unique recovery emails using customized templates sent through the retailerrsquos email marketing platform

PA G E 9

Behavioral Track amp Triggerincluding Browse Abandonment and Site Search Automators

PA G E 1 0

Results based on aggregate client performance data during beta period (Q4 2015)

Based on Experian Marketing Services 2014 Benchmark Report

On Average our customers generate$044 in revenue per email

with Browse Abandonment Campaigns

Thatrsquos 4x the industry average

Merchants can keep their business on the cutting edge with Windsor Circlersquos Behavioral Track amp

Trigger solution Browse Abandonment a powerful feature in the suite automatically sends emails

to identified customers who browse or perform a site search on a retailerrsquos online store without

making a purchase

Retailers can then create automated emails to send recommendations and offer related promotions

based on the product or category the customer viewed or searched for Dynamic product

recommendations can also be incorporated based on product purchase and individual customer data

Additionally you can leverage segmented variations of behavioral sends to customize the message

for the key types of shoppers

Types of customer activitieswe can track include

bull Site search details for product or catalog

bull Product detail pages viewed

bull Product categories viewed

bull Number of times a product was viewed

bull Products added to the shopping cart

bull And many more

Browse Abandonment Features

bull Collect known and anonymous visitor behavior data in unique customer profiles

bull Advanced custom segmentation capabilities allow you to serve highly targeted campaigns based on your business needs

bull Cap email frequencies to avoid

sending too many emails

bull Trigger browse abandonment emails based on actions and thresholds such as site searches and time spent on site

bull Leverages Segmentio one of the fastest and most secure JavaScript solution providers to track onsite customer behavior

ldquoI look forward to my quarterly calls with Windsor Circle The reality is that most vendor calls are a waste of time ndash theyrsquore all trying to sell me something Windsor Circle brings something to the table that helps me and gives me actionable advicerdquo

ndash Chris Johnson - President amp CEO of Pegasus Lighting

Client Success amp Professional ServicesService Packages Strategy amp Reporting

Data science isnrsquot easy If yoursquore like most retailers yoursquore sitting on a mountain of customer product

order and behavioral information but lack the resources to make it truly actionable Thatrsquos why in addition

to providing a powerful software solution we have a team full of data scientists and ESP-certified

marketing strategists whose top priority is helping your company get the most out of its data

No matter what level of support yoursquore seeking we have a professional services offering that will fit

your needs Our ongoing Client Success consultations and trainings are customized to accommodate

consultation frequency additional email creative requirement and custom campaign templates

All Windsor Circle clients are paired with a Client Success Manager to ensure fast implementation And depending on the level of support yoursquore seeking we can help you

bull Build a forward-looking 306090 day plan

bull Monitor and review campaign performance

bull Assess customer lifecycle and retention marketing opportunities

bull Design and build your templated or custom email campaigns

bull Provide ongoing support strategy and implementation services

bull Create and implement dynamic predictive marketing campaigns and complex customer segments

DEC2015 JAN2016 FEB2016 Know Your Customers Geography Based Send Birthday Email

Get Connected Non-Purchaser Single Send

Thank Your Customers First Purchase Single Send Holiday Thank-You

Amaze Your Best Customers

Holiday Single Send Best Customer

Best Customer 6x Best Customer 9x

Help Your Customers Buy More

Cross PromotionalUpgrade Single Sends

Save Churning Customers

Pre-Win-Back Series

Create Evangelists Anniversary Automation 2x Buyer Series

Listen To Your Customers

PA G E 1 1

Examples of custom emails that our Client Success team has created

All of our emails are mobile responsive

Agency Design Services Custom Templates Design amp Coding

We understand that every retailer is unique Thatrsquos why Windsor Circlersquos in-house Agency Services

team can help you plan design and build custom emails that resonate best with your customers

Emails Designed for Your Specific Customers No matter where your customers are in the various stages of the lifecycle our Agency Services

team creates custom email templates that speak to each customer

Smarter Content Delivery Our Agency Services teamrsquos custom email templates include Dynamic Product Recommendations

based on the shopping behavior of your individual customers Powered by our predictive algorithms

our Dynamic Product Recommendations deliver a tailored message to each of your customers

Reach Customers Across All Devices More than half of all emails are opened on a mobile device Ensure your customers can easily read

and navigate your emails no matter their device type Rest assured that every email that Windsor

Circle creates is responsive

54 of email is now opened on a mobile device Litmus ndashrdquoEmail Analyticsrdquo (Nov 2015)

PA G E 1 2

Guaranteed IntegrationsActionable eCommerce Data in Your Marketing Software

Our industry-standard data integrations

connect leading eCommerce platforms and

email service providers This allows you

to access predictive data fields in Windsor

Circle or your ESP to segment analyze and

combine large amounts of data

With access to all of these data points in

your ESP you can choose to leverage the

power of advanced segmentation and

personalization for your promotional

broadcast or newsletter email campaigns

directly in your ESP As a power user we

give you the ability to decide what suits

your business needs and how to utilize this

powerful data to get the most out of your

email marketing

Our team works with each new client to establish a guaranteed timeline to integration If we donrsquot deliver on our promise the first 30 days are free

ldquoIn the past 7 years Windsor Circle is the only partner wersquove integrated with in under 2-3 weeks where it actually worksrdquo

ndash Chris Manduka Marketing Manager Sailrite

Whether importing data fields into your ESP or running campaigns in Windsor Circle we give you access to over 70 fields such as

bull Customer billing shipping names amp addresses

bull Predictive order dates

bull Dynamic Product Recommendations - Hot Combos

bull Dynamic Product Recommendations - Related Items

bull Custom Segments (built in Windsor Circle and pushed to your ESP as well as updated on a nightly basis)

bull Coupon history

bull RFM scores and ranks

bull Custom data fields such as birthday gender style etc

bull The entirety of a customerrsquos order history including products purchased

PA G E 1 3

ROI amp Retention Resultsfeaturing 10x ROI amp 17 Lift Rate

Windsor Circle clients are driving more revenue increasing engagement and retaining more customers with

data-driven lifecycle marketing The results speak for themselves within 12 months of signing up our clients

see an average of 10x ROI and 17+ Retention Rate Lift Wersquore the only ones with a revenue promise

Visit WindsorCirclecomRealResults to read our clientsrsquo case studies

Client Case StudiesWhere others make claims we present the facts Read about the real results our clients are

proudly and publicly stating driven by Windsor Circle WindsorCirclecomRealResults

Increase in Repeat Customers73 14x ROI Decrease

in ChurnThe Engagement 724x

10X 17+

ldquoWindsor Circle has delivered You see it in the numbers I do believe itrsquos the single best thing we do on a daily basis Our retention program between WhatCounts and Windsor Circle is fantastic It delivers for us It is very easy to use We donrsquot want to be tied down building emails all day Itrsquos truly the best money we spendrdquo

ndash Phil Masiello Co-founder amp CEO 800razorscom

PA G E 1 4

PREDICT

RETAIN

PERSONALIZEAUTO

MAT

E

Behavioral DataGoogle Analytics Database

Plus custom home-grown and other platforms

GUARANTEED INTEGRATIONSCOMBINE ALL OF YOUR VALUABLE DATA WITH ONE TOOL

W I N D S O R C I R C L E C O M bull S A L E S W I N D S O R C I R C L E C O M bull 1 - 8 7 7 - 8 4 8 - 4 1 1 3

Drive Repeat Purchases Based on Individual Behavior

Automated Product Replenishment Features

bull Basket together multiple items up for replenishment into one email

bull Automatically identifies the replenishable products in your catalog

bull Cap frequencies to avoid sending too many emails

bull Easy to install build and manage

bull Advanced segmentation ensures that the perfect

message is sent to the right customers every time

Every online retailerrsquos goal is to build a loyal happy customer base full of repeat buyers And thatrsquos

especially true for companies that sell replenishable or consumable products However it takes

more than just competitive pricing and a well-designed webstore to keep customers coming back

Your marketing has to be timely and most importantly relevant to the needs of individual customers

Windsor Circlersquos Replenishment Automator allows retailers to use product and purchase history data

to trigger emails that remind customers to repurchase products just before they run out with little

effort on the marketerrsquos end

On average clients using our Replenishment Automator have seen the following results from eligible customers buying replenishable goods

Versus if the client did not use the Replenishment Automator

Predictive Product Replenishment Automation

PA G E 7

Itrsquos no secret that customers consume products at different rates For instance a customer with

long hair is more likely to purchase shampoo more often than someone with much shorter hair

So then why do most replenishment solutions assume that the average of the masses can determine

the optimal reminder date for each and every customer

Stop guessing Our predictive data science helps retailers understand the individual buying pattern

of repeat purchasers and tailor retargeting campaigns to each of their customers automatically

Over time as a customer makes more purchases our algorithm gets smarter and automatically

adjusts to accommodate changes in the customerrsquos consumption patterns Thatrsquos not just smarter

replenishment thatrsquos smarter business

No matter the customer if you sell consumable products our Replenishment Automator can help

Our Replenishment Automator saves you time and effort by automatically identifying your replenishable products You can also choose to filter the number of products

selected based on an assigned ranking of replenishable characteristics

B2C merchant CoffeeforLess drives

$1 M per year from Windsor Circle powered campaigns

B2B retailer POS Supply Solutions saw

27 Open Rates$141 RPE

B2C Magento Merchant B2B Magento Merchant

Predictive Product Replenishment Automation

Stop the Guesswork

PA G E 8

Abandoned Cart Recoveryincluding Anti-Gaming Technology

ldquoOur cart recovery effort in the end is that extra effort that to our consumers means lsquoIrsquom still here with you and we can help you complete your purchasersquordquo

ndashAlex Gonzalez CEO pet nrsquoGO

Windsor Circlersquos Cart Recovery solution helps retailers convert

on average 15 of abandoned shopping carts into sales

Our automated solution detects cart abandonment through the

eCommerce platform and triggers a series of cart recovery emails

These automated cart recovery campaigns which can be additionally

segmented based on countless scenarios provide shoppers with rich

product information on exact items left in the cart and direct links to

both the shopping cart and the product page

Cart Recovery Features

bull Easily set up optimal recovery email cadence amp timing

bull Advanced segmentation capabilities allow you to send different cart recovery

email variations to key segments like big spenders and best customers

bull Offer shoppers tailored incentives unique to each of three emails in the series

bull Our anti-gaming technology automatically prevents incentive emails from being served to ldquointentionalrdquo cart abandoners

bull Create unique recovery emails using customized templates sent through the retailerrsquos email marketing platform

PA G E 9

Behavioral Track amp Triggerincluding Browse Abandonment and Site Search Automators

PA G E 1 0

Results based on aggregate client performance data during beta period (Q4 2015)

Based on Experian Marketing Services 2014 Benchmark Report

On Average our customers generate$044 in revenue per email

with Browse Abandonment Campaigns

Thatrsquos 4x the industry average

Merchants can keep their business on the cutting edge with Windsor Circlersquos Behavioral Track amp

Trigger solution Browse Abandonment a powerful feature in the suite automatically sends emails

to identified customers who browse or perform a site search on a retailerrsquos online store without

making a purchase

Retailers can then create automated emails to send recommendations and offer related promotions

based on the product or category the customer viewed or searched for Dynamic product

recommendations can also be incorporated based on product purchase and individual customer data

Additionally you can leverage segmented variations of behavioral sends to customize the message

for the key types of shoppers

Types of customer activitieswe can track include

bull Site search details for product or catalog

bull Product detail pages viewed

bull Product categories viewed

bull Number of times a product was viewed

bull Products added to the shopping cart

bull And many more

Browse Abandonment Features

bull Collect known and anonymous visitor behavior data in unique customer profiles

bull Advanced custom segmentation capabilities allow you to serve highly targeted campaigns based on your business needs

bull Cap email frequencies to avoid

sending too many emails

bull Trigger browse abandonment emails based on actions and thresholds such as site searches and time spent on site

bull Leverages Segmentio one of the fastest and most secure JavaScript solution providers to track onsite customer behavior

ldquoI look forward to my quarterly calls with Windsor Circle The reality is that most vendor calls are a waste of time ndash theyrsquore all trying to sell me something Windsor Circle brings something to the table that helps me and gives me actionable advicerdquo

ndash Chris Johnson - President amp CEO of Pegasus Lighting

Client Success amp Professional ServicesService Packages Strategy amp Reporting

Data science isnrsquot easy If yoursquore like most retailers yoursquore sitting on a mountain of customer product

order and behavioral information but lack the resources to make it truly actionable Thatrsquos why in addition

to providing a powerful software solution we have a team full of data scientists and ESP-certified

marketing strategists whose top priority is helping your company get the most out of its data

No matter what level of support yoursquore seeking we have a professional services offering that will fit

your needs Our ongoing Client Success consultations and trainings are customized to accommodate

consultation frequency additional email creative requirement and custom campaign templates

All Windsor Circle clients are paired with a Client Success Manager to ensure fast implementation And depending on the level of support yoursquore seeking we can help you

bull Build a forward-looking 306090 day plan

bull Monitor and review campaign performance

bull Assess customer lifecycle and retention marketing opportunities

bull Design and build your templated or custom email campaigns

bull Provide ongoing support strategy and implementation services

bull Create and implement dynamic predictive marketing campaigns and complex customer segments

DEC2015 JAN2016 FEB2016 Know Your Customers Geography Based Send Birthday Email

Get Connected Non-Purchaser Single Send

Thank Your Customers First Purchase Single Send Holiday Thank-You

Amaze Your Best Customers

Holiday Single Send Best Customer

Best Customer 6x Best Customer 9x

Help Your Customers Buy More

Cross PromotionalUpgrade Single Sends

Save Churning Customers

Pre-Win-Back Series

Create Evangelists Anniversary Automation 2x Buyer Series

Listen To Your Customers

PA G E 1 1

Examples of custom emails that our Client Success team has created

All of our emails are mobile responsive

Agency Design Services Custom Templates Design amp Coding

We understand that every retailer is unique Thatrsquos why Windsor Circlersquos in-house Agency Services

team can help you plan design and build custom emails that resonate best with your customers

Emails Designed for Your Specific Customers No matter where your customers are in the various stages of the lifecycle our Agency Services

team creates custom email templates that speak to each customer

Smarter Content Delivery Our Agency Services teamrsquos custom email templates include Dynamic Product Recommendations

based on the shopping behavior of your individual customers Powered by our predictive algorithms

our Dynamic Product Recommendations deliver a tailored message to each of your customers

Reach Customers Across All Devices More than half of all emails are opened on a mobile device Ensure your customers can easily read

and navigate your emails no matter their device type Rest assured that every email that Windsor

Circle creates is responsive

54 of email is now opened on a mobile device Litmus ndashrdquoEmail Analyticsrdquo (Nov 2015)

PA G E 1 2

Guaranteed IntegrationsActionable eCommerce Data in Your Marketing Software

Our industry-standard data integrations

connect leading eCommerce platforms and

email service providers This allows you

to access predictive data fields in Windsor

Circle or your ESP to segment analyze and

combine large amounts of data

With access to all of these data points in

your ESP you can choose to leverage the

power of advanced segmentation and

personalization for your promotional

broadcast or newsletter email campaigns

directly in your ESP As a power user we

give you the ability to decide what suits

your business needs and how to utilize this

powerful data to get the most out of your

email marketing

Our team works with each new client to establish a guaranteed timeline to integration If we donrsquot deliver on our promise the first 30 days are free

ldquoIn the past 7 years Windsor Circle is the only partner wersquove integrated with in under 2-3 weeks where it actually worksrdquo

ndash Chris Manduka Marketing Manager Sailrite

Whether importing data fields into your ESP or running campaigns in Windsor Circle we give you access to over 70 fields such as

bull Customer billing shipping names amp addresses

bull Predictive order dates

bull Dynamic Product Recommendations - Hot Combos

bull Dynamic Product Recommendations - Related Items

bull Custom Segments (built in Windsor Circle and pushed to your ESP as well as updated on a nightly basis)

bull Coupon history

bull RFM scores and ranks

bull Custom data fields such as birthday gender style etc

bull The entirety of a customerrsquos order history including products purchased

PA G E 1 3

ROI amp Retention Resultsfeaturing 10x ROI amp 17 Lift Rate

Windsor Circle clients are driving more revenue increasing engagement and retaining more customers with

data-driven lifecycle marketing The results speak for themselves within 12 months of signing up our clients

see an average of 10x ROI and 17+ Retention Rate Lift Wersquore the only ones with a revenue promise

Visit WindsorCirclecomRealResults to read our clientsrsquo case studies

Client Case StudiesWhere others make claims we present the facts Read about the real results our clients are

proudly and publicly stating driven by Windsor Circle WindsorCirclecomRealResults

Increase in Repeat Customers73 14x ROI Decrease

in ChurnThe Engagement 724x

10X 17+

ldquoWindsor Circle has delivered You see it in the numbers I do believe itrsquos the single best thing we do on a daily basis Our retention program between WhatCounts and Windsor Circle is fantastic It delivers for us It is very easy to use We donrsquot want to be tied down building emails all day Itrsquos truly the best money we spendrdquo

ndash Phil Masiello Co-founder amp CEO 800razorscom

PA G E 1 4

PREDICT

RETAIN

PERSONALIZEAUTO

MAT

E

Behavioral DataGoogle Analytics Database

Plus custom home-grown and other platforms

GUARANTEED INTEGRATIONSCOMBINE ALL OF YOUR VALUABLE DATA WITH ONE TOOL

W I N D S O R C I R C L E C O M bull S A L E S W I N D S O R C I R C L E C O M bull 1 - 8 7 7 - 8 4 8 - 4 1 1 3

Itrsquos no secret that customers consume products at different rates For instance a customer with

long hair is more likely to purchase shampoo more often than someone with much shorter hair

So then why do most replenishment solutions assume that the average of the masses can determine

the optimal reminder date for each and every customer

Stop guessing Our predictive data science helps retailers understand the individual buying pattern

of repeat purchasers and tailor retargeting campaigns to each of their customers automatically

Over time as a customer makes more purchases our algorithm gets smarter and automatically

adjusts to accommodate changes in the customerrsquos consumption patterns Thatrsquos not just smarter

replenishment thatrsquos smarter business

No matter the customer if you sell consumable products our Replenishment Automator can help

Our Replenishment Automator saves you time and effort by automatically identifying your replenishable products You can also choose to filter the number of products

selected based on an assigned ranking of replenishable characteristics

B2C merchant CoffeeforLess drives

$1 M per year from Windsor Circle powered campaigns

B2B retailer POS Supply Solutions saw

27 Open Rates$141 RPE

B2C Magento Merchant B2B Magento Merchant

Predictive Product Replenishment Automation

Stop the Guesswork

PA G E 8

Abandoned Cart Recoveryincluding Anti-Gaming Technology

ldquoOur cart recovery effort in the end is that extra effort that to our consumers means lsquoIrsquom still here with you and we can help you complete your purchasersquordquo

ndashAlex Gonzalez CEO pet nrsquoGO

Windsor Circlersquos Cart Recovery solution helps retailers convert

on average 15 of abandoned shopping carts into sales

Our automated solution detects cart abandonment through the

eCommerce platform and triggers a series of cart recovery emails

These automated cart recovery campaigns which can be additionally

segmented based on countless scenarios provide shoppers with rich

product information on exact items left in the cart and direct links to

both the shopping cart and the product page

Cart Recovery Features

bull Easily set up optimal recovery email cadence amp timing

bull Advanced segmentation capabilities allow you to send different cart recovery

email variations to key segments like big spenders and best customers

bull Offer shoppers tailored incentives unique to each of three emails in the series

bull Our anti-gaming technology automatically prevents incentive emails from being served to ldquointentionalrdquo cart abandoners

bull Create unique recovery emails using customized templates sent through the retailerrsquos email marketing platform

PA G E 9

Behavioral Track amp Triggerincluding Browse Abandonment and Site Search Automators

PA G E 1 0

Results based on aggregate client performance data during beta period (Q4 2015)

Based on Experian Marketing Services 2014 Benchmark Report

On Average our customers generate$044 in revenue per email

with Browse Abandonment Campaigns

Thatrsquos 4x the industry average

Merchants can keep their business on the cutting edge with Windsor Circlersquos Behavioral Track amp

Trigger solution Browse Abandonment a powerful feature in the suite automatically sends emails

to identified customers who browse or perform a site search on a retailerrsquos online store without

making a purchase

Retailers can then create automated emails to send recommendations and offer related promotions

based on the product or category the customer viewed or searched for Dynamic product

recommendations can also be incorporated based on product purchase and individual customer data

Additionally you can leverage segmented variations of behavioral sends to customize the message

for the key types of shoppers

Types of customer activitieswe can track include

bull Site search details for product or catalog

bull Product detail pages viewed

bull Product categories viewed

bull Number of times a product was viewed

bull Products added to the shopping cart

bull And many more

Browse Abandonment Features

bull Collect known and anonymous visitor behavior data in unique customer profiles

bull Advanced custom segmentation capabilities allow you to serve highly targeted campaigns based on your business needs

bull Cap email frequencies to avoid

sending too many emails

bull Trigger browse abandonment emails based on actions and thresholds such as site searches and time spent on site

bull Leverages Segmentio one of the fastest and most secure JavaScript solution providers to track onsite customer behavior

ldquoI look forward to my quarterly calls with Windsor Circle The reality is that most vendor calls are a waste of time ndash theyrsquore all trying to sell me something Windsor Circle brings something to the table that helps me and gives me actionable advicerdquo

ndash Chris Johnson - President amp CEO of Pegasus Lighting

Client Success amp Professional ServicesService Packages Strategy amp Reporting

Data science isnrsquot easy If yoursquore like most retailers yoursquore sitting on a mountain of customer product

order and behavioral information but lack the resources to make it truly actionable Thatrsquos why in addition

to providing a powerful software solution we have a team full of data scientists and ESP-certified

marketing strategists whose top priority is helping your company get the most out of its data

No matter what level of support yoursquore seeking we have a professional services offering that will fit

your needs Our ongoing Client Success consultations and trainings are customized to accommodate

consultation frequency additional email creative requirement and custom campaign templates

All Windsor Circle clients are paired with a Client Success Manager to ensure fast implementation And depending on the level of support yoursquore seeking we can help you

bull Build a forward-looking 306090 day plan

bull Monitor and review campaign performance

bull Assess customer lifecycle and retention marketing opportunities

bull Design and build your templated or custom email campaigns

bull Provide ongoing support strategy and implementation services

bull Create and implement dynamic predictive marketing campaigns and complex customer segments

DEC2015 JAN2016 FEB2016 Know Your Customers Geography Based Send Birthday Email

Get Connected Non-Purchaser Single Send

Thank Your Customers First Purchase Single Send Holiday Thank-You

Amaze Your Best Customers

Holiday Single Send Best Customer

Best Customer 6x Best Customer 9x

Help Your Customers Buy More

Cross PromotionalUpgrade Single Sends

Save Churning Customers

Pre-Win-Back Series

Create Evangelists Anniversary Automation 2x Buyer Series

Listen To Your Customers

PA G E 1 1

Examples of custom emails that our Client Success team has created

All of our emails are mobile responsive

Agency Design Services Custom Templates Design amp Coding

We understand that every retailer is unique Thatrsquos why Windsor Circlersquos in-house Agency Services

team can help you plan design and build custom emails that resonate best with your customers

Emails Designed for Your Specific Customers No matter where your customers are in the various stages of the lifecycle our Agency Services

team creates custom email templates that speak to each customer

Smarter Content Delivery Our Agency Services teamrsquos custom email templates include Dynamic Product Recommendations

based on the shopping behavior of your individual customers Powered by our predictive algorithms

our Dynamic Product Recommendations deliver a tailored message to each of your customers

Reach Customers Across All Devices More than half of all emails are opened on a mobile device Ensure your customers can easily read

and navigate your emails no matter their device type Rest assured that every email that Windsor

Circle creates is responsive

54 of email is now opened on a mobile device Litmus ndashrdquoEmail Analyticsrdquo (Nov 2015)

PA G E 1 2

Guaranteed IntegrationsActionable eCommerce Data in Your Marketing Software

Our industry-standard data integrations

connect leading eCommerce platforms and

email service providers This allows you

to access predictive data fields in Windsor

Circle or your ESP to segment analyze and

combine large amounts of data

With access to all of these data points in

your ESP you can choose to leverage the

power of advanced segmentation and

personalization for your promotional

broadcast or newsletter email campaigns

directly in your ESP As a power user we

give you the ability to decide what suits

your business needs and how to utilize this

powerful data to get the most out of your

email marketing

Our team works with each new client to establish a guaranteed timeline to integration If we donrsquot deliver on our promise the first 30 days are free

ldquoIn the past 7 years Windsor Circle is the only partner wersquove integrated with in under 2-3 weeks where it actually worksrdquo

ndash Chris Manduka Marketing Manager Sailrite

Whether importing data fields into your ESP or running campaigns in Windsor Circle we give you access to over 70 fields such as

bull Customer billing shipping names amp addresses

bull Predictive order dates

bull Dynamic Product Recommendations - Hot Combos

bull Dynamic Product Recommendations - Related Items

bull Custom Segments (built in Windsor Circle and pushed to your ESP as well as updated on a nightly basis)

bull Coupon history

bull RFM scores and ranks

bull Custom data fields such as birthday gender style etc

bull The entirety of a customerrsquos order history including products purchased

PA G E 1 3

ROI amp Retention Resultsfeaturing 10x ROI amp 17 Lift Rate

Windsor Circle clients are driving more revenue increasing engagement and retaining more customers with

data-driven lifecycle marketing The results speak for themselves within 12 months of signing up our clients

see an average of 10x ROI and 17+ Retention Rate Lift Wersquore the only ones with a revenue promise

Visit WindsorCirclecomRealResults to read our clientsrsquo case studies

Client Case StudiesWhere others make claims we present the facts Read about the real results our clients are

proudly and publicly stating driven by Windsor Circle WindsorCirclecomRealResults

Increase in Repeat Customers73 14x ROI Decrease

in ChurnThe Engagement 724x

10X 17+

ldquoWindsor Circle has delivered You see it in the numbers I do believe itrsquos the single best thing we do on a daily basis Our retention program between WhatCounts and Windsor Circle is fantastic It delivers for us It is very easy to use We donrsquot want to be tied down building emails all day Itrsquos truly the best money we spendrdquo

ndash Phil Masiello Co-founder amp CEO 800razorscom

PA G E 1 4

PREDICT

RETAIN

PERSONALIZEAUTO

MAT

E

Behavioral DataGoogle Analytics Database

Plus custom home-grown and other platforms

GUARANTEED INTEGRATIONSCOMBINE ALL OF YOUR VALUABLE DATA WITH ONE TOOL

W I N D S O R C I R C L E C O M bull S A L E S W I N D S O R C I R C L E C O M bull 1 - 8 7 7 - 8 4 8 - 4 1 1 3

Abandoned Cart Recoveryincluding Anti-Gaming Technology

ldquoOur cart recovery effort in the end is that extra effort that to our consumers means lsquoIrsquom still here with you and we can help you complete your purchasersquordquo

ndashAlex Gonzalez CEO pet nrsquoGO

Windsor Circlersquos Cart Recovery solution helps retailers convert

on average 15 of abandoned shopping carts into sales

Our automated solution detects cart abandonment through the

eCommerce platform and triggers a series of cart recovery emails

These automated cart recovery campaigns which can be additionally

segmented based on countless scenarios provide shoppers with rich

product information on exact items left in the cart and direct links to

both the shopping cart and the product page

Cart Recovery Features

bull Easily set up optimal recovery email cadence amp timing

bull Advanced segmentation capabilities allow you to send different cart recovery

email variations to key segments like big spenders and best customers

bull Offer shoppers tailored incentives unique to each of three emails in the series

bull Our anti-gaming technology automatically prevents incentive emails from being served to ldquointentionalrdquo cart abandoners

bull Create unique recovery emails using customized templates sent through the retailerrsquos email marketing platform

PA G E 9

Behavioral Track amp Triggerincluding Browse Abandonment and Site Search Automators

PA G E 1 0

Results based on aggregate client performance data during beta period (Q4 2015)

Based on Experian Marketing Services 2014 Benchmark Report

On Average our customers generate$044 in revenue per email

with Browse Abandonment Campaigns

Thatrsquos 4x the industry average

Merchants can keep their business on the cutting edge with Windsor Circlersquos Behavioral Track amp

Trigger solution Browse Abandonment a powerful feature in the suite automatically sends emails

to identified customers who browse or perform a site search on a retailerrsquos online store without

making a purchase

Retailers can then create automated emails to send recommendations and offer related promotions

based on the product or category the customer viewed or searched for Dynamic product

recommendations can also be incorporated based on product purchase and individual customer data

Additionally you can leverage segmented variations of behavioral sends to customize the message

for the key types of shoppers

Types of customer activitieswe can track include

bull Site search details for product or catalog

bull Product detail pages viewed

bull Product categories viewed

bull Number of times a product was viewed

bull Products added to the shopping cart

bull And many more

Browse Abandonment Features

bull Collect known and anonymous visitor behavior data in unique customer profiles

bull Advanced custom segmentation capabilities allow you to serve highly targeted campaigns based on your business needs

bull Cap email frequencies to avoid

sending too many emails

bull Trigger browse abandonment emails based on actions and thresholds such as site searches and time spent on site

bull Leverages Segmentio one of the fastest and most secure JavaScript solution providers to track onsite customer behavior

ldquoI look forward to my quarterly calls with Windsor Circle The reality is that most vendor calls are a waste of time ndash theyrsquore all trying to sell me something Windsor Circle brings something to the table that helps me and gives me actionable advicerdquo

ndash Chris Johnson - President amp CEO of Pegasus Lighting

Client Success amp Professional ServicesService Packages Strategy amp Reporting

Data science isnrsquot easy If yoursquore like most retailers yoursquore sitting on a mountain of customer product

order and behavioral information but lack the resources to make it truly actionable Thatrsquos why in addition

to providing a powerful software solution we have a team full of data scientists and ESP-certified

marketing strategists whose top priority is helping your company get the most out of its data

No matter what level of support yoursquore seeking we have a professional services offering that will fit

your needs Our ongoing Client Success consultations and trainings are customized to accommodate

consultation frequency additional email creative requirement and custom campaign templates

All Windsor Circle clients are paired with a Client Success Manager to ensure fast implementation And depending on the level of support yoursquore seeking we can help you

bull Build a forward-looking 306090 day plan

bull Monitor and review campaign performance

bull Assess customer lifecycle and retention marketing opportunities

bull Design and build your templated or custom email campaigns

bull Provide ongoing support strategy and implementation services

bull Create and implement dynamic predictive marketing campaigns and complex customer segments

DEC2015 JAN2016 FEB2016 Know Your Customers Geography Based Send Birthday Email

Get Connected Non-Purchaser Single Send

Thank Your Customers First Purchase Single Send Holiday Thank-You

Amaze Your Best Customers

Holiday Single Send Best Customer

Best Customer 6x Best Customer 9x

Help Your Customers Buy More

Cross PromotionalUpgrade Single Sends

Save Churning Customers

Pre-Win-Back Series

Create Evangelists Anniversary Automation 2x Buyer Series

Listen To Your Customers

PA G E 1 1

Examples of custom emails that our Client Success team has created

All of our emails are mobile responsive

Agency Design Services Custom Templates Design amp Coding

We understand that every retailer is unique Thatrsquos why Windsor Circlersquos in-house Agency Services

team can help you plan design and build custom emails that resonate best with your customers

Emails Designed for Your Specific Customers No matter where your customers are in the various stages of the lifecycle our Agency Services

team creates custom email templates that speak to each customer

Smarter Content Delivery Our Agency Services teamrsquos custom email templates include Dynamic Product Recommendations

based on the shopping behavior of your individual customers Powered by our predictive algorithms

our Dynamic Product Recommendations deliver a tailored message to each of your customers

Reach Customers Across All Devices More than half of all emails are opened on a mobile device Ensure your customers can easily read

and navigate your emails no matter their device type Rest assured that every email that Windsor

Circle creates is responsive

54 of email is now opened on a mobile device Litmus ndashrdquoEmail Analyticsrdquo (Nov 2015)

PA G E 1 2

Guaranteed IntegrationsActionable eCommerce Data in Your Marketing Software

Our industry-standard data integrations

connect leading eCommerce platforms and

email service providers This allows you

to access predictive data fields in Windsor

Circle or your ESP to segment analyze and

combine large amounts of data

With access to all of these data points in

your ESP you can choose to leverage the

power of advanced segmentation and

personalization for your promotional

broadcast or newsletter email campaigns

directly in your ESP As a power user we

give you the ability to decide what suits

your business needs and how to utilize this

powerful data to get the most out of your

email marketing

Our team works with each new client to establish a guaranteed timeline to integration If we donrsquot deliver on our promise the first 30 days are free

ldquoIn the past 7 years Windsor Circle is the only partner wersquove integrated with in under 2-3 weeks where it actually worksrdquo

ndash Chris Manduka Marketing Manager Sailrite

Whether importing data fields into your ESP or running campaigns in Windsor Circle we give you access to over 70 fields such as

bull Customer billing shipping names amp addresses

bull Predictive order dates

bull Dynamic Product Recommendations - Hot Combos

bull Dynamic Product Recommendations - Related Items

bull Custom Segments (built in Windsor Circle and pushed to your ESP as well as updated on a nightly basis)

bull Coupon history

bull RFM scores and ranks

bull Custom data fields such as birthday gender style etc

bull The entirety of a customerrsquos order history including products purchased

PA G E 1 3

ROI amp Retention Resultsfeaturing 10x ROI amp 17 Lift Rate

Windsor Circle clients are driving more revenue increasing engagement and retaining more customers with

data-driven lifecycle marketing The results speak for themselves within 12 months of signing up our clients

see an average of 10x ROI and 17+ Retention Rate Lift Wersquore the only ones with a revenue promise

Visit WindsorCirclecomRealResults to read our clientsrsquo case studies

Client Case StudiesWhere others make claims we present the facts Read about the real results our clients are

proudly and publicly stating driven by Windsor Circle WindsorCirclecomRealResults

Increase in Repeat Customers73 14x ROI Decrease

in ChurnThe Engagement 724x

10X 17+

ldquoWindsor Circle has delivered You see it in the numbers I do believe itrsquos the single best thing we do on a daily basis Our retention program between WhatCounts and Windsor Circle is fantastic It delivers for us It is very easy to use We donrsquot want to be tied down building emails all day Itrsquos truly the best money we spendrdquo

ndash Phil Masiello Co-founder amp CEO 800razorscom

PA G E 1 4

PREDICT

RETAIN

PERSONALIZEAUTO

MAT

E

Behavioral DataGoogle Analytics Database

Plus custom home-grown and other platforms

GUARANTEED INTEGRATIONSCOMBINE ALL OF YOUR VALUABLE DATA WITH ONE TOOL

W I N D S O R C I R C L E C O M bull S A L E S W I N D S O R C I R C L E C O M bull 1 - 8 7 7 - 8 4 8 - 4 1 1 3

Behavioral Track amp Triggerincluding Browse Abandonment and Site Search Automators

PA G E 1 0

Results based on aggregate client performance data during beta period (Q4 2015)

Based on Experian Marketing Services 2014 Benchmark Report

On Average our customers generate$044 in revenue per email

with Browse Abandonment Campaigns

Thatrsquos 4x the industry average

Merchants can keep their business on the cutting edge with Windsor Circlersquos Behavioral Track amp

Trigger solution Browse Abandonment a powerful feature in the suite automatically sends emails

to identified customers who browse or perform a site search on a retailerrsquos online store without

making a purchase

Retailers can then create automated emails to send recommendations and offer related promotions

based on the product or category the customer viewed or searched for Dynamic product

recommendations can also be incorporated based on product purchase and individual customer data

Additionally you can leverage segmented variations of behavioral sends to customize the message

for the key types of shoppers

Types of customer activitieswe can track include

bull Site search details for product or catalog

bull Product detail pages viewed

bull Product categories viewed

bull Number of times a product was viewed

bull Products added to the shopping cart

bull And many more

Browse Abandonment Features

bull Collect known and anonymous visitor behavior data in unique customer profiles

bull Advanced custom segmentation capabilities allow you to serve highly targeted campaigns based on your business needs

bull Cap email frequencies to avoid

sending too many emails

bull Trigger browse abandonment emails based on actions and thresholds such as site searches and time spent on site

bull Leverages Segmentio one of the fastest and most secure JavaScript solution providers to track onsite customer behavior

ldquoI look forward to my quarterly calls with Windsor Circle The reality is that most vendor calls are a waste of time ndash theyrsquore all trying to sell me something Windsor Circle brings something to the table that helps me and gives me actionable advicerdquo

ndash Chris Johnson - President amp CEO of Pegasus Lighting

Client Success amp Professional ServicesService Packages Strategy amp Reporting

Data science isnrsquot easy If yoursquore like most retailers yoursquore sitting on a mountain of customer product

order and behavioral information but lack the resources to make it truly actionable Thatrsquos why in addition

to providing a powerful software solution we have a team full of data scientists and ESP-certified

marketing strategists whose top priority is helping your company get the most out of its data

No matter what level of support yoursquore seeking we have a professional services offering that will fit

your needs Our ongoing Client Success consultations and trainings are customized to accommodate

consultation frequency additional email creative requirement and custom campaign templates

All Windsor Circle clients are paired with a Client Success Manager to ensure fast implementation And depending on the level of support yoursquore seeking we can help you

bull Build a forward-looking 306090 day plan

bull Monitor and review campaign performance

bull Assess customer lifecycle and retention marketing opportunities

bull Design and build your templated or custom email campaigns

bull Provide ongoing support strategy and implementation services

bull Create and implement dynamic predictive marketing campaigns and complex customer segments

DEC2015 JAN2016 FEB2016 Know Your Customers Geography Based Send Birthday Email

Get Connected Non-Purchaser Single Send

Thank Your Customers First Purchase Single Send Holiday Thank-You

Amaze Your Best Customers

Holiday Single Send Best Customer

Best Customer 6x Best Customer 9x

Help Your Customers Buy More

Cross PromotionalUpgrade Single Sends

Save Churning Customers

Pre-Win-Back Series

Create Evangelists Anniversary Automation 2x Buyer Series

Listen To Your Customers

PA G E 1 1

Examples of custom emails that our Client Success team has created

All of our emails are mobile responsive

Agency Design Services Custom Templates Design amp Coding

We understand that every retailer is unique Thatrsquos why Windsor Circlersquos in-house Agency Services

team can help you plan design and build custom emails that resonate best with your customers

Emails Designed for Your Specific Customers No matter where your customers are in the various stages of the lifecycle our Agency Services

team creates custom email templates that speak to each customer

Smarter Content Delivery Our Agency Services teamrsquos custom email templates include Dynamic Product Recommendations

based on the shopping behavior of your individual customers Powered by our predictive algorithms

our Dynamic Product Recommendations deliver a tailored message to each of your customers

Reach Customers Across All Devices More than half of all emails are opened on a mobile device Ensure your customers can easily read

and navigate your emails no matter their device type Rest assured that every email that Windsor

Circle creates is responsive

54 of email is now opened on a mobile device Litmus ndashrdquoEmail Analyticsrdquo (Nov 2015)

PA G E 1 2

Guaranteed IntegrationsActionable eCommerce Data in Your Marketing Software

Our industry-standard data integrations

connect leading eCommerce platforms and

email service providers This allows you

to access predictive data fields in Windsor

Circle or your ESP to segment analyze and

combine large amounts of data

With access to all of these data points in

your ESP you can choose to leverage the

power of advanced segmentation and

personalization for your promotional

broadcast or newsletter email campaigns

directly in your ESP As a power user we

give you the ability to decide what suits

your business needs and how to utilize this

powerful data to get the most out of your

email marketing

Our team works with each new client to establish a guaranteed timeline to integration If we donrsquot deliver on our promise the first 30 days are free

ldquoIn the past 7 years Windsor Circle is the only partner wersquove integrated with in under 2-3 weeks where it actually worksrdquo

ndash Chris Manduka Marketing Manager Sailrite

Whether importing data fields into your ESP or running campaigns in Windsor Circle we give you access to over 70 fields such as

bull Customer billing shipping names amp addresses

bull Predictive order dates

bull Dynamic Product Recommendations - Hot Combos

bull Dynamic Product Recommendations - Related Items

bull Custom Segments (built in Windsor Circle and pushed to your ESP as well as updated on a nightly basis)

bull Coupon history

bull RFM scores and ranks

bull Custom data fields such as birthday gender style etc

bull The entirety of a customerrsquos order history including products purchased

PA G E 1 3

ROI amp Retention Resultsfeaturing 10x ROI amp 17 Lift Rate

Windsor Circle clients are driving more revenue increasing engagement and retaining more customers with

data-driven lifecycle marketing The results speak for themselves within 12 months of signing up our clients

see an average of 10x ROI and 17+ Retention Rate Lift Wersquore the only ones with a revenue promise

Visit WindsorCirclecomRealResults to read our clientsrsquo case studies

Client Case StudiesWhere others make claims we present the facts Read about the real results our clients are

proudly and publicly stating driven by Windsor Circle WindsorCirclecomRealResults

Increase in Repeat Customers73 14x ROI Decrease

in ChurnThe Engagement 724x

10X 17+

ldquoWindsor Circle has delivered You see it in the numbers I do believe itrsquos the single best thing we do on a daily basis Our retention program between WhatCounts and Windsor Circle is fantastic It delivers for us It is very easy to use We donrsquot want to be tied down building emails all day Itrsquos truly the best money we spendrdquo

ndash Phil Masiello Co-founder amp CEO 800razorscom

PA G E 1 4

PREDICT

RETAIN

PERSONALIZEAUTO

MAT

E

Behavioral DataGoogle Analytics Database

Plus custom home-grown and other platforms

GUARANTEED INTEGRATIONSCOMBINE ALL OF YOUR VALUABLE DATA WITH ONE TOOL

W I N D S O R C I R C L E C O M bull S A L E S W I N D S O R C I R C L E C O M bull 1 - 8 7 7 - 8 4 8 - 4 1 1 3

ldquoI look forward to my quarterly calls with Windsor Circle The reality is that most vendor calls are a waste of time ndash theyrsquore all trying to sell me something Windsor Circle brings something to the table that helps me and gives me actionable advicerdquo

ndash Chris Johnson - President amp CEO of Pegasus Lighting

Client Success amp Professional ServicesService Packages Strategy amp Reporting

Data science isnrsquot easy If yoursquore like most retailers yoursquore sitting on a mountain of customer product

order and behavioral information but lack the resources to make it truly actionable Thatrsquos why in addition

to providing a powerful software solution we have a team full of data scientists and ESP-certified

marketing strategists whose top priority is helping your company get the most out of its data

No matter what level of support yoursquore seeking we have a professional services offering that will fit

your needs Our ongoing Client Success consultations and trainings are customized to accommodate

consultation frequency additional email creative requirement and custom campaign templates

All Windsor Circle clients are paired with a Client Success Manager to ensure fast implementation And depending on the level of support yoursquore seeking we can help you

bull Build a forward-looking 306090 day plan

bull Monitor and review campaign performance

bull Assess customer lifecycle and retention marketing opportunities

bull Design and build your templated or custom email campaigns

bull Provide ongoing support strategy and implementation services

bull Create and implement dynamic predictive marketing campaigns and complex customer segments

DEC2015 JAN2016 FEB2016 Know Your Customers Geography Based Send Birthday Email

Get Connected Non-Purchaser Single Send

Thank Your Customers First Purchase Single Send Holiday Thank-You

Amaze Your Best Customers

Holiday Single Send Best Customer

Best Customer 6x Best Customer 9x

Help Your Customers Buy More

Cross PromotionalUpgrade Single Sends

Save Churning Customers

Pre-Win-Back Series

Create Evangelists Anniversary Automation 2x Buyer Series

Listen To Your Customers

PA G E 1 1

Examples of custom emails that our Client Success team has created

All of our emails are mobile responsive

Agency Design Services Custom Templates Design amp Coding

We understand that every retailer is unique Thatrsquos why Windsor Circlersquos in-house Agency Services

team can help you plan design and build custom emails that resonate best with your customers

Emails Designed for Your Specific Customers No matter where your customers are in the various stages of the lifecycle our Agency Services

team creates custom email templates that speak to each customer

Smarter Content Delivery Our Agency Services teamrsquos custom email templates include Dynamic Product Recommendations

based on the shopping behavior of your individual customers Powered by our predictive algorithms

our Dynamic Product Recommendations deliver a tailored message to each of your customers

Reach Customers Across All Devices More than half of all emails are opened on a mobile device Ensure your customers can easily read

and navigate your emails no matter their device type Rest assured that every email that Windsor

Circle creates is responsive

54 of email is now opened on a mobile device Litmus ndashrdquoEmail Analyticsrdquo (Nov 2015)

PA G E 1 2

Guaranteed IntegrationsActionable eCommerce Data in Your Marketing Software

Our industry-standard data integrations

connect leading eCommerce platforms and

email service providers This allows you

to access predictive data fields in Windsor

Circle or your ESP to segment analyze and

combine large amounts of data

With access to all of these data points in

your ESP you can choose to leverage the

power of advanced segmentation and

personalization for your promotional

broadcast or newsletter email campaigns

directly in your ESP As a power user we

give you the ability to decide what suits

your business needs and how to utilize this

powerful data to get the most out of your

email marketing

Our team works with each new client to establish a guaranteed timeline to integration If we donrsquot deliver on our promise the first 30 days are free

ldquoIn the past 7 years Windsor Circle is the only partner wersquove integrated with in under 2-3 weeks where it actually worksrdquo

ndash Chris Manduka Marketing Manager Sailrite

Whether importing data fields into your ESP or running campaigns in Windsor Circle we give you access to over 70 fields such as

bull Customer billing shipping names amp addresses

bull Predictive order dates

bull Dynamic Product Recommendations - Hot Combos

bull Dynamic Product Recommendations - Related Items

bull Custom Segments (built in Windsor Circle and pushed to your ESP as well as updated on a nightly basis)

bull Coupon history

bull RFM scores and ranks

bull Custom data fields such as birthday gender style etc

bull The entirety of a customerrsquos order history including products purchased

PA G E 1 3

ROI amp Retention Resultsfeaturing 10x ROI amp 17 Lift Rate

Windsor Circle clients are driving more revenue increasing engagement and retaining more customers with

data-driven lifecycle marketing The results speak for themselves within 12 months of signing up our clients

see an average of 10x ROI and 17+ Retention Rate Lift Wersquore the only ones with a revenue promise

Visit WindsorCirclecomRealResults to read our clientsrsquo case studies

Client Case StudiesWhere others make claims we present the facts Read about the real results our clients are

proudly and publicly stating driven by Windsor Circle WindsorCirclecomRealResults

Increase in Repeat Customers73 14x ROI Decrease

in ChurnThe Engagement 724x

10X 17+

ldquoWindsor Circle has delivered You see it in the numbers I do believe itrsquos the single best thing we do on a daily basis Our retention program between WhatCounts and Windsor Circle is fantastic It delivers for us It is very easy to use We donrsquot want to be tied down building emails all day Itrsquos truly the best money we spendrdquo

ndash Phil Masiello Co-founder amp CEO 800razorscom

PA G E 1 4

PREDICT

RETAIN

PERSONALIZEAUTO

MAT

E

Behavioral DataGoogle Analytics Database

Plus custom home-grown and other platforms

GUARANTEED INTEGRATIONSCOMBINE ALL OF YOUR VALUABLE DATA WITH ONE TOOL

W I N D S O R C I R C L E C O M bull S A L E S W I N D S O R C I R C L E C O M bull 1 - 8 7 7 - 8 4 8 - 4 1 1 3

Examples of custom emails that our Client Success team has created

All of our emails are mobile responsive

Agency Design Services Custom Templates Design amp Coding

We understand that every retailer is unique Thatrsquos why Windsor Circlersquos in-house Agency Services

team can help you plan design and build custom emails that resonate best with your customers

Emails Designed for Your Specific Customers No matter where your customers are in the various stages of the lifecycle our Agency Services

team creates custom email templates that speak to each customer

Smarter Content Delivery Our Agency Services teamrsquos custom email templates include Dynamic Product Recommendations

based on the shopping behavior of your individual customers Powered by our predictive algorithms

our Dynamic Product Recommendations deliver a tailored message to each of your customers

Reach Customers Across All Devices More than half of all emails are opened on a mobile device Ensure your customers can easily read

and navigate your emails no matter their device type Rest assured that every email that Windsor

Circle creates is responsive

54 of email is now opened on a mobile device Litmus ndashrdquoEmail Analyticsrdquo (Nov 2015)

PA G E 1 2

Guaranteed IntegrationsActionable eCommerce Data in Your Marketing Software

Our industry-standard data integrations

connect leading eCommerce platforms and

email service providers This allows you

to access predictive data fields in Windsor

Circle or your ESP to segment analyze and

combine large amounts of data

With access to all of these data points in

your ESP you can choose to leverage the

power of advanced segmentation and

personalization for your promotional

broadcast or newsletter email campaigns

directly in your ESP As a power user we

give you the ability to decide what suits

your business needs and how to utilize this

powerful data to get the most out of your

email marketing

Our team works with each new client to establish a guaranteed timeline to integration If we donrsquot deliver on our promise the first 30 days are free

ldquoIn the past 7 years Windsor Circle is the only partner wersquove integrated with in under 2-3 weeks where it actually worksrdquo

ndash Chris Manduka Marketing Manager Sailrite

Whether importing data fields into your ESP or running campaigns in Windsor Circle we give you access to over 70 fields such as

bull Customer billing shipping names amp addresses

bull Predictive order dates

bull Dynamic Product Recommendations - Hot Combos

bull Dynamic Product Recommendations - Related Items

bull Custom Segments (built in Windsor Circle and pushed to your ESP as well as updated on a nightly basis)

bull Coupon history

bull RFM scores and ranks

bull Custom data fields such as birthday gender style etc

bull The entirety of a customerrsquos order history including products purchased

PA G E 1 3

ROI amp Retention Resultsfeaturing 10x ROI amp 17 Lift Rate

Windsor Circle clients are driving more revenue increasing engagement and retaining more customers with

data-driven lifecycle marketing The results speak for themselves within 12 months of signing up our clients

see an average of 10x ROI and 17+ Retention Rate Lift Wersquore the only ones with a revenue promise

Visit WindsorCirclecomRealResults to read our clientsrsquo case studies

Client Case StudiesWhere others make claims we present the facts Read about the real results our clients are

proudly and publicly stating driven by Windsor Circle WindsorCirclecomRealResults

Increase in Repeat Customers73 14x ROI Decrease

in ChurnThe Engagement 724x

10X 17+

ldquoWindsor Circle has delivered You see it in the numbers I do believe itrsquos the single best thing we do on a daily basis Our retention program between WhatCounts and Windsor Circle is fantastic It delivers for us It is very easy to use We donrsquot want to be tied down building emails all day Itrsquos truly the best money we spendrdquo

ndash Phil Masiello Co-founder amp CEO 800razorscom

PA G E 1 4

PREDICT

RETAIN

PERSONALIZEAUTO

MAT

E

Behavioral DataGoogle Analytics Database

Plus custom home-grown and other platforms

GUARANTEED INTEGRATIONSCOMBINE ALL OF YOUR VALUABLE DATA WITH ONE TOOL

W I N D S O R C I R C L E C O M bull S A L E S W I N D S O R C I R C L E C O M bull 1 - 8 7 7 - 8 4 8 - 4 1 1 3

Guaranteed IntegrationsActionable eCommerce Data in Your Marketing Software

Our industry-standard data integrations

connect leading eCommerce platforms and

email service providers This allows you

to access predictive data fields in Windsor

Circle or your ESP to segment analyze and

combine large amounts of data

With access to all of these data points in

your ESP you can choose to leverage the

power of advanced segmentation and

personalization for your promotional

broadcast or newsletter email campaigns

directly in your ESP As a power user we

give you the ability to decide what suits

your business needs and how to utilize this

powerful data to get the most out of your

email marketing

Our team works with each new client to establish a guaranteed timeline to integration If we donrsquot deliver on our promise the first 30 days are free

ldquoIn the past 7 years Windsor Circle is the only partner wersquove integrated with in under 2-3 weeks where it actually worksrdquo

ndash Chris Manduka Marketing Manager Sailrite

Whether importing data fields into your ESP or running campaigns in Windsor Circle we give you access to over 70 fields such as

bull Customer billing shipping names amp addresses

bull Predictive order dates

bull Dynamic Product Recommendations - Hot Combos

bull Dynamic Product Recommendations - Related Items

bull Custom Segments (built in Windsor Circle and pushed to your ESP as well as updated on a nightly basis)

bull Coupon history

bull RFM scores and ranks

bull Custom data fields such as birthday gender style etc

bull The entirety of a customerrsquos order history including products purchased

PA G E 1 3

ROI amp Retention Resultsfeaturing 10x ROI amp 17 Lift Rate

Windsor Circle clients are driving more revenue increasing engagement and retaining more customers with

data-driven lifecycle marketing The results speak for themselves within 12 months of signing up our clients

see an average of 10x ROI and 17+ Retention Rate Lift Wersquore the only ones with a revenue promise

Visit WindsorCirclecomRealResults to read our clientsrsquo case studies

Client Case StudiesWhere others make claims we present the facts Read about the real results our clients are

proudly and publicly stating driven by Windsor Circle WindsorCirclecomRealResults

Increase in Repeat Customers73 14x ROI Decrease

in ChurnThe Engagement 724x

10X 17+

ldquoWindsor Circle has delivered You see it in the numbers I do believe itrsquos the single best thing we do on a daily basis Our retention program between WhatCounts and Windsor Circle is fantastic It delivers for us It is very easy to use We donrsquot want to be tied down building emails all day Itrsquos truly the best money we spendrdquo

ndash Phil Masiello Co-founder amp CEO 800razorscom

PA G E 1 4

PREDICT

RETAIN

PERSONALIZEAUTO

MAT

E

Behavioral DataGoogle Analytics Database

Plus custom home-grown and other platforms

GUARANTEED INTEGRATIONSCOMBINE ALL OF YOUR VALUABLE DATA WITH ONE TOOL

W I N D S O R C I R C L E C O M bull S A L E S W I N D S O R C I R C L E C O M bull 1 - 8 7 7 - 8 4 8 - 4 1 1 3

ROI amp Retention Resultsfeaturing 10x ROI amp 17 Lift Rate

Windsor Circle clients are driving more revenue increasing engagement and retaining more customers with

data-driven lifecycle marketing The results speak for themselves within 12 months of signing up our clients

see an average of 10x ROI and 17+ Retention Rate Lift Wersquore the only ones with a revenue promise

Visit WindsorCirclecomRealResults to read our clientsrsquo case studies

Client Case StudiesWhere others make claims we present the facts Read about the real results our clients are

proudly and publicly stating driven by Windsor Circle WindsorCirclecomRealResults

Increase in Repeat Customers73 14x ROI Decrease

in ChurnThe Engagement 724x

10X 17+

ldquoWindsor Circle has delivered You see it in the numbers I do believe itrsquos the single best thing we do on a daily basis Our retention program between WhatCounts and Windsor Circle is fantastic It delivers for us It is very easy to use We donrsquot want to be tied down building emails all day Itrsquos truly the best money we spendrdquo

ndash Phil Masiello Co-founder amp CEO 800razorscom

PA G E 1 4

PREDICT

RETAIN

PERSONALIZEAUTO

MAT

E

Behavioral DataGoogle Analytics Database

Plus custom home-grown and other platforms

GUARANTEED INTEGRATIONSCOMBINE ALL OF YOUR VALUABLE DATA WITH ONE TOOL

W I N D S O R C I R C L E C O M bull S A L E S W I N D S O R C I R C L E C O M bull 1 - 8 7 7 - 8 4 8 - 4 1 1 3

PREDICT

RETAIN

PERSONALIZEAUTO

MAT

E

Behavioral DataGoogle Analytics Database

Plus custom home-grown and other platforms

GUARANTEED INTEGRATIONSCOMBINE ALL OF YOUR VALUABLE DATA WITH ONE TOOL

W I N D S O R C I R C L E C O M bull S A L E S W I N D S O R C I R C L E C O M bull 1 - 8 7 7 - 8 4 8 - 4 1 1 3