Circlewise's typical implementation process:
Initial Requirements & Project Scoping: Stakeholders define campaign goals, key features, integration needs, and reporting formats.
Configuration and Branding: Platform settings, user roles, workflows, and dashboards are tailored to brand-specific requirements.
Publisher Recruitment, Migration, and Setup: Existing publisher lists are migrated (if needed); Circlewise team assists in recruiting new partners from their marketplace.
Integration & Testing: API connections, data flows, and third-party tools are integrated and tested for accuracy and reliability.
Training and Guided Onboarding: Dedicated Circlewise specialists guide advertisers and publishers through self-service onboarding, step-by-step walkthroughs, and support resources.
Circlewise offers extensive customization options to fit specific business requirements, making it a highly flexible choice for advertisers, publishers, and agencies across various verticals. Multiple data points support the platform's adaptability and breadth of tailored solutions.
Fully branded and tailored interface, including custom logos, colors, and platform theming for a consistent brand experience.
Customizable analytics dashboards, performance reports, and campaign tracking with filters and KPIs appropriate for business priorities.
Self-service offer/partner management: Businesses can create, edit, pause, and optimize campaigns and commission structures directly.
Partner sign-up pages and recruitment workflows can be designed to fit target publisher profiles or audience niches.
Ad design and creative assets are customizable for different traffic types (e.g., blog, influencer, email/SMS, deals, price comparison).
Multi-layer tracking tools, including conversion, fraud, geotargeting, and real-time analytics, which can be configured to match business rules or compliance requirements.
REST API and third-party integrations for connecting Circlewise to other enterprise marketing or analytics platforms, enabling custom data flows and operational automation.
Custom deals, vouchers, and media campaign configuration based on business goals or promotional needs.
Customizable billing, payouts, and self-billing, supporting unique payout frequencies, tax compliance rules, and multi-country currency setups.
Advanced settings for targeting, commission rules, partner segmentation, reporting intervals, and notifications.
Tutorials and onboarding guides are available for configuring bespoke workflows and business processes in the platform.
Support for tailored recruitment, onboarding, and partner vetting, leveraging Circlewise's publisher marketplace and network.
Enterprise plan includes private VPC deployment, custom integrations, dedicated support team, and advanced permissions for organizations with complex requirements.
Circlewise offers a structured training and support ecosystem for new users, focusing on hands-on guidance, diverse learning formats, and responsive customer service. This approach is designed to accelerate onboarding and ensure long-term user confidence across advertiser and publisher segments.
In-person training sessions are available for teams requiring live, tailored workshops or setup help.
Live online training for a guided, interactive approach to onboarding; suitable for remote or distributed teams.
Webinars covering platform fundamentals, best practices, campaign setup, new features, and ongoing optimization.
Written documentation and tutorials are available through an online resource center and knowledge base, addressing both routine tasks and advanced functions.
Self-service onboarding via how-to guides and curated workflows, helping new users set up core functions step by step.
New user walkthroughs and platform tours are available for immediate orientation.
Dedicated account manager assigned to each client for operational support, program setup, and monthly campaign reviews.
Instant support channels: Priority email responses and—in higher support tiers—direct Slack integration with a dedicated agent.
Enterprise plan support includes a designated support team, advanced troubleshooting, and Service Level Agreement (SLA) guarantees.
Migration and integration help is offered for onboarding existing partner networks or connecting Circlewise with third-party systems.
Circlewise implements technical and organizational security measures to protect user and business data, meeting recognized compliance standards appropriate for affiliate marketing and enterprise environments.
AES-256 encryption at rest and TLS encryption in transit for all sensitive data, including user profiles, financial information, tracking identifiers, and campaign performance metrics.
GDPR and SOC-2 compliance, ensuring Circlewise meets European Union data protection standards, rigorous audit logging, and enterprise-grade internal control requirements.
Pseudonymization and masking of IP addresses, device IDs, and tracking identifiers to minimize personal data exposure and improve privacy.
Multi-layer technical and organizational controls structured according to Article 32(1) of the GDPR, assessing risk by the nature and likelihood of breaches for each business use case.
Single Sign-On (SSO), advanced permissions, dedicated audit logs, and role-based access controls for enterprise customers, with support for private VPC deployments for compliance-sensitive clients.
Geo-targeting protection and fraud detection tools are built into campaign management, reducing risks from unauthorized traffic or malicious actors.
Cookie policy and data processing agreements align with European and international data privacy laws, including the right for customers to audit or object to sub-processors.
Circlewise releases platform updates frequently, emphasizing rapid iteration and continuous improvement to support both advertisers and publishers. Their update cycle is designed to ensure stability and fast rollout of new features and bug fixes, while minimizing user disruption.
Circlewise operates on an agile release model, with updates commonly pushed as often as weekly for minor enhancements, fixes, and performance improvements.
Major feature releases or UI changes are typically introduced monthly or quarterly, with changes communicated through platform notifications or release notes.
Self-serve offer management lets users instantly create, edit, or pause campaigns, reflecting changes in real time without waiting for platform-side updates.
Updates are deployed automatically to cloud-hosted platforms, requiring no user intervention for most improvements or patches.
Release management includes quality assurance protocols and controlled rollouts; critical fixes can be hot-patched to production environments as needed.
Feature updates, security advisories, and enhancements are documented in release notes accessible via the platform dashboard or resource center.
Circlewise’s data ownership and portability policy guarantees users (advertisers and publishers) significant rights to their data, in line with modern cloud and SaaS industry standards as well as European data protection regulations. These rights are codified in their Data Processing Terms, Principal Agreement, and supporting privacy statements.
Users retain full ownership of the data entered into or generated by Circlewise in the course of using the platform, such as campaign performance data, publisher lists, conversion reports, and analytics.
Circlewise does not claim proprietary rights over customer intellectual property or campaign data, except for Circlewise’s own IP (technology, code, proprietary reporting formats).
Personal data and business performance data processed through Circlewise remain the property of the client and are handled solely as a processor on their behalf, in accordance with GDPR and contract terms.
On request or upon termination of the contract, users can export their data from Circlewise in standard formats (e.g., CSV, Excel, or via API), facilitating migration to other platforms or local storage.
Data subject to export includes end-user activity, publisher relationships, commissions, and historical campaign data accumulated throughout the use of the service.
Circlewise provides reasonable support to ensure that data export, transfer, or deletion is performed securely and in alignment with data protection regulations such as GDPR.
Clients may request deletion of all personal data from Circlewise’s systems following termination, with prompt confirmation provided after secure data disposal.
Circlewise’s contract renewal and cancellation terms are detailed, emphasizing user rights, transparent fee changes, refund conditions, material breach responses, and clear notification periods. The main data points below are from Circlewise’s Terms of Use for advertisers.
Contracts typically renew as defined in the individual signed agreement, with amendments possible by mutual written agreement.
Circlewise can adjust platform and service fees with thirty (30) days’ prior written notice; customers can terminate with fourteen (14) days’ written notice before the new fee takes effect.
Unless specifically noted, contracts commence on the date of execution and remain valid until termination by either party as described below.
Continued platform use after notified updates to the Terms constitutes acceptance of new contract conditions within thirty (30) days of notification.
Either party can terminate with three months’ written notice to the end of the month, for any or no reason; notice by email is valid.
Immediate termination is available if the other party commits a material breach not remedied within fourteen (14) days after written notification, ceases operations, or becomes insolvent.
Circlewise may suspend services and rights at any time with written notice for material breach, policy violation (e.g., prohibited content), or unlawful activity.
Fee changes allow contract termination by written notice at least fourteen (14) days before the new fees take effect, or the new fees apply afterwards.
No refund or prorated refund for amounts paid or accrued before the effective date of termination or fee change.
Any unpaid fees or partner payouts must be settled in full up to the effective date of cancellation or fee change.
Material breach from failure or partial payment results in fourteen (14) days’ notice and possible account disablement; unpaid accounts incur a penalty and external debt collection steps.
Circlewise meets key international compliance standards relevant to affiliate marketing, SaaS, and enterprise data protection. Its platform operations are structured to support legal, privacy, and information security mandates across regional and global markets.
GDPR (General Data Protection Regulation): All data collection, processing, and storage are aligned with EU data protection law, including data subject rights, consent management, breach reporting, and regular audit capabilities.
SOC 2 (Systems and Organization Controls): Circlewise follows best practices for security, availability, processing integrity, confidentiality, and privacy of customer data, supporting independently audited procedures and regular risk management.
ISO/IEC 27001: Circlewise implements an Information Security Management System (ISMS) conforming to ISO 27001 controls, including continuous monitoring, incident response, access control, encryption, and documentation.
EU Data Wiping, Data Residency, and Local Regulatory Adherence: For trade-in, migration, or device management processes, Circlewise complies with recent EU regulations for data wiping, transfer, and secure device lifecycle management.
Custom Data Processing Agreements (DPA): Advertisers and publishers can negotiate tailored data processing contracts, ensuring compliance with local legal requirements where necessary.
