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.

Use this SOP as a template

Copy or download the full procedure as Markdown or a Word file, then adapt it to your Klaviyo setup. Free, no signup, paste it straight into Notion, Google Docs, or ReccordSOP.

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)

Related guide

The Klaviyo flow audit framework

Five checks, a scoring rubric, and a quarterly cadence for catching broken triggers, aged-out segments, and revenue leaks.

Related guide

The Klaviyo deliverability SOP

Sender reputation, list hygiene, and the sunset policy that keeps your flows out of the spam folder.

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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