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http: //bit. ly/thestateofengagement Marketo Proprietary and Confidential | © Marketo, Inc. 9/7/2021 Page 2

Inga Romanoff Yoav Guttman Romanoff Consultants Photoshelter CEO Demand Generation inga. romanoff@gmail. com yoav@photoshelter. com 212 -390 -0082

1 -WOMEN IN TECH PANEL November 15 Monarch Rooftop 2 -NEW YORK MARKETO USER GROUP November 29 Photoshelter 3 -MARKETO INC HOLIDAY PARTY December 5 TBD www. romanoffconsultants. com/events

You bring the loyalty, we bring the royalty

§ IMAGINE IF… § INTERESTING FACTS ABOUT LOYALTY § PERSONALIZED OFFERS § THE INTEGRATION OF SIRCOUPON WITH MARKETO § WHAT IS EARN AND BURN § SMS – OFFERS ON DEMAND § A SYSTEM THAT CAN CAPTURE PREFERENCES § GETTING STARTED

§ You could accomplish closed loop Marketing by being able to send out an offer § with your Marketing Automation System that. . . § Embeds a one-time-use secure offer § That optionally can be stored in a Mobile Wallet § That is specifically targeting one individual with his / her preferences

§ Click on the offer § Store it in an Mobile Wallet ( the Point of Sale ) or just open up the original offer at § Are reminded that they have an offer that can be redeemed when in the same area of the establishment

§ Merchant scans in the offer § Immediately can determine whether offer is valid and pull up a profile on the customer § Which will automatically trigger a response back to your email/Marketing automation system to do one of several things: § Send the customer a thank you email soon after purchase, possibly upselling with another offer § Send the customer a specific offer if person does or doesn’t respond to one or more offers after a certain period of time § Put someone on a particular “nurture track” to receive offers based on past behavior § Allow an individual to accrue points which are listed in each email (via a token) and give them specific rewards for reaching a certain threshold

§ Customers enjoy getting personalized offers § Customers benefit from a “gamified” and rewarding experience through being offered points towards rewards § Merchants benefit from: § Boosting brand awareness § Driving preference § Increasing shopping frequency § Reducing decision stress § Increasing loyalty, which results in happier customers § Leveraging existing infrastructure (your Marketing automation system) to create a rewards platform Source: Forrester, “Count on Contextual Coupons, ” by Colburn and Van. Boskirk

§ 75% of US loyalty card holders say they are more likely to shop at stores that offer loyalty points (Epsilon 7/2015) § Mobile wallets offer simplified loyalty membership § A majority of U. S. smartphone owners have expressed interested in storing loyalty cards in mobile wallets (Vibes, Equation Research 2016)

§ Sir. Coupon makes it easy for someone to send personalized offers through Marketo. These offers can be opened up on any smart phone and can be added effortlessly to Apple passport on i. Phones.

Marketo can embed offers it retrieves from Sir. Coupon into emails through the Sir. Coupon Marketo integration. How do I embed offers within an email What can I use to check whether someone redeemed an offer

§ Offers are scanned in at the customer’s Point of Sale system. § A merchant is armed with a tool that decrypts a QR code, bringing up a screen rich with information about the offer

§ By passing the redemption of the offer back into Marketo, Marketers can construct upsell/cross sell campaigns to people who specifically redeemed a prior offer. Marketers can similarly assign points for redeeming offers and construct all of the necessary elements of a loyalty reward program – including implementing an earn and burn model.

§ Implement earn and burn point system such that points become a currency and offers are only sent if requested (some earn and burn implementations requires SMS integration)

213 -516 -8813 § Send a person a weekly email but thai CLICK HERE FOR COUPON INFO: http: //sircoupon. com/guser. php? u=1 0 om 4 d 681234 asdf 1234 as Exp: 1121 -2015 SCORE: 12 You are going to really like the coupon we are sending you for Nahm Thai Kitchen. Check it out also give them the opportunity to request additional offers directly on their phone via SMS § Sir. Coupon remembers what the person may have been sent already (through Marketo) and automatically sends them the next scheduled offer when requested on demand.

§ Preferences such as how often offers are sent and the types of offers they are sent can be collected by Marketo or Sir. Coupon. § Similar to Marketo nurture streams, Sir. Coupon uses nurture tracks to determine who should get a particular stream of offers. One person may get men's clothing only while another person may get houseware discounts § A person can check their score at any time via their phone.

§ Since May, this small restaurant has sent out nearly 400 offers. With a 40% open rate, 25% click through rate and 7% redemption rate. § Since October 1, there has been 1 unsubscribe. Regardless of redemption rates, Sir. Coupon is enabling Nahm. Thai to be top of mind for over 40 customers when considering where to have their next dining experience. § Nahm Thai rewards customers for joining, staying in the program, having their friends use their referral codes, and are given even greater rewards for making purchases. § When someone reaches a reward level, they automatically get notified that they can redeem the reward. Alternatively, they can bank their points and continue to earn more for a bigger reward.

Jeff Goldberg – CEO, founder. Proven leader and entrepreneur with over 24+ years in Technology and Marketing. Led technical teams at IBM Global Services and served as Worldwide Marketing manager -- netting leadership and innovation award for developing various solutions. Previous roles at Intel, IBM, CBS-Viacom, Time Inc, Pitney Bowes and multiple startups. Fordham University MBA with honors with 1 patent issued by the Patent and Trade Office.