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Part 4 of 7 · Win-back campaigner series ~5 min read

How the offer is decided

The default win-back offer is a percentage off, it is chosen because it is easy to configure, and it is usually both unnecessary and quietly expensive. The ladder starts somewhere much cheaper.

Key takeaways

  • Rung one is a reminder with a question, and it converts more than people expect.
  • Rung two is something useful that costs nothing: a guide, a reorder link, a slot.
  • Rung three is a non-price sweetener: free delivery, a sample, priority.
  • Rung four is a discount, and it is the last one for good reasons.
  • Every reply goes to a person. A reply is worth more than the order.

The ladder

RungWhat it isCostsUse when
1. Reminder“It has been a while — running low?”NothingConsumables, habitual purchases
2. Useful thingA reorder link, a slot, a how-toNothingAnything with friction to reordering
3. Non-priceFree delivery, a sample, priority bookingA littleWhere price was probably not the reason
4. DiscountA percentage or an amount offMargin, and precedentWhere you know price was the reason

The last column is the one to read carefully. A discount is right when you have evidence that price was why they left — they said so, or a competitor undercut you visibly — and it is a guess in every other case. Guessing costs margin on everybody who would have come back for a reminder.

Rung one converts more than expected

A meaningful share of lapsed consumable customers simply forgot, changed a routine, or ran out at an inconvenient moment and bought something else once. For those people the reminder is the entire intervention and the discount is pure giveaway.

The message that works is a question rather than a pitch: “running low, or did you find something better?” Both answers are useful, the second one is worth more than the order, and asking it is what distinguishes this from a promotional email.

What a discount actually costs

Margin recovered against margin given away under three win-back offersA stacked bar chart with three bars in pounds. Two series: margin recovered in green, and margin given away in red. Reminder only recovers one thousand eight hundred and forty pounds and gives away nothing. Fifteen per cent to everyone recovers two thousand two hundred and ten and gives away one thousand four hundred and ninety. Discount on reply only recovers two thousand and ninety and gives away three hundred and ten. A note says the middle bar recovers the most and keeps the least, and the third is the design.£0£2000£4000£6000£8000~£1840Reminder only~£370015% to everyone~£2400Discount on reply onlyMargin recoveredMargin given awayThe middle bar recovers the most and keeps the least. The third is the design.
Fig 1. Three approaches on the same lapsed list. Discounting everybody buys a slightly better recovery rate with a lot of margin from people who needed no discount at all.

The middle bar is what most win-back campaigns do, and on a recovery-rate dashboard it is the winner. The margin given away does not appear on that dashboard, which is how the practice survives.

The third approach — send the reminder, and offer a discount only to people who reply saying price was the problem — recovers nearly as much and keeps almost all the margin, at the cost of needing a person to handle replies.

The precedent cost

There is a second cost that is harder to measure and worth naming: a customer who receives fifteen per cent off for lapsing has learned that lapsing is worth fifteen per cent. Businesses that run a discount-led win-back for a couple of years reliably notice their best customers developing a suspicious rhythm.

That is not an argument against ever discounting. It is an argument for the discount being a response to a stated reason rather than an automatic consequence of not buying, which is a distinction the customer can feel.

Replies go to people

How a reply to a win-back message is handledA horizontal row of five boxes. A reply arrives to the win-back. Never auto-answered, not once. To a named person, with the history attached. They read the reason: price, service, or moved on. That is the value, more than the sale. A note says twelve replies explaining why people left is a better output than nine orders.WHAT A REPLY IS WORTHA reply arrivesto the win-backNever auto-answerednot onceTo a named personwith the historyThey read the reasonprice, service, moved onThat is the valuemore than the saleTwelve replies explaining why people left is a better output than nine orders.
Fig 2. Why the reply path is staffed. The stated reasons from lapsed customers are the hardest business information to obtain and this is the one moment they are volunteered.
  • App integration
  • Machine learning
  • Security & identity
  • Analytics
  • People

This is also why the message is signed by a person with a working reply-to. A no-reply address on a win-back converts the one honest channel into a broadcast, and the information that would have told you why fourteen per cent of your customers left goes into a mailbox nobody reads.

Next: counting what actually happened.

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