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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 industry’s

only guaranteed, enterprise grade data integration between WebSphere Commerce and IBM Marketing Cloud.

Our platform includes a retention analytics suite, custom segmentation, and behavioral tracking to build rich

consumer profiles.

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 retailer’s existing marketing software.

Fast Growing, Well-Resourced & Global:• Founded in 2011• Over 300 retail clients internationally• Over $9MM+ in venture funding• Winners of Google Demo Day, 2014• Headquartered in Durham, NC We wear green pants. Want to know why?

Visit WindsorCircle.com/GreenPants

Here are just a few of our clients...

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If you can retain your customers you take pressure off the acquisition side of your business. You create more profitability at the bottom and longer-term stability.

- Nathan Decker, Director of Ecommerce for Evo

“”

LEADING MERCHANTS

to RETAIN THEIR CUSTOMERS

use IBM &

here are just a few...

WINDSOR CIRCLE

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Cart RecoveryRecapture Revenue from Abandoned Shopping Carts

Windsor Circle’s Cart Recovery solution helps retailers convert,

on average, 15% of abandoned shopping carts into sales .

Our solution detects cart abandonment through the eCommerce

platform and triggers a series of personalized cart recovery

communications. These automated recovery campaigns provide

shoppers with rich product information on exact items

left in the cart and direct l inks to the product landing page.

Cart Recovery Features:

• Easily set up optimal recovery email cadence & timing

• Offer shoppers tailored incentives unique to each email in the series

• Our anti-gaming technology automatically removes incentives from “intentional” cart abandons

• Create unique recovery emails using customized templates, sent through the retailer’s email marketing platform

Fully conFigurabletiming & cadenceanti-gaming

custom incentives

Our cart recovery effort in the end is that extra effort that to our consumers means: ‘I’m still here with you and we can help you complete your purchase,’ thus increasing the value with customer service to drive consumers to complete their purchase.

–Alex Gonzalez, CEO, Pet n’GO

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Windsor Circle clients are driving more revenue, increasing engagement, and retaining more

customers with data-driven lifecycle marketing. The results speak for themselves.

Visit WindsorCircle.com/RealResults to read our clients’ case studies.

Not only are we seeing a 14x ROI that we can attribute directly to Windsor Circle, but this data is something that is dynamically changing other parts of our business as well. We’re very pleased with the apples to apples comparison of ROI, but there are so many areas where we see ROI because the strategy and thought process was driven by Windsor Circle data or because of conversations we’ve had with our Client Success Manager.

– Jason Gazaway, Marketing & Branding Manager CablesAndKits.com

ROI & Retention Results

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: WindsorCircle.com/RealResults

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Increase in Repeat Customers73% 14x ROI Decrease

in ChurnThe Engagement 72%4x

We’re the only ones with an installation

guarantee and revenue promise.

10X 17%+

Within 12 months of signing up, our clients

see 10x ROI and 17%+ Retention Rate Lift.

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

likely to keep their customers.

Pinpoint customer trends and easily act on them using Windsor Circle’s Retention Analytics Suite,

which pulls in three years of historical, as well as ongoing product, purchase, and customer data.

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.

Retention Analytics Features:• Instantly measure key metrics like Customer Lifetime Value, Average Order Value,

latency, and retention rates by any date range or segment

• Find ways to increase revenue, profitability, and competitiveness

• Automatically build and evaluate retail customer segments

• Analyze source data to determine best customer acquisition channels

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

• Recognize top products, and gain insights about what type of customers are buying individual products

• Track both direct and influenced revenue from retention campaigns

Want to test drive before you buy? We’ll give you the keys to a 60-day trial, free!

Visit Windsorcircle.com/IBMFreeTrial

Retention AnalyticsKnow Your Customers

I like the dashboard, and we use this information all the time, even when we’re sending our weekly emails. We check the dashboard for the best time and day to send the emails. Windsor Circle has been helpful beyond automation, we have reliable data and a trustworthy partner to help us grow our business.

– Tygh Bailes, FounderPennington & Bailes

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Windsor Circle’s predictive analytics help retailers

optimize marketing campaigns based on customer,

purchase, and behavioral data and insights. Our team of

data scientists and engineers are constantly optimizing

our proprietary algorithms to ensure that our clients

have the “smartest” solutions available.

Deliver Smarter Content: We help ensure that

your customers receive the most relevant and

personalized messaging by incorporating dynamic

product recommendations. Dynamically insert

images of recently viewed products or product

categories into your email campaigns and serve them

to subscribers and customers. Additionally, you have

the option to include recommended products, in the

form of Hot Combos and Related Items, based on the

customer’s shopping behavior.

Reach Customers at the Perfect Time: Our predictive data science helps retailers understand the individual

buying pattern of repeat customers, and tailor re-marketing campaigns to each of their customers, automatically.

Each individual buying pattern triggers a series of replenishment emails based on the customer’s order history and

the average time it takes them to use a product.

Know Which Channels Deliver: With our automated, ongoing analysis of acquisition source and transaction data,

retailers can easily identify top performing channels by a range of metrics, including AOV, CLV and retention rates.

Stop Training Your Customers to Cheat the System: Our Cart Recovery product incorporates Anti-Gaming

technology to automatically predict instances of “intentional” cart abandonment and remove discount codes from

select recovery emails to optimize results.

The Power of Predictive Marketing

Powering our campaigns through the Windsor Circle software has made the process simpler and easier to digest, yet challenges us to look under every rock to make sure we are using the same process in all of our work.

– Jason Gazaway, Marketing & Branding Manager Cables&Kits

“”

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Ramping Retention

To succeed in today’s eCommerce environment, retailers must remain nimble. The ability to act quickly

is paramount. And that critical need is the driving force behind our suite of Campaign Automators.

We’re empowering retailers with complete, end-to-end control over their lifecycle marketing

campaigns. Retailers can quickly and easily create, manage and analyze automated retention email

series including First Purchase, Best Customer, and Win Back campaigns. So no matter which stage of

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

Here are just a few examples of the emails we offer...

Churning CustomersWin-back emails, based on either

static or predictive latency dates,

aim to re-engage lapsed but

valuable customers.

Best Customer Trigger reward emails at key

thresholds to start treating your

best customers like VIPs.

New Customer Post-purchase thank you emails

help nurture and encourage

shoppers after each purchase.

My goal was to eliminate cold, impersonal batch and blast emails, and use automation to send pre-defined messages to give customers a better, more customized experience as they went through the purchase cycle.

–Kevin Gianni, Co-owner, Annmarie Gianni Skin Care

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Automated Product ReplenishmentDrive Repeat Purchases of Essential Items Ready for Re-Order

Automated Product Replenishment Features:

• Automatically basket together multiple items up for replenishment into one email

• Cap frequencies to avoid sending too many emails

• Easy to install: 47% of beta users have set up and launched the campaign in less than an hour

Every online retailer’s goal is to build a loyal, happy

customer base full of repeat buyers. And that’s

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 Circle’s 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 marketer’s end.

Our predictive data science helps retailers

understand the individual buying pattern of repeat

purchasers, and tailor remarketing campaigns to

each of their customers, automatically.

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.

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F R E E R E T E N T I O N A N A L Y T I C SSign up for a 60 day free trial of Windsor Circle’s Retention Analytics Suite.

Want to test drive Windsor Circle before you buy?

Get a taste of what Windsor Circle is all about! We offer a 60-day free trial to qualified retailers,

giving you access to our full Retention Analytics Suite, plus use of our powerful Custom Segment

Builder. Start your free trial at Windsorcircle.com/IBMFreeTrial.

Custom Segment Builder

• Build and export custom

segments

• Unlimited parameters and

data sets

• Leverage information from

multiple databases

Daily eCommerce Report

• Powerful report useful for

teams and decision makers

• See which products &

categories are selling

• Track stats like AOV, CLV, and

latency over the last 30 days

Retention Analytics Suite

• Access key metrics

• Pinpoint customer trends

• Analyze source data

Industry BenchmarkingReports

• Compare your retention

and marketing metrics to

others in your industry

Retention is very important for us. Once we get customers to make their second purchase, they fall in love with the experience and continue to buy from us. We created personalized campaigns based on individual customer qualities so that each customer feels special and wants to remain a part of our community.

–Cortney Wright, VP of Marketing, Artbeads.com

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Merchants can keep their business on the cutting edge with Windsor Circle’s Behavioral

Track & Trigger solution. Browse Abandonment, a powerful new trigger in the suite,

automatically triggers emails to identified customers who browse or perform a site search

on a retailer’s online store without making a purchase.

Retailers can then create emails using custom templates that leverage product, purchase, and

individual customer data to incorporate dynamic product recommendations and offer related

promotions based on the product or category the customer viewed.

Behavioral Track & TriggerTurn Clicks into Revenue with Browse Abandonment Campaigns

Types of customer activities we can track include:• Site search details for product or catalog

• Product detail pages viewed

• Product categories viewed

• Number of times a product was viewed

• Products added to the shopping cart

• And many more...

Browse Abandonment Features:• Collect known and anonymous visitor

behavior data in unique customer profiles

• Cap email frequencies to avoid sending too

many emails

• Trigger browse abandonment emails based

on actions and thresholds, such as site

searches and time spent on site

• Incorporates Segment.io, one of the

fastest and most secure JavaScript solution

providers to track onsite customer behavior

*Results based on aggregate client performance data during beta period (4Q 2015).

** Based on Experian Marketing Services 2014 Benchmark Report

On Average, our customers generate$0.37 in revenue per email*

with Browse Abandonment Campaigns

That’s 3.5x the industry average**

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Windsor Circle’s 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. Leverage information from

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

data fields to generate segments ready for use in retention and other campaigns.

Custom Segment Builder Features:• Create segments by utilizing custom fields defined in your eCommerce platform,

such as birth date, furniture style, wine type, product margin, etc.

• Export segments directly to your email marketing platform or as a .CSV file

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

Custom Segment BuilderPutting the Power of Advanced Segmentation in Every Retailer’s Hands

We try to run a lot of smaller sales and we can do that now because I can use Segment Builder to determine anyone who’s purchased fabric within a specific category that would be interested in this sale. Or I can look at people who purchased a subset of tools that would be interested in related supplies and resources. These were just things that we could never do in the past.

– Chris Manduka, Marketing Manager, Sailrite

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Custom FieldsIntegrate Custom eCommerce Fields

to Unlock Scalable Personalization

The IssueAccess to categories, but not to styles. If someone buys a couch, they don’t need another couch, they need

products to go with the couch.

The Solution Create custom segments for each style type based on custom data fields imported by Windsor Circle.

These segments then receive automated product recommendations based on product and style.

Retailers are struggling to send dynamic recommendations that mimic how customers actually buy.

For instance, many product recommendation programs currently segment based on brand or category;

however, customers seek products from many different brands or categories in order to satisfy their need.

Windsor Circle can sync custom data fields defined in your eCommerce platform or other data source with

your marketing software to enable real personalization. Below is an example of how a furniture client

leveraged custom data fields to create new segments based on the style of furniture, not just brand or category.

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Our industry-standard data integrations connect leading eCommerce platforms and email service

providers, and are the foundation of retention automation. We utilize our best-of-class integrations

to power abandoned cart recovery emails, sophisticated personalization, segmented promotional

campaigns, automated customer retention programs, and more.

ECOMMERCE PLATFORM

SITE BEHAVIOR CUSTOM DATA

- Demographics- Point of Sale- ERP

SITE TRAFFIC

In addition to 16 other eCommerce platforms, including custom, home-grown, and other platforms

Using predictive algorithms and data science to track, segment, personalize, and optimize marketing

MARKETING SOFTWARE

• Reco• Replen

Recomm• Reco

• Replen• Seg

Guaranteed IntegrationsPowerful Data at Your Fingertips with Windsor Circle’s Integrations

COMBINING ALL THE VALUABLE DATA YOU NEED...

TO REACH CUSTOMERS IN EVERY STAGE OF THE LIFECYCLE.

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All Windsor Circle clients are paired with a Client Success Manager, plus tech support and design

resources to ensure fast implementation . Our team of eCommerce experts can help you:

We understand that every retailer is unique. No matter what level of support you’re 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, optimal

number of Custom Segments.

Calls with our Client Success Manager are always a highlight. They take time to understand our business’ needs, give advice, make suggestions, and encourage progress. I never feel like ‘just another customer’.

– Tamara Falcke, Email Channel Manager, SurfStitch.com

“”

• Assess customer lifecycle and retention marketing opportunities

• Design and build your templated or custom email campaigns

• Provide ongoing support, strategy, and implementation services

Examples of custom emails that our Client Success team has created

All of our emails are mobile responsive.

Professional Services Team Our dedicated team of eCommerce

experts are with you every step of the way

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