Setting up win-back email automation in Klaviyo

Setting up a win-back email automation in Klaviyo is an excellent way to re-engage inactive customers and encourage them to make another purchase. Here’s a step-by-step guide to help you set up an effective win-back email campaign in Klaviyo:

Steps to Set Up Win-Back Email Automation in Klaviyo

1. Log into Klaviyo

2. Create a New Flow

  • Go to the “Flows” tab on the left-hand side of the dashboard.
  • Click on the “Create Flow” button.

3. Choose a Flow Template or Start from Scratch

  • Klaviyo offers a pre-built “Winback Flow” template you can use and customize. Alternatively, you can start from scratch by selecting “Create from Scratch” and choosing “Segment Triggered Flow.”

4. Define the Flow Trigger

  • The trigger for a win-back campaign is typically based on customer inactivity.
    • Choose “Segment Trigger” and create a segment of customers who haven’t made a purchase in a specific time frame (e.g., 90 days).
    • To create a segment, go to the “Lists & Segments” tab, click “Create List/Segment,” and choose “Segment.”
    • Define the conditions for inactivity (e.g., “Placed Order zero times in the last 90 days”).

5. Add Emails to the Sequence

  • First Email (Initial Re-engagement):
    • Drag and drop the “Email” action to the flow builder.
    • Set this email to send immediately after the trigger event.
    • Create an email that acknowledges the customer’s inactivity and offers a compelling reason to come back (e.g., a special discount or offer).
  • Second Email (Follow-Up Reminder):
    • Add a time delay (e.g., wait 7 days).
    • Drag and drop another “Email” action.
    • Craft an email that reminds the customer of the offer and highlights popular or new products.
  • Third Email (Final Attempt):
    • Add another time delay (e.g., wait 14 days).
    • Drag and drop an “Email” action.
    • Send a final reminder with an enhanced offer or a sense of urgency (e.g., “Last chance to save 20%!”).
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6. Customize Email Content

  • Use personalization tags (e.g., {{ first_name }}) to make your emails more relevant.
  • Include dynamic content blocks to show products they previously viewed or purchased.
  • Ensure the emails are visually appealing and on-brand.

7. Set Up Flow Filters

  • Add filters to exclude customers who have made a purchase after entering the flow. This prevents them from receiving irrelevant emails.
    • Click on “Flow Filters” and set up a condition such as “Placed Order at least once since starting this flow.”

8. Review and Activate Your Flow

  • Review the flow structure to ensure all emails and delays are set up correctly.
  • Activate the flow by toggling the switch in the upper right corner of the flow builder.

Example Win-Back Email Sequence

  1. Email 1: Initial Re-engagement
    • Subject: “We Miss You! Here’s 15% Off Your Next Order”
    • Content: Acknowledge inactivity, offer a discount, and include a CTA to browse products.
  2. Email 2: Follow-Up Reminder
    • Subject: “Don’t Miss Out! 15% Off Just for You”
    • Content: Remind the customer of the discount, highlight popular or new products, and include a CTA.
  3. Email 3: Final Attempt
    • Subject: “Last Chance to Save 15%! Hurry!”
    • Content: Create urgency, offer an enhanced discount or benefit, and include a CTA.

Tips for Effective Win-Back Campaigns

  • Personalization: Use customer data to personalize the emails with their name and relevant product recommendations.
  • Clear CTAs: Ensure each email has a clear and compelling call-to-action to encourage the customer to return.
  • Incentives: Offer discounts, free shipping, or other incentives to encourage customers to make a purchase.
  • Responsive Design: Make sure your emails are mobile-friendly since many users may check their emails on their phones.
  • Testing: A/B test different subject lines, email content, and send times to optimize performance.
  • Analytics: Monitor the performance of your win-back emails using Klaviyo’s analytics. Track open rates, click-through rates, and conversions.
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By following these steps, you can create a compelling and effective win-back email campaign in Klaviyo that helps re-engage inactive customers and boost your sales. If you need further assistance or have specific questions, feel free to ask!

Md Tangeer Mehedi
Md Tangeer Mehedi

I'm Md Tangeer Mehedi, an email marketing specialist with extensive experience running multiple blogs, service-based businesses, and e-commerce stores. On this website, I'm fully focused on developing e-commerce email marketing systems designed to boost sales and create flawless flowchart automations, helping businesses maximize their revenue through effective email strategies.

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