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GROWTH DEPT.ACR

Win-back campaigns

Win back past customers with a conversation

Some customers ran out and forgot. Some had a bad experience. An email can't tell which. ACR calls or texts the customers you choose, asks what changed, and answers the reason they give.

The channels this campaign can use

  • Voice call
  • SMS
  • Email
  • WhatsAppnot yet on
Win-back callAI agent and shopperWritten example

How a lapsed customer gets back to their last order

Example: reorder link sent

0:00 / 0:35

A written example, not a recording. Play steps through the transcript; no real shopper and no audio.

How a win-back campaign is set up

  • 90 days

    with no order before a Shopify customer counts as lapsed, by default; change it, or send your own list

  • 30 days

    before the same customer can enter the campaign again, by default

  • 8am–9pm

    the recommended window, in the customer's local time

Defaults and rules, not results.

Checked before every call, text and email
  • Still no order
  • Inside the shopper's hours
  • Consent on file
  • Not on the suppression list
  • Country allowed
  • STOP and HELP first
  • Hand-off not requested
  • Cooldown passed
  • Dispatch limit not reached
  • State calling rules

The problem

Lapsed customers rarely say why

A customer who stops ordering doesn't send a note. The usual response is a win-back email with a discount, sent to everyone, whatever the reason was.

Someone who forgot needs a link. Someone who had a damaged order needs an apology and a person. A discount suits neither of them, and it costs you margin on the customers who would have come back anyway.

A short conversation finds out which one you are dealing with.

Who gets the call

You decide who counts as lost

Build the list however you already segment customers. Each group gets its own campaign, brief and offer.

  • Due for a reorder

    They bought something that runs out, and the time it should have lasted has passed. Often all they need is the link to their last order.
  • Bought once

    One order and then nothing. Ask how it went, then whether they would like to try something else.
  • Had a problem

    A return, a complaint or a low review. Start by listening, and send anything you can't fix straight away to your team.
  • Your biggest spenders

    Customers who are worth a person's time. Let the agent reach them first and hand off when they ask.

Why a conversation

Timing matters less than asking why

A win-back email and a retargeting ad can bring someone back. Neither can find out what went wrong, and neither reaches the customer who stopped reading.

  • Finds out why they left

    ACR call and text

    Asks, and writes the answer to the run

    Win-back email

    No

    Retargeting ads

    No

  • Reaches someone who stopped opening email

    ACR call and text

    Yes, by phone or text

    Win-back email

    No

    Retargeting ads

    Only if they are still browsing

  • Answers a question

    ACR call and text

    Yes, from what you told it

    Win-back email

    No

    Retargeting ads

    No

  • Default move

    ACR call and text

    Answers the reason they give

    Win-back email

    Sends a discount

    Retargeting ads

    Shows the product again

  • Respects opt-outs

    ACR call and text

    Suppression list checked before every step

    Win-back email

    Your email tool's list

    Retargeting ads

    Depends on your audiences

  • Measured in

    ACR call and text

    Orders matched to the campaign

    Win-back email

    Opens and clicks

    Retargeting ads

    Impressions and clicks

Keep your email flows and ad budget. A campaign like this reaches the customers those channels no longer do.

Step by step

How a lapsed shopper becomes a customer again

  1. Step 1: You pick who is lapsed

    Let ACR check Shopify each day for customers with no order in the days you set, or upload a file or post customers to the campaign's trigger URL.
  2. Step 2: ACR reaches out

    Inside the hours and on the channels you set, if the customer's consent is on record.
  3. Step 3: The agent asks

    It opens with what they bought and asks what changed.
  4. Step 4: Each reason gets an answer

    They ran out, drifted, had a problem or switched brands. Your brief says what to do about each.
  5. Step 5: A link goes out

    When they are ready, the agent texts the link. An order ends the run.

From the people who built it

We would rather you lost a win-back sale than a customer’s goodwill. So a no ends the conversation, and old consent gets checked like new consent.

Before you ask

Questions stores ask about win-back

Something not covered here?

Ask us on a call, or read the full list of questions.

  1. 01

    How do consent and opt-outs work?

    The same way as every campaign. With the consent check on, a customer is contacted on a channel only if you have a record of consent for it. An opt-out from any campaign holds for this one. A file upload can carry a consent column, and your counsel can say how old a consent record can be where you sell.
  2. 02

    What if a customer is annoyed by the call?

    One no is enough. The agent ends the call politely, and a request not to be contacted adds them to your suppression list.
  3. 03

    How far back should we go?

    Start with recent customers whose products should have run out by now, then widen it if the conversations are useful. Someone who bought nine months of supplies eleven months ago is a better first call than someone who bought a mattress two years ago.
  4. 04

    What if they bought from someone else?

    That is useful to know. The agent can ask what they chose and why, and the answer shows up in Analytics if you make it one of your conversation questions.

Find out why they stopped ordering

Bring a list of customers you have lost touch with. We will look at your consent records and your offer, and tell you plainly whether a campaign like this fits.

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