Windsor Circle is a Customer Retention and Predictive Marketing Platform for retailers. We power big data integrations, customer analytics and segmentation, and predictive, behavioral and retention marketing campaigns. More than 300 global retailers use Windsor Circle for personalized, automated, and segmented data-driven campaigns including: lifecycle marketing, product recommendations, product replenishment, customer loyalty, cart recovery, browse abandonment, and more.
We’re a team of data scientists, digital marketers, client advocates, and software developers. We’ve got the expertise and motivation to help you maximize customer value, retention, and engagement through automated and personalized marketing campaigns.
We have an entire Client Success team dedicated to creating real results and exciting ROI for retailers. We provide installation and execution support, best practices coaching, and retention strategy, a true partner in your goal to Know, Grow, and Keep Your Customers.
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
We’re thrilled to see a 25x ROI from
our data-driven marketing campaigns,
powered by Windsor Circle.
– Ben Kirshner, CEO
CoffeeForLess.com
®
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Page 3 – ROI & Retention Results
Page 4 – Retention Analytics
Page 5 – Automated Customer Retention
Page 6 – Ramping Retention
Page 7 – Automated Product Replenishment
Page 8– Behavioral Track & Trigger
Our vision with Windsor Circle is to make
data-led decisions to optimize every subscriber’s
and customer’s email journey. Our goal
is to reach out automatically at the first sign of
disengagement to improve subscriber sentiment.
– Tamara Falcke, Email Channel Manager
SurfStitch
Table of Contents
Page 9 – Cart Recovery
Page 10 – Custom Segment Builder
Page 11 – Custom Fields
Page 12 – Guaranteed Integrations
Page 13– Pricing & Service Packages
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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 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
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Increase in Repeat Customers73
%50x
ROI
Decrease in Churn The Engagement72
%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.
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/60DayTrial
Retention Analytics
Know 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, Founder
Pennington & Bailes
“
Our vision is to help every retailer provide an exceptional customer experience by integrating and analyzing purchase history, product and customer data. Windsor Circle creates and updates data and segments directly in your email marketing software, where we build and trigger customer retention campaigns.
Our team helps you assess
opportunities, build your retention marketing templates, and provides ongoing support, strategy, and design and implementation services. Your data should drive personalized
marketing that engages customers in a relevant and meaningful way, automatically.
Automated Customer Retention
9 Pillars
The 9 Pillars of Retention Automation is a comprehensive framework that guides retailers along the path of automated customer retention. More than 300 retailers rely on this framework to power lifecycle and retention marketing campaigns to keep their customers and drive more revenue.
Know Your
customers connecteDGet
sAve Your
cHurnInG customers evAnGeLIstscreAte LIsten to Your customers AcQuIre retAInABLe customers tHAnK Your
customers Best customersAmAZe Your customers BuY moreHeLP Your
A Data-Driven Customer Experience
ourclient, teeturtle, createdanevidence-basedlifecyclemarketing program, poweredbydataprovidedbywindsorcircle. inthreemonthsthey increasedengagementby 146%anddoubledtheirbestcustomersegment.
Ramping Retention
New Subscriber Optimize your welcome series with a unique coupon code and product recommendation. Churning Customers Win-back emails, based on either static or predictive latency dates, aim to re-engage lapsed but valuable customers. Best Customer Reward emails are triggered 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.Automated Product Replenishment
Drive Repeat Purchases of Essential Items Ready for Re-Order
Automated Product Replenishment Features:
• Customizable email templates available within the ESP • Automatically basket together multiple items
up for replenishment into one email
• Avoid sending too many emails by setting a frequency cap • Access key replenishment metrics
• Track revenue associated with replenishment campaigns
Creating a replenishment campaign was a no brainer for
us, as we sell consumable products – namely coffee and tea.
Our replenishment emails see open rates of 35% with click
rates of 5%. The goal of this email is to get in front of the
customer before they run out of coffee, so leveraging
Windsor Circle’s predictive data is key to the success
of this marketing campaign.
–Ziv Karmi, eCommerce Manager
CoffeeForLess.com
®
Customers who purchase products with a natural lifecycle are prime
candidates for receiving replenishment campaigns, one of the most effective and profitable types of retention marketing. 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 re-marketing campaigns to each of their customers, automatically. Buying patterns are used to power replenishment emails by triggering them based on a customer’s order history and the product’s usage rate.
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Merchants can keep their business on the cutting edge with Windsor Circle’s Behavioral Track & Trigger solution. Automatically trigger emails to identified customers who browse a retailer’s online store without making a purchase. 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 & Trigger
Engage Active Visitors with Incredibly Personalized Campaigns
I’ve never seen a marketing platform
be able to do things like this.
- Jessica Steinberg, Email Marketing Manager
evo.com
Behavioral Track & Trigger Features:
• Collect known visitor data and add to existing customer profiles • Frequency capping to avoid
sending too many emails • Trigger browse abandonment
emails based on thresholds, such as time spent on site
Behavioral Track & Trigger Benefits:
• Target site visits that didn’t convert into revenue
• Add behavioral data to your customer profiles, and create new profiles for anonymous users
• Keep your business top of mind with relevant content that is optimized for engagement
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Cart Recovery
Recapture 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 links 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
Source: How Retailers Large and Small Can
69
%
Average rate of shopping
carts abandoned online
61
%
Retailers surveyed
not using cart recovery
campaigns
15
%
Rate of recovery seen
by our clients
FuLLY conFIGurABLe tImInG & cADence
AntI-GAmInG custom
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:
• Export segments directly to your email marketing platform or as a CSV file • Create segments by utilizing custom fields defined in your eCommerce platform,
such as birth date, furniture style, wine type, product margin, etc. • See key metrics on every segment, such as AOV, CLV, latency, and revenue
Coupon
Using the right balance of coupons and promotions, in combination with behavioral segmentation, will drive significantly more sales and profit. Separate customers who only purchase using coupons from customers who purchase at full price to better serve those two groups while increasing CLV.
Best Customers
Best customers can create 8x+ the revenue of one-time shoppers. Reward best customers’ loyalty, and they will continue to create substantial ROI and higher CLV. Use RFM analysis, to score customers based on recency of purchase, frequency of purchase, and monetary spend to find best customers quickly.
Win-Back
Customer churn occurs during the inactive stage of the customer lifecycle, when a customer ceases to purchase and no longer engages with the brand. Create a churning customers segment and target them with messages made to win them back.
Custom Segment Builder
Putting the Power of Advanced Segmentation in Every Retailer’s Hands
Before Windsor Circle we were in the caveman era of automation.
Retention marketing is very important to focus on [...] because
it’s very expensive to acquire new customers. Our ad spend is
pretty fixed and pretty expensive. If you can retain customers
you take the pressure off the acquisition side of the business
and create more profitability at the bottom and longer term
stability allowing you to provide jobs for your employees
and awesome experiences for your customers.
– Nathan Decker, Director of eCommerce
evo.com
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Custom Fields
Integrate Custom eCommerce Fields
to Unlock Scalable Personalization
The Issue
Access 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
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.
Our Integrations Provide:
• Import customer, product, & order data from your eCommerce platform, plus Google Analytics source data, into your email marketing software
• Complete installation in five business days, guaranteed by Windsor Circle’s 5 Day Promise
• Additional integrations to Inventory and order management, point-of-sale systems, Google Analytics source data, and other data sets with our pre-built APIs, plugins, or custom data feeds
• The flexibility to pull three or more years of historical data plus going-forward data. We’ll cleanse, augment, analyze, and visualize this data, then we’ll enhance it with customer scores, predictive order dates, dynamic product recommendations, and more
Guaranteed Integrations
Powerful Data at Your Fingertips with Windsor Circle’s Integrations
GooGLe AnALYtIcs custom DAtA sets
Pricing & Service Packages
Keep Your Customers & Drive More Repeat Buyers
Easy Integration
Up & Running in 5 Days
Retention Revenue
in 30 Days
Service Packages (annual)
Professional Services Starter Professional Premium Platinum
Pricing Included $5,000 $10,000 $20,000
Consultation Frequency Every 2 months Every 2 weeks Weekly Twice per week
Additional Email Creative 0 8 16 32
Additional Customer Segments 0 3 6 12
Platform Pricing
Contact us to learn more about pricing:
[email protected] • 1.877.848.4113 • WindsorCircle.com/Get-Started
