Agree the source window
An operator confirms products, drops and order completeness. The retention marketer records the cohort rule and unresolved identity exclusions before a list is used.
Handoff with a definition
Share the audience rule, sample count, reviewed dates and recommended treatment. A Klaviyo-ready recommendation is not evidence that a live segment has been synchronized.
Approve the launch treatment
The campaign owner checks consent, suppression, stock, messaging and the access window. Keep eligibility separate from delivered-message counts.
Close the loop
After the release, measure unique returning buyers against the frozen cohort. Record refund treatment for any revenue figure and note operational changes that affect comparability.
Before you begin
Can I explore this without installing?
Yes. The sample report explains the workflow, and qualified brands can request an audit without Shopify login or app installation.
Will this automatically launch a campaign?
No. Recommendations and sample interactions do not send messages or change your store. Configure and verify your actual workflow in the app and sending platform.