Organic revenue growth in H1 2018

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2 2 Preliminary results 2017

3 Continued delivery against strategy geographic expansion, product innovation and partnership development Completed Comapi acquisition - facilitating shift to omnichannel offering Enabling high-quality, data-led insights driving meaningful returns for marketers Core international sales represented 25% of total sales, up from 22% in the first half of 2017 Organic revenue growth in H Interim Results Presentation 2018

4 4 Interim Preliminary Results results Presentation

5 Group revenue Grew 25% to 18.8m (H1 2017: 15.0m) Constant currency revenues 19.1m (+27%) Dec 17 M Dec 16 M Core Growth % Monthly ARPU up 17% to 760 (H1 2017: 650) Core International Revenue Now 25% of total (H1 2017: 22%) Revenue from strategic partners Increased by 35% to 7.2m (H1 2017: 5.4m) Cost of sales analysis Marketing increased to 1.1m (H1 2017: 0.8m) Partner commission 1.0m (H1 2017: 0.8m) Comapi contributed 0.9m in the period Key investment areas People (+37 people in last 12 months) Partnerships and Products Revenue % # Cost of Sales % # Gross Profit % # Admin Expenses 11.1* % # Operating profit 4.6* 4.3 3% # EBITDA % # 5 Interim Results Presentation 2018 * Excludes exceptional cost of 0.2m in the period for the acquisition of Comapi # like for like growth (excluding Comapi)

6 REVENUE BY GEOGRAPHY FUNCTIONAL RECURRING REVENUE 86% 83% 2.9m, 19% H H m, 22% H H % 14% 2% 3% EMEA US APAC H H REVENUE H Magento 20% REVENUE H Magento 25% Direct 65% Salesforce 8% Dynamics 7% Direct 58% Other partners 1% Salesforce 9% Dynamics 7% 6 Interim Results Presentation 2018

7 REVENUE in m Growth trends continue for both revenue and profit m 889% Revenue growth Group Revenue EBITDA Cash at Period End 850% EBITDA growth m 29% Revenue CAGR 8 6 Comapi acquired for 10.7m 5.7m 28% EBITDA CAGR H H H H H H H H H H Interim Results Presentation 2018

8 Healthy balance sheet No debt Bandwidth for strategic investments Strong distributable reserves Current liabilities in Comapi were 2.7m at the end of the period Balance sheet Dec 17 M Assets Other Current Assets Dec 16 M Cash Total Assets Non Current Liabilities Current Liabilities Total Liabilities Net Assets Interim Results Presentation 2018

9 9 Interim Results Presentation 2018

10 Initiated International Integrated Omni-channel Ellipsis becomes dotmailer Listed as a PLC. Focus on marketing. Expansion commences with first US office opening in New York. Others follow. Growing reputation brings large technology partners on board Comapi acquisition begins dotmailer s omni-channel platform transition 10 Interim Results Presentation 2018

11 11 Interim Results Presentation 2018

12 A best-of-breed platform Incredible speed-of-use Omni-channel marketing automation made easy is via the intuitive UI Continuous platform innovation ensures market-leading position Experts on hand 24/5 Technical support Account Management provides one point of contact and maxes ROI Add-on Professional Services for strategic advice and assistance Data-first approach Analytic reports to make clear which tactics and campaigns are working Capture, enrich and share data between marketing channels. Avoid data silos by connecting data from other sources Messaging customers love Better looking s so customers will love hearing from businesses. Delivering relevant marketing so every touch point feels personal. Smart lifecycle marketing to ensure consumers get what they want, when they want. Alerts, reminders and notifications to customers in their preferred channel Provide a better ecommerce experience by using online data to trigger ROI campaigns Be a brand that listens Treat B2B customers appropriately by use of lead scoring and profiling. Lets customers talk to brands through conversational tools Surveys and forms let customers get in touch quickly and easily Deliver a better brand experience by personalising the customer journey 12 Interim Results Presentation 2018

13 Comapi acquired in November Now part of the dotdigital group. Broadens channels, adds two-way conversation, enhances quality of data. Diversifies revenue stream and ability to drive results for customers. Originally we were SINGLE CHANNEL We evolved to be MULTI-CHANNEL We ve now entered OMNI-CHANNEL 13 Interim Results Presentation 2018

14 Personalised newsletters Lifecycle marketing Marketing automation Send time optimisation Product recommendations Social Communicate using FB Messenger Extend reach via B Custom Audiences Reach new audiences (e.g. WhatsApp and others launching soon) Connect with your audience on Social Mobile SMS dispatch notifications Broadcast timely SMS offers Engage VIPs with Imessages Send triggered SMS campaigns Web Web Push notifications Web Behaviour Tracking Personalise web content Abandoned Cart campaign Offline Integrate your store data Synchronise with your CRM data Connect to 3rd party systems Ensure a seamless online and offline experience Chat Answer customer questions quickly and convert them faster Better service customer support Triage your sales process Shorten response times 14 Interim Results Presentation 2018

15 Ecommerce CRM 15 Interim Results Presentation 2018

16 International sales now represent 25% of total sales (H1 2017: 22%) Core EMEA business growing double-digit US revenue up 44% driven by system integrators and channel partners APAC operation establishing itself UK N. America Aus & NZ Nordics SE Asia Benelux S. Africa ROW Pilot Emerging Expanding Established #1 Marketing Automation provider Fast growing market share with ecommerce focus Fast growing market share and strengthening partnerships Entered 2017 promising early signs Entered 2017 pipeline gaining momentum Entering 2018 Entering 2018 Planned 2019 onwards 16 Interim Results Presentation 2018

17 17 Interim Results Presentation 2018

18 Dotlives and thought leadership to drive interest in our products Developing the platform to help customers comply Customers pausing for breath ahead of implementation Significantly improved competitive position post-implementation 18 Interim Results Presentation 2018

19 Rapid Growth: in 2017, e-commerce growth was up 16.0%, an acceleration from 14.9% last year. 1 Multi-channel demand: Online stores, retail stores, wholesale, pop-up shops, social networks, mobile apps Mobile and Social: New technology shaping e-commerce growth. Total digital commerce grew 15% in 3Q17, with mobile devices accounting for 45% of all the orders and 58% of the overall traffic. 2 Market share of e-commerce platforms 3 34% 27% 11% 29% WooCommerce Shopify Magento Others Strong position and an established brand. Intuitive product that responds and adapts to customer needs. Meaningful partnerships and integrations with the biggest e- commerce players. Evolution to omnichannel offering leverages the demand in mobile e- commerce. 19 Interim Results Presentation Deutsche Bank, February Salesforce shopping index report, Aheadworks, 2016

20 20 Interim Results Presentation 2018

21 1. Focus on developing our platform driving organic growth 2. High quality product improves reputation and drives meaningful long-term relationships with partners 3. Key partner relationships help drive international expansion in growing markets 4. Inorganic activity is selective and supplemental 21 Interim Results Presentation 2018

22 First half shows strong progress against all strategic ambitions Comapi acquisition sets tone for omnichannel future Board confident in expectations for the full year 22 Interim Results Presentation 2018

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25 We employ 276 people* Sales & Marketing. 107 people IT & Development. 84 people Client Services. 51 people Other. 34 people In 8 office locations around the world UK - London, EC, Manchester. 222 people US - New York. 23 people Australia - Sydney, Melbourne. 8 people Minsk Belarus.17 people South Africa - Cape Town. 5 people Vietnam - Hanoi. 1 person Significant shareholders Directors 17.6% European Institutions Liontrust Investment Holdings 20.0% Slater Investment Ltd 5.9% Canaccord Genuity 3.7% Herald Investment Management 3.7% Highclere International 3.6% Franklin Templeton Fund Management 3.1% Allianz Global Investors 2.9% Global Reach Grandeur Peak (USA), Royce Funds (USA), Pie Funds (NZ), TDM (Aus), Microequities (Aus) * Excludes 28 people from acquisition of Comapi based in the UK and Poland 25 Interim Results Presentation 2018

26 dotmailer is a the trusted marketing partner of huge success stories around the world 26 Interim Results Presentation 2018

27 27 Interim Results Presentation 2018