Tool SOPs/Klaviyo/Win-Back Campaign

Klaviyo Win-Back Campaign SOP

AY
Anand Yadav · Founder, ReccordSOP
·Last reviewed June 1, 2026

Customers who bought once and never came back are the biggest pool of latent revenue in your database. A working win-back campaign reactivates 5 to 15 percent of them. Most brands either skip win-back entirely or run it so aggressively they nuke their list.

Why this SOP matters

Reactivating an existing customer costs about a third as much as acquiring a new one. Most CRMs ignore lapsed customers entirely. This SOP turns that pool into incremental revenue.

Step-by-step SOP

  1. 1

    Define what 'lapsed' means for your category

    Consumables: 60 days since last order. Apparel: 90-120 days. Beauty: 90 days. Calibrate to your repurchase cycle.

  2. 2

    Build the lapsed segment

    Last order date older than threshold, active email subscriber, no order in last 7 days (avoid race conditions).

  3. 3

    Plan the 4-message arc

    1: we miss you (no offer). 2: what's new. 3: discount nudge. 4: final urgency. Spaced 5-7 days apart.

  4. 4

    Exclude active subscribers

    Subscription customers should never get win-back, they're still active.

  5. 5

    Use unique discount codes

    Win-back discount codes leak to deal sites within weeks if static. Use Shopify unique codes or Klaviyo's profile-specific codes.

  6. 6

    Tag profiles entering the campaign

    winback-q4-2026 tag. Powers measurement and prevents double-targeting.

  7. 7

    Track reactivation rate, not open rate

    Open rates on win-back are misleading. Track customers who placed an order within 30 days of the campaign.

  8. 8

    Pause win-back at expiry

    After 180 days lapsed, move to a deeper sunset flow. Two failed win-backs and they're rest.

Common mistakes to avoid

  • ×Treating all lapsed customers the same (high-LTV deserves different treatment than low-LTV)
  • ×Using static discount codes that leak to deal sites
  • ×Including active subscribers in the segment, churning them with unnecessary discounts
  • ×Measuring open rate instead of actual reactivation rate
  • ×Running win-back continuously instead of in clean cohorts (creates inconsistent measurement)

Stop rewriting this SOP every quarter

Record your screen while performing the klaviyo win-back campaign. ReccordSOP turns the recording into a SOP with timestamped screenshots. When your live setup changes, drift detection flags it.

Generate this SOP free

FAQ

How long should I wait before sending win-back?

60 days for consumables, 90-120 for apparel. Sooner feels desperate. Later loses momentum.

How big should the win-back discount be?

15-20 percent. Below that and lapsed customers don't bite. Above that and you train discount-shopping.

What's a good reactivation rate?

5-10 percent of contacted lapsed customers is good. 15+ percent is excellent and means your product still has strong fit.

AY
Anand YadavFounder, ReccordSOP

I built ReccordSOP after watching too many DTC ops teams lose months to undocumented workflows. These SOPs are battle-tested with Shopify operators running $1M to $50M brands.

Last reviewed June 1, 2026

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