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Survey template · Replenishment

Replenishment survey timed by the customer.

Stop guessing when someone runs out. Ask how much they have left, how often they use it, and when they want to hear from you — then send the reorder reminder at the moment it is useful.

Business objective

Replace the 30-day guess with a real answer.

Most replenishment flows fire on a fixed interval derived from pack size. But a 60-serving bag of Lion's Mane lasts two months for a daily user, six months for someone taking it before deadlines, and forever for the customer who tried it twice and put it in a cupboard. One reminder schedule serves none of them well.

Asking one mid-cycle question turns an average into a per-customer window — and tells you which customers should not receive a reorder prompt at all.

What you learn

  • How much of the last order is actually left
  • Real usage frequency, not assumed frequency
  • Whether the product is working for them
  • Whether they want a subscription or just a nudge
  • What is blocking a reorder that has not happened
  • The cadence they explicitly asked for
Recommended questions

Six questions, one of them conditional.

Supply and usage first, because those two answers alone let you time everything else correctly.

  1. 1

    How much of your last order do you have left?

    Single select · required

    Still nearly fullAbout halfRunning lowCompletely finishedI stopped using it

    The whole template hinges on this. Order date tells you when they bought; only the customer knows how fast they got through it — and in wellness, consumption rates vary by a factor of three or more.

    Creates Supply Remaining

  2. 2

    How often are you actually taking it?

    Single select · required

    Every dayMost daysA few times a weekOccasionally, when I need itI have stopped

    Combined with pack size, this gives you a genuine per-customer reorder window instead of a store-wide average that is wrong for almost everyone.

    Creates Usage Frequency

  3. 3

    How is it working out so far?

    Single select · required

    Noticeably better than expectedWorking wellToo early to tellNot sure I am noticing anythingIt did not work for me

    Never send a reorder prompt to someone who just told you it did not work. This question is the guard rail that keeps your replenishment flow from becoming your top unsubscribe driver.

    Creates Perceived Efficacy

  4. 4

    What would make reordering easier?

    Multi select

    A reminder at the right timeA subscription with a discountA larger size that lasts longerA bundle with the other things I useNothing — I will reorder when I need toI would rather not commit

    Separates the customers who want a subscription from those who will resent being pushed toward one. Both are good customers; only one should see the subscription upsell.

    Creates Reorder Preference

  5. 5

    If you have not reordered, what is holding you back?

    Single select · conditional

    PriceStill working through what I haveDid not see the results I hoped forTrying something elseForgot about itToo many things to remember to take

    Shown only to customers past their expected reorder window. Each answer needs a different response — and "forgot about it" is a fixable problem worth a large share of your lapsed revenue.

    Creates Reorder Barrier

  6. 6

    When would you like us to check in?

    Single select

    In 2 weeksIn a monthIn two monthsWhen I am likely running lowPlease do not remind me

    Declared cadence beats inferred cadence every time, and includes an explicit opt-out that protects your sender reputation.

    Creates Replenishment Timing

Implementation guidance

Where to publish it.

Replenishment questions work best as small, in-context asks rather than a standalone survey the customer has to visit.

Mid-cycle email Spark

A single "how much do you have left" question, roughly two-thirds through the expected supply. One tap, no landing page, highest response rate of any placement here.

Subscription management page

Ask about usage frequency where the customer is already adjusting their cadence, and let the answer update the schedule directly.

Account order history

A reorder-context question next to the previous order, for customers who return to the site on their own.

Lapsed-customer win-back

For customers well past their expected window, lead the win-back with the barrier question rather than a discount. The answer is worth more than the sale.

Cart page for repeat buyers

Confirm usage frequency at the moment of reorder to keep the property current without an extra send.

Refill insert

A QR on the packaging of a subscription shipment, catching customers who never open email.

Timing

When to trigger it.

Two-thirds through expected supply

Early enough that the answer is actionable, late enough that the customer has a real sense of their own pace. For a 30-day supply, that is around day 20.

At the point of no reorder

When a customer passes their expected window without ordering, ask the barrier question before you reach for a discount. Discounting a customer who simply has stock left trains them to wait for sales.

After a subscription pause

A pause is a signal with an unknown cause. One question separates "too much stock" from "not working" from "too expensive" — three problems with three different solutions.

Never to gift purchasers

If a post-purchase survey recorded the order as a gift, exclude that customer from this entire program. Signals keeps that property on the profile so the suppression happens automatically.

Klaviyo

Suggested properties and flows.

Profile properties to sync

Supply RemainingUsage FrequencyPerceived EfficacyReorder PreferenceReorder BarrierReplenishment Timing

Events sent to Klaviyo

Completed SurveyAnswered SparkRequested Follow-UpReported Running Low

Flows worth building

  • Declared-window replenishment — schedule the reminder from Replenishment Timing rather than a global 30-day default.
  • Running-low fast path — Supply Remaining = running low triggers a one-click reorder within 24 hours.
  • Efficacy rescue — anyone reporting no noticeable result gets guidance on dosage and timing, never a reorder prompt.
  • Subscription offer targeting — offer subscriptions only to profiles whose Reorder Preference includes a subscription or reminder.
  • Barrier-specific win-back — price objections get value framing, forgetting gets a reminder cadence, and "trying something else" gets a genuine comparison rather than a discount.
Explore the Klaviyo integration
Compass

Suggested audiences.

Optional. Signals runs this program with Shopify and Klaviyo alone — Compass sharpens the timing with order history.

  • Predictable Replenishers — daily use, consistent routine, ideal subscription candidates.
  • Running Low Right Now — declared low supply, the highest-intent reorder audience you can build.
  • Efficacy At Risk — using the product but reporting no result, before they lapse quietly.
  • Reminder-Preferring Non-Subscribers — want prompts but not commitment, and should never see subscription pressure.
  • Price-Blocked Lapsed — reorder barrier is price, for targeted bundle or larger-size offers.

Compass compares declared usage against actual reorder intervals, so you can see where customers over- or under-estimate their own consumption and correct the schedule accordingly.

Discover Compass

Send the reorder reminder when it is actually useful.

Ask one question mid-cycle, keep the answer on the customer profile, and time every replenishment message from what the customer told you.