2. 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. That’s 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
industry’s 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 retailer’s existing marketing software.
Fast Growing, Well-Resourced & Global:
• Founded in 2011
• Over 350 retail clients internationally
• Over $13M 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
®
Are you growing a sustainable eCommerce business?
Here are just a few of our clients...
PAGE 1
3. Core Offering
Predictive Analytics, Benchmarking & More – Page 3
Segment Builder & Custom Fields – Page 4
Customized Retention Automation
Complete Control Over Your Lifecycle Campaigns – Page 5
Dozens of Recipes, Unlimited Possibilities – Page 6
Predictive Product Replenishment Automation
Drive Repeat Purchases Based on Individual Behavior – Page 7
Stop the Guesswork – Page 8
Abandoned Cart Recovery
including Anti-Gaming Technology – Page 9
Behavioral Track & Trigger
including Browse Abandonment & Site Search Automatiors – Page 10
Professional Services
Service Packages, Strategy & Reporting – Page 11
Agency Services: Custom Templates, Design & Coding – Page 12
Guaranteed Integrations
actionable eCommerce Data in Your Marketing Software – Page 13
ROI & Retention Results
featuring 10x ROI & 17% Lift Rate – Page 14
Included in all
subscriptions
Additional
product offerings
Table of Contents
“Our vision with Windsor Circle is to make
data-led decisions to optimize every subscriber’s
and customer’s email journey.”
– Tamara Falcke, Email Channel Manager, SurfStitch.com
Professional
Services
PAGE 2
4. Core Offering
Predictive Analytics, Benchmarking & More
Retailers who leverage purchase history and behavioral data to truly know their customers are
more likely to keep their customers.
Windsor Circle’s 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:
• Instantly measure key metrics like Customer Lifetime Value, Average Order Value, latency, and
retention rates by any date range or segment
• Discover how your retention efforts compare to industry benchmark data
• Access three years or more of historical, as well as ongoing product, purchase, and customer data
• Use our Intelligent Recommendations feature to easily identify and act on trends to increase
revenue, profitability, and competitiveness
• Automatically build and evaluate retail customer segments based on performance data
• Analyze source data to determine best customer acquisition channels
• Identify which coupons have the longest residual use or largest overall revenue impact
• Stay on top of product, campaign and customer trends with our Daily Insights Report
“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.”
– Tygh Bailes, Founder, Pennington & Bailes
Want to test drive before you buy?
We’ll give you the keys to a limited
duration trial, free!
Visit WindsorCircle.com/FreeTrial
PAGE 3
5. Core Offering
Custom Segment Builder & Custom Fields
· Number of orders
· Store ID
· Shipping zip/postal 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:
• Ability to create and apply advanced segmentation within all of the
Windsor Circle campaign automators to ensure you’re sending the
most relevant messaging to each of your customer groups
• 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
• Sync segments with your ESP (using our Guaranteed Integrations
see page 13)
Feature Highlight: Predictive Gender
Windsor Circle’s 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:
• Product Attributes
• Ship Date
• Birthdate
• Brand Names
• Order Source
• Order Status
• Make/Model
• Production Year
• Business Type
• Loyalty Points for Rewards
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 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
PAGE 4
6. To succeed in today’s 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:
• 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
• Personalize each email with Dynamic Product Recommendations
• Choose from a variety of responsive design templates
• Set schedules and priority levels for all campaigns to ensure that
customers are not overwhelmed by too many emails
• Control whether a campaign is a single-send email or an automated campaign series
Customized Retention Automation
Complete Control Over Lifecycle Campaigns
PAGE 5
Our levels of campaign
segmentation are off the chart!
Your product, customer and order
data are combined to power all
Custom Campaign Automators
7. 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 Automation
Dozens 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:
• Customer Education including: product,
company, free shipping, brand builder
• Churn Prevention
• Predictive Win-Back
• Best Customer
• Biggest Spender
• First Purchase
• Purchase Anniversary
• Purchase Reminder - Category
• Post Purchase
• New Product Release
• Predictive Product Recommendations
• Predictive Order Reminders
• Birthday Series
• Or build your own Custom Automator
for your specific needs
PAGE 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
8. Drive Repeat Purchases Based on Individual Behavior
Automated Product Replenishment Features:
• Basket together multiple items up for replenishment into one email
• Automatically identifies the replenishable products in your catalog
• Cap frequencies to avoid sending too many emails
• Easy to install, build and manage
• Advanced segmentation ensures that the perfect
message is sent to the right customers every time.
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.
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
PAGE 7
9. It’s 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 customer’s consumption patterns. That’s not just smarter
replenishment, that’s 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
$1.41 RPE
B2C Magento Merchant B2B Magento Merchant
Predictive Product
Replenishment Automation
Stop the Guesswork
PAGE 8
10. Abandoned Cart Recovery
including Anti-Gaming Technology
“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’.”
–Alex Gonzalez, CEO, pet n’GO
Windsor Circle’s 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:
• Easily set up optimal recovery email cadence & timing
• Advanced segmentation capabilities allow you to send different cart recovery
email variations to key segments like big spenders and best customers
• Offer shoppers tailored incentives unique to each of three emails in the series
• Our anti-gaming technology automatically prevents incentive emails from being served to “intentional” cart abandoners
• Create unique recovery emails using customized templates, sent through the retailer’s email marketing platform
PAGE 9
11. Behavioral Track & Trigger
including Browse Abandonment and Site Search Automators
PAGE 10
*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
$0.44 in revenue per email*
with Browse Abandonment Campaigns
That’s 4x the industry average**
Merchants can keep their business on the cutting edge with Windsor Circle’s Behavioral Track &
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 retailer’s 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 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
• Advanced custom segmentation capabilities
allow you to serve highly targeted campaigns
based on your business needs
• 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
• Leverages Segment.io, one of the fastest and
most secure JavaScript solution providers to
track onsite customer behavior
12. “I look forward to my quarterly calls with Windsor Circle.
The reality is that most vendor calls are a waste of
time – they’re all trying to sell me something. Windsor
Circle brings something to the table that helps me and
gives me actionable advice.”
– Chris Johnson - President & CEO of Pegasus Lighting
Client Success & Professional Services
Service Packages, Strategy & Reporting
Data science isn’t easy. If you’re like most retailers, you’re sitting on a mountain of customer, product
order and behavioral information, but lack the resources to make it truly actionable. That’s 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 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, 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 you’re seeking, we can help you:
• Build a forward-looking 30/60/90 day plan
• Monitor and review campaign performance
• Assess customer lifecycle and retention marketing opportunities
• Design and build your templated or custom email campaigns
• Provide ongoing support, strategy, and implementation services
• 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 HolidayThank-You
Amaze Your Best
Customers
Holiday Single Send Best
Customer
Best Customer 6x Best Customer 9x
Help Your Customers
Buy More
Cross Promotional/Upgrade Single
Sends
Save Churning
Customers
Pre-Win-Back Series
Create Evangelists Anniversary Automation 2x Buyer Series
Listen To Your
Customers
PAGE 11
13. Examples of custom emails that our Client Success team has created:
All of our emails are mobile responsive.
Agency Design Services
Custom Templates, Design & Coding
We understand that every retailer is unique. That’s why Windsor Circle’s 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 team’s 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 –”Email Analytics” (Nov 2015)
PAGE 12
14. Guaranteed Integrations
Actionable 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 don’t
deliver on our promise, the first 30 days are free!
“In the past 7 years, Windsor Circle is the only
partner we’ve integrated with in under 2-3 weeks
where it actually works.”
– 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:
• Customer billing, shipping names & addresses
• Predictive order dates
• Dynamic Product Recommendations - Hot Combos
• Dynamic Product Recommendations - Related Items
• Custom Segments (built in Windsor Circle and pushed to your ESP, as well as updated on a nightly basis)
• Coupon history
• RFM scores and ranks
• Custom data fields, such as birthday, gender, style, etc.
• The entirety of a customer’s order history, including products purchased
PAGE 13
15. ROI & Retention Results
featuring 10x ROI & 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. We’re the only ones with a revenue promise.
Visit WindsorCircle.com/RealResults to read our clients’ case studies.
Client Case Studies
Where 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
Increase in
Repeat Customers73%
14x ROI
Decrease
in Churn
The
Engagement 72%
4x
10X 17%+
“Windsor Circle has delivered. You see it in the numbers. I do
believe it’s 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 don’t
want to be tied down building emails all day. It’s truly the
best money we spend.”
– Phil Masiello, Co-founder & CEO, 800razors.com
PAGE 14
16. PREDICT
RETAIN
PERSONALIZE
AUTOMATE
Behavioral DataGoogle Analytics Database
Plus custom, home-grown, and other platforms
GUARANTEED INTEGRATIONS
COMBINE ALL OF YOUR VALUABLE DATA WITH ONE TOOL
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